Squawk Pod

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

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

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

IBM CEO Ginni Rometty is stepping down; Joe, Becky, and Andrew digest the news. Veteran business journalist and author of “Billion Dollar Brand Club” Larry Ingrassia explains how direct-to-consumer startups like Warby Parker and Dollar Shave Club are disrupting the big players in household products. Ahead of the Super Bowl, listen to an interview with Carlos Brito, CEO of the world’s largest brewer, the owner of Budweiser and over 500 other brands: Anheuser-Busch InBev. Plus, some context—and drink recommendations—from Squawk’s Supervising Producer Rob Contino and Senior Producer Dave Evans.

31 Jan 202030min

The world’s CEOs are responding to the coronavirus outbreak, from Starbucks to Dow, Inc. Richard Bernstein Advisors’ Dan Suzuki explains the pressure on the markets and how long it might last. Tesla’s stock is up 50% in the last month; Roth Capital’s Craig Irwin and CNBC’s Phil LeBeau discuss the company’s fourth quarter and why investors can’t seem to get enough. Dennis Tajer, spokesman for the Allied Pilots Association and a 737 pilot for the last decade, responds to the Boeing CEO’s confidence in the 737 Max. Plus, Morgan Stanley advised on eight of the top ten deals in 2019, but Robert Kindler, the bank’s Global Head of Mergers & Acquisitions, says 2020 won’t be as popular for dealmaking.

30 Jan 202025min

It’s earnings season, which means some of the biggest names in business are reporting the financials of the previous quarter. Two of those: Apple and Boeing. Squawk Box’s Supervising Producer Rob Contino makes his Squawk Pod debut with some context about the network’s coverage of those two reports. Joe Kernen, Becky Quick, Andrew Ross Sorkin, and Phil LeBeau ask Boeing President and CEO David Calhoun about the company’s fourth quarter and his timetable for the 737 Max’s return to the sky. Plus, the author of President Trump’s first round of tax cuts and the ranking member of the House Ways and Means Committee Rep. Kevin Brady (R-TX) discusses the U.S. deficit and tax-driven corporate innovation.

29 Jan 202030min

The United Kingdom is allowing Huawei to build some of its 5G networks, and the United States is “disappointed.” Huawei USA Chief Security Officer Andy Purdy explains the relationship. Former FDA Commissioner and CNBC contributor Dr. Scott Gottlieb thinks we’ll see a coronavirus outbreak in the U.S., but that we can prevent it from becoming an epidemic. Health concerns are also hitting the markets; SpringOwl Asset Management’s Jason Ader and CNBC’s Contessa Brewer discuss how the virus is affecting casino revenues. Plus, hug or handshake? The anchors differ on greetings and germs.

28 Jan 202026min

Joe Kernen, Andrew Ross Sorkin, and Michelle Caruso-Cabrera reflect on Kobe Bryant’s legacy as an athlete and businessman. CNBC’s Beijing Bureau Chief Eunice Yoon is on the ground in China with updates on the coronavirus, and CNBC’s Senior Economics Reporter Steve Liesman is on set in New York with some lessons from history about the economic impact of a pandemic. Michael Bloomberg’s campaign manager Kevin Sheekey speaks to the campaign’s $217 billion in ad spending, and addresses whether Bloomberg’s financial status hurts his 2020 run more than it helps. Plus, Andrew’s Davos interview with Robert Smith, the billionaire philanthropist who made headlines last May for paying off the student debt for Morehouse College’s entire class of 2019.

27 Jan 202042min