Mellody Hobson’s & Bill Miller’s Investing Advice; The SOTU Breakdown
Squawk Pod2 Mar 2022

Mellody Hobson’s & Bill Miller’s Investing Advice; The SOTU Breakdown

Famed value investor Bill Miller of Miller Value Partners joins Ariel Investments co-CEO Mellody Hobson to share investment advice as war abroad escalates and inflation at home rises. Some of Miller’s biggest positions are in Amazon, Alphabet, and Meta, and he says, Meta stock is cheap, and the case for bitcoin is strong. Hobson says value investors are enthusiastic about leisure and entertainment stocks, like hotels and casinos. Joe, Becky, and Andrew break down President Biden’s first State of the Union address and consider Russia’s implication for the oil markets and America’s tolerance for more inflation. Plus, Elon Musk noticed he and Tesla were missing from the President’s speech; the Squawk team considers how the two might repair their relationship. In this episode: Bill Miller, @B3_MillerValue Mellody Hobson, @MellodyHobson Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episoder(1922)

Fundrise CEO & “How to Lead a Meaningful Life” 3/27/26

Fundrise CEO & “How to Lead a Meaningful Life” 3/27/26

An end to the DHS funding shutdown is in sight after the Senate passed a deal overnight. Despite the progress, US airports may take longer to get back on track. The Fundrise Innovation Fund listed on ...

27 Mar 33min

Coke CEO James Quincey’s Exit Interview & Sen. John Fetterman 3/26/26

Coke CEO James Quincey’s Exit Interview & Sen. John Fetterman 3/26/26

After 30 years at Coca-Cola and 9 years as the company’s CEO, James Quincey is handing the reins to his successor, Henrique Braun. Quincey discusses his legacy and the future of the “total beverage co...

26 Mar 49min

Regulating Prediction Markets & Meta’s $375M Lawsuit 3/25/26

Regulating Prediction Markets & Meta’s $375M Lawsuit 3/25/26

As lawmakers take aim at prediction markets, Senators Adam Schiff (D-CA) and John Curtis (R-UT) discuss the bipartisan ‘Prediction Markets Are Gambling Act,’ why they support banning sports-style bett...

25 Mar 38min

Inside Energy: Power Rations & Asia’s Supply 03/24/26

Inside Energy: Power Rations & Asia’s Supply 03/24/26

As Iran denies President Trump’s assertion that the U.S. and Iran have held talks to end the war, CNBC’s Dan Murphy reports from Dubai. Former deputy national security advisor for the Trump administra...

24 Mar 38min

Talks with Iran, a Call with the President, & Energy Prices 3/23/26

Talks with Iran, a Call with the President, & Energy Prices 3/23/26

Energy prices are on the move after President Trump posted on Truth Social that he ordered the U.S. military to postpone strikes on Iran’s power plants and energy infrastructure for five days. Shortly...

23 Mar 34min

Aaru, Iran, & an AI Horror Story 3/20/26

Aaru, Iran, & an AI Horror Story 3/20/26

Aaru cofounders Ned Koh, Cameron Fink, and John Kessler discuss their company’s AI-driven shakeup of the market research industry and their journey building it—as teenagers. Legendary venture capitali...

20 Mar 39min

BONUS The Path with Becky Quick: Head of the Class 3/20/26

BONUS The Path with Becky Quick: Head of the Class 3/20/26

Baby KJ was a pioneer before he was even a year old.  Born in 2024 with a rare, life-threatening genetic mutation, Nicole and Kyle Muldoon’s son is the world’s first patient to receive successful pers...

20 Mar 36min

TSA with the Transportation Secretary & the EU-U.S. Relationship 3/19/26

TSA with the Transportation Secretary & the EU-U.S. Relationship 3/19/26

As the funding shutdown of the DHS wears on, TSA agents and regional airports are under pressure. Transportation Secretary Sean Duffy discusses the looming airport shutdowns and his concern about nati...

19 Mar 36min

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