Squawk Pod CNBC

VaynerX Chairman and branding expert Gary Vaynerchuk discusses the evolution of media and advertising as upfront season kicks into gear. Federal prosecutors at the Department of Justice say Boeing breached its 2021 settlement protecting the company from criminal prosecution for the two fatal 737 Max crashes. CNBC’s Phil LeBeau discusses the implications for Boeing and the importance of the company for the industry at large. Senator Mark Warner (D-VA) is honing in on risks for the 2024 election, less than 6 months away. Plus, Nvidia’s CEO Jensen Huang made over $30m last year, a 60% hike from the year prior, Vanguard hired a former BlackRock executive as CEO, and the meme stock rally continues! But it might be fizzling out.

Phil LeBeau - 07:28
Sen. Mark Warner - 15:57
Gary Vaynerchuk - 23:43

In this episode:
Gary Vaynerchuk, @garyvee
Sen. Mark Warner, @MarkWarner
Phil LeBeau, @Lebeaucarnews
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

In a rare extended interview, Saba Capital Management founder and CIO Boaz Weinstein explains his campaign against the world’s largest asset manager, BlackRock. Weinstein, a renowned risk-taking trader on Wall Street, takes on BlackRock’s closed end funds over a decade after he famously “harpooned” the London Whale in 2011. Plus, meme stocks like GameStop are still surging, thanks to “Roaring Kitty,” the Biden administration is ramping up China tariffs, and Kraft Heinz is reportedly exploring an Oscar Mayer sale.

Boaz Weinstein - 16:10

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

The Biden administration is planning to quadruple tariffs on Chinese electric vehicles. Investment banker and former Treasury official Roger Altman discusses fiscal policy’s impact on inflation and the road ahead for the American economy. Warby Parker co-CEOs Neil Blumenthal and David Gilboa are doubling down on their brick and mortar strategy, despite starting as an e-commerce brand. The two discuss their company’s journey since IPO, their history of monetization, and their omnichannel approach to driving revenue. Plus, OpenAI is launching a new product, Apple workers at a store in New Jersey have voted against unionization, GameStop is on the rise again, and some Duke students walked out of Jerry Seinfeld’s commencement speech in protest.

Roger Altman - 12:47
Neil Blumenthal & David Gilboa - 24:02

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

Microsoft is investing $3.3 billion in an AI strategy in Wisconsin. Steve Case, co-founder of AOL and chairman and CEO of Revolution, discusses his own investments in projects in middle America and his optimism about big tech’s opportunities for economic growth outside of Silicon Valley. Happiness expert, author, AEI president emeritus, and Harvard professor Arthur Brooks weighs in on the turmoil across American college campuses. He’s optimistic about America’s period after unrest, and encourages listeners to love challenges to their perspectives, and to view the world beyond a good/evil binary. Plus, Chinese EV company Zeekr is ready to IPO, and Target is reportedly scaling back its Pride collections this summer.

Steve Case - 12:04
Author Brooks - 24:45

In this episode:
Arthur Brooks, @arthurbrooks
Steve Case, @SteveCase
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY

House Speaker Mike Johnson (R-LA) discusses his own party’s push to oust him from his role. He says, lawmakers cannot afford to play petty politics with tensions high at home and abroad. Journalist Johann Hari has taken Ozempic for a year. He says it’s changed his life, but his new book “Magic Pill” details the dangers of weight loss drugs as well as their benefits. Plus, President Biden has given Israel an ultimatum, Disney and Warner Bros. Discovery are set to bundle their streaming content, and China’s electric vehicle race is speeding up.

Mike Johnson- 14:12
Johann Hari - 27:54

In this episode:
Mike Johnson, @SpeakerJohnson
Johann Hari, @johannhari101
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY

Electric vehicle maker Rivian reported a quarterly revenue beat and a cut to its capital spending forecast. CEO RJ Scaringe explains his vision for the future of EVs, the total addressable market, and Rivian’s charging station partnership with Tesla. NBCUniversal Vice Chair Bonnie Hammer has compiled the best–and worst–advice for workers new and seasoned in her new book, “15 Lies Women Are Told at Work…and the Truth We Need to Succeed.” After years in the business, Hammer shares her favorite moments of mentorship, and encourages younger generations to differentiate “personal worth” from “professional worth.” Microsoft will make a $3.3B AI investment in Wisconsin, and the Biden administration has revoked certain licenses to export chips to Huawei, the Chinese tech company. Plus, Disney stock is under pressure, and FTX is officially able to pay its customers back…with interest.

RJ Scaringe 16:00
Bonnie Hammer 22:54

In this episode:
RJ Scaringe. @RJScaringe
Phil LeBeau, @Lebeaucarnews
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie