Squawk Pod

The U.S. and Iran have agreed to a peace deal, set to be signed on Friday. Vice President JD Vance shares details of the deal, including flows through the Strait of Hormuz, Iran’s nuclear program, and the resulting shifts to energy prices. As SpaceX starts its first full day of trading on the public markets, Ron Baron, with about half of his $70B+ fund’s portfolio in SpaceX and Tesla, says he’s still betting on Elon Musk. Baron addresses valuation concerns and explains his ongoing optimism regarding the world’s first trillionaire. 

 

Leslie Picker

Ron Baron 

Vice President JD Vance

 

Leslie Picker - 10:01

Ron Baron - 18:26

Vice President JD Vance - 44:25

 

In this episode:

Leslie Picker, @LesliePicker

Robert Frank, @robtfrank

Brian Sullivan, @SullyCNBC

Becky Quick, @BeckyQuick

Cameron Costa, @CameronCostaNY

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SpaceX is now publicly traded on the Nasdaq. Andreessen Horowitz General Partner David George bet on Elon Musk in 2021, and he’s still betting on him–and SpaceX. Venture capitalist Ben Narasin considers the potential future of the stock and what it could mean for other IPOs (like Anthropic and OpenAI) that are also set to list this year. CNBC’s Robert Frank reports on the numbers that will make Elon Musk the world’s first trillionaire. CNBC’s Morgan Brennan shares highlights from her interview with SpaceX President Gwynne Shotwell, and Elon Musk addresses his employees and investors ahead of the company’s first trade. 

 

Morgan Brennan - 3:47

David George - 10:59

Ben Narasin - 19:47

Robert Frank - 30:19

Elon  Musk - 37:07

In this episode

David George, @DavidGeorge83

Robert Frank, @robtfrank

Morgan Brennan, @MorganLBrennan

Melissa Lee, @MelissaLeeCNBC

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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

The Knicks pulled off an historic comeback in Game 4 of the NBA Finals, and it isn’t the only sport riding the wave of renewed fan enthusiasm. Bruin Capital CEO George Pyne explains why sports viewership is booming, for the NBA as well as the NHL, MLB, and Golf. Former CFTC Chairman Gary Gensler led the agency when Congress passed the Dodd-Frank Act. Today, he argues that Congress did not intend to set the CFTC up as sole regulator of sports betting. Plus, President Trump issues a warning to Iran, and CNBC's Leslie Picker breaks down what investors should know ahead of the highly anticipated SpaceX IPO.

 

Dan Murphy - 03:03

Leslie Picker - 10:49

Gary Gensler - 17:16

George Pyne - 34:03

In this episode:

Dan Murphy, @dan_murphy

Leslie Picker, @LesliePicker

Joe Kernen, @JoeSquawk

Kelly Evans, @KellyCNBC

Cameron Costa, 

@CameronCostaNY

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

SpaceX is just days away from going public in what could be one of the biggest and most closely watched IPOs ever. CNBC’s Leslie Picker examines why this offering differs from a traditional Wall Street debut, and who stands to benefit. Some state pension funds could see significant gains as well; North Carolina State Treasurer Brad Briner discusses how the state's retirement system is positioned ahead of the listing and what it could mean for teachers, firefighters, and police officers in his state. Housing and Urban Development Secretary Scott Turner weighs in on America's housing affordability challenges and the role regulations play in slowing new development. Plus, tensions between the United States and Iran are escalating, and the 2026 FIFA World Cup is expected to be the biggest betting event in history.

Dan Murphy - 04:06

Contessa Brewer - 12:10

Sec. Scott Turner - 19:55

Leslie Picker - 30:52

Brad Briner - 33:39

In this episode:

Dan Murphy, @dan_murphy

Leslie Picker, @LesliePicker

Contessa Brewer, @contessabrewer

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Cameron Costa, 

@CameronCostaNY

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

OpenAI has officially joined the IPO race with its confidential S-1 filing, but fellow AI lab Perplexity is planning to go public in 2028, . After the Senate’s vote-a-rama to pass the reconciliation bill that funds immigration enforcement, Senate Majority Leader John Thune (R-SD) discusses the DC agenda and elections in Texas and Maine. Apple has unveiled Siri AI at its Worldwide Developers Conference, and CNBC’s Dan Murphy reports on President Trump’s confidence in a deal with Iran. Plus, the Spurs may have beat the Knicks in Game 3, but Washington University in St. Louis sports business director Patrick Rishe underscores the importance of the playoffs for NYC’s economy. 

 

Murphy - 04:53

Thune - 15:49

Rishe - 36:15

 

In this episode:

Dan Murphy, @dan_murphy

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, 

@CameronCostaNY

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