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(1941)

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

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20 Mar 36min

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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

Iran Retaliation & “Know Your Value” with Mika Brzezinski 3/18/26

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From Dubai, CNBC’s Dan Murphy reports on the latest in the Middle East as Iran retaliates against other states in the region. CEO of the Anti-Defamation League Jonathan Greenblatt discusses the state ...

18 Mar 27min

Kevin Hassett, Sen. Rand Paul, & the Property Brothers 3/17/26

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National Economic Council Director Kevin Hassett discusses President Trump’s resolve in the Iran War, as well as the conflict’s timeline. Senator Rand Paul (R-Kentucky) is preparing for the confirmati...

17 Mar 34min

The UAE’s Infrastructure & Oil Markets 3/16/26

The UAE’s Infrastructure & Oil Markets 3/16/26

Starting the third week of the war in the Middle East, Morgan Stanley’s chief of U.S. equity strategy Mike Wilson discusses the energy and broader markets and considers the likelihood of a recession i...

16 Mar 32min

China Trade Pressure & TSA Workers Miss First Paycheck 3/13/26

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Trade tensions between the U.S. and China are rising ahead of a high-stakes summit in Beijing now less than three weeks away. U.S. Trade Representative Jamieson Greer discusses the administration’s ne...

13 Mar 37min

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12 Mar 50min

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