Squawk Pod

Microsoft is backing Anthropic in its skirmish with the Trump Administration’s Pentagon, arguing a temporary restraining order would avoid disrupting the military’s use of AI. North Carolina Senator Thom Tillis maintains his blockade on voting for Fed chair nominee Kevin Warsh as long as there is a still a DOJ criminal investigation against current Chair Jerome Powell, and key traffic remains stalled in the Strait of Hormuz.  Then, entrepreneur, author and sometime politician Andrew Yang warns today’s young people could struggle in a job market changed by the speedy rise of AI technology.  And CNBC’s Robert Frank looks into what the wealthy are buying at auction – to stave off worries from volatile markets. 

 

Sign up for CNBC’s Inside Wealth newsletter: https://www.cnbc.com/newsletter/inside-wealth/

 

Andrew Yang     20:37

Robert Frank    34:04

 

In this episode:

Andrew Yang, @AndrewYang

Robert Frank, @robtfrank

Andrew Ross Sorkin, @andrewrsorkin

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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Chevron and Shell are nearing their first big production deal in Venezuela since the capture of Nicolas Maduro, Disney names its next president of Disneyland Resort, Senate aids get approval to use three AI chatbots for work, the Trump Administration restarts Global Entry after a pause, and Softbank’s Japanese Payment app PayPay sets a price range for its IPO. 

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Wall Street witnessed a stunning recovery Monday after President Donald Trump indicated the U.S.-Iran war could be over soon. Trump told a CBS News reporter on Monday that “the war is very complete, pretty much” and later said during a press conference that the conflict would end “very soon.”  Sen. Ted Cruz weighs in on the potential duration of the conflict in Iran, and Armadin CEO Kevin Mandia describes the AI-enabled future of warfare, that is already here. Plus, CNBC’s Steve Liesman on the tough road volatile energy prices make for the Federal Reserve and CNBC’s Eamon Javers reports on Defense Secretary Hegseth’s description of the latest strikes of Operation Epic Fury.

 

Eamon Javers  16:18

Sen. Ted Cruz   18:43

SteveLiesman 33:25

Kevin Mandia 39:19

 

In this episode:

Eamon Javers, @eamonjavers

Steve Liesman, @steveliesman 

Ted Cruz, @SenTedCruz

Andrew Ross Sorkin, @andrewrsorkin

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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Oil surged above $100 a barrel as the war with Iran disrupts global supply and tanker traffic through the Strait of Hormuz remains at a standstill. Amos Hochstein, TWG Global managing partner and former senior advisor to President Biden, discusses the state of the conflict, the historic shock to oil markets, and what a possible endgame could look like. Then, Goldman Sachs President of Global Affairs Jared Cohen examines what the war means for the future of Iran’s regime and the broader geopolitical fallout, including China’s potential role. Plus, CNBC’s Dan Murphy breaks down the latest developments in the region.

 

Dan Murphy: 3:09

Amos Hochstein: 12:53

Jared Cohen: 26:28

 

In this episode:

Amos Hochstein, @amoshochstein

Andrew Ross Sorkin, @andrewrsorkin

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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A surprising February jobs report is raising new questions about the strength of the labor market. The economy lost 92,000 jobs last month weighed down by severe winter weather and a strike at a major health care provider. CNBC’s Steve Liesman and San Francisco Fed President Mary Daly break down the data, the broader economic picture, and what it could mean for the Federal Reserve’s interest rate path. Then, former U.S. Congressman Sean Maloney, now CEO of the Coalition for Prediction Markets, discusses the future of prediction markets, concerns about insider trading, and what regulation might look like in this fast-growing space. Plus, Kristi Noem is out as Homeland Security Secretary, the Pentagon labels Anthropic a “supply chain risk,” and the war with Iran enters its seventh day.

 

Mary Daly - 16:08

Sean Maloney - 33:25

 

In this episode:

Steve Liesman, @steveliesman 

Mary Daly, @MaryDalyEcon

Andrew Ross Sorkin, @andrewrsorkin

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

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.