The Exchange

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. Listen in to today’s episode and subscribe to the podcast today.Warren Buffett—the world’s most high-profile investor—sits down with Becky Quick at the Berkshire Hathaway headquarters in Omaha, Nebraska days after writing his latest annual letter to shareholders. Buffett weighs in on Mike Bloomberg’s bid for the Presidency and Berkshire Hathaway’s 5.6% stake in Apple. (And, he just graduated from a flip phone!) The 89-year old investor also shares the best time to buy stocks—even during the coronavirus outbreak. Plus, in a conversation exclusive to Squawk Pod, the Oracle of Omaha reveals what’s on his podcast feed and his unorthodox strategy for settling meal checks with fellow billionaire Bill Gates. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ViacomCBS shares have plunged this year as the cable giant struggles to keep up with the cord-cutters. Will its new offerings spell success? A top analyst weighs in.Elon Musk’s SpaceX is looking for massive funding and it could send its valuation to the moon.The Nevada Democratic caucuses are tomorrow—whether its tech be ready or if it will be a repeat of Iowa. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Stanley is buying E*Trade in a $13 billion deal, the largest since the financial crisis… why Morgan wants it and what it means for retail investors.2016 was the year of political ads on social media, but in 2020, the ads are moving to streaming services…which presents a big problem for regulators. We discuss.And you know NIMBY, meet YIMBY…the movement gaining steam in California as more people are priced out of the housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you take the big tech companies out of it, earnings growth is at zero. So is this market too top-heavy? We debate.Mike Bloomberg makes his much anticipated debut at tonight’s presidential debate. His campaign co-chair joins us with what we should expect.And Bed Bath & Beyond’s new CEO says decluttering the store could be key to more sales. Is he right? That’s ahead in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple is the latest company to warn about the coronavirus’ impact on its bottom line, saying it doesn’t expect to meet its March quarter revenue guidance…how much more pain is ahead.Former Office Depot CEO Steve Odland has a jobs warning.Michael Bloomberg unveils his left-leaning plan to regulate Wall Street.And drama plays out in the pages of the Financial Times between Mark Zuckerberg and George Soros. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the Dow inches closer to the 30 thousand milestone, investors are pouring into bonds at record levels. We’ll tell you why.Plus, a terrible investment. That’s what T. Rowe Price is saying now about its involvement with WeWork. A look at what’s next, and whether there are more shoes to drop.And is Facebook really the world’s greatest copycat? Or the worst? We debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dow 30k? We’re within shooting distance of that major marker but Berkshire’s Charlie Munger has a major warning for this market. We’ll tell you what it is.Tesla taps the market. We’ll tell you why shares are higher on news that Tesla will issue more stock.Mapping an outbreak…meet the CEO and Doctor whose company provides the technology to do just that. She joins us with a look at how it works and the agencies relying on it in the coronavirus outbreak.Plus, Mike Bloomberg is turning to Internet meme-makers to promote his campaign. Brilliant strategy or money misdirected? We debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow, the S&P and the NASDAQ all set new record intraday highs today. We’ll look at the catalyst behind the rally and whether anything can bring it down.Plus, retail is one of the sectors most exposed to supply chain disruptions from the Coronavirus. We’ll rank who’s most vulnerable, who could see some impact, and who’s best positioned to withstand the fallout. And Bed Bath & Beyond sinking after warning on same-store sales. The CEO calls it short-term pain but could this company be beyond a turnaround? We debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powel says the economy is resilient but he warns of risks from the coronavirus. We take a closer look at his testimony on the hill and the President’s response to what he said.Plus, the fallout from the Coronavirus is showing up in several retailers’ quarterly results. The names and how much it’s costing them.And, if you think American’s appetite for more apps and services to stream content has peaked, new data suggests otherwise. We have the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Travel and tech, retail and restaurants, autos and airlines….we look at how industries are trying to minimize the impact of the Coronavirus.We’re getting warning signs from the bond market…is the stock market underestimating the coronavirus impact?Plus, L Brands’ wings may soon get clipped but the stock’s taking flight. We have the latest on the company’s Victoria’s Secret brand nearing a sale.And, there’s one stock that has become critical to the markets. We’ll tell you the name and what makes it so important.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.