Squawk Pod

Comcast’s Next Spinoff & The US Men’s National Team 6/29/26

The markets are coming off of a volatile week, and Comcast is spinning off NBCUniversal and Sky. Evercore founder Roger Altman discusses both. As the Round of 32 begins, donor to the US Men’s National Team Scott Goodwin explains why he’s helping to pay the salary of the head coach, Mauricio Pochettino. A hedge funder and a soccer fan, Goodwin believes in the unifying power of a national sports team. Plus, market indices are undergoing a reshuffle.   Roger Altman           12:02 Scott Goodwin       26:52   In this episode: 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.

Jeremy Grantham: The Most Expensive Market in American History 6/26/26

Investing legend Jeremy Grantham founded one of the first index funds in the 1970s, and in a special Squawk interview, he’s issuing a warning to investors. A permabear, Grantham expects a market decline of 70%, and he’s counseling his team to avoid U.S. stocks. Plus, OpenAI may wait until 2027 to IPO, and Apple is hiking product prices, thanks to rising costs of memory chips.    Jeremy Grantham - 16:00 MacKenzie Sigalos - 41:55    In this episode: MacKenzie Sigalos, @KenzieSigalos Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin 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.

House Minority Leader Jeffries & SpaceX Investor Mark Pincus 6/25/26

After New York’s primaries, House Minority Leader Hakeem Jeffries (D-NY) discusses the future of the Democratic Party in a midterm election year. Plus, Zynga founder and Reinvent Capital partner Mark Pincus has written a book, “Life at the Speed of Play.” Pincus discusses his thesis of how to build successful products from good ideas, as well as his investments in SpaceX and Anthropic. Pincus is still waiting for the “technology treasure” invention of the AI age. Plus, CNBC’s Kristina Partsinevelos explains the surge in Qualcomm and Micron shares.    Kristina Partsinevelos - 8:41 Mark Pincus - 19:08 House Minority Leader Hakeem Jeffries - 36:40         In this episode: Hakeem Jeffries, @RepJeffries Kristina Partsinevelos, @KristinaParts Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin 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.

Treasury Sec. Scott Bessent: Mayor Mamdani is Leading Democrats 6/24/26

In an extended interview, U.S. Treasury Secretary Scott Bessent addresses the administration’s approach to tariffs, negotiations with Iran, and his own view on America’s AI dominance and regulation, and the future of the Federal Reserve. The morning after the NYC primary elections, Sec. Bessent also weighs in on the future of the Democratic Party. Plus, Google parent Alphabet has replaced Verizon in the Dow Jones Industrial Average.   Sec. Scott Bessent - 16:24   In this episode: Scott Bessent, @SecScottBessent Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick 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.

Coatue Founder Philippe Laffont 6/23/26

Coatue founder and portfolio manager Philippe Laffont shares his perspective on AI, the investing mistakes he’s made, and much more in an extended interview. Once a ‘Tiger Cub,’ Laffont now has $90 billion under management and is looking for his next bet in space and tech. Plus, a tech selloff has rocked global markets, the Senate has advanced a housing bill that limits private equity purchases of single family housing, and Rep. Ro Khanna (D-CA) has challenged Elon Musk to a debate.    Philippe Laffont 19:40   In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick 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.