Squawk Pod

As the Israel-Hamas War begins its second week, historian and economist Daniel Yergin considers the impact of a regional conflict on global energy markets. Harvard professor, author, and happiness expert Arthur Brooks weighs the pressures on America’s corporate and educational leaders to speak out on current events like the war, in light of recent calls to action from Apollo CEO Marc Rowan and Anti Defamation League CEO Jonathan Greenblatt. Brooks argues for a more conservative approach to public statements from the C suite. Plus, Taylor Swift’s Eras Tour concert film has already broken records, the US House of Representatives is still looking for a Speaker, and media analysts are eyeing activist shareholder Starboard Value’s stake in Rupert Murdoch’s News Corp.  Arthur Brooks - 10:21Daniel Yergin - 20:27 In this episode:Arthur Brooks, @arthurbrooksAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickKatie 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.

Microsoft completes its acquisition of Activision Blizzard after 22 months. Activision Blizzard CEO Bobby Kotick reflects on the journey to regulatory approval and discusses the future of gaming. The podcast also covers topics such as junk fees, the political situation in DC and Jerusalem, and the challenges faced by the population of Northern Gaza. Billionaire investor Lee Cooperman shares his views on the stock market and energy sector. The chapter ends with an interview with Bobby Kotick discussing the Microsoft-Activision Blizzard deal.

How is Hamas funded? TRM Labs Head of Global Policy and former federal prosecutor Ari Redbord discusses how his company tracks Hamas fundraising on the blockchain, and how Israeli and US law enforcement are tracing terror financing on crypto networks. Plus, Apollo Global Management CEO Marc Rowan, a University of Pennsylvania alumni and Chairman of its Wharton School board, is urging fellow alumni to halt donations to the university. Rowan calls the university’s response to the Israel-Hamas War, in conjunction with the school’s controversial bookings at its Palestinian literary festival last month, ‘morally confused and bankrupt.’ He’s pushing back on what he says is the university’s failure to condemn antisemitism, and he is not alone in critiquing universities and corporations for their leadership on Hamas’s attack on Israel. Other business headlines of the day include CPI data, post-IPO Birkenstock, and the drama at the trial of Sam Bankman-Fried.  Ari Redbord - 18:14Marc Rowan - 27:18 In this episode:Kate Rooney, @Kr00neyRobert Frank, @robtfrankAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exxon Mobil has struck a $59.5 billion deal to acquire Pioneer Natural Resources in an all-stock merger. Pioneer Natural Resources CEO Scott Sheffield and Exxon Mobil CEO Darren Woods discuss how the deal came about, potential regulatory hurdles, and what role fossil fuels will play in our future. Incidents of religious-based hate and discrimination are on the rise as the fifth day of fighting in the Israel-Hamas War is underway. Anti-Defamation League CEO Jonathan Greenblatt explains why Fortune 500 CEOs should sign the ADL’s pledge to condemn antisemitism, and what American corporations can do to support their Jewish employees. Plus, Novo Nordisk stock is popping on more Ozempic success, Congress is seeking a new House Speaker, the White House wants to crack down on junk fees, and testimony at Sam Bankman-Fried’s trial illuminates the internal goings-on of FTX before its collapse.  Darren Woods and Scott Sheffield - 15:04Jonathan Greenblatt - 28:19In this episode:Jonathan Greenblatt, @JGreenblattADLAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Founder of both the Tudor Investment and the Robin Hood Foundation Paul Tudor Jones shares his perspective on the economy and the markets, from interest rates and bond yields to equities prices and crypto. The billionaire hedge funder weighs in on America’s greatest geopolitical and economic challenges. Jones also explains Robin Hood’s work to support asylum seekers in NYC and highlights the nonprofit’s Investors Conference coming up on October 24-25th. Plus, we’re on the ground in Jerusalem with Jon Medved, founder and CEO of OurCrowd, which is one of Israel’s largest venture investing vehicles. The investor discusses Israeli sentiment and the flow of business amid the country’s war with Hamas. Paul Tudor Jones - 3:20Jon Medved - 34:53 In this episode:Paul Tudor Jones, @ptj_officialAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thousands have been killed and injured in the wake of Hamas’s surprise attack on Israel over the weekend. New York Times columnist Thomas Friedman considers reports that Iran played a role in the assault and weighs concerns of an expanded conflict involving Lebanon and Hezbollah. Friedman highlights how this conflict could impact Russia’s strategic objectives and the pipeline of U.S. military aid to Ukraine. Coauthor of “Startup Nation” and former political advisor Dan Senor offers the Wall Street view: how the conflict impacts Israel’s business ecosystem, and how multinational corporations with operations there will keep up business–or not. Plus, NBC’s Kelly Cobiella reports on the ground in Tel Aviv, and Again Capital Founder John Kilduff explains how the Israel-Hamas conflict affects the oil markets.  Kelly Cobiella - 3:47John Kilduff - 14:39Thomas Friedman - 19:08Dan Senor - 30:28 In this episode:Thomas Friedman, @tomfriedmanAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dell Technologies has announced a boost to its buyback plan and to its profit-growth outlook, in a meeting this week with analysts. CEO and founder of the computing giant Michael Dell discusses how AI innovation is slowly building his business’s financial returns, and how he’s planning to diversify his supply chain away from China. Florida Governor Ron DeSantis explains his stance on aiding Ukraine and working with America’s giant corporations like Disney. The Presidential hopeful shares why he believes his strategies in the sunshine state could be implemented nationwide, if he lands in the White House. Plus, the UAW strikes persist, the U.S. labor market is looking strong, Elon Musk is in hot water with the SEC (again), and it’s compliance training season! Get those modules in. If you want even more financial podcasting for your weekend, tune into ‘The Forum,’ the Economic Club of New York’s podcast with Becky Quick. Michael Dell - 14:57Gov. Ron DeSantis - 26:53 In this episode:Ron DeSantis, @RonDeSantisAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.

X, the platform formerly known as Twitter, has made cuts to its elections and disinformation team, eliminating almost all of the controls that were built after the 2016 election to prevent wide-scale manipulation. Former Facebook chief security officer, Alex Stamos describes the potential dangers ahead for the 2024 U.S. Presidential election.  Singaporean authorities have seized more than 150 properties, luxury cars and thousands of gold bars in a family office money laundering scandal that has quickly grown to $2 billion. CNBC’s Wealth Editor Robert Frank reports on the international intrigue.  Plus, the job opening in the House of Representatives, it’s already too late to start your holiday shopping and a hack at Clorox leaves a big stain.  Courtney Reagan,  8:12 Alex Stamos, 15:15Robert Frank, 23:15 In this episode:Alex Stamos, @alexstamosRobert Frank, @robtfrankAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.

For the first time in U.S. history, the House of Representatives has voted its Speaker Kevn McCarthy (R-CA) out of his leadership seat. 2024 Presidential hopeful Chris Christie, former New Jersey Governor, explains who might be up for the Speaker job and weighs in on the Republican party’s fate, as the Presidential election nears. Plus, the Federal Trade Commission has launched an antitrust case against Amazon, and the Department of Justice has Google parent Alphabet in its sights. Antitrust expert and Columbia Law School Professor Tim Wu explains the regulators’ routes to a competitive marketplace, plus what it means for big tech’s big innovations. Chris Christie, 16:11Tim Wu, 31:25In this episode:Chris Christie, @GovChristieTim Wu, @superwusterAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.

Days after avoiding a government shutdown, House Speaker Kevin McCarthy faces potential ouster from leadership by his own party.  He shares directly with Squawk Box listeners why he is optimistic he’ll prevail. Jury selection kicks off today in the criminal trial of one-time crypto king Sam Bankman-Fried and Microsoft is launching an AI assistant that could transform your work calendar. Steve Kovach reports on the good (?) news that busy office workers can be in two meetings at once. Rep. Kevin McCarthy - 16:01Steve Kovach - 28:10 In this episode: Kevin McCarthy, @SpeakerMcCarthyAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie 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.