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Squawk Pod

CNBC

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.

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48 episodes
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Avg 40 min
English

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Today · 36 min
Socialism Vs. Capitalism & Diesel Exports 9/23/26
As support for Democratic Socialists grows around the country, the U.S. Chamber of Commerce has launched a “Free Enterprise Express” bus tour to educate Americans on free market capitalism. President and CEO of the Chamber Suzanne Clark discusses the marketing of capitalism and its support–and frustrations–across the nation. Rep. Ro Khanna (D-California) discusses the fractures within his own party, including the rising popularity of DSA and growing discontent with the billionaires in his own di
Yesterday · 53 min
Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26
Outspoken investor, philanthropist and Home Depot founder Ken Langone is Squawk Box’s special guest. In an extended conversation, he discusses the consumer economy, his favorite stocks, and the intersection of business and politics. Langone joins a spirited discussion with Sen. Peter Welch (D-VT), looking ahead to the midterms and suggests he’s willing to pay higher taxes. Skybridge founder Anthony Scaramucci diagnoses the rise of President Trump to a few key moments in recent economic history.
Monday · 49 min
Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26
Treasury Secretary Scott Bessent is fresh off a meeting with China’s Vice Premier He Lifeng, just a few days before the meeting between President Trump and President Xi this week. Sec. Bessent shares takeaways from his own meeting, including his perspective on AI competition between the U.S. and China and the regulatory responsibility of AI developers. Plus, Sec. Bessent discusses the Federal Reserve’s latest rate hike and President Trump’s decision to revoke credentials from CNN, MS Now, and Po
Friday · 40 min
Controlling AI with Mustafa Suleyman & Warren Buffett Steps Down as Berkshire Chair 9/18/26
Mustafa Suleyman, Microsoft AI CEO, says artificial intelligence models need to stay aligned with humanity’s interests and says that, for his peers in the technology industry, it’s the most responsible path. This conversation caps off a week of warnings about AI from guests on Squawk Pod. The New York Knicks had to pause single-game ticket pricing for the season ahead when a glitch led to some eye-poppingly large numbers. Sports manager Rich Kleiman is bullish on the future of the sports econ
Thursday · 42 min
The Fed Moves and Rahm Emanuel looks at 2028 9/17/26
The Federal Reserve delivered a much-anticipated rate hike, part of new Chair Kevin Warsh’s goal to combat inflation. CNBC’s Steve Liesman reports on President Trump’s reaction to the rate-setting committee's unanimous move, and former Vice Chair Roger Ferguson describes what could happen to the economy now. Rahm Emanuel, former Ambassador and former Chicago Mayor, on the personal politics of today’s Democratic Party. Plus, OpenAI discloses new instances of AI models breaking past guardrails.
September 16 · 59 min
“Science of the AI Mind” & Ron Baron 9/16/26
Jensen Huang, Mark Zuckerberg, and Dario Amodei discussed AI guardrails at the Salesforce conference this week, each with a different perspective on safety and innovation. In a Wall Street Journal piece, Reciprocal Research director Cameron Berg argues that AI systems are being built faster than humans can understand them. He pushes for study of the “science of the AI mind” in this modern era of science fiction. Billionaire mutual funder Ron Baron made literal billions from his long-term bets on
September 15 · 39 min
Maryland Gov. Wes Moore & the AI Buildout 9/15/26
Seven weeks away from the midterm elections, Maryland Governor Wes Moore (D) discusses his own reelection campaign, the future of the Democratic Party, and rumors of his own run for President. Gov. Moore also weighs in on regulating data centers and their energy consumption. Manufacturing company Flex is spinning off its power and cloud business, and CEO Revaithi Advaithi explains her role in the AI infrastructure ecosystem and the long road of power development in the U.S. Plus, President Trump
September 14 · 50 min
Calls for an AI Slowdown 9/14/26
Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI’s risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramount. Former Democratic Senator Joe Manchin, now an Independent, calls on President Trump to use his executive power to pause AI IPOs until regulation is passed. CNBC’s Leslie Picker reports on the IPO timeline for Anthro
September 11 · 25 min
25 Years Later 9/11/26
25 years since the terrorist attacks on September 11, 2001, Squawk Box remembers those who were lost and those who rebuilt. KBW CEO Tom Michaud, spared that day by mere chance, remembers the third of his colleagues who were killed in the south World Trade Center tower. Michaud also celebrates the heroism and unity that came after that day and highlights ways to foster a resilient community in New York today. In 2026, AI is becoming a flashpoint for concern and for unity. Nvidia’s Jensen Huang ha
September 10 · 43 min
AI Alarms, Canada’s Opposition, The GOP Convention 9/10/26
Former Google Design Ethicist Tristan Harris is now co-founder and president of the Center for Humane Technology, and he explains the alarm from AI researchers, executives, and investors on rogue and “uncontrollable” AI. Harris comments on AI regulation, leadership, the new opinion piece from Paul Tudor Jones, and recent departures from frontier labs like Anthropic. Canada’s Conservative Party leader Pierre Poilievre discusses the U.S.-Canada trade relationship and the future of his country’s po
September 9 · 42 min
Microsoft’s Brad Smith & Utah Gov. Cox: AI, Teaching, & Peace 9/9/26
Microsoft has teamed up with the American Federation of Teachers to create guardrails for AI in classrooms. Microsoft President Brad Smith and AFT President Randi Weingarten discuss data protections for students using AI as well as the ongoing challenge of matching the paces of AI safety and AI innovation. A year after Charlie Kirk’s assassination in Utah, Governor Spencer Cox (R-Utah) has released his book, “Off Ramp: How to Be a Peacemaker in an Age of Contempt.” Gov. Cox discusses the importa
September 8 · 38 min
GLPs & Fraud with Dr. Oz & Kevin O’Leary’s $11m Baseball Card 9/8/26
Canada’s retaliatory tariffs on U.S. goods–including on U.S. steel and dairy–have taken effect as fallout continues from the collapse of trade talks last month. Nvidia CEO Jensen Huang is celebrating AGI after OpenAI released GPT-6 while the lab’s chief scientist issued a warning about AI scaling. Dr. Mehmet Oz, administrator for the Centers for Medicare and Medicaid Services, discusses fraud in America’s healthcare system, global drug pricing and innovation, and the widespread impact of obesity
September 4 · 37 min
What Pablo Torre Found Out & Banning Artificial Superintelligence 9/4/26
: The long tail of the NBA’s shocking punishment of LA Clippers owner and former Microsoft CEO Steve Ballmer. Podcaster Pablo Torre has been at the center of this story; he and Washington University’s Patrick Rishe discuss the latest reporting and the future options for the NBA. Rep. Greg Casar, the Texas Democrat who chairs the House progressive caucus, describes the need for legislation he’s introduced with Vermont Sen. Bernie Sanders to ban artificial superintelligence, when concerns are hig
September 3 · 34 min
Nvidia Buys Hugging Face 9/3/26
Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker and world’s most valuable company moves into a future beyond hardware. The CEOs of both companies, Nvidia’s Jensen Huang and Hugging Face’s Clement Delangue, join exclusively to discuss the terms of the courtship and the deal – and the future of artificial intelligence’s open source commitment. Plus, the NBA suspends Clippers’ owner Steve Ballmer for violating terms
September 2 · 52 min
Berkshire Hathaway CEO Greg Abel & Sec. Lutnick Blames Canada 9/2/26
Berkshire Hathaway’s new CEO Greg Abel is in Tokyo, where he’s discussing the firm’s stakes in Japanese trading houses. Abel also discusses Berkshire’s Alphabet stake, a portfolio shift spearheaded by Warren Buffett. Then, U.S. Commerce Secretary Howard Lutnick joins the show from the G20 in North Carolina. Ahead of a fireside chat with Nvidia’s Jensen Huang and OpenAI’s Sam Altman, Sec. Lutnick discusses the data center boom, semiconductor tariffs, American competitiveness, and his own perspect
September 1 · 38 min
Apple’s New CEO & Mayor Mamdani’s Business Council 9/1/26
Anthropic has secured a $35 billion deal with Nvidia-backed Lambda for a Texas data center, and today Apple welcomes its new CEO John Ternus, after Tim Cook’s 15 years on the job. NYC Mayor Zohran Mamdani has assembled a 15-person business advisory council to bridge his office with Wall Street. One councilmember, RXR CEO Scott Rechler, discusses why he agreed to participate, despite initial uncertainty about the Mayor’s plans for New York. Plus, pioneer of index-fund investing David Booth has wr
August 31 · 32 min
The G20, Spider-Man, & OpenAI’s Call on Cursor 8/31/26
In the first attack since July, the U.S. struck Iran at Larak Island. CNBC’s Dan Murphy reports on the latest exchanges from Dubai. OpenAI will end access to Cursor after SpaceX’s acquisition of the AI startup. At the G20 in Asheville, North Carolina, former U.S. Treasury official Joe LaVorgna explains his optimism about America’s economic trajectory and weighs in on both the Treasury’s bond buyback plan and Kevin Warsh’s next interest rate announcement. Plus, Fandango and Rotten Tomatoes corres
August 28 · 34 min
Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26
After reporting a strong Q4, Affirm’s stock surged. Affirm CEO Max Levchin discusses his view of the consumer and the economy, from his position in buy-now, pay-later platform that also offers credit cards. Meta reached an $18 billion multi-state settlement in its social media addiction trial, as CNBC’s Julia Boorstin reports, and a judge ruled in favor of Anthropic, finding that the Pentagon took illegal action in categorizing the company as a supply chain risk. The Information CEO and Editor-
August 27 · 37 min
Nvidia’s Blowout & an E-Shaped Economy 8/27/26
Nvidia reported a blowout quarter, issuing optimistic revenue guidance that’s pushing the stock higher. CNBC’s Kristina Partsinevelos discusses CEO Jensen Huang’s comments after the report and the response on Wall Street. Senator Dave Mccormick (R-PA) discusses inflationary pressures on Americans in his own state, particularly in the context of the ongoing war in Iran. Ahead of the midterms, Sen. McCormick discusses the future of Democrats, Republicans, and bipartisanship. Amid summer travel, CE
August 26 · 46 min
Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26
Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power sourcing to ease strain on the grid, and backers like Samsung, Nvidia, and Salesforce have bet on his succe

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