Mellody Hobson’s & Bill Miller’s Investing Advice; The SOTU Breakdown
Squawk Pod2 Mars 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.

Avsnitt(1922)

WeWork’s Workplace; Last Night’s Jeopardy; “Bezos’s Master Plan”

WeWork’s Workplace; Last Night’s Jeopardy; “Bezos’s Master Plan”

Larry Fink, Chairman & CEO of Blackrock, the world’s largest money manager, speaks to his company’s earnings—and his clue on Jeopardy last night. Joe Kernen, Becky Quick, and Andrew Ross Sorkin break ...

15 Okt 201931min

Boeing’s Battles; Facebook’s Feuds; Phase One Complete--Almost

Boeing’s Battles; Facebook’s Feuds; Phase One Complete--Almost

Boeing strips the chairman’s role from CEO Dennis Muilenburg as the 737 Max plane fleet remains grounded. Antiques are to Restoration Hardware as Bitcoin is to...Libra? Joe Kernen, Becky Quick and And...

14 Okt 201936min

China Trade Talks, Day Two; UAW Strikes; Headlines for Your Weekend

China Trade Talks, Day Two; UAW Strikes; Headlines for Your Weekend

Joe Kernen, Becky Quick, and Andrew Ross Sorkin examine three different perspectives of the U.S.-China trade relationship. Former U.S. Trade Representative Michael Froman, former Acting Deputy U.S. Tr...

11 Okt 201927min

China Trade Talks; Delta CEO; Facebook in Election Season

China Trade Talks; Delta CEO; Facebook in Election Season

Joe Kernen, Becky Quick, and Andrew Ross Sorkin discuss the U.S.-China trade talks set to resume today with China Beige Book International CEO Leland Miller. Delta CEO Ed Bastian projects a timeline f...

10 Okt 201928min

China Trade War with Sen. Ted Cruz & Michelle Caruso-Cabrera

China Trade War with Sen. Ted Cruz & Michelle Caruso-Cabrera

Joe Kernen and Becky Quick break down the intricacies of the U.S.-China trade war, from the basketball court to the C-Suite. Senator Ted Cruz (R-TX) dials in from Taiwan. Plus, CNBC contributor Michel...

9 Okt 201925min

Dick’s Sporting Goods CEO; Debating Democratic Tax Plans; China & the NBA

Dick’s Sporting Goods CEO; Debating Democratic Tax Plans; China & the NBA

Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest the latest in China’s actions against the NBA, Boeing’s uphill climb back from the 737 Max tragedies, and a new study linking vaping to cancer. C...

8 Okt 201937min

Geopolitics & the NBA; Fmr. Aetna CEO; The Evolving Data Economy

Geopolitics & the NBA; Fmr. Aetna CEO; The Evolving Data Economy

The NBA is caught up in an international freedom of speech controversy; Joe Kernen, Andrew Ross Sorkin, and Melissa Lee debate business interests in China and ask The New York Times’ Edmund Lee and Th...

7 Okt 201932min

September Jobs Report; Tech Turns on Capitalism; Steve Schwarzman

September Jobs Report; Tech Turns on Capitalism; Steve Schwarzman

Becky Quick, Andrew Ross Sorkin, and Steve Grasso break down September’s jobs report with BlackRock’s Kate Moore, University of Chicago Booth School of Business’ Austan Goolsbee and Club for Growth’s ...

4 Okt 201928min

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