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)

The Biggest Oil Disruption in History 3/9/26

The Biggest Oil Disruption in History 3/9/26

Oil surged above $100 a barrel as the war with Iran disrupts global supply and tanker traffic through the Strait of Hormuz remains at a standstill. Amos Hochstein, TWG Global managing partner and form...

9 Mar 37min

A Weak Jobs Report & Regulating Prediction Markets 3/6/26

A Weak Jobs Report & Regulating Prediction Markets 3/6/26

A surprising February jobs report is raising new questions about the strength of the labor market. The economy lost 92,000 jobs last month weighed down by severe winter weather and a strike at a major...

6 Mar 42min

Berkshire’s New CEO: Greg Abel 3/5/26

Berkshire’s New CEO: Greg Abel 3/5/26

For the first time since Lyndon Johnson was in the White House, Berkshire Hathaway has a new CEO.  Greg Abel joins us in his major interview since taking over for the legendary Warren Buffett at the b...

5 Mar 44min

Bessent on Global Oil Trade 3/4/26

Bessent on Global Oil Trade 3/4/26

Treasury Secretary Scott Bessent says the Trump Administration will roll out a series of measures aimed at stabilizing oil shipments through the Persian Gulf, as Washington steps into the oil tensions...

4 Mar 40min

5 Things to Know Ahead of the Opening Bell 3/4/2026

5 Things to Know Ahead of the Opening Bell 3/4/2026

President Trump says the U.S. will provide insurance to Persian Gulf tankers to ease the traffic slowdown in the Straight ot Hormuz, tech companies are scrambling to ensure safety of employees in the ...

4 Mar 1min

Sen. Tim Kaine on War Powers and Iran 3/3/26

Sen. Tim Kaine on War Powers and Iran 3/3/26

The U.S.-Iran conflict enters its fourth day, spreading across the region and pushing oil prices higher. CNBC’s Dan Murphy reports on the latest military developments and what the surge in energy cost...

3 Mar 35min

The Path with Becky Quick: A Beast of a Journey 3/2/26

The Path with Becky Quick: A Beast of a Journey 3/2/26

In 2024, Jeffrey Allen applied to the first season of “Beast Games,” a reality competition show on Amazon Prime Video that was inspired by the Netflix series “Squid Game” and created by YouTuber MrBea...

2 Mar 44min

Strikes in Iran and Lloyd Blankfein Looks Back 3/2/26

Strikes in Iran and Lloyd Blankfein Looks Back 3/2/26

More U.S. forces head to the Middle East, following the initial strikes in Iran by the U.S. and Israel. CNBC reporters Dan Murphy and Brian Sullivan on the market and global energy industry’s response...

2 Mar 47min

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