Quarantined on a Cruise Ship; New Hampshire Feels the “Bern”
Over 3,500 passengers and crew are quarantined on a cruise ship off the coast of Japan due to a coronavirus outbreak on board; two of those passengers share details of the vacation they didn’t know they were taking. As the coronavirus concerns mount, the U.S. Senate is holding a roundtable to discuss global pandemics. Dr. Luciana Borio, former Director of Medical and Biodefense Preparedness at the National Security Council, shares her insights on the outbreak before speaking to that panel. New Hampshire is feeling the “Bern” after the state voted in the nation’s first primary of this election cycle, and pollster Frank Luntz says Senator Sanders is one of the “three Bs” who might end up fighting for the soul of the Democratic party. Plus, Theranos’s Elizabeth Holmes is back in the news, and Joe, Becky, and Andrew discuss their Bed Bath & Beyond buys.
12 Feb 202029min
Telecom’s Mega-Merger; The Granite State Primary; JetBlue’s President
A federal judge has officially approved the long-awaited Sprint and T-Mobile merger, sending the stocks up and changing the U.S. telecom landscape. New Hampshire voters are kicking off the nation’s first primary; the state’s Governor Chris Sununu has some bold calls on which candidates will win voters over, and how. JetBlue’s President and COO Joanna Geraghty explains how she’s watching the coronavirus outbreak and the Boeing 737 Max’s return to service. Plus, SoftBank-backed Brandless is shutting down, and Under Armour’s financials were hit by the coronavirus outbreak.
11 Feb 202025min
WeWork’s Executive Chairman Marcelo Claure; Parasite’s Big Night
Parasite had a big night at the Oscars, but Netflix didn’t. NYT’s Ed Lee and Variety’s Cynthia Littleton run through the big wins—and snubs. Andrew Ross Sorkin interviews WeWork Executive Chairman and SoftBank COO Marcelo Claure about trusting Adam Neumann and SoftBank’s CEO Masa Son. Plus, the team debriefs on everything from gas prices to Bath & Body Works.
10 Feb 202039min
Uber CEO Dara Khosrowshahi & AT&T Chairman & CEO Randall Stephenson
Andrew Ross Sorkin is in New York talking profitability and plans for a “super app” with Uber’s CEO Dara Khosrowshahi. Becky Quick and Joe Kernen are in California at the AT&T Pebble Beach Pro-Am with AT&T Chairman and CEO Randall Stephenson. They’re talking streaming, trade, and the global economy.
7 Feb 202033min
Twitter’s CFO; Mayor Buttigieg’s Tech Support; On the Ground in China
Twitter’s Chief Financial Officer Ned Segal explains the platform’s plans for the future, from online safety to opportunities in Africa. Mayor Pete Buttigieg seems to have eked out a narrow lead in the Iowa Democratic Party Caucuses, and CNBC’s Robert Frank explains where his money is coming from. (Spoiler: Silicon Valley, in part.) Former FDIC Chairman Sheila Bair makes the Republican case for supporting Senator Elizabeth Warren and weighs in on the rest of the Democratic candidates. Plus, CNBC’s Eunice Yoon shares details of daily life in Beijing during the coronavirus outbreak and CNBC’s Scott Cohn explains Bernie Madoff’s request for early release from prison.
6 Feb 202027min
Disney’s Q1; Elon-gated Wealth; Memes from the SOTU
President Trump delivered his third State of the Union address to a divided House Chamber. Andrew Ross Sorkin, Brian Sullivan, Michelle Caruso-Cabrera, and Eamon Javers discuss tension in the Capitol and House Speaker Nancy Pelosi’s meme-able moment. Disney’s first quarter results gave investors a glimpse of the financials for Disney+; leading media analyst Michael Nathanson and CNBC contributor and NYT columnist Jim Stewart digest comments from Bob Iger and the streaming strategies for legacy media companies. Tesla added $20B in market cap in a single day, and Elon Musk has more than one reason to celebrate. Plus, Casper has cut its IPO price range, Iowa’s results are in (mostly), and Nike is temporarily closing half its stores in China due to coronavirus concerns.
5 Feb 202026min
Tesla’s Wild Ride with Investor Ron Baron
The first voters of the 2020 election cycle gathered across Iowa on Monday evening, but the state Democratic Party is still scrambling for the caucus results. Political pollster Frank Luntz says voters should be outraged. Tesla has hit $900 a share, and long-time investor and bull Ron Baron believes there’s even more room to run for the company—and for Elon Musk. Baron Funds has $32.5B under management, and nearly 4% of the firm’s assets are in Tesla shares. Plus, some news you can use: Dr. Corey Hebert from LSU and Tulane has some tips for travelers concerned about the coronavirus.
4 Feb 202037min
Iowa Votes; Misinformation Goes Viral; Bezos Takes a “DNA Test”
Concerns about the coronavirus outbreak are putting pressure on the global markets, but Allianz Chief Economic Advisor Mohamed El-Erian is calling for some perspective, warning investors not to buy this dip. CNBC’s Ylan Mui shares which tech platforms are taking action to curb misinformation. The Iowa caucuses are finally here! Senator Bernie Sanders and Vice President Joe Biden have been swapping spots atop different polls, but are voters feeling the “Bern” for Mayor Bloomberg? GOP Strategist Kevin Madden and political economist at Cornerstone Macro Donald Schneider discuss what’s at stake tonight for all of the Democratic hopefuls. Plus, the best ads of the Super Bowl, a “DNA test” from Jeff Bezos, and WeWork’s new CEO.
3 Feb 202030min
