Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25

After the Francis Scott Key Bridge collapse, Baltimore is hoping to clear debris in the port and rebuild. Ahead of President Biden’s visit to the city, Maryland Governor discusses Baltimore’s importance to the entire U.S. economy, and delivers a message to lawmakers in Washington reluctant to approve federal funds for the rebuild. Venture capitalist Alan Patricof has seen many tech revolutions, and he’s optimistic about AI’s. At 89, he’s not slowing down; he discusses his investments in the AI-enabled longevity economy, and his perspective on America’s retirement ecosystem. Plus, the U.S. economy added 303,000 jobs in March, well above expectations. CNBC’s Rick Santelli and Steve Liesman break down the unemployment rate and what the numbers mean for the Federal Reserve’s fight against inflation.  Rick Santelli & Steve Liesman - 04:49Emily Wilkins - 17:02Gov. Wes Moore - 18:25Alan Patricof - 26:24 In this episode:Gov. Wes Moore, @iamwesmooreEmily Wilkins, @emrwilkinsBecky 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.

5 Apr 202432min

Disney’s Bob Iger has won his boardroom proxy battle against Nelson Peltz. Media mogul and IAC Chairman Barry Diller weighs in on the evolution of entertainment, including the path forward for Disney, for Paramount Global, and for streamers competing with Netflix. As founder of Fox Broadcasting and former CEO of Paramount, Diller shares his perspective on TikTok, AI, and a four-day workweek. Plus, Snapchat is testing a new feature for subscribed users: rankings in friend orbits. The Wall Street Journal suggests that Snapchat’s newest innovation could make social media’s toll on teen mental health even worse. Tech venture capitalist Bradley Tusk discusses the rising rates of anxiety and depression among young people, and he highlights the need for federal regulation of social media.  Barry Diller - 13:14Bradley Tusk - 33:51 In this episode:Joe Kernen, @JoeSquawkBecky 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.

4 Apr 202440min

Billionaire hedge funder and Point72 CEO and Chairman Steve Cohen discusses his $2.4B purchase of the New York Mets, his investment in golf via the PGA and Tomorrow Golf League, and his bet on sports business. Cohen shares his view on AI equities and on the Federal Reserve’s goal of a 2% inflation rate. Plus, an update on the boardroom drama at Disney.  Steven Cohen - 10:52 In this episode:Steven Cohen, @StevenACohen2Joe Kernen, @JoeSquawkBecky 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.

3 Apr 202429min

Neuberger Berman senior portfolio manager Steve Eisman weighs in on the Federal Reserve’s interest rate debate; Eisman says, the economy is fine, and the Fed has no reason to cut rates this year. Former Flywheel CEO Sarah Robb O’Hagan explains her experiment with a four-day-workweek at her new company, Exos. Plus, Disney’s future hangs in the balance of a board vote this week, shares of Trump Media stock DJT jumped and then stumbled over 20%, and Google is destroying billions of “private” and “incognito” data records, settling a consumer privacy lawsuit.  Steven Eisman - 16:14Sarah Robb O’Hagan - 29:54 In this episode:Steven Eisman, @EismanStevenJoe Kernen, @JoeSquawkBecky 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.

2 Apr 202432min

Half a million California fast food workers are getting a pay bump, starting today. A $20 minimum wage might be good for workers, but McDonald’s franchisee Scott Rodrick warns, it might mean higher costs for business owners and for consumers. In DC, Mayor Muriel Bowser struck a deal to keep the Washington Capitals and Wizards playing in their home city. Mayor Bowser explains the sports deal and addresses concerns about crime in her city. Plus, CNBC’s Robert Frank reports that stocks have fueled a wealth boom, and the Federal Reserve has another data point to factor into interest rate policy: core PCE. Robert Frank - 09:03Mayor Muriel Bowser - 15:26Kate Rogers - 25:27Scott Rodrick - 28:54 In this episode:Muriel Bowser, @MayorBowserRobert Frank, @robtfrankJoe Kernen, @JoeSquawkBecky 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.

1 Apr 202432min

Home Depot has made an $18B deal for SRS Distribution, attempting to expand its reach among home improvement professionals, and Federal Reserve Governor Chris Waller says he’s in no rush to cut interest rates. Ahead of FTX founder Sam Bankman-Fried’s sentencing, Puck founding partner Teddy Schleifer considers the implications of the court proceeding, both for SBF and for America’s criminal justice system. Plus, TikTok has launched a $2.1 million advertising campaign aimed at Senators. CNBC’s Steve Liesman reports that the divest-or-ban TikTok bill in Congress has split support among voters in CNBC’s latest All America Survey. He joins Yale Lecturer Joanne Lipman and NYU’s Co-Director of the Center for Social Media and Politics Josh Tucker in a discussion about TikTok’s role in young voter behavior and the future of American democracy.  Steve Liesman - 8:42Teddy Schleifer - 16:49Joanne Lipman - 30:16Josh Tucker - 30:16 In this episode: Teddy Schleifer, @teddyschleiferSteve Liesman, @steveliesmanJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.

28 Mar 202437min

Robinhood has unveiled its first credit card, and it’s made of gold. CEO Vlad Tenev shares details of his company’s foray into credit, and he weighs in on Elon Musk’s hopes for payment processing on X, as well as meme stock mania. The FDA has approved Merck’s treatment for a rare lung and cardiovascular condition, but the drug’s launch price is steep. Former FDA Commissioner and board member at Pfizer and Illumina Dr. Scott Gottlieb discusses the pressures and mandatory discounts that factor into drug pricing. Plus, Elon Musk’s Neuralink has enabled a person with paralysis to play chess online, but one lawmaker is raising concerns about whether the brain implant should have been approved for human testing so quickly.  And, the latest on the Baltimore bridge collapse, Gamestop’s miss and the NFL starts early on holiday planning. Vlad Tenev - 14:06Scott Gottlieb - 29:37 In this episode: Vlad Tenev, @vladtenevJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.

27 Mar 202434min

Baltimore’s Francis Scott Key bridge partially collapsed after being hit by a cargo ship; NBC’s Tom Costello is on the ground in Baltimore with details. In Florida, the state has banned social media for children under 14, regardless of guardian consent. BlackRock CEO Larry Fink is warning America: a retirement crisis is coming. The Wall Street Journal’s Chief Economics Commentator Greg Ip discusses the slow creep of politics into American boardrooms, as well as the similarities between the U.S. economic trajectory and China’s. Plus, McDonald’s will sell Krispy Kreme doughnuts nationwide, cocoa prices are rising, and Kate Rooney reports that Mastercard and Visa have reached a $30B settlement over credit card fees.  Tom Costello - 02:13Greg Ip - 15:54Kate Rooney - 27:23 In this episode: Tom Costello. @tomcostellonbcKate Rooney, @Kr00neyJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.

26 Mar 202427min