Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25
Squawk Pod14 Nov

Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25

After Tesla shareholders approved a new pay package for CEO Elon Musk that approaches the trillion-dollar mark, investor Ron Baron weighs in on what it means for the company’s future. The billionaire discusses his outlook on Tesla, the markets, and Musk ahead of the 32nd annual Baron Investment Conference. And Walmart CEO Doug McMillon is stepping down next year after leading the retailer’s push into e-commerce. Plus, Hollywood is bracing for bids for Warner Brothers Discovery, the Trump administration is preparing tariff exemptions aimed at lowering food prices, and Under Armour and Steph Curry are parting ways.

Ron Baron - 12:17

In this episode:

Ron Baron, @BaronCapital

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Zach Vallese, @zachvallese


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Juneteenth Commemoration & Financial Inclusion; Covid-19’s Impact on the Brain

Juneteenth Commemoration & Financial Inclusion; Covid-19’s Impact on the Brain

America celebrates its newest federal holiday: Juneteenth. Commemorating the day that enslaved African-Americans were informed of their freedom two and a half years after the Emancipation Proclamation, Juneteenth celebrates the end of slavery and acknowledges the work left to be done in the road to racial justice. CNBC reporter Frank Holland details the role of Black banks in achieving financial inclusion and economic equality in the United States. Darrin Williams, CEO of Southern Bancorp, one of the few Black-led banks in the country, discusses the significance of Juneteenth and how corporate investments can help communities of color achieve financial equity. New research suggests that Covid-19 may cause long-term loss of brain tissue. Former FDA Commissioner Dr. Scott Gottlieb considers lasting physiological effects of the virus and whether a survival of global variants will prompt a case surge in the autumn. Plus, commodity prices are tumbling and cruise line stocks are soaring. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

18 Juni 202131min

The Fed Talks (About Talking); Tackling Economic Inequality, from Nonprofits to Public Office

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17 Juni 202132min

Handshakes in Geneva: The Biden-Putin Summit

Handshakes in Geneva: The Biden-Putin Summit

CNBC’s Eamon Javers reports on President Biden’s first summit meeting with Russian President Vladimir Putin on the ground in Switzerland. The three hour meeting likely covered cyber hacks, human rights, nuclear weapons, and election interference, but The New York Times columnist Tom Friedman says, Putin is like America’s “ex-boyfriend from hell.” Plus, investors are poised for a milestone Fed meeting, employees are poised to return to the office in full force, and former Theranos CEO Elizabeth Holmes is poised for trial. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

16 Juni 202126min

Alibaba’s Joe Tsai: The NBA, Jack Ma, & #StopAsianHate

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Alibaba co-founder and Brooklyn Nets owner Joe Tsai discusses the global economic recovery, the NBA playoffs, founding the Asian American Foundation, and the role of sports teams in fighting for social justice. Tsai offers insight into the abruptly mysterious life of fellow billionaire and Alibaba founder, Jack Ma. Plus, investors are prepping for a momentous Fed meeting, and mask on, mask off: uncovering post-vaccination etiquette. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

15 Juni 202136min

Paul Tudor Jones: It’s Bat “S” Crazy

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Billionaire hedge fund titan Paul Tudor Jones talks inflation, market memes, and bitcoin bets in an extended interview. Ahead of the Federal Reserve’s next meeting, Jones shares his money plays, from commodities and gold to crypto. As a billionaire himself, Jones weighs in on ProPublica’s explosive tax story and the wealthy’s “fair share.” As founder of the Robin Hood Foundation, Jones explains how supporting New Yorkers hardest hit by the pandemic will help rebuild the city as a whole. Plus, a lucky winner is headed to space with Jeff Bezos after a $28 million bid for the seat, and CNBC’s Eamon Javers reports on what the world can expect from the Biden-Putin summit in Geneva, Switzerland. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

14 Juni 202139min

Inflation Nation, Billionaire Tax Loopholes & Corporate Diversity

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From Wall Street to Main Street to Washington, everyone is talking about inflation, which is having a real-life impact on all of our wallets. CNBC’s Kristina Partsinevelos reports on the increasing cost of daily life. Meanwhile, the billionaires in the ProPublica report, on the shocking low taxes paid by the wealthiest individuals, didn’t use complicated strategies to shrink their tax bills. For the most part, they used plain, vanilla deductions. CNBC’s Robert Frank discusses why any attempt to reform the system won’t be easy. Plus, It’s been a year since corporate America pledged to focus on diversity and make institutional changes. A recent analysis shows some progress is being made in boardrooms, though the level of Black directors on corporate boards remains low. Sherrilyn Ifill, president and director-counsel of the NAACP Legal Defense and Educational Fund, discussed what she would like to see from corporate America when it comes to speaking out about diversity, equity and inclusion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

11 Juni 202126min

Meme Stock Mania with Reddit Co-founder Alexis Ohanian; Pigging Out at the Pork Expo

Meme Stock Mania with Reddit Co-founder Alexis Ohanian; Pigging Out at the Pork Expo

GameStop, Clover Health, and AMC trades are fueled by buzz on social media, but Reddit co-founder turned venture capitalist Alexis Ohanian says the trading momentum of these “meme stocks” is hardly new. Ohanian shares his outlook for tech startup investing and the blockchain, social media’s role in market surges, and mental health in the workplace. The second Roaring Twenties may be upon us, and furniture retailer RH, formerly Restoration Hardware, is cashing in. Plus, CNBC’s Jane Wells details pork prices and popularity from the World Pork Expo in Iowa. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

10 Juni 202132min

Billionaire Taxes with ProPublica’s Jesse Eisinger; Instagram’s Creator Week with Head Adam Mosseri

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Instagram is making a big play for influencers, rolling out new money-making features for content creators in its first ever “Creator Week.” Instagram head Adam Mosseri, discusses the new tools and his social media strategy, and he compares Facebook’s approach to revenue with Apple’s. ProPublica is reporting data from the IRS, revealing how American billionaires like Warren Buffett, Carl Icahn, and Elon Musk have avoided paying income taxes. Jesse Eisinger, senior reporter and editor for ProPublica, shares his team’s motivation for publishing the data and his vision for its impact. Plus, meme stock mania continues to rock Wall Street and Reddit, rising labor costs could be hitting your Chipotle budget, and El Salvador is taking cryptocurrency seriously. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Juni 202132min

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