Squawk Pod

The Bureau of Labor Statistics’ March CPI data revealed an annual inflation rate of 3.3%. Former Transportation Secretary Pete Buttigieg discusses the pressures on American consumers, including an Iran War-prompted energy price surge and DHS funding. NYT investigative journalist John Carreyrou spent years digging into the real identity of bitcoin creator Satoshi Nakamoto and concluded that it is famed computer scientist, Adam Back. Adam Back, though he’s made notable contributions to the foundations of bitcoin, denies the conclusion. Back makes his case directly–and explains why anonymity might be good for bitcoin. Plus, OpenAI has fired at Anthropic in a new memo to shareholders, Kevin Warsh’s Fed nomination hearing was delayed, and a fake research paper fooled AI models. 

 

Pete Buttigieg            15:09

Adam Back                  31:29

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The state of the U.S.-Iran ceasefire appears fragile amid Israel’s strikes in Lebanon. Council on Foreign Relation president Michael Froman discusses the fog of the Iran war, the confusion in negotiation, and the many stakeholders in the region. Head of policy at Palisade Research Dave Kasten discusses Anthropic’s newest model Mythos, an LLM so powerful the company isn’t rolling it out to the public. Kasten shares his worries about the AI race, including developers’ increased tolerance of AI “bad behavior” in the name of innovation progress and speed. Plus, Anthropic has lost its bid to temporarily block the Pentagon’s blacklisting, and a few Polymarket users won big on particularly well-timed Iran war bets. 

 

Dan Murphy - 3:42

Michael Froman - 21:03

Dave Kasten 31:04

 

In this episode: 

Dan Murphy, @dan_murphy

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Katie Kramer, @Kramer_Katie

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After the U.S. and Iran agreed to a two-week ceasefire, energy prices dropped. CNBC’s Brian Sullivan is watching the flow–or lack thereof–of ships through the Strait of Hormuz to monitor progress of the world’s oil supply. CNBC’s Dan Murphy reports on the ceasefire from the UAE, and CNBC’s Phil LeBeau gets the impact on jet fuel and air travel prices from Delta CEO Ed Bastian. Plus, Anthropic is holding the public release of its newest model Mythos over concerns about its capabilities to exploit digital weaknesses. 

 

Dan Murphy       2:52

Ed Bastian        22:02

Brian Sullivan       32:45

 

In this episode: 

Dan Murphy, @dan_murphy

Phil LeBeau, @Lebeaucarnews

Brian Sullivan, @SullyCNBC

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Katie Kramer, @Kramer_Katie

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President Trump is threatening Iran that “a whole civilization will die tonight” unless a deal is struck tonight to reopen the Strait of Hormuz. CNBC’s Dan Murphy reports from Dubai. The Artemis II crew is on its way home from the farthest away any human has ever been. NASA Administrator Jared Isaacman discusses the agency’s space strategy into 2027 and beyond. Paul, Weiss Global Chair of M&A Robert Kindler advised Comcast in its $72 billion acquisition of AT&T Broadband and Time Warner Cable in its $78.7 billion acquisition by Charter Communications. Today, Kindler weighs in on Bill Ackman’s $64B pitch for Universal Music, the politics in business, and the IPO pipeline in 2026. Plus, the University of Michigan Wolverines have won the NCAA Championship. 

 

A block Dan Murphy         3:23

B block Robert Kindler       18:59

C block Jared Isaacman   35:07

 

In this episode:

Dan Murphy, @dan_murphy

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

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.

Former SEC Chair and current US Attorney for the Southern District of NY Jay Clayton addresses the firing of his boss, U.S. Attorney General Pam Bondi. Clayton also discusses President Trump’s managerial style, American sentiment toward election interference, and the business of college sports. From Dubai, CNBC’s Dan Murphy reports on the Iran War, President Trump’s relationship with leaders in the Middle East, and the resulting volatility in the global oil markets. Plus, JPMorgan CEO Jamie Dimon highlighted geopolitical, inflationary, and regulatory risk in his annual shareholder letter, and Artemis II is ready to swing around the moon and return to Earth. 

 

Dan Murphy - 3:08

Jay Clayton - 20:13

 

In this episode:

Dan Murphy, @dan_murphy

Leslie Picker, @LesliePicker

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

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.