Squawk Pod

Investors are rotating out of tech stocks amid growing concerns around record-high interest rates and possible overspending on artificial intelligence. Rockefeller Capital CEO Greg Fleming, a Wall Street veteran, discusses his take on the markets and the policy driving unease. New York City Comptroller Mark Levine sent a letter to Anthropic’s CEO Dario Amodei asking the company to delay its upcoming IPO. He says the listing will distract the company from focusing on safety and that the U.S. needs federal regulation on AI. Plus, Ukraine says it will restart strikes on Russian oil refineries and Berkshire Hathaway makes a $330 million investment in Bending Spoons.

Greg Fleming 21:11
Mark Levine 39:26

In this episode:
Mark Levine, @NYCComptroller
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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

Fighting intensified overnight in the Middle East between Saudi-backed forces and Iran’s Houthi rebel allies. Former Biden White House Senior Advisor Amos Hochstein tells us why the U.S. has been sitting out the conflict and that he’s stopped understanding U.S. strategy in the region. Fanatics is upping its advertising spend in its gambling business as it looks to compete with industry giants Fanduel and DraftKings. Founder & CEO Michael Rubin says he believes it is a good long-term business despite persistent headwinds. Plus, the FBI arrests an OpenAI employee who allegedly planted a recording device in a conference room and more Senators come out against President Trump’s diesel deal with Russia.

Eamon Javers 06:04
Amos Hochstein 16:09
Michael Rubin 26:55

In this episode:
Eamon Javers, @EamonJavers
Amos Hochstein, @amoshochstein
Michael Rubin, @michaelrubin
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Ryan Anastasio, @Ryan_Anastasio

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

Amid growing concerns about valuations and the AI boom, legendary investor Paul Tudor Jones joins for his take on the markets and his outlook for the new year. He predicts a strong fourth-quarter post the midterm elections but warns of challenges in 2027 due to negative flow pictures in the stock market. Author and professor Adam Grant is out with a new book, “Vibe: The Secrets of Strong Connections in a Lonely World.” He says we need to engage in “deep talk” when meeting someone new and ask questions that we would normally wait to ask at a second or third meeting. Plus, Anthropic warns AI models could soon copy themselves across home devices and hackers target French supermarket fridges.

Paul Tudor Jones 11:53
Adam Grant 38:59

In this episode:
Paul Tudor Jones, @ptj_official
Adam Grant, @AdamMGrant
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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

Tensions are heightened in the Middle East following a deadly attack on Saudi Arabia’s airport in Riyadh. CNBC’s Dan Murphy joins from the region with the latest, while Brian Sullivan reports on the move in oil and President Trump’s claim of an energy ceasefire between Russia and Ukraine. Amid growing concerns about rogue AI agents and personal security, XMTP Labs Co-Founder & CEO Shane Mac describes how an agent shared his personal bank statement in a work group chat. Plus, Nvidia is reportedly in talks to buy open-source startup Reflection AI and “The Social Reckoning” disappoints at the box office.

Dan Murphy 02:34
Brian Sullivan 18:49
Shane Mac 35:12

In this episode:
Dan Murphy, @dan_murphy
Brian Sullivan, @SullyCNBC
Shane Mac, @ShaneMac
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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

In a move that’s pushing telecom stocks lower, SpaceX has agreed to purchase a nationwide spectrum portfolio. Elon Musk biographer Walter Isaacson explains how this move fits into the rest of Musk’s vision for connectivity around the world–and around the solar system. As concerns about AI-fueled job displacement mount around the world, Chieh Huang–founder of Boxed–has started a new re-training venture for laid off employees. Huang explains how Pelgo translates layoffs and employer investment into a more skilled, less anxious workforce. Plus, Starbucks could be prepping to acquire Chipotle, and the Gulf Coast is bracing for Hurricane Isaias.

Walter Isaacson 17:29
Chieh Huang 32:06

In this episode:
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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