Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25
Squawk Pod14 Marras

Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25

After Tesla shareholders approved a new pay package for CEO Elon Musk that approaches the trillion-dollar mark, investor Ron Baron weighs in on what it means for the company’s future. The billionaire discusses his outlook on Tesla, the markets, and Musk ahead of the 32nd annual Baron Investment Conference. And Walmart CEO Doug McMillon is stepping down next year after leading the retailer’s push into e-commerce. Plus, Hollywood is bracing for bids for Warner Brothers Discovery, the Trump administration is preparing tariff exemptions aimed at lowering food prices, and Under Armour and Steph Curry are parting ways.

Ron Baron - 12:17

In this episode:

Ron Baron, @BaronCapital

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Zach Vallese, @zachvallese


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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The Race with Nikki Haley, & AI Deals with FTC Chair Lina Khan 01/29/24

The Race with Nikki Haley, & AI Deals with FTC Chair Lina Khan 01/29/24

Presidential hopeful Nikki Haley says she’ll stay in the race for the White House at least through Super Tuesday. After three U.S. troops were killed in a drone strike in Jordan, Haley shares how she’d manage tensions with Iran and conflict in the region, as well as her plan to secure America’s borders. The Federal Trade Commission is taking a close look at big tech’s deals for AI innovators; FTC Chair Lina Khan explains her rationale for scrutiny and her strategy for encouraging American competitiveness through regulation. Plus, United Airlines might be looking to Airbus after Boeing’s multiple manufacturing issues, and Vince McMahon has resigned from WWE and TKO Group following disturbing allegations against him. Nikki Haley - 15:16Lina Khan - 27:36 In this episode:Nikki Haley, @NikkiHaleyLina Khan, @linakhanFTCBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29 Tammi 202437min

LNG Exports Paused, Maui Recovering, & Dwyane Wade Podcasting 01/26/24

LNG Exports Paused, Maui Recovering, & Dwyane Wade Podcasting 01/26/24

NBA legend Dwyane Wade has launched a new podcast, “The Why with Dwyane Wade.” The businessman, author, philanthropist, and newly Oscar-nominated documentary producer discusses his attitude toward lifelong learning and his commitment to tell impactful stories on his platforms. President Biden has paused approvals for U.S. exports from new liquefied natural gas projects. Secretary of Energy Jennifer Granholm explains the environmental reviews taking place during the pause, as well as the administration’s approach to electrification. The PCE, the Federal Reserve’s preferred metric for inflation, showed the pace of inflation is cooling, setting the stage for next week’s Fed meeting. Plus, CNBC’s Jane Wells is on the ground in Maui, following the community’s recovery from the devastating fires six months ago.  Jane Wells - 07:30Sec. Jennifer Granholm - 12:44Dwyane Wade - 26:28 In this episode:Dwyane Wade, @DWadeJane Wells, @janewellsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Tammi 202432min

A Miss from Tesla, Hope from GDP, & Layoffs from Tech Firms 01/25/24

A Miss from Tesla, Hope from GDP, & Layoffs from Tech Firms 01/25/24

GDP in the fourth quarter of 2023 increased 3.3%, beating economist expectations. After Tesla reported a miss on revenue and profit in its fourth quarter, CNBC’s Phil Lebeau explains the results and the slowing growth for EV makers across the board. Plus, gearing up to the general election, Financial Services Committee Chair Rep. Patrick McHenry (R-North Carolina) discusses the push to get deals done in Congress. IBM, eBay, TikTok, Amazon, Google and other tech players are laying off workers; employment consultant Jason Greer explains the role of AI in today’s evolving labor market.  Phil Lebeau - 4:08Jason Greer - 19:29Patrick McHenry - 32:51 In this episodeRep. Patrick McHenry, @PatrickMcHenryPhil Lebeau, @LebeaucarnewsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

25 Tammi 202436min

Boeing in DC, Haley Headed to Her Home State, & an Oura Ring Rival 01/24/24

Boeing in DC, Haley Headed to Her Home State, & an Oura Ring Rival 01/24/24

Nikki Haley has lost to Donald Trump in the New Hampshire primary, but she’s staying in the race. Pollster and strategist Frank Luntz discusses her chances of succeeding in the next primary, in her home state of South Carolina. After multiple manufacturing issues in the last few years, Boeing’s CEO Dave Calhoun is meeting with lawmakers on Capitol Hill. One leader he’s meeting: Senator Jerry Moran (R-Kan.), ranking member of the Aviation Subcommittee, who’s sharing his concerns for passenger safety and regulatory oversight at the company. Plus, CNBC’s Julia Boorstin has big WWE and subscriber news from Netflix, and Samsung is now competing with Oura in the wearable tech space. Oura CEO Tom Hale discusses the Oura ring’s popularity and many patents, and the limitations of physics and technology that make developing proprietary wearable health tech–like Oura rings and Apple Watches–so tricky.  Frank Luntz - 4:16Jerry Moran - 15:09Tom Hale -  24:24Julia Boorstin - 34:47 In this episode:Sen. Jerry Moran, @JerryMoranJulia Boorstin, @JBoorstinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 Tammi 202437min

Alibaba’s Boost, New Hampshire’s Governor & United’s CEO 01/23/24

Alibaba’s Boost, New Hampshire’s Governor & United’s CEO 01/23/24

The New Hampshire primary is underway! New Hampshire Governor Chris Sununu discusses the current face-off between Nikki Haley and former President Donald Trump, and explains the importance of momentum for Haley’s White House bid. United Airlines reported its fourth quarter results, but investors are zeroed in on the airline’s first quarter forecast. CNBC’s Phil LeBeau and United CEO Scott Kirby discuss the pressure Boeing’s manufacturing issues have placed on United’s business, and the effect Max 9 groundings will have on the airline’s financials. Plus, Jack Ma and Joe Tsai are doubling down on Alibaba, the company they cofounded, and the SEC has new details on its X account hack–and the fake bitcoin post currently under FBI, CFTC, and DoJ scrutiny.  Chris Sununu - 11:50Scott Kirby - 19:31 In this episode: Chris Sununu, @GovChrisSununuScott Kirby, @unitedPhil Lebeau, @LebeaucarnewsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

23 Tammi 202427min

A Primary Dropout, An AI Future, & the NFL Money-’Lions’ 01/22/24

A Primary Dropout, An AI Future, & the NFL Money-’Lions’ 01/22/24

Florida Governor Ron Desantis has pulled out of the Presidential race ahead of the New Hampshire primary. Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest his announcement and his new endorsement of former President Donald Trump. During last week’s World Economic Forum in Davos, AI took center stage; Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his projections for AI’s impact on industry and labor. CNBC’s Steve Kovach explains the regulatory and legal slog ahead for Apple, which might be lagging behind Microsoft in today’s innovation wave. Plus, it was a big weekend for Detroit! Washington University in St. Louis Sports Business Director Patrick Rishe discusses the betting ecosystem around football’s underdogs in the playoffs: the Lions.  Steve Kovach - 10:21Joe Lonsdale - 16:27Patrick Rishe - 25:05 In this episode:Joe Lonsdale, @JTLonsdaleBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

22 Tammi 202429min

Squawk Pod Reports from Davos: Coca-Cola’s James Quincey 01/19/24

Squawk Pod Reports from Davos: Coca-Cola’s James Quincey 01/19/24

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Coca-Cola CEO James Quincey at the World Economic Forum in Davos, Switzerland. Quincey shares different AI innovations shaking up the world of Coke, including Marshmello (the DJ) flavors, and Times Square Coke Christmas cards. Looking ahead, he considers the marketing opportunities generative AI could power. Plus, selling beverages in nearly every country in the world, Coca-Cola had to pass on input costs to consumers. Now, inflation is moderating and so are the price hikes–at least in the U.S. and Europe. Quincey discusses global consumer, navigating inflation, and catering to popular and unpopular drink tastes. Cheers! In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

19 Tammi 202415min

Squawk Pod Reports from Davos: Bank of America’s Brian Moynihan 01/19/24

Squawk Pod Reports from Davos: Bank of America’s Brian Moynihan 01/19/24

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Bank of America CEO Brian Moynihan at the World Economic Forum in Davos, Switzerland. Moynihan explains his economic outlook for 2024, where he expects U.S. Fed policy to go, and the strength and demand of the global consumer.  In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

19 Tammi 202414min

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