Squawk Pod

In the final 24 hours until election day, media mogul Barry Diller, chairman of IAC and Expedia, discusses the state of the race and his support for Kamala Harris. He says if Harris wins, she should consider asking Elon Musk to serve on her cabinet to help with cutting government costs. Diller also weighs in on the likelihood of an Uber-Expedia deal and a Comcast spin-off. Plus, the Dow Jones Industrial Average is swapping Intel and Dow Inc for Nvidia and Sherman Williams, a Semafor report says policymakers have begun discussing whether Intel needs more assistance, Berkshire Hathaway sold another chunk of its Apple stake, and Salesforce Co-founder Marc Benioff is in talks to sell media company Time. Barry Diller - 16:34 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

4 Nov 202437min

Oil giant Exxon Mobil reported quarterly results today that beat expectations. Ahead of the presidential election next week, Exxon CEO Darren Woods discusses oil prices, supply and demand, tariffs, Donald Trump’s “drill baby drill” perspective, and the California lawsuit over Exxon’s plastics waste. Next, Arthur Brooks, author and AEI president emeritus, gives a mood check on the country as we head into the election. He says, don’t let the election “ruin your life.” Plus, shares of Amazon and Intel are rising after earnings beat estimates, Boeing and its machinist union have negotiated a new contract offer, Sony is suing CBS over game show revenue from Jeopardy and Wheel of Fortune, and economists are parsing a “noisy” jobs report.  Darren Woods - 14:40Arthurt Brooks - 34:30 In this episode: Arthur Brooks, @arthurbrooksBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

1 Nov 202441min

After leaving Chipotle to lead Starbucks, CEO Brian Niccol has a plan to turn the iconic coffee brand around. Niccol sat for an exclusive interview with Andrew Ross Sorkin after his first eight weeks at the helm of Starbucks; he’s learning from three straight quarters of declining sales and implementing menu, pricing, and timing changes to the coffee chain. Next, SharkNinja manufactures appliances like robot vacuums, air fryers and ice cream makers, and CEO Mark Barrocas says, those are just the beginning. He discusses the company’s diversification and the impact tariffs could have on his business. Plus, a district attorney ordered Elon Musk to attend an emergency court hearing over his pledge to award $1 million to registered voters in Pennsylvania, eBay’s current quarter guidance fell short of expectations, and Comcast is exploring a separation of its cable networks business. Brian Niccol - 12:21Mark Barrocas - 24:12 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

31 Okt 202426min

Silicon Valley is split over the 2024 US Presidential election - Elon Musk and Mark Cuban are making waves, while Mark Zuckerberg has chosen to sit this one out. Chris Kelly, Kelly Investments founder and former Facebook general counsel and chief privacy officer, discusses the role of business leaders in this election, the future of Crypto, and Kelly’s support for Vice President Kamala Harris. CNBC’s Robert Frank reports on shares of Trump Media and its rollercoaster trading session. Trump owns nearly 57% of the company, which operates the Truth Social platform. His stake at Monday’s closing price was worth upward of $5.4 billion. Plus, Reddit’s bet on AI pays off and Starbucks ditches its olive-oil infused coffee.Chris Kelly - 2:27In this episode:Robert Frank, @robtfrankBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

30 Okt 202420min

A Donald Trump presidency could be worse for the federal budget than a Harris presidency, according to a new report from the Committee For a Responsible Federal Budget. Either way the election goes, CNBC’s Eamon Javers says the deficit will grow. CNBC’s Steve Liesman considers why neither politicians nor the broader public seem to care about America’s soaring debt, and shares his concerns about the deficit’s economic impact. A week out from election day, Axios co-founder Mike Allen says the MAGA-World is confident. While the election seems like a coin flip, it could end up a landslide for either candidate. Plus, Trump Media shares surged and Washington Post owner Jeff Bezos published an op-ed defending the newspaper’s decision against endorsing a presidential candidate this election cycle. Mike Allen - 30:35 In this episode:Mike Allen, @mikeallenEamon Javers, @EamonJaversSteve Liesman, @steveliesmanBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

29 Okt 202438min

Donald Trump held a rally at Madison Square Garden in New York on Sunday, kicking off his final appeal to voters as election day approaches. One rally speaker, Rep. Byron Donalds (R-Florida), joined the Squawk set the morning after, discussing a rally joke that sparked controversy and the vitriol surrounding this year’s election. Former Rep. Donna Edwards (D-Maryland) suggests that votes for Vice President Harris are votes for a forward-looking administration, and weighs in on the political tension across the country. Next, Robinhood is joining the election betting game alongside platforms like Polymarket and Kalshi. Despite polls indicating a close race, betting platforms favor former President Trump to win the White House. Kalshi co-founder Tarek Mansour discusses betting market accuracy, as well as competition between the betting platforms. Plus, Boeing announced a capital raise of $18.9 billion, and McDonalds has returned its Quarter Pounder to the menu following the E. coli outbreak. Tarek Mansour - 27:21   Rep. Byron Donalds, fmr. Rep. Donna Edwards - 11:03  In this episode: Rep. Byron Donalds, @ByronDonaldsFmr. Rep. Donna Edwards, @DonnaFEdwardsTarek Mansour, @mansourtarek_Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

28 Okt 202437min

The Wall Street Journal is reporting that Elon Musk has spoken to Russian President Vladamir Putin multiple times since 2022. CNBC’s Eamon Javers discusses the details of the report and what we know so far, including what Putin reportedly asked of Musk, and whether these conversations were known by the US government. Joe Lonsdale, Palantir co-founder and long-time friend of Elon Musk, says he thinks it’s highly unlikely Musk broke rules related to national security. Lonsdale also discusses U.S. diplomacy in the Middle East and the potential of a Department of Government Efficiency, should Donald Trump win the election. Plus, Microsoft CEO Satya Nadella asked for pay reduction in the wake of cybersecurity issues within the company, and tickets to this year’s World Series between the Dodgers and the Yankees have a steep price. Javers - 02:33Lonsdale - 20:28 In this episode:Eamon Javers, @EamonJaversJoe Lonsdale, @JTLonsdaleBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

25 Okt 202432min

The Federal Reserve will make its next decision on interest rates immediately following election day. Former Fed Governor Kevin Warsh is advising his former colleagues at the central bank to do less talking, and more thinking. Warsh considers the meaning of inflation, the role of the Fed, and offers his perspective on the last decision to cut rates by 50 basis points. The morning after Vice President Kamala Harris’ town hall with Anderson Cooper on CNN, pollster and strategist Frank Luntz explains why Harris may be struggling to win over persuadable voters. Steve Liesman breaks down CNBC’s latest election survey and explains the margin for error in both state and national polling. Plus, Boeing machinists on strike rejected the company’s latest labor contract, and Peloton’s stock is surging after an investor’s bullish comments. Kevin Warsh      19:11Frank Luntz        36:44 In this episode: Phil LeBeau, @LebeaucarnewsSteve Liesman, @steveliesmanBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

24 Okt 202441min