Boomer Buying Habits, Google’s Big Antitrust Loss, & Small Caps in 2024 12/12/23
Squawk Pod12 Dec 2023

Boomer Buying Habits, Google’s Big Antitrust Loss, & Small Caps in 2024 12/12/23

In a recent op-ed, Ariel Investments Co-CEOs Mellody Hobson and John Rogers predict investors’ best bets for 2024. Hobson and Rogers explain why, after a big year for tech’s ‘magnificent seven,’ it may be time to cash in on smaller stocks. Boomers are driving spending! Bank of America Institute has released new data on consumer spending in November; head of the Institute Liz Everett Krisberg discusses the highlights, including spending trends across Gen Z, millennials, Gen X, and boomers. Plus, Hasbro is cutting 20% of its workforce, teens are on YouTube and TikTok “almost constantly” and Epic Games has won its antitrust lawsuit against Google.

Steve Kovach - 06:25

Liz Everett Krisberg - 15:30

Mellody Hobson & John Rogers - 24:23

In this episode:

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick, @BeckyQuick

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.

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Rooting for Remdesivir; Pharmaceuticals & the Push for Progress

Rooting for Remdesivir; Pharmaceuticals & the Push for Progress

Gilead’s experimental Covid-19 treatment caught the markets’ attention after STAT News reported encouraging early results in its phase 3 trial. Former FDA Commissioner Dr. Scott Gottlieb explains the antiviral Remdesivir and explains its potential role in flattening the pandemic’s curve. French pharmaceutical company Sanofi has partnered with peer GlaxoSmithKline to develop a Covid-19 vaccine in the next 18 months. Sanofi has also partnered with a startup to create a coronavirus test using a smartphone. CEO Paul Hudson explains the news, the technology, and the path ahead for a healthier planet.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

17 Apr 202021min

Special Report | Markets in Turmoil: Restarting the Economy

Special Report | Markets in Turmoil: Restarting the Economy

Listen to CNBC's special report on how the novel Coronavirus outbreak is spreading in the United States, and how it's continuing to hit stock markets around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

17 Apr 202044min

Who Deserves a Bailout?

Who Deserves a Bailout?

Former Administrator of the 9/11 Compensation Fund Ken Feinberg warns Americans to avoid drawing parallels between the Covid-19 pandemic and previous crises in history. He explores the moral hazard of supporting an economy reeling from an unexpected tragedy. Chairman of IAC Corp. Barry Diller expects the U.S. to come back to life in six months or possibly longer, but to get there, he says Americans will have to overcome their fear. In the meantime, everyone should get a bailout. Plus, Joe, Becky, and Andrew discuss what it will take to reopen the country and to keep it running.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

16 Apr 202031min

Special Report | Markets in Turmoil: Consumer Spending

Special Report | Markets in Turmoil: Consumer Spending

Listen to CNBC's special report on how the novel Coronavirus outbreak is spreading in the United States, and how it's continuing to hit stock markets around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

16 Apr 202043min

Dr. Sam Waksal; Searching for Antibodies; A-Rod Goes “All In’ to Fight Hunger

Dr. Sam Waksal; Searching for Antibodies; A-Rod Goes “All In’ to Fight Hunger

Immunologist and former CEO of pharmaceuticals company ImClone Systems Dr. Sam Waksal explains the science that he believes will carry us through the coronavirus crisis. Scientists are looking to Covid-19 survivors for antibodies as they race to develop a vaccine, and testing kits may be easiest to find among the wealthy on Florida’s Fisher Island. Plus, Fanatics CEO Michael Rubin and Alex Rodriguez discuss the #AllInChallenge, encouraging celebrities to donate experiences and one-of-a-kind items to raise money for organizations addressing food insecurity during the pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

15 Apr 202035min

Special Report | Markets in Turmoil

Special Report | Markets in Turmoil

Listen to CNBC's special report on how the novel Coronavirus outbreak is spreading in the United States, and how it's continuing to hit stock markets around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

15 Apr 202044min

Moderna’s Covid-19 Vaccine Hunt; Zoom Rooms; Activision Blizzard CEO’s Calls of Duty

Moderna’s Covid-19 Vaccine Hunt; Zoom Rooms; Activision Blizzard CEO’s Calls of Duty

Stephane Bancel, CEO of biotechnology company Moderna, maps out his timeline for a coronavirus vaccine and explains the details of Moderna’s Covid-19 study and the nuances of the human immune system. Zoom CFO Kelly Steckelberg explains the videoconferencing platform’s role in a pandemic and beyond. She addresses security concerns over “Zoom bombs” and considers the future of work. Plus Bobby Kotick, CEO of Activision Blizzard, the company behind Candy Crush and Call of Duty, gave his personal phone number to all 10,000+ of his employees. He discusses connecting with his employees and his audience in a time of crisis. “I don’t even think there is a real ‘normal’ that’s going to exist for a while.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

14 Apr 202028min

Special Report | Markets in Turmoil: Back To Work

Special Report | Markets in Turmoil: Back To Work

Listen to CNBC's special report on how the novel Coronavirus outbreak is spreading in the United States, and how it's continuing to hit stock markets around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

14 Apr 202045min

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