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


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avsnitt(1796)

Meme Stock Momentum & Suitsupply: Ready for Everyone’s Close-Up

Meme Stock Momentum & Suitsupply: Ready for Everyone’s Close-Up

Meme stock trading has changed the trajectory of GameStop, now pushing its own e-commerce transformation, but the trend may also change the game for legacy brands like Discovery and Disney. Sarah Needleman, reporter at the Wall Street Journal, and Nigel Vaz, CEO of one of the world’s largest advertising firms Publicis Sapient, consider which companies can ride the digital wave. Suitsupply CEO Fokke de Jong is betting that post-pandemic, we may finally turn our backs on our sweatsuit wardrobes. The company’s steamy head-turning ad campaign centered closeness in an optimistic vision of the future. Other post-pandemic hopes include: imminent stimulus checks, air travel, and pills for Covid-19 patients.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Mars 202130min

Over-the-Counter Covid Tests; The Third Scientific Revolution with Walter Isaacson

Over-the-Counter Covid Tests; The Third Scientific Revolution with Walter Isaacson

Cue Health has received emergency use authorization from the FDA for over-the-counter and at-home use of its rapid Covid-19 test. CEO Ayub Khattak discusses his vision for at-home health and putting a price on safety. Author and professor Walter Isaacson is out with his new book, “The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race.” Isaacson shares the stories of scientists leading what he calls the third scientific revolution of the modern age and considers the ethics of gene editing technologies like CRISPR. Plus, Disney is digesting the first weekend of its newest film “Raya,” Microsoft is weathering a hack, and the world is watching Oprah’s royal interview.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

8 Mars 202127min

You Want a Piece of Me? The NFT Trend; The Chip Shortage; Inflation Kryptonite

You Want a Piece of Me? The NFT Trend; The Chip Shortage; Inflation Kryptonite

Fed Chair Jay Powell spooks the markets talking about inflation and the Senate is hiding a tax on executive compensation in the 600+ page stimulus bill. The semiconductor supply chain took a hit early in the Covid pandemic since much of the world’s chips are manufactured in places like China and Taiwan. Now the shortage is impacting several companies including Ford and GM. Mark Fields, former Ford president and CEO, discusses the auto industry’s electric future and the headwinds it may face due to the global chip shortage. The newest alternative investment getting attention are NFTs (non-fungible tokens) offering blockchain ownership over digital assets. Gary Vaynerchuk, CEO of VaynerMedia, and CNBC’s Robert Frank offer takes on this brave new world of who owns what. Plus, Suit Supply has an (interesting) ad campaign for a post-vaccine world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Mars 202130min

Unmasked: Texas Governor Greg Abbott & His Defense

Unmasked: Texas Governor Greg Abbott & His Defense

After making a controversial decision to eliminate the mask mandate in Texas and completely reopen businesses in the state, Governor Greg Abbott has faced backlash from across the country. He defends his decision to the Squawk team, claiming vaccines and patterns of behavior render a state-mandated mask policy unnecessary. Plus, the markets reveal an investor’s hope for the pandemic’s end, and security concerns mount in the Capitol.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Mars 202126min

Making (Business) Magic: NBA Legend Teams Up with Fanatics

Making (Business) Magic: NBA Legend Teams Up with Fanatics

NBA Hall of Famer and entrepreneur Earvin “Magic” Johnson is teaming up with sports merchandising e-commerce giant Fanatics. Chairman and CEO of Magic Johnson Enterprises and Fanatics Executive Chairman Michael Rubin weigh in on the partnership, sports, and a new trend in sports collectibles. Plus, President Biden is pushing to vaccinate as many Americans as possible, as quickly as possible. Former FDA Commissioner Dr. Scott Gottlieb expects vaccine supply to surpass demand before the summer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Mars 202121min

Senator Elizabeth Warren & Her Ultra-Rich Tax Plan

Senator Elizabeth Warren & Her Ultra-Rich Tax Plan

In an extended interview, Sen. Elizabeth Warren (D-MA) shares the details of her tax plan for the ultra-rich: paying 2 and 3 cents on every dollar over $50 million. She defends her plan as the fairest, most progressive option to level the playing field for Americans, and considers the country’s path forward with the resulting $3 trillion. Plus, Merck is teaming up with Johnson & Johnson to churn out vaccines for the U.S., and the Squawk team is doling out Zoom grooming tips.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2 Mars 202134min

Warren Buffett’s Annual Letter; Johnson & Johnson’s Best Shot

Warren Buffett’s Annual Letter; Johnson & Johnson’s Best Shot

Johnson & Johnson CEO Alex Gorsky discusses the drugmaker’s single dose vaccine as it begins distribution across the United States. 4 million vaccines are en route to Americans across the country, solving the logistical and administrative challenges posed by the dual-dose, refrigerated Moderna and Pfizer vaccines. In his annual letter to shareholders, Berkshire Hathaway’s Warren Buffett admitted mistakes, commented on the markets and offered some folksy wisdom. The legendary investor said, “despite some severe interruptions, our country’s economic progress has been breathtaking. Our unwavering conclusion: Never bet against America.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

1 Mars 202133min

“It’s exactly like the 90s”: Blodget on Stock Speculation; Etsy Crushes Estimates

“It’s exactly like the 90s”: Blodget on Stock Speculation; Etsy Crushes Estimates

GameStop shares continue to climb today, keeping alive a rally that restarted this week. In a history lesson soaked in 1990s-nostalgia, Henry Blodget, co-founder and CEO of Insider, says “the entire market is actually at an extreme level relative to all history, including 2000 and that’s because of interest rates.” Etsy blew past earnings estimates. The online retailer has been one of the big pandemic winners with shares up 300% over the past year. Etsy CEO Josh Silverman discusses the company’s quarterly results and its outlook for 2021. Plus, awaiting the newest Covid vaccine from Johnson & Johnson and the latest on the debate to increase the federal minimum wage.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Feb 202129min

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