Squawk Pod

Wisconsin’s Democratic primary for governor delivers a surprising result as pollster and strategist Frank Luntz discusses what it says about the state of the race and the growing influence of prediction markets on politics. Gary Vaynerchuk, founder of VaynerX and an investor in alternative sports, talks about the business of sports, his love of whiffle ball and his dream of one day owning the New York Jets. Plus, NASA Administrator Jared Isaacman discusses the future of American space exploration and the space race now underway.

Frank Luntz - 03:20

Gary Vaynerchuk - 13:53

Jared Isaacman - 24:58

In this episode:

Leslie Picker, @LesliePicker

Michael Santoli, @michaelsantoli

Brian Sullivan, @SullyCNBC

Frank Luntz, @FrankLuntz

Jared Isaacman, @rookisaacman

Gary Vaynerchuk, @garyvee

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.

A lawsuit claims Truth Social is giving paid subscribers an unfair advantage by allowing them to see President Trump’s posts fractions of a second before other users. Former Assistant Attorney General Jonathan Kanter discusses the case and what it could mean for investors. Senator Bill Cassidy weighs in on changes to the recommended vaccine schedule for kids and what the new guidance could mean for parents. Plus, an exclusive CNBC and Generation Lab survey looks at how young adults feel about AI, the economy and the rapid pace of technological change.

Jonathan Kanter 5:14

Bill Cassidy 14:55

In this episode:

Leslie Picker, @LesliePicker

Michael Santoli, @michaelsantoli

Brian Sullivan, @SullyCNBC

Pippa Stevens, @PippaStevens13

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.

Nvidia’s $500 billion deal with top Wall Street firms has sparked a debate about circular spending in the AI ecosystem. Ed Zitron is a critic of the investments pouring into the industry, and he shares his bearish take on AI. Brett Schulman, CEO of fast casual chain Cava, is keeping his eye on consumer confidence amid salmonella and cyclospora outbreaks in the U.S. Schulman discusses the impact foodborne illness has had on the restaurants, despite Cava’s food supply chain being unimpacted by issues. Plus, former FDA Commissioner Dr. Scott Gottlieb discusses President Trump’s Executive Order on childhood vaccines and the pressure it may create for state leadership. 

 

Ed Zitron - 03:47

Brett Schulman - 14:03

Dr. Scott Gottlieb - 22:41 

 

In this episode:

Leslie Picker, @LesliePicker

Michael Santoli, @michaelsantoli

Brian Sullivan, @SullyCNBC

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.

Nvidia is taking in $500 billion in new financing from major Wall Street firms as CEO Jensen Huang touts chips as the next “investable asset.” Former senior White House policy advisor on AI Sriram Krishnan discusses America’s tech race with China and the next opportunities in artificial intelligence, including in cyber security. CNBC’s Dan Murphy reports on the new normal in the Strait of Hormuz, a Tesla-SpaceX merger could fast-track Elon Musk’s pay package, and a Staten Island judge has ordered an emergency pause on Mayor Mamdani’s new pied-a-terre tax. Plus, Virginia Governor Abigail Spanberger is intervening in the sale of Dominion Energy to an out-of-state company. The moderate democrat discusses Virginia’s business ecosystem and the primaries underway in multiple states across the country. 

 

Dan Murphy - 04:22

Gov. Abigail Spanberger - 15:06

Sriram Krishnan - 31:53 

 

In this episode:

Abigail Spanberger, @GovernorVA

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Melissa Lee, @MelissaLeeCNBC

Dan Murphy, @dan_murphy

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.

Mark Zuckerberg announced that Meta will open source its most powerful AI models, including a new model called Muse Glimmer. AI investor Vinod Khosla discusses the evolution of AI, investment opportunities in the space, and tech’s ability to support communities displaced by data centers by way of tax changes. Plus, President Trump has renewed his effort to fire Fed Governor Lisa Cook, and Take-Two Interactive CEO Strauss Zelnick says the Grand Theft Auto VI extended trailer will be worth watching on Netflix in a few weeks…but it’s likely not the beginning of an acquisition. 

 

Vinod Khosla - 05:03

Strauss Zelnick - 30:12

 

In this episode:

Andrew Ross Sorkin, @andrewrsorkin

Melissa Lee, @MelissaLeeCNBC

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.