David Zaslav: Media Mogul 12/30/22
In a highlight of 2022, Warner Brothers Discovery CEO David Zaslav described his hopes for the future of the merged media company when he joined Joe Kernen and Becky for his first interview following the close of the $43 billion transaction. In May, Zaslav was optimistic about the outlook for a content company with offerings spanning home decor, food, classic movies, news and more. Plus, what really happened at the demise of CNN+.Happy New Year, Squawk Pod listeners! In this episode: Becky Quick @BeckyQuickJoe Kernen, @JoeSquawkAndrew 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.
30 Des 202221min
Cathie Wood: Doubling Down on Disruption 12/29/22
ARK Invest CEO Cathie Wood is famous for her bold bets on disruptive technology stocks, like Tesla, Zoom, and Roku. But, like those tech stocks, her flagship fund’s performance is down over 60% year-to-date. Even still, she’s reeling in more money from her retail trader, Reddit-enthusiast clients. In an interview recorded in late June, Wood explains her tech-focused strategy in the face of the Fed’s inflation battle. In her view, the U.S. economy is in a recession. In this episode:Cathie Wood, @CathieDWoodBecky 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 Des 202218min
Alex Karp: “Software Plus Heroism Can Really Slay the Giant” 12/28/22
The Russian invasion of Ukraine has been a key story on the global stage in 2022. In a conversation recorded in September, Palantir CEO Alex Karp tells Andrew Ross Sorkin and Becky Quick that modern warfare has been forever changed by this conflict. Palantir is a developer of data analysis software that went public via a direct listing in September 2020 after nearly two decades as a private company; Karp shares insight into how digital analytics has prevented a full-scale takeover of sovereign Ukraine. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
28 Des 202218min
How to Invest with David Rubenstein 12/27/22
In a highlight of 2022, investor and private equity legend David Rubenstein, co-founder of the Carlyle Group, shared what he learned from some of the world’s most successful investors. One hint – it’s not a 9 to 5 job. Rubenstein details the habits and strategies of managers like Ray Dalio, Ron Baron, Mary Erdoes, John Paulson and many more in book, “How to Invest: Masters on the Craft.” In this conversation from September 2022, Rubenstein tells Becky Quick and Melissa Lee his thoughts on the Fed’s aggressive rate-raising policy, his best investing ideas and what he thinks about America’s relationships around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
27 Des 202228min
The Christmas Track: Justin Bieber & Santa’s Journey 12/23/22
Severe winter weather is cause for canceling thousands of flights across the U.S. and delaying package delivery in the last days before Christmas. But, one flight is guaranteed to have no problem taking off – Rear Admiral Daniel Cheever of the North American Aerospace Defense Command (NORAD) reassures Joe Kernen and Becky Quick that Santa Claus will continue his flawless record of clean departures from the North Pole. Justin Bieber is close to securing a $200 million deal for his publishing and recorded music rights – at age 28! Jon Fortt takes a look at both sides of the argument for the Belieber legacy. Plus, Elon Musk hits pause on selling his shares of Tesla, Sam Bankman-Fried is free on bail, and Congress secures a $1.7 trillion funding deal hours before the holiday recess – averting a government shutdown. Merry Christmas to our listeners! Track Santa’s Christmas Eve flight status: https://www.noradsanta.orgIn this episode:Jon Fortt, @jonforttBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkKatie 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.
23 Des 202225min
David Tepper’s Market Take 12/22/22
Ukrainian President Volodymyr Zelenskyy addressed a joint session of Congress in his first trip abroad since the start of Russia’s war in his country. CNBC’s Kayla Tausche recaps his U.S. visit and his speech to lawmakers, during which he appealed for more military support. FTX founder Sam Bankman-Fried is officially back on American soil preparing for his time in court, and two of his former colleagues have already pleaded guilty to fraud. Appaloosa Management Founder and President David Tepper shares his latest portfolio plays in a rare extended interview. The billionaire hedge funder explains why he’s short on equities, short on bonds, and trusting global central banks to keep to their word on raising rates. In this episode:Kayla Tausche, @kaylatauscheMacKenzie Sigalos, @KenzieSigalosBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkKatie 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.
22 Des 202244min
Weather Pains: Holiday Flights & Cold Season Supplies 12/21/22
As cold, Covid, and RSV season wears on, many pharmacy aisles have been picked clean by consumers. Former FDA Commissioner Dr. Scott Gottlieb explains the medicine shortage, suggesting it’s temporary. Also under the weather: airports! Airlines are bracing for mass cancellations and delays this holiday, but The Points Guy Brian Kelly has tips for holiday travelers taking on the country’s wild weather this week. Among the millions traveling this holiday week are Ukraine’s President Vladimir Zelenskyy, en route to the White House, and FTX founder Sam Bankman-Fried, out of Bahamian prison. Plus, CNBC’s Sharon Epperson unpacks America’s layoff worries and workplace happiness. In this episode:Dr. Scott Gottlieb, @ScottGottliebMDBrian Kelly, @thepointsguySharon Epperson, @Sharon_EppersonBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkKatie 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.
21 Des 202223min
The Japanese Bond Bombshell & SBF’s Bahamian Exit 12/20/22
The Bank of Japan shocked global economists with a tweak to its yield curve control policy, doubling the cap on 10-year treasury yields. Joe Kenen and Becky Quick discuss the implications for markets around the world. FTX founder Sam Bankman-Fried has agreed to extradition, so he’s headed from Bahamian prison to American courts. Former SEC lawyer and currently a financial defense attorney for Dickinson Wright Jacob Frenkel discusses the next steps and legal options for the disgraced crypto king. Netflix and chill season is underway, but Paramount Media President Chris McCarthy is confident in his own platform’s appeal to streamers. He discusses all Paramount+ offerings, but he avoids spoilers, don’t worry! Plus, 3M is making a manufacturing decision with human health in mind, and Ylan Mui reports on lawmakers pushing for a spending bill to avert a government shutdown. In this episode:Jacob Frenkel, @jacob_frenkelYlan Mui, @ylanmuiBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
20 Des 202230min
