ExxonMobil’s Record Profit, EV Price Wars, & Thwarting the ‘Texas Two-Step’ 01/31/23
ExxonMobil reported a record breaking $55.7B profit for 2022. CEO Darren Woods discusses the results and global oil policy, and warns that gas prices will rise again, while demand and supply are light...
31 Jan 202331min
Market Macro, An Auto Alliance Reset, & Asia’s Tech Moves 01/30/23
Ahead of this week’s Fed meeting, jobs data, and tech earnings results, head of US Equity and Quantitative Strategy at BofA Securities Savita Subramanian zooms out of the market minutia to paint the b...
30 Jan 202329min
Tech’s Troubles: Intel, TikTok, Layoffs, & MSG Security 01/27/23
Universities and the U.S. government have heightened scrutiny on TikTok, exploring bans of the China-based app. Foreign affairs columnist for The New York Times Tom Friedman discusses the risks of Tik...
27 Jan 202333min
Starwood Capital’s Barry Sternlicht: Buybacks, Job Cuts, Rate Hikes, & ‘Rich-cession’ 01/26/23
In an extended interview, Starwood Capital Chairman and CEO Barry Sternlicht offers his outlook on a recession timeline, the Fed’s rate raising playbook, and the U.S. labor market. A real estate and i...
26 Jan 202333min
Musk’s Trial, Microsoft’s Guidance, & Mike Pompeo’s Foreign Policy Reflections 01/25/23
Tesla’s CEO is under oath this week, after shareholders sued him for his tweets in 2018. Axios business editor Dan Primack breaks down Elon Musk’s time in federal court, where he’s defending his infam...
25 Jan 202333min
‘On the Ticket’: Swifties, Antitrust, & Amazon Rx 01/24/23
Two months after the Taylor Swift-Ticketmaster debacle, the Senate Judiciary Committee is conducting a hearing on competitiveness in the ticketing industry. Sen. Richard Blumenthal (D-CT) and Sen. Mar...
24 Jan 202321min
Haircuts in Tech, Activists at Salesforce, & Debt Ceiling Drama in DC 01/23/23
Congress is working to find a bipartisan path to averting a debt default; the U.S. has hit its borrowing cap of $31.4T, and it’s up to lawmakers to raise the debt ceiling or find another solution befo...
23 Jan 202329min
Squawk Pod Reports from Davos: Moderna’s Stephane Bancel 01/21/23
In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Moderna CEO Stephane Bancel. Thre...
21 Jan 202313min
