Squawk Pod

Democrats have flipped the House and the Senate in a “blue tsunami” that swept the nation. Pollster and strategist Frank Luntz shares his own exit polling data and considers the motivating factors for many Republicans who voted Democrat in the midterms. Luntz argues, the votes were more a rejection of the GOP than they were an embrace of the left. Then, one Democrat fresh off his reelection win: Maryland Governor Wes Moore. Considered a potential candidate for the 2028 election, Governor Moore discusses the future of the Democratic Party and the hopes of “exhausted” voters. Plus, CNBC’s Megan Cassella reports from Washington, and Robert Frank reports on the voter consensus on taxing the wealthy.

Megan Cassella - 11:14
Frank Luntz- 24:29
Gov. Wes Moore - 38:35

In this episode:
Frank Luntz, @FrankLuntz
Gov. Wes Moore, @iamwesmoore
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Megan Cassella, @mmcassella
Robert Frank, @robtfrank
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.

Happy election day! Results from the midterms could impact CEOs, dealmaking, and the regulatory landscape; CNBC’s Megan Cassella reports on the key races Wall Street is watching. Hedge funder Bill Ackman, with nearly $33 billion under management at Pershing Square, shares his perspective on the markets as the midterms begin. While he’s personally invested in SpaceX, he views the company as too uncertain for inclusion in his hedge funds. Rahm Emanuel, former White House Chief of Staff for President Obama, former congressman, and former Chicago Mayor, discusses America’s political landscape heading into the midterms. He’s calling for the Democratic Party to shift back to the center, rather than further left. Plus, OpenAI hired former U.S. Army Secretary Dan Driscoll as senior counselor for national security modernization.

Megan Cassella - 02:43
Rahm Emanuel - 12:45
Bill Ackman - 31:18

In this episode:
Bill Ackman, @BillAckman
Rahm Emanuel, @RahmEmanuel
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Megan Cassella, @mmcassella
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.

In a new travelogue docuseries, actor, comedian, and avid golfer Bill Murray joins friend and author Tom Coyne on a trip through Ireland’s golf courses. Bill and Tom share their journeys with Ireland, their own family roots, and their respective golf games. American Express CEO of 20 years Ken Chenault now serves as Chairman of the famed venture firm General Catalyst. He’s penned a book about his lessons from the C-suite, both on leadership and on citizenship: “Equal to the Task: A Life Forged Between America’s Promise and Its Truth.” Plus, after the biggest crypto heist in history, Binance said it processed $4.65 billion in withdrawals and $1.01 billion in deposits on November 1, with net outflows amounting to 2.1% of Binance’s $171 billion in total assets.

Ken Chenault - 14:11
Bill Murray & Tom Coyne - 28:15

In this episode:
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.

Binance was hacked in the largest crypto heist ever, impacting $6.3 billion, and Alphabet stock suffered its worst day since Google went public in 2004, dropping 13% on Thursday and wiping out roughly $500 billion in market cap. Just days away from the U.S. midterms, Representative Suzan DelBene (D-WA) addresses her party’s hopes for voters as they cast ballots with affordability in mind. As Chair of the Democratic Congressional Campaign Committee, Rep. DelBene also addresses the Democrats’ voting scandal in Alaska. Plus, biographer Walter Isaacson discusses Elon Musk’s involvement in politics, including his latest X post warning that democracy is at stake in the upcoming election.

Suzan DelBene - 16:34
Walter Isaacson - 30:20

In this episode:
Rep. Suzan DelBene, @RepDelBene
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.

Fed Chair Kevin Warsh announced that the Federal Reserve is holding interest rates steady. CNBC’s Steve Liesman breaks down the decision, and former director of the National Economic Council Gary Cohn looks to the Fed’s future, risks in the AI economy, and what’s coming for consumers. Former New Hampshire Governor Chris Sununu (R) now leads the Airlines for America trade organization, and he warns that jet fuel prices will continue to feel pressure from the Iran war. He’s watching his own brother’s election as well as the rest of the key midterms races around the country. Plus, ECB President Christine Lagarde is stepping down, and the Milwaukee Brewers are baseball’s world champions for the first time in their history.

Steve Liesman - 04:37
Gary Cohn - 16:23
Chris Sununu - 35:34

In this episode:
Gary Cohn, @Gary_D_Cohn
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Steve Liesman, @steveliesman
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.