Squawk Pod

As Georgia’s final runoff votes are counted, Joe Lonsdale, Palantir co-founder and 8VC founding partner, considers how the state’s races are impacting market volatility. Lonsdale discusses Peloton, Netflix, and other tech stocks on the move as we kick off 2021. Former Fed Governor Kevin Warsh has written a new WSJ op-ed on China’s bid for financial supremacy after President Donald Trump signed an executive order banning transactions with eight Chinese software applications. Warsh says the U.S. should not be “naive about what’s happening” with China. Plus, Vegan milk brand Oatly is reportedly aiming for a $1 billion IPO this year, and cheers--it’s Joe Kernen’s birthday. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

6 Jan 202130min

Jack Ma, co-founder of Alibaba, Chinese tech celebrity, and outspoken innovator in China, has not been seen in public for two months. China Beige Book International CEO Leland Miller discusses why the CCP and the Chinese banking sector might be pleased that Ma is lying low. Miller considers the global community’s theories on Ma’s disappearance and what China’s crackdown on tech means for President-elect Biden’s international agenda. CNBC’s Beijing Bureau Chief Eunice Yoon shares China’s response to an about face on the New York Stock Exchange; after suggesting that they’d delist three Chinese companies, the NYSE has changed its mind. Blackstone’s Byron Wein returns for his 36-year-old tradition of projecting the biggest market surprises in the year to come. Plus, Haven, the joint health care venture between Amazon, JPMorgan, and Berkshire Hathaway, is scheduled to shut down next month.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Jan 202128min

As the final count in Georgia’s runoff elections draws nearer, Axios co-founder Jim Vandehei breaks down what’s at stake on both sides of the aisle. CNBC’s Eamon Javers recaps the other political story in the Peach State: President Trump’s hour-long call with Georgia’s Secretary of State. American vaccinations are underway, but Dr. Scott Gottlieb considers potential speed bumps in the U.S. supply and distribution system. Plus, it’s a new year, which means new resolutions. WW CEO Mindy Grossman explains how she’s supporting new members in 2021.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Jan 202140min

In the final episode of the year, CNBC Beijing Bureau Chief Eunice Yoon shares life in China, a year after the world’s first case of Covid-19 within its borders. CNBC’s Leslie Picker breaks down the most impressive hedge fund returns of the year. Joe Kernen and Becky ring in New Zealand’s New Year together and reflect on the year that was, both emotionally and financially. Looking to 2021, Axios co-founder Mike Allen considers what’s at stake in the Georgia runoffs, and what’s to come in the eventful week ahead. Happy New Year! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

31 Dec 202027min

Senator Pat Toomey (R-PA) shares why he remains against upping the American stimulus checks from $600 to $2000 amid the pandemic. CNBC’s Senior Economics Reporter Steve Liesman breaks down the economic arguments on both sides of the stimulus debate. The United Kingdom has approved the Oxford-AstraZeneca coronavirus vaccine for emergency use, and the shot will join the Pfizer-BioNtech vaccine distribution already underway there. Dan Loeb’s activist hedge fund Third Point is pushing chipmaker Intel to explore a strategic deal, and the news has already directly impacted Intel’s stock price. Plus, it’s a new age for enterprise according to Unqork, the three-year-old no-code software platform that hit a $2B valuation in 2020. CEO Gary Hoberman and CapitalG General Partner Laela Sturdy discuss how software infrastructure is evolving, and which enterprise giants are taking part.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

30 Dec 202030min

American Airlines is operating the first U.S. flight of the Boeing 737 Max since the craft was grounded in March or 2019. CNBC’s Auto and Airline Industry Reporter Phil LeBeau is on that first flight from Miami to New York. Plus, EU-based cloud communications platform MessageBird is taking on Twilio with its $3B valuation. In the second interview of the $1B+ Club series, MessageBird CEO Robert Vis and one of his investors, Spark Capital GP Will Reed, discuss how they’re betting on an omnichannel platform as a service (PaaS) to change the way businesses communicate.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29 Dec 202015min

This year has been painful for many businesses, but some tech-focused startups have managed to thrive amid the pandemic. In the $1B+ Club series debut, founder and CEO Klaviyo, Andrew Bialecki, shares how his marketing automation platform quintupled its valuation to $4.15B in the last 10 months. Ping Li, venture capitalist who led Accel’s investment in Klaviyo, discusses how Klaviyo joins a healthy cohort of e-commerce platforms, and highlights how Klaviyo has helped many struggling businesses pivot to online commerce after the pandemic closed their brick and mortar locations. Chinese regulators have ordered Ant Group, the world’s largest financial technology company, to rectify its businesses and comply with regulatory requirements amid increased scrutiny of anti-monopoly practices in the country’s internet sector. Plus, 11th hour changes to stimulus plans...and the most *intimate* holiday returns.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

28 Dec 202021min

In an original conversation exclusive to Squawk Pod, anchors Joe Kernen and Becky Quick reflect on the roller coaster year of the pandemic--market turns, tech glitches, binge watches and all. The two CNBC hosts Zoom in (and out) for a look at what filled their years with gratitude, energy, and hope. Plus, a White Elephant exchange: 2021 predictions, streaming recommendations, and wishes for the new year. Happy Holidays! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 Dec 202023min