Market Macro, An Auto Alliance Reset, & Asia’s Tech Moves 01/30/23
Squawk Pod30 Jan 2023

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 big economic picture for short term and buy-and-hold investors alike. TikTok CEO Shou Zi Chew has agreed to testify before U.S. Congress in March, as scrutiny on the China-based app heightens on Capitol Hill and on America’s university campuses. Plus, Renault and Nissan are rethinking their decades-old alliance, Chinese search engine Baidu is launching an AI bot similar to ChatGPT, and Samsung is reportedly considering cutting semiconductor production, as demand softens.


In this episode:
Andrew Ross Sorkin, @andrewrsorkin

Kayla Tausche, @kaylatausche

Mike Santoli @michaelsantoli

Katie 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.

Avsnitt(1922)

Musk’s Mega-Merger, Disney’s New CEO, & Patriots CEO Robert Kraft 2/3/26

Musk’s Mega-Merger, Disney’s New CEO, & Patriots CEO Robert Kraft 2/3/26

Disney has officially announced CEO Bob Iger’s successor: Josh D’Amaro. CNBC’s Julia Boorstin reports on the choice and explains the importance of the Disney Experiences Division, which D’Amaro curren...

3 Feb 33min

Disney CFO Hugh Johnston & Fmr. SEC Chair Jay Clayton 2/2/26

Disney CFO Hugh Johnston & Fmr. SEC Chair Jay Clayton 2/2/26

After Disney’s quarterly results, CFO Hugh Johnston discusses the company’s business, potential successors to Bob Iger, and Netflix’s planned purchase of Warner Brothers Discovery’s film assets. The F...

2 Feb 49min

5 Things to Know Before the Opening Bell 2/2/2026

5 Things to Know Before the Opening Bell 2/2/2026

Gold and silver prices are volatile after their worst trading day since 1980, oil prices are pulling back after President Trump indicated talks with Iran were ongoing, longtime government economist Br...

2 Feb 2min

Kevin Warsh, Gov. Wes Moore, & Exxon’s Darren Woods 1/30/26

Kevin Warsh, Gov. Wes Moore, & Exxon’s Darren Woods 1/30/26

After much Wall Street and Main Street anticipation, President Trump has announced his nominee for Federal Reserve chairman: Kevin Warsh. CNBC’s Steve Liesman discusses the choice, what it means for t...

30 Jan 46min

The Path with Becky Quick: Finding Hope 1/30/26

The Path with Becky Quick: Finding Hope 1/30/26

Luke Rosen was working as an actor and writer in New York when his daughter Susannah was diagnosed with KIF1A, an ultra-rare neurodegenerative condition. It's often fatal. At the time they received Su...

30 Jan 42min

An “Armada” for Iran & Crypto’s Two Regulators 1/29/26

An “Armada” for Iran & Crypto’s Two Regulators 1/29/26

Meta has reported strong quarterly results, highlighting AI-driven shifts to the company’s business. The SEC and CFTC are hosting a joint conference to underscore collaboration on crypto and the digit...

29 Jan 28min

Leaders Playbook: Inside Lowe’s 1/28/26

Leaders Playbook: Inside Lowe’s 1/28/26

CNBC Leaders Playbook features candid conversations with the world’s top CEOs and business leaders about how they think, decide, and lead, hosted by CNBC Senior Media & Tech Correspondent Julia Boorst...

28 Jan 21min

Leaders Playbook: Inside Airbnb 1/28/26

Leaders Playbook: Inside Airbnb 1/28/26

CNBC Leaders Playbook features candid conversations with the world’s top CEOs and business leaders about how they think, decide, and lead, hosted by CNBC Senior Media & Tech Correspondent Julia Boorst...

28 Jan 21min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
avanzapodden
uppgang-och-fall
svd-tech-brief
rss-dagen-med-di
fill-or-kill
borsmorgon
lastbilspodden
affarsvarlden
rss-inga-dumma-fragor-om-pengar
tabberaset
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
rss-den-nya-ekonomin
bilar-med-sladd