Squawk Pod

As most retailers struggle with a difficult quarter, cosmetics might be a bright spot. Alongside Elf Cosmetics, Ulta Beauty reported upbeat first quarter results despite rising inflation; Ulta CEO David Kimbell discusses the company’s year over year revenue growth and the relative strengths of beauty consumers and social media beauty influencers alike. As streaming stocks like Netflix have struggled, AMC CEO Matt Blank suggests the answer to media’s momentary woes might be linear. Plus, a high profile team is making a play for the Denver Broncos, and the FDA is giving Novavax a big vote of confidence. In this episode:David Kimbell, @UltaBeautyMatt Blank, @AMC_NetworksJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

8 Kesä 202227min

Senators Cynthia Lummis (R-WY) and Kirsten Gillibrand (D-NY) have introduced bipartisan legislation that would overhaul the regulatory framework for cryptocurrencies and digital assets. The two share details of their plan, how the SEC and the CFTC would fit into it, and how “rules of the road” would benefit both investors and the economy at large. Target is warning investors of a hit to profits next quarter, as the company manages inventory, inflation, and freight cost issues. Longtime retail watcher Jan Kniffen, CEO of J. Rogers Kniffen WWE, explains how the retailer got to this point, and projects how long the pain will last. Plus, the SEC is eyeing new rules for the stock market, Elon Musk is threatening to walk away from his own deal to buy Twitter, and Apple has unveiled some of its newest features for users.  In this episode:Sen. Cynthia Lummis, @CynthiaMLummisSen. Kirsten Gillibrand, @SenGillibrandJan Kniffen, @JRogersKYlan Mui, @ylanmuiJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

7 Kesä 202240min

JetBlue has upped its offer for Spirit Airlines as the battle with Frontier heats up. CEO Robin Hayes explains the new, larger breakup fee offer and shares why he feels shareholders should be happy with this deal. After Coinbase’s hiring freeze and Gemini’s layoffs, the crypto community could be headed for a “crypto winter.” Forkast founder and CEO Angie Lau says, a contraction is certainly underway. Plus, Elon Musk claims Tesla is overstaffed, Starbucks is closing down a recently unionized store in New York, and gas prices are throwing a wrench in summer travel plans.  In this episode:Angie Lau, @AngieTVLauPhil LeBeau, @LebeaucarnewsJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

6 Kesä 202225min

Netflix’s volatility continues; despite a bounce in share price this week, the stock is down 66% this year. Gene Munster, Loup founder, discusses his firm’s “higher risk, higher reward” investment in the streaming platform and why it’s important to get its ad model right. Consumers have taken on a lot of credit card debt this year, and CNBC’s Senior Personal Finance Correspondent Sharon Epperson breaks down the booming buy now, pay later debt. Plus, Tesla is cutting staff, and crypto firms like Gemini and Coinbase are preparing their teams for a “crypto winter.” In this episode:Sharon Epperson: @sharon_eppersonGene Munster: @munster_geneBecky Quick, @BeckyQuickBrian Sullivan, @SullyCNBCCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Kesä 202219min

Sheryl Sandberg is stepping down from her post as Meta Platforms Chief Operating Officer after 14 years. Sara Fischer, Axios media reporter, and Rich Greenfield of LightShed Partners, discuss what this means for the Facebook parent’s stock and its future in the metaverse. Elon Musk has ignited another debate: returning to work. Commenting on a Twitter post, Musk said that Tesla executives unwilling to return to office work “should pretend to work somewhere else.” Tsedal Neely, Harvard Business School professor and Tom Gimbel, LaSalle Network founder and CEO, debate the value of hybrid work and education. Plus, Jamie Dimon foresees a hurricane, Chipotle is accepting Bitcoin, and President Biden’s hoping to move students out—of debt.  In this episode:Sarah Fischer: @sarafischerRich GreenField: @RichLightShedTom Gimbel:@TomGimbelMichael Santoli: @michaelsantoliBecky Quick, @BeckyQuickBrian Sullivan, @SullyCNBCCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2 Kesä 202231min

Treasury Secretary Janet Yellen says the White House has several strategies that will reduce inflation, which she conceded is too high. In a sit down interview with Becky Quick, former Fed Chair Yellen recaps her meeting with current Fed Chair Jay Powell and President Biden, and she lists efforts aimed at prescription drug costs, the budget deficit, and oil production that could bring down prices. Economist Mohamed El-Erian, Allianz and Gramercy advisor and president of Queens’ College, Cambridge, discusses the Federal Reserve and his outlook for interest rate hikes later this year.In this episode:Janet Yellen, @SecYellenMohamed El-Erian, @elerianmBecky Quick, @BeckyQuickBrian Sullivan, @SullyCNBCCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

1 Kesä 202227min

Paramount’s “Top Gun: Maverick” broke box office records this Memorial Day Weekend. AMC CEO Adam Aron expects moviegoers to continue to return to theaters throughout the summer season, which is good news for all AMC shareholders. The Biden administration is floating a student loan forgiveness plan that has frustrated politicians on both sides of the aisle; Purdue University President Mitch Daniels airs his own concerns. Plus, the EU has committed to a partial ban on Russian oil, and President Biden has laid out his strategy to fight inflation in The Wall Street Journal.  In this episode:Adam Aron, @CEOAdamBecky Quick, @BeckyQuickBrian Sullivan, @SullyCNBCJulia Boorstin, @JBoorstinSharon Epperson, @Sharon_EppersonCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

31 Touko 202238min

We’re sharing a sneak peak of Born to Rule: When Charles is King, a new original podcast from TODAY which asks (and answers) the burning questions about Prince Charles and what he might be like as King. Listen to the first two episodes and follow now: https://link.chtbl.com/BTR_LW Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

30 Touko 202230s