Podcasts about squawk box

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Best podcasts about squawk box

Latest podcast episodes about squawk box

Squawk Box Europe Express
Trump arrives at G7 summit following Iran peace deal signing

Squawk Box Europe Express

Play Episode Listen Later Jun 16, 2026 29:25


U.S. President Donald Trump arrives at the G7 summit in Evian, France, touting a win via the signing of a peace framework with Iran. The deal extends the ceasefire by 60 days and re-opens the Strait of Hormuz. Ukrainian President Volodomyr Zelenskyy is also at the summit and is due to meet leaders with EU membership discussions on the agenda. The BoJ lifts its benchmark interest rate to 1 per cent – its highest level in 30 years – seeking to normalise monetary policy and bring down inflation. Wall Street is in the green following news of the Middle East peace agreement. The Nasdaq surged 3 per cent on Monday while SpaceX shares clock a further 20 per cent in growth.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
U.S. and Iran reach peace deal

Squawk Box Europe Express

Play Episode Listen Later Jun 15, 2026 32:08


The U.S. and Iran agree to a plan to end the war and reopen the Strait of Hormuz. Negotiations about Iran's nuclear capabilities will be discussed over the next 60 days. Crude prices fall back towards the $80-mark as President Trump declares ‘let the oil flow'. Asian equities move firmly into the green with European and U.S. futures also set to move higher. The U.S. moves to limit access to Anthropic's most advanced models, prompting the company to restrict access altogether. President Trump heads to the G7 summit in Evian urging France to abandon its tech tax or face a 100 per cent tariff on wine exports. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Investors await historic SpaceX listing

Squawk Box Europe Express

Play Episode Listen Later Jun 12, 2026 28:23


Global investors eagerly anticipate today's SpaceX IPO – the biggest in history – with the company raising $75bn ahead of listing. President Trump postpones strikes on Iran, saying a peace agreement could be signed as early as this weekend. Tehran has responded that a deal has not been finalised despite Trump's claims it has the Ayatollah's backing. Renewed talk of peace in the Gulf sparks a tech-driven market rally in Asia with the KOSPI moving into the green by more than 8 per cent. European equities are set to follow suit.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Iran vows to target Strait of Hormuz-bound ships

Squawk Box Europe Express

Play Episode Listen Later Jun 11, 2026 27:27


The U.S. and Iran exchange fire for a second night with Iran targeting U.S. bases in the Gulf, vowing to target any vessels crossing the Strait of Hormuz. President Trump has voiced frustration over stalling peace negotiations. Wall Street closes in the red as investors fret over A.I. valuations, tech and surging inflation. Asian equities and European futures have followed suit. A rate hike from the ECB is anticipated later today – its first in almost three years – laying bare the impact of the conflict in the Gulf in new growth and inflation forecasts. And in luxury news, Frasers Group launches a takeover bid for Hugo Boss. It plans to buy up the remaining three quarters of the company it doesn't already own at a price of €38 a share.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
U.S.-Iran resume fire following downing of Apache in Gulf

Squawk Box Europe Express

Play Episode Listen Later Jun 10, 2026 29:05


The U.S. and Iran exchange fire following the downing of an American Apache helicopter over the Strait of Hormuz. Tehran claims to have targeted U.S. bases in Jordan, Kuwait and Bahrain as a result. Asian markets see the tech sell-off gathering pace with trade on South Korea's KOSPI briefly pausing. The negative sentiment has infected European and American markets, which are due to start the day in the red. SpaceX is due to close its order book today ahead of Friday's greatly anticipated and historic IPO. The company is reportedly up to 4 times over-subscribed. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
OpenAI targets $1tn US listing

Squawk Box Europe Express

Play Episode Listen Later Jun 9, 2026 29:19


OpenAI decides to confidentially file to list with a reported target valuation of $1tn. Perplexity CEO Arvand Srinivas tells CNBC he hopes to take his company public in the medium term and that the success of larger companies will benefit his firm's own growth. Israel and Iran announce they are halting attacks but leave the door open to a resumption in hostilities with President Trump sounding a positive tine about ongoing peace negotiations with Tehran.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Israel and Iran trade missile strikes

Squawk Box Europe Express

Play Episode Listen Later Jun 8, 2026 25:49


Israel and Iran have exchanged fire for the first time since April which pushes oil futures higher and potentially jeopardizing a peace agreement. The A.I. sell-off on Friday continues into the new week with South Korea's KOSPI tripping circuit breakers. A stellar U.S. jobs print raises the chance of a rate hike but President Trump remains committed to lowering interest rates. In Italy, Intesa Sanpaolo is looking to hijack a likely tie-up between BPM and Monte dei Paschi, tabling an offer for all BMPS shares.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
SpaceX IPO roadshow launches

Squawk Box Europe Express

Play Episode Listen Later Jun 5, 2026 25:58


Bankers tap the extraordinary valuation of SpaceX ahead of its listing next week. Goldman Sachs has reportedly forecast a 100-fold revenue increase by 2030 for the company. However, S&P Dow Jones Indices has ruled out a fast-track to the S&P 500, diverging from rivals Nasdaq. The AI rally stutters with the Nasdaq suffering a second day of losses while in Asia, the KOSPI nosedives. The head of OpenAI For Countries and former UK Chancellor of the Exchequer George Osborne tells CNBC he's bullish on the ‘exponential' demand for the A.I. sector. Hezbollah rejects the ceasefire deal between Israel and Lebanon while President Trump floats the possibility of a meeting with Iranian Supreme Leader Mojtaba Khamenei should a peace agreement be reached between the Washington and Tehran.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
SpaceX targets $1.8tn valuation in record market debut

Squawk Box Europe Express

Play Episode Listen Later Jun 4, 2026 28:47


SpaceX eyes a valuation of almost $1.8tn at its listing next week. It has marketed more than half a billion shares at $135 which will make it the largest IPO of all time. The U.S. equity markets end a five-day winning streak with oil falling back. Renewed tensions in the Gulf come as negotiators attempt to broker a ceasefire agreement between Israel and Lebanon. Israeli PM Benjamin Netanyahu tells CNBC that Lebanon must be demilitarized to ensure a lasting peace. Disappointing revenue forecasts from U.S. chip designer Broadcom sees investors sell off aggressively. Its market valuation shed $300m to put it on course for one of the biggest single-day wipeouts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Anthropic files confidentially for U.S. listing

Squawk Box Europe Express

Play Episode Listen Later Jun 2, 2026 26:55


Anthropic is joining the A.I. IPO race, filing confidentially following last week's latest funding session revealed the company being valued at close to $1tn. However, Open AI's Sam Altman tells CNBC he is not rushing to list his company. We speak exclusively to Softbank CEO Masayoshi Son who says the A.I. revolution is the biggest mankind has ever experienced. President Trump tells CNB he is unfazed whether peace talks with Iran are over and expresses frustration with the lack of progress in ‘boring' negotiations. Trump said Israeli troops are retreating home from Lebanon following a call with Prime Minister Netanyahu. Berkshire Hathaway CEO Greg Abel invests a further $10bn into Alphabet after the tech giant raised $80bn for its AI infrastructure.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
SpaceX targets $75bn IPO raise

Squawk Box Europe Express

Play Episode Listen Later Jun 2, 2026 29:18


SpaceX is reportedly planning a float share price of $135, eyeing around a $75bn IPO raise. However, Morningstar analysts believe the figure is hugely overpriced while Goldman Sachs CEO David Solomon tells our colleagues Stateside he believes that markets are living in a moment of ‘greed'. The U.S. proposes fresh tariffs on up to 60 countries it believes have failed to ban imports made with forced labour. Both the EU and China feature on the list. And in retail news, Zara owner Inditex has confirmed its guidance, reassuring investors that it can continue its strong start to the summer season amid cost-of-living pressures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Softbank poised to make €75bn France A.I. investment

Squawk Box Europe Express

Play Episode Listen Later Jun 1, 2026 25:09


We are live in Paris where Japan's Softbank has pledged up to €75bn for Europe's largest A.I. data centre project. Asian chip stocks are in the green as investors eye potential meetings with Nvidia CEO Jensen Huang at the Computex trade show in Taipei. Brent crude inches higher on the news Israeli forces push deeper into Lebanon. France has called for an emergency meeting of the UN Security Council. U.S. Central Command says it hit targets in Iran over the weekend but hopes remain that a ceasefire deal can be reached between the Washington and Tehran. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Oil falls back on renewed peace agreement optimism

Squawk Box Europe Express

Play Episode Listen Later May 28, 2026 26:54


Oil dips after a White House official says the U.S. and Iran are close to a temporary peace agreement. Vice President JD Vance says he feels ‘pretty good' about how negotiations are progressing. Today's fall in crude prices are close to 20 per cent on the month. Equities in the U.S. have ended a stellar month of May while European markets lag behind. A.I. giant Anthropic builds up its latest round of funding by almost 200 per cent, bringing its market value to just short of $1tn to overtake OpenAI and become the most valuable A.I. start-up on the planet. Jeff Bezos's Blue Origin suffers a major setback in its bid to compete with SpaceX as a test rocket explodes into a gigantic fireball on lift-off.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Airplane Geeks Podcast
895 Points Path

Airplane Geeks Podcast

Play Episode Listen Later May 27, 2026 49:47


We speak with the founder and CEO of Points Path, which helps travelers get the most up-to-date pricing from both Google and airlines. Guest Julian Kheel is the founder and CEO of Points Path, a browser extension that helps you make informed travel purchases. Points Path performs the same flight search with Google Flights for each of its covered airlines, but requests prices in points or miles rather than cash. The results are then combined with Google's results, so you see the most up-to-date pricing available from both Google and the airlines themselves. In the free extension, Points Path offers award pricing for the frequent flyer programs of Alaska, American, Delta, JetBlue, and United. Paid Pro tier and Founders Club members also get access to Aer Lingus, Air Canada, Air France/KLM, Avianca, Emirates, Etihad, Qantas, Qatar, TAP Air Portugal, Virgin Atlantic, and Virgin Australia. All tiers include domestic and international flights on the airlines themselves, as well as flights with partner airlines. The free version of the Points Path extension includes real-time, true round-trip points pricing for US domestic airline programs, as well as bank transfer programs for those airlines, indicators when a transfer bonus is in effect, and deal recommendation arrows. Points Path Pro is a paid upgrade that adds more airlines, price-tracking alerts, a 7-day points calendar, and other features. Julian has extensive industry knowledge. He was previously Editorial Director of The Points Guy, as well as CNN's Senior Editor covering travel and credit card rewards, and also worked as a consultant for the “Big 3” airlines. He has appeared on CNBC's Squawk Box, Bloomberg Surveillance, and other TV programs to discuss frequent-flyer miles and has been quoted on travel rewards in The Washington Post, The Wall Street Journal, and many other national publications. Julian was kind enough to offer Airplane Geeks listeners a discount code for the Pro version. Use airplanegeeks15 at checkout. Hosts this Episode Max Flight, Brian Coleman, and our Main(e) Man Micah.

Squawk Box Europe Express
Crude jumps after Iranian strike on Kuwait

Squawk Box Europe Express

Play Episode Listen Later May 27, 2026 27:35


Oil prices whipsaw with Brent up almost 3 per cent following an Iranian missile and drone attack on a U.S. air base in Kuwait. The strikes were followed by the U.S. targeting of a ground control station in Bandar-e-Abbas just hours after optimistic peace talks comments from U.S. Secretary of State Marco Rubio had pushed crude lower. Federal Reserve governors Neel Kashkari and Austan Goolsbee warn CNBC rising inflation and price pressures are not easing. Global equity markets fall into the red again following yesterday's record session on Wall Street. The EU is reportedly looking to decrease its dependency on American technology and champion European companies. Mistral AI CEO Arthur Mensch tells CNBC he welcomes the bloc's direction.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
SK Hynix tops $1tn market value

Squawk Box Europe Express

Play Episode Listen Later May 26, 2026 24:51


SK Hynix becomes the latest company to be valued at $1tn due to investor enthusiasm for A.I.-linked semi-conductor stocks. Iran accuses the U.S. of breaching the ceasefire with President Trump set to hold a cabinet meeting with high-stake peace negotiations ongoing. New car registrations in the EU surge 5.1 per cent with high fuel costs prompting renewed interest in EVs. However, Ferrari share plummet as its first EV offering, the Luce, is widely criticized. BP ousts its chairman Albert Manifold after less than a year in the position amid concerns over his conduct, governing standards and oversight. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Iran peace deal 'will take a couple of days', says Rubio

Squawk Box Europe Express

Play Episode Listen Later May 25, 2026 29:17


U.S.-Iran peace talks remain undecided, keeping oil markets volatile. U.S. Secretary of State Marco Rubio is positive a good deal will be reached but settling all details will require more time. The UK market returns after the spring bank holiday while in Europe the Stoxx 600 hits its highest level in more than two months, clawing back losses since the start of the Gulf conflict. Ferrari launches its first ever EV, the Luce, which is co-designed by former Apple CDO Jony Ive. We speak to CEO Benedetto Vigna who says the move is a daring new direction for the Prancing Horse. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Pod
Friday in DC: Kevin Warsh, Prediction Markets, & OpenAI's IPO 5/22/26

Squawk Pod

Play Episode Listen Later May 22, 2026 33:10


Squawk Box's Joe Kernen and Becky Quick are in Washington, D.C., where President Trump will swear in Kevin Warsh as the Federal Reserve's next chair. The two are joined by House Oversight and Government Reform Committee Chairman Rep. James Comer (R-KY) to discuss his congressional probe into insider trading on Kalshi and Polymarket. Then, House Minority Whip Rep. Katherine Clark (D-MA) shares her thoughts on the Democratic agenda ahead of the November midterm elections, the DNC's 2024 election autopsy, and the affordability crisis. Plus, President Donald Trump said he postponed a signing ceremony for his administration's much-anticipated executive order on AI, and reports have unveiled more details about OpenAI's IPO filing.   Rep. James Comer - 13:10 Rep. Katherine Clark - 26:13   In this episode: Rep. James Comer, @RepJamesComer Rep. Katherine Clark, @WhipKClark Becky Quick, @BeckyQuick 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 WorldView in 5 Minutes
Teacher prohibited 7th grader from reading pro-life poem in class, Homosexual former Congressman Barney Frank died; Pakistani Muslim man abducts and marries 14-year-old Christian girl

The WorldView in 5 Minutes

Play Episode Listen Later May 22, 2026


It's Friday, May 22nd, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Adam McManus Pakistani Muslim man abducts and marries 14-year-old Christian girl A married Pakistani Muslim, 41-year-old Arshad Habib, who already had three wives, abducted a 14-year-old Christian girl on May 12th. He forcibly converted her to Islam and married her, exploiting her epilepsy and mental health vulnerabilities to sexually abuse her, reports Morning Star News. The girl's father, Abbas Masih, a daily wage laborer and member of a local Brethren church in Lahore, the Pakistani capital, said his daughter, Nisha, disappeared on May 12th while working as a domestic helper at a Muslim household. Police showed the father documents claiming Nisha had converted to Islam on February 15 and married Habib three days later. According to Open Doors, Pakistan is the eighth most oppressive country worldwide for Christians.  Send a two-sentence letter of objection to Pakistani Ambassador Rizwan Sheikh, Pakistan Embassy, 3517 International Court NW, Washington, D.C. 20008. Jeff Bezos: We don't have a tax problem. We have a spending problem. Jeff Bezos, the founder of Amazon, gave CNBC co-anchor Andrew Sorkin a reality check on how ludicrous the Left's tax-the-rich scheme really is when measured up against the data during the May 20th edition of Squawk Box, reports NewsBusters.org. Sorkin tried cornering Bezos on the bevy of headlines in the media excoriating billionaires, decrying their wealth accumulation, and vilifying them for supposedly not paying their fair share in taxes. Bezos was not fazed. BEZOS: “I think what's going on is that it's kind of a tale of two economies. So, you have a bunch of people in this country who are doing really well. But you also have a bunch of people in this country who are struggling -- rent, groceries.  “A nurse in Queens, who makes $75,000 a year, pays more than $12,000 a year in taxes. Does that really make sense? How about we start by having the nurse in Queens not pay taxes at all.  “The bottom half of income earners in this country pay only 3% of the taxes. The top 1% of taxpayers pay 40% of all the tax revenue. We don't have a revenue problem in this country. We actually have a spending problem.” Jeff Bezos gave an example of how spending more money is not necessarily an iron-clad guarantee of fixing a problem. BEZOS: “The New York City school system: They spend $44,000 per student. That's 30% more per student than other big cities like Chicago, L.A., and Boston. And it's three times more than Miami and Houston. By the way, New York City doesn't get better outcomes.  “If we ran Amazon the way New York City runs their school system, your packages would take six weeks to arrive, we'd have to charge you a $100 delivery fee, and then, when the package did finally arrive, it'd have the wrong item in it anyway.” Homosexual former Congressman Barney Frank died Former Democratic Congressman Barney Frank of Massachusetts, a self-avowed homosexual, died May 19th at the age of 86 after entering hospice care at his home in Maine last month due to congestive heart failure, reports The Western Journal. According to The New York Times, he came out of the sexual perversion closet publicly in an interview with The Boston Globe in the spring of 1987, saying, "If you ask the direct question: 'Are you gay?' the answer is: 'Yes. So what?' " He was the first open homosexual in Congress and the first one to be faux married in July 2012. Frank met his faux “husband,” Jim Ready, 30 years his junior, at a homosexual political fundraiser in Maine.   Appearing on NBC's Meet the Press in March 2015, Congressman Frank was asked this question by Chuck Todd. TODD:  “You're trying to answer this conundrum. Gay rights were once reviled publicly and Congress was revered. Now, those attitudes have flipped. How did that happen?” FRANK: “Our reality, as gay, lesbian, bisexual, transgender people, beat the prejudice. The essential mechanism is there, that we stopped hiding. And it turned out we weren't what the stereotype was.  “There was a point when the notion that I could get married to Jim [Ready] while I was still in Congress, would have been the most bizarre possibility. And by the time I got married, someone said, ‘Well, was it controversial that you get married while you were still in Congress?' And the answer was, ‘Yes, it was. A lot of my colleagues were mad that they didn't get invited.'” TODD: (laughs) In an attempt to deflect from the importance of legislating morality on social issues, like homosexual faux marriage and abortion, Congressman Frank said, “The issue is not that morals be applied to public policy. It's that conservatives bring public policy to spheres of our lives where it should not enter.” But Proverbs 29:2 says, “When the righteous thrive, the people rejoice; when the wicked rule, the people groan.” Barney Frank retired from Congress in 2013 and went on to serve as a political commentator, writer, and public figure. Colorado teacher prohibited 7th grader from reading pro-life poem in class And finally, a Colorado teacher at Drake Middle School refused to allow a seventh-grade student to present her pro-life poem in class because it was deemed “offensive,” reports LifeSiteNews.com. GIRL: “My teacher assigned an assignment in class to write a slam poem about a conflict in the world that we are passionate about. I chose life. I chose this topic because it's important to me and my family. In my poem, I met all of the criteria. I got reputable resources. And I included everything that I needed in my poem.” The opening of the 13-year-old's poem said, “A life is a life, no matter how small. Seventy-three million people have been killed in one year when they are completely innocent humans. They never get to see the light of day before they are cast away.  They did nothing wrong except exist and were dismissed. People say women need health care but never think how unfair. They kill baby for simply being there! The Word of God says [in Psalm 139:13], ‘You knit me together in my mother's womb.'  How come we never listen to this and try to send them to the tomb?” The teacher reportedly tried to kick the girl out of class during other students' presentations which slammed the Second Amendment and championed sexual perversion.  The girl's mother said her own mother became pregnant at age 14 and chose life, resulting in strong pro-life convictions in her own family. Close And that's The Worldview on this Friday, May 22nd, in the year of our Lord 2026. Subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Squawk Box Europe Express
European equities set to end week in the green after record Dow session

Squawk Box Europe Express

Play Episode Listen Later May 22, 2026 28:16


European equities look set to enjoy a day in the green following the Dow's record close yesterday. Bond yields also dip slightly after a volatile week. Crude prices inch up as Washington D.C. and Tehran remain at loggerheads over reopening the Strait of Hormuz and Iran's nuclear enrichment programme. U.S. Secretary of State Marco Rubio slams reported suggestions of a permanent Iranian toll system in the Gulf which would make any diplomatic agreement ‘unfeasible'. Luxury cosmetics giant Estée Lauder sees shares surge in after-hours trade after merger talks with Puig collapse. The tie-up would have created a $40bn beauty titan. And the White House hits pause on an EO on A.I. as President Trump said certain aspects of the plan could hamper American leadership in the sector.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Rubin Report
Zohran Mamdani Just Got Scared After Jeff Bezos Responds to His Threat to Billionaires

The Rubin Report

Play Episode Listen Later May 21, 2026 65:19


Dave Rubin of "The Rubin Report" talks about Jeff Bezos shocking "Squawk Box's" Andrew Ross Sorkin with his brutally honest takedown of the tax policies of Zohran Mamdani and other Democratic Socialists who think they can improve the lives of the middle class with simple tax the rich policies; Jeff Bezos responding directly to Alexandria Ocasio-Cortez with some basic facts and math about how to become a billionaire; shocking footage of a wave of "teen takeovers" at multiple major cities where cops were helpless to stop the wave of youth crime; Nick Shirley telling Fox News' Will Cain why the walls are closing in on Ilhan Omar for her involvement in the widespread Minnesota fraud scandal in the Somali community; Acting Attorney General Todd Blanche getting a stunning crowd reaction in Miami when announcing the indictment of Raul Castro for the murder of the members of Brothers to the Rescue in 1996; Byron Donalds exposing of the hypocrisy of Democrats to the oppression of the Cuban people under communist rule; and much more. Dave also hosts a special "ask me anything" question-and-answer session on a wide range of topics, answering questions from the Rubin Report Locals community.   Today's Sponsors: Polymarket -Go to http://polymarket.com to trade on the outcomes of live events from politics, pop culture, to sports and more!

Squawk Box Europe Express
Nvidia blows past Q1 estimates

Squawk Box Europe Express

Play Episode Listen Later May 21, 2026 22:51


Nvidia notches another stellar quarter with revenue soaring by 85 per cent to more than $80bn. The chip giant has also announced the same amount in share buy-backs. CEO Jensen Huang tells our colleagues Stateside that demand in the new era of A.I. is ‘sky-high'. SpaceX files its prospectus ahead of what will be the biggest listing of all time on Wall Street. The company is eyeing future data centres to be built in space and a million-resident colony on Mars. In further IPO news, OpenAI is also reportedly aiming at a listing as soon as next week in what could be a trillion-dollar offering. Stakeholder Softbank sees shares soar in the Asian session as a result.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
European bond sell-off gathers pace

Squawk Box Europe Express

Play Episode Listen Later May 20, 2026 30:10


Fixed income continues to sell off across Europe which focuses investors' minds on UK April inflation. Crude prices slip on news that several tankers were able to exit the Strait of Hormuz. There are mixed messages from Washington with U.S. President Trump warning of renewed strikes on Iran but Vice-President JD Vance claiming progress was being made in talks with Tehran. In tech news, Google unveils its latest A.I. model in a bid to keep pace with competitors but today's attention turns to Nvidia which is expected to post a near-80 per cent boost in revenues when it reports after the bell today. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Rubin Report
Outrage After Zohran Mamdani Secretly Changes Definition of Rich to Widen the Tax Net

The Rubin Report

Play Episode Listen Later May 19, 2026 55:21


Dave Rubin of "The Rubin Report" talks about Zohran Mamdani and Kathy Hochul quietly widening the net of who will be targeted by Mamdani's "tax the rich" plans by changing his controversial pied-à-terre tax from targeting homes worth $5 million to $1 million; Adam Carolla telling Robert F. Kennedy Jr. Gavin Newsom's most insane hypocrisy; the shocking appearance of Mark Cuban on stage with Donald Trump to promote TrumpRx to lower drug prices and prescription medication costs; Ro Khanna being unable to refute Squawk Box's Joe Kernen proving how Barack Obama's Iran nuclear deal backfired and grew Iran's nuclear program; CNN's Harry Enten sharing new polling data that should scare Thomas Massie about his challenge from Donald Trump endorsed Ed Gallrein; Elon Musk's first reaction to losing his lawsuit against Sam Altman concerning OpenAI and what he plans to do next; and much more. Join me for a LIVE Event with Governor Ron DeSantis, plus special appearances by Ben Shapiro, Jillian Michaels, and Adam Carolla on June 11th! Get Tickets Here: https://daverubin.com/events WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/

Squawk Box Europe Express
Europe facing 'stagflationary shock'

Squawk Box Europe Express

Play Episode Listen Later May 19, 2026 28:21


We are live in Paris at the G7 finance ministers' meeting where European Commissioner Valdis Dombrovskis tells us that Europe is facing a stagflationary shock amid the energy crisis while French finance minister Roland Lescure says lawmakers need to work to reassure bond markets. Crude prices fall slightly after U.S. President Trump says he postponed fresh strikes on Iran, citing diplomatic progress on ending the conflict with Iran. Elon Musk loses his case against OpenAI after jurors ruled the Tesla CEO had filed his suit too late to proceed. Musk had claimed the ChatGPT maker had violated an agreement to only run the AI start-up as a charitable non-profit organisation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Global bond markets sell-off deepens on inflation fears

Squawk Box Europe Express

Play Episode Listen Later May 18, 2026 28:24


Bond markets around the world spike with the U.S. 10-year Treasury yield hitting its highest level in 15 months as inflation concerns persist. We are live in Paris where G7 finance ministers and central bank governors are meeting with the global sell-off set to dominate discussions. Crude oil prices rise once again after U.S. President Donald Trump warns Iran ‘the clock is ticking' over peace talks. We speak to Ryanair CFO Neil Sorahan who says that despite rising jet fuel costs the airline is well placed to avoid any dramatic summer travel scenarios. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Trump hails China trade deals on final day of Beijing summit

Squawk Box Europe Express

Play Episode Listen Later May 15, 2026 26:29


President Trump and President Xi conclude their two-day summit in Beijing with U.S. officials touting deals aimed at maintaining the two nations' trade truce. In the UK, Greater Manchester mayor Andy Burnham sets his sights on No.10 after the resignation of Health Secretary Wes Streeting. Sterling suffers its biggest drop in more than 3 months with gilts also set for losses. U.S. deep-learning A.I. company Cerebras shares soar on its Wall Street debut which launches a slew of A.I. companies' IPOs due later this year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Trump and Xi hail bilat partnership and future relations

Squawk Box Europe Express

Play Episode Listen Later May 14, 2026 28:07


Chinese President Xi welcomes U.S. President Trump to an eagerly anticipated summit in Beijing with both leaders hailing a new chapter in bilateral relations for the world's two largest economies. UK Health Secretary Wes Streeting is reportedly planning to resign from his post and trigger a leadership contest against Prime Minister Sir Keir Starmer as soon as this morning. Conservative party leader Kemi Badenoch attacked the Prime Minister's handling of the crisis following yesterday's King's speech. In Washington D.C., the U.S. Senate confirms the appointment of Kevin Warsh as chairman of the Federal Reserve to succeed Jerome Powell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Starmer clings on at No.10 daring rivals to come forward

Squawk Box Europe Express

Play Episode Listen Later May 13, 2026 27:12


UK Prime Minister Sir Keir Starmer survives another day in office after essentially challenging rivals to ‘put up or shut up' during a key Cabinet meeting. A potential contender for Starmer's job, Health Secretary Wes Streeting, is set to meet with the Prime Minister at Downing Street for talks ahead of the King's speech later this morning. President Trump is on his way to Beijing for a high-stakes summit with Chinese President Xi Jinping with an entourage of top business leaders in tow. U.S. CPI data reaches a three-year high which raises speculation whether the Federal Reserve will hike interest rates next year. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
More than 70 Labour MPs call for Starmer departure

Squawk Box Europe Express

Play Episode Listen Later May 12, 2026 25:27


UK Prime Minister Sir Keir Starmer's leadership hangs by a thread with now more than 70 Labour MPs calling for him to resign following last Thursday's devastating local and regional election results. We hear from London Mayor Sadiq Khan who says a change of leadership at this point is not the answer to the government's problems. U.S. President Donald Trump rubbishes Tehran's response to American peace proposals and says a lasting ceasefire deal is in peril. As a result, European futures are in the red this morning and Wall Street remains largely flat as focus shifts to the U.S. inflation print – the last presided over by Federal Reserve Chairman Jerome Powell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What's On Your Mind
Fargo's Debt, AI Deception, and the "Spencer Pratt" Revolution (5-12-26)

What's On Your Mind

Play Episode Listen Later May 12, 2026 115:03


With host Scott Hennen still away in Norway, guest host Pastor Andrew Slettin joins Kevin Flynn for a fast-paced Tuesday edition of What's On Your Mind. The show tackles the escalating local political scene as Fargo City Commissioner and Mayoral candidate Michelle Turnburg stops by to discuss her plan to fix the city's $1.3 billion debt and clean up drug paraphernalia in public parks. The conversation shifts from local to global as former radio host Chris Berg dials in from Los Angeles to discuss the "Spencer Pratt for Mayor" phenomenon and a chilling report on why 90% of top AI developers don't believe humans have a soul. Later, Representative Ben Koppelman and former Commissioner Tony Gehrig weigh in on North Dakota's fractured primary system and the push for a ward-based government in Fargo. Finally, Congresswoman Julie Fedorchak provides an update from D.C. on year-round E15 fuel and the "Trump Accounts" savings program for newborns. Standout Moments & Timestamps 00:03:08 – Needles in the Neighborhood Mayoral candidate Michelle Turnburg addresses the "appalling" rise of drug paraphernalia in Fargo, recounting a story of a grandmother finding an uncapped needle in a private backyard. She vows to end the city's needle and crack pipe giveaway programs immediately if elected. 00:10:20 – The "Soul-less" AI Engineers Chris Berg breaks down a staggering Squawk Box clip where only 5 out of 50 top AI scientists raised their hands when asked if they believe humans have a soul. Andrew and Chris discuss the dangers of building the future of technology on a foundation without a spiritual or moral compass. 00:13:30 – The Trojan Horse of Information Pastor Andrew and Chris Berg explore the "Spirit of the Antichrist" in modern messaging, warning that agendas are often only revealed once a message has been fully accepted by the culture. 00:16:30 – Senator Ben Sasse's Life Lessons In a heavy, reflective moment, the team discusses former Senator Ben Sasse's recent pancreatic cancer diagnosis and his 60 Minutes interview where he reveals his biggest life regret: spending too many nights in hotel rooms rather than having more children and building a "family compound." 00:25:27 – The Identity Crisis of the GOP Representative Ben Koppelman discusses the "fractured" state of North Dakota's Republican party, where candidates can get on the ballot via signatures without party endorsement, leading to an identity crisis over what it actually means to be a Republican in…

Squawk Box Europe Express
Trump slams Tehran's peace plan response

Squawk Box Europe Express

Play Episode Listen Later May 11, 2026 25:49


President Trump dismisses the Iranian response to a U.S. peace proposal as ‘totally unacceptable'. Brent crude prices nudge past the $100-mark on the news. Beijing prepares to welcome President Trump on a two-day visit later this week with the agenda focusing on multiple topics including Iran, A.I. policy as well as trade and rare earth restrictions. UK Prime Minister Sir Keir Starmer is due to deliver a crucial address this morning as cabinet members weigh up their chances in a leadership challenge following last week's local and regional election losses for the Labour Party.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Gilt yields hold high as election losses hit U.K.'s Starmer

Squawk Box Europe Express

Play Episode Listen Later May 8, 2026 26:56


U.K. stocks have dropped and gilt yields hold near multi-decade highs, after U.K. Prime Minister Keir Starmer and his Labour Party see bruising losses in local elections, with Farage's Reform UK making substantial gains. The U.S. and Iran exchange fire around the Strait of Hormuz, as Washington waits on a response to its proposal to end the war. But President Trump insists the latest incident does not violate the two sides' fragile ceasefire. Meanwhile Commerzbank ups its outlook as it looks to fend off UniCredit but gets a negative reaction in early trade. CEO Bettina Orlopp tells CNBC the German lender is worth more. And IAG warns of a hit to annual profit as the war in Iran sees jet fuel prices soar - shares of the British Airways owner are coming under pressure in early trade. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Suite Spot: A Hotel Marketing Podcast
202 – 2026 NYU IHIF Preview

Suite Spot: A Hotel Marketing Podcast

Play Episode Listen Later May 7, 2026 41:47


On May 31 – June 2, in NYC, the industry-defining NYU International Hospitality Industry Investment Conference is taking place. In this Suite Spot episode we are pulling back the curtain on what to expect at this year's landmark event. Joining us on the Suite Spot is Alexi Khajavi, President of Hospitality, Travel, and Real Estate at Questex. In this exclusive preview, Alexi breaks down the 2026 NYU IHIF agenda and shares why this year's gathering is more critical than ever for hospitality leaders, hoteliers, and investors.  Tune in now. Ryan Embree: Welcome to Suite Spot, where hoteliers check in, and we check out what’s trending in hotel marketing. I’m your host, Ryan Embree. Hello everyone. Welcome to another episode of The Suite Spot. This is your host, as always, Ryan Embree here with another hospitality event preview with a very familiar guest, very excited about this conversation. It’s spring, so right around the corner, we know what’s next, one of the premier events of the hospitality event calendar. Here to talk with me, a frequent guest, Alexi Khajavi, Questex, President, Hospitality and Real Estate. Alexi, thank you so much for joining me again here on the Suite Spot. Alexi Khajavi: Ryan, great to see you. Great to be back. Ryan Embree: Yes, it has been too long since we last spoke. We were out in Denver together at the Hospitality Show there on stage. Alexi, you were talking about everything that happened over the course of an entire year. I feel like from October to where we sit right now, in the middle of spring, it’s felt like a complete change. Whirlwind. I’m not even sure if when this episode’s released how much there could be even more change, but since then, so ground us. Give us a little sense of the state of hospitality and the sentence EE everything that you’re feeling right now. Alexi Khajavi: What we saw each other end of October in Denver, just at the conclusion of the hospitality show. And I guess, yeah, to your point, every day is, like an like a year or or seven years for that matter. So, six months on I mean, some consistencies, and I suppose the consistency is the volatility just in the geopolitics, macroeconomics, local state of affairs. And that does have a knock on effect on, on tourism and hospitality certainly. But some of the themes are consistent and that is that it is a, a continued challenging operational environment. rev pars have which we talked about rev pars, we were starting to see some normalization after they had been really on a only an up into the right performance for the prior three years. We started seeing that slowing down in Q3, Q4 of last year. And that has continued. One of the, the aspects, and a lot of people are talking about it, is a Ks shaped economy. And so you’re still seeing some, some interesting and pretty exciting, RevPAR ADR growth on the luxury side of that upper part of the K, if you will. And in the lower K of the market, you’re, you’re seeing increasing and continued challenges. Right? And I think everyone is sort of asking two questions around that, which is one is how much more runway of growth does the luxury market have? And then in on, on the sort of upper upscale midscale and economy, is the economic conditions going to encourage a trading down of the consumer. Speaking to David Pepper, for example, from Choice yesterday, they are seeing some positive RevPAR growth in that upper upscale, which, they’ve got a lot of hotel stock in. So I think the question is and we’re seeing some data that the customer is still traveling. They still see both on the leisure sh leisure side from the experience economy, travel as not being discretionary and not being something that they’re willing to give up, but something that they may trade down for make it more economical, domestic tourism, and drive to staycations those types of things versus the international travel, which certainly was in demand for the last three years. Corporate travel, I think that’s, that’s directly tied to GDP and the economy. But again, corporate travel has actually been coming back. It lagged leisure tourism recovery. So that’s been, performing quite well. Again, business is done face to face. It’s why we do live events in the, in, in, in the sectors in which we serve. So, continued operational challenge, questions around demand, a lot of impact from AI on demand, and how that demand is coming to your brand.com or to your property website, how they’re searching. SEO is in massive disruption. So, it’s not a typical recovery at this point. It’s, it’s fragmented, it’s bifurcated. It depends what part of the market you are in. There’s divergent recovery that’s sort of replacing that, that high tide lifts all boats. That uneven demand is translating into really kind of diversity of performance. And so it depends what markets you’re in. So the operating side is, is is tough. It is becoming harder and it is becoming more expensive. And yet there are some tools out there, AI and others, and technology generally that’s offering a lot of opportunity for optimization, efficiency, productivity in those areas, which will flow through to the bottom line. And then we’re also seeing, kind of a bifurcation in the capital markets. On, on, on the big side, there is a ton of capital that is chasing hospitality, moving from other asset classes whether it be office or retail or industrial. And they’re moving into hospitality for all the reasons that it’s operational real estate. It’s a tailwind market from the experience economy, despite the fact that we are cyclical, right? It goes up and down, but there’s a ton of liquidity. There’s a, there’s a wall of money that’s chasing, the asset class ranging from your owner operator franchisee, which is looking to grow from three properties to 6, 7, 8, 9, 10, whatever it may be, to institutional capital, which really never looked at a hospitality in general. So that’s creating more diversity in the type of investors which is coming into the market. So again, all of that challenge could unlock the transaction market. And then with those transactions, we see this regeneration of capital CapEx is deployed, and that’s really good for the industry. I mean, nobody likes to see falling net operating incomes, in running hotels. But that being said, it means that people have to be hyper-focused on how to run those hotels more efficiently. Why we run the hospitality show. And at the same time, NYU coming up, a lot of new capital coming into the market, a lot of capital chasing that, trying to figure out where the deals are, where to deploy that capital. And again, that’s why we have events like IHIF EMEA in Berlin, which was a few weeks ago. And to your point, NYU IHIF coming up in five weeks. Ryan Embree: It’s so many storylines in our industry right now that we’re chasing. We’d even touch on the upcoming summer, summer World Cup and events like the Olympics here in a couple years that are also gonna have a massive shift in international travel, which has been down. So again, so many challenges, but also think opportunistic time right now in hospitality and being at a spot like NYU is one of those places to capture those opportunities, to learn more about that from your peers, to have those conversations. Networking, I mean, I’ll, I’ll turn our attention there with some impressive numbers from the event. 2200 delegates, 450 plus C-suite executives, 400 plus investors, and $132 billion in assets under management there. So it’s impressive, like I said, impressive feat and number that you have all gathered in, one of the hospitality meccas of the world, which is New York City. What makes this event different from other hospitality events, and why is it a really a can’t miss for, for hoteliers investors this year? Alexi Khajavi: Yeah, I would say it’s a couple of things. One which you touched upon, which is, New York City financial capital of the world, it is the gateway city for the us it is, a hospitality driven economy. But it’s also one of the most thriving, financial market economies, in the US and certainly the world as well. So, that if you were to think, where do you hold an investment forum in any sector, but for that matter, in hospitality, New York, no better place, right? The money is there, the banks are there, the professional services are there, the brokers are there and many of the, the top brands are on the Eastern Shore board from DC and Maryland, up to the city here. So, it is just simply having it in New York. Second, it’s got a 40 year history associated with the New York University and the School of Hospitality and the John Tisch Center of Hospitality. It’s the only event where a portion of every dollar and revenue spent there goes towards supporting the next generation of hospitality professionals. So, we continue to partner with NYU and the School of Professional Studies. There, it’s an incredible partnership, which we’re just privileged and delighted to continue. And the fact that labor and talent is a massive challenge for the industry that, that you’re, you’re supporting a school which is turning out some of the most talented future hospitality professionals in the world by attending or sponsoring that’s goodwill. And, and we’re just delighted to be able to support that. So, that, again, I think is another anchor for why NYU is just such a special event and is different from a lot of the other good events that are, that are out there. And then lastly, NYU is part of a global portfolio of hospitality investment forums. And so, we have our event in Berlin. We have an event in Manchester, UK. We have an event in Athens, Greece, which is focused on the branded resi and the resort, segment, which is international and frankly, one of the fastest growing segments in hospitality. And then we have our Asia event in Hong Kong. So, we’re able to still bring in that global capital, those global operators that want to do business, want to bring their brands, want to deploy capital, want to invest in the us. So it’s not just a New York show, it’s not just a US focused show, but it’s a North America event where how do operators, how do investors, and how does the ecosystem of professional services come in and facilitate and drive deals to invest in the US and North American hotel market and all those things coming together, make it vibrant, make it diverse, make it one of the most active deal making conferences in the circuit. It really is for the investors to connect, with each other, but also the rest of the segments and the stakeholders, as it’s very diverse and fragmented industry. So deals get done. I mean, it was just on a in a conversation, a few weeks ago talking about a deal that’s been, announced since then. But they met in New York last June and really kicked off those conversations there at New York. And that ultimately consummated in a deal, in the fourth quarter of, of, of last year. We know that that’s what our value proposition is, and we know that’s why people spend their time with us and invest in, in NYU and we expect it to be even more vibrant and active on the deal making side, this June. So it should be should be a good event. Ryan Embree: That’s why I was gonna say, I had the privilege of attending for the first time last year, and I think the biggest difference for me was just the energy and the buzzing, and it just, it felt like what you said, it felt like deals were moving forward, whether that was the first time someone was connecting and networking, or whether it was something where these, these deals are not done in a vacuum or a silo that they take time, they take effort, and they take meetings like this, right? This connection, sometimes it’s, especially in a challenging market, can be the thing that brings a deal across the finish line. So it was palpable in the air when we were at that event last year. And it was a, it was a who’s who in hospitality too. You turned one way as a brand leader over here. Next is a president of asset management company. It really was an an extremely impressive event. I wanna get your thoughts, Alexi. You mentioned the sister events, the IHIF emea, which just wrapped up here at the end of March, obviously completely different markets that we’re talking about, but I still think holistically, there’s probably some lessons, feedback and sentiment that you could probably share that will translate into NYU, right? And some of those themes that are gonna make it there. What was your kind of, I guess, overall sentiment about the event and how just the energy and hotelier’s feeling was around that event? Alexi Khajavi: Yeah, I mean to go back to the start of the podcast, every day, there’s been something else. There’s been a, a ton of volatility in the market, a lot of uncertainty in, in the world. We still have a, a conflict, going on in, in Europe with, Ukraine and Russia. We now have a conflict happening in the Middle East. You’ve got macroeconomic conditions of still tariffs and the inflation that is causing interest rates still remain elevated, albeit they’ve, they’ve come down, over the last sort of 12 months. Elevated however, to historical, all of that creates uncertainty in the market. And as an investor said in, in Berlin, we can, we’re very good at penciling in risk and quantifying, the impact of that risk on both present day valuation. And a 20 year IRR, what is harder to pencil in is volatility and uncertainty. The certainty of risk is fine because you can quantify, the impact that that risk will have on the business. What you can’t is the uncertainty. And so with that, what we saw in Berlin, however, is that really is driving a lot of engagement around the expertise and the speakers and the sessions. We really pride ourselves on not having the same speakers every year saying the same things. We always leave a portion of our programs sort of unfinished, if you will, or, started but un unfinished because, because of that volatility in the market. So we saw a huge amount of engagement with people in the, in the sessions, in the rooms, which is interesting because at the end of the day, it is a deal making conference. And people are in meeting rooms, they’re up in suites they’re in the lobby and they’re, they’re engaging with each other, they’re there to do business. But we saw a lot of engagement, increased engagement with the sessions that we had. We then saw those individuals that were in a session often go out of the session and engage with each other and engage with speakers. And so one of the things that we’re doing is creating content fueled networking. So, a session will then lead to a round table where the speakers will stick around and the delegates or the folks that were in that session as an audience are able to then continue that conversation and go deeper and get into an actual conversation rather than just sort of a q and a that’s, that’s tagged on at the end. So it really created a, I think, a huge amount of engagement and peer-to-peer conversations. And really, I think people seeking a perspective. When, when you’re in a volatile market, really the most important thing you can do is to, to talk to your peers, to talk to your competitors, to talk to your mentors and get different perspectives to try and create some fidelity of what didn’t work or what has working, or what are the things that you’re trying out that’s really exciting. I mean, we really love that because, an open market, a transparent market, and an engaged market on the buy side and the sell side is a more informed market. Everybody needs that, right? It just makes markets more efficient. It make every, makes everybody better operators, and it creates a transparency as to where those opportunities are. And that’s, that is a, a tide that does lift all boats. The other thing I would say, Ryan, is, is that there’s always this question in an, an investment forum, like IHIF, like NYU as to what the sentiment is. And we’ve been tracking investor sentiment for the last five years now, since, January of 2020, which was an interesting time to first sentiment. Yeah. And it’s interesting because it certainly went down during COVID, no news flash there. It quickly rose up from 22 to 21 to 24, and then it’s leveled off since then. And it’s kind of just, a few index points gone, gone up or down depending on all of this volatility Liberation day last year, which was the first day of April, if I’m not mistaken, which was actually right during IHIF was created a lot of pessimism. It, however, was replaced with some optimism as interest rates fell down. So the sentiment to that question was, was actually quite positive. I think maybe through just the density of volatility or the consistency of volatility. People are somewhat getting used to it and separating noise from substance. And, and really there are the, there are more deals coming to market. We are seeing a diversification of capital coming into the market, lot of high net worth, lot of family office, a lot of institutional capital, sovereign wealth pension funds. And what that’s creating is more demand. So you’re starting, when we talk to the brokers, you’re starting to see a number of underbids in terms of a mandate comes to the market. A transaction occurred, but there was 6, 7, 8 under bidders in that transaction that shows interest, it shows appetite and it shows that the bid ask gap to a certain extent is narrowing. Now, that doesn’t necessarily mean in all cases that valuations have come down. I think buyers would like them to, but at the end of the day, I think capital, and we’re seeing capital become more confident and have more conviction in the market, but that also there are regeneration opportunities through CapEx deployment, through repositioning and through other levers that they have to pull, that they can take an asset that is performing at x and through CapEx and better operations and better plans, better brand, make it X plus y. And that was really the sentiment coming out of Berlin that the market is opening up, that there is a diversity of capital coming into it that’s creating a lot more demand and through a number of different sort of challenges, or let’s just say realities on the operator side, you are seeing a higher interest in selling. And I think that that will start to, to narrow the bid ask gap and look the unlocking of the market. We’ve been waiting for it for two, three years. It’s been a challenging market, but I think everyone’s seeing some optimism. I think the wishlist is, is that we reduce the amount of volatility in the market, but that’s an uncontrollable from your and and my perspective, we don’t have much control of that. Ryan Embree: Yeah. But I think the industry’s skin is, is thickening to that, right? And we’ve talked about that, how it’s our new normal is the constant state of change. And I also think it’s something, I’m not sure if we’ve talked about or thought about this too much, but we really saw worst case scenario just six years ago of being like, where everything dropped to none. When we’re assessing risk, we’re a lot more battle test. This industry is a lot more battle tested than maybe previous than it had previously. So some of these uncontrollables, like you mentioned, that yes, they are headwinds, yes, they are challenges, but it’s those investors right now that see opportunities that assess that risk and say there could be some really, really great upside at a at a time right now. And one of the places also where there is a lot of uncertainty, but I would, I would almost phrase it in the sense of a, of a positive uncertainty is the impact that AI is gonna have on our business in the future. And the gains and dividends that we can yield from those have really just scratch the surface. And we talked about this, and I wanna bring that into the conversation ’cause it’s hard to not talk about it anymore, right? It, I think we don’t go a, a podcast episode without bringing it up and people filling out their bingo cards on AI and technology. But I want, I wanna take us back to where we were a year ago, and maybe we can do this an exercise. Alexi, what would you grade right now, our industry, which historically has been maybe on the lighter end of the spectrum of a technology adoption, but what would you, what grade would you give it? Because I think we’re at this weird inflection point where hoteliers and brands and management companies and really everybody’s starting to look and saying, alright, we’ve implemented some ai. Where are the dividends? Where are the results? How do I measure these successes? What, what grade would you give and how do you think we can improve there? Alexi Khajavi: You know, that’s a, that’s a great question because it’s not an easy one to answer. Sure and not to cop out of giving you a specific answer, I would give it a a non-applicable, because the reality is, is that technology as a whole, in terms of using technology as a tool to optimize the hospitality market, I would certainly give ourselves a c plus. I think that’s historically been where we have failed for many reasons, which we can we don’t need to go into right , we know, we know that. But I think, I think AI right now is there is an overestimation of its impact on the near term, and there’s an under appreciation for its impact on, on the long term. Love that that’s, that’s quickly, quickly changing. I mean, if you, to your point, if you just look at the last six months, massive wholesale change, and I, so I think that that’s changing very quickly that people are starting to appreciate this. This is enormous, both in its capacity to be a force of good as well as its capacity to be a, a force of bad, to sort of broadly call it as such. But that being said, I think there’s sort of two themes around ai. One is on the, on the sort of operational side, AI has, has largely, I think been distributed as a individual choice through the industry and the departments. And the overall, whether you’re on the brand side or the operator side or the investor side, I know that there are mandates and there are committees and everybody’s sort of got their own playbook to how they’re using ai. But at the end of the day, it’s gonna come down to any individual that’s using it or not using it in their respective role. And that’s all over the map. Some people are using it, some people are not. And, and frankly, I think those that are using it are going to be better off for their r and d and just their effort to try and figure it out. Because the more you use it, the better off you become at using. It’s, it’s a tool like any tool, right? You, you need how to use how to use that tool in order for it to do the job you want it to do. So in that case, I think we’re probably no different than some other industries, which are certainly spending a lot of money on it and trying to figure it out. The other aspect of it though, that I think is really interesting is that it is already changing, particularly those frontline manager roles. A GM, for example, that is using AI will have more time to do the things that a GM should be doing, rather than all of the back office stuff, which AI can do at scale and at pace, and to a high degree of quality with oversight and q and a being done, not just to let AI go do all those things, but that, that frees up your general manager to go do the things that really drives guest satisfaction. Respond to RFPs, take care of guests, drive revenue, be present in the local market so that you’re capturing demand drivers, in your local city or wherever you may be. So, I think if that individual GM is using AI effectively to free them up to do what a GM really should be doing, and probably why that person went into being a GM in the first place, then I think we’re gonna start to see the progress. But we haven’t really started to measure it yet. I also see on the positive side, other industries, IE healthcare are also realizing that AI is doing a lot of back office work at a very high level, or high degree of, of quality. And that’s now freeing up their own people. And what they’re finding is, is that maybe we should be engaging, empowering those roles in a hospital or healthcare broadly to be taking care of patients in a more human hospitable way. And so, in some degree, I think the long-term impact will be that other industries are now going to start looking at hospitality as being a, at the vanguard of driving human powered experiences that will drive back to revenue and premiumization and ultimately profits. So we’ve always looked to other industries for, God, we’re, so, we’re Luddites, how do you do this? What, how do teach us in hospitality? I, I think we’re going to start to see other industries look to us to, how do you actually take care of a guest, a customer for that matter? How do you do that to create loyalty to, to a, to increase average order value or ticket receipts. So I think that’s the opportunity to answer your question in terms of one area that I think is directly and already being deeply impacted is distribution and search. Search is been a, a topic of discussion for the last 30 years. And we’ve largely gone through this used SEO to fine, the white hat, the black hat the right levers to pull your all tags, your meditechs, I mean, the whole thing, right? Brand equity, la la, la. Well, AI replaces all that in one fell swoop, and nobody really knows how that’s going to play out. But on the sort of doomsday perspective, it completely wipes out your brand equity online in a search engine. On the positive side, it reinforces it because AI is simply pulling from algorithms and behaviors on the internet to sort of drive, it’s, it’s results. But again, we don’t know the answer to that. And I think already revenue management, sales and marketing distribution, those are the areas where I think in the next six months, we’re gonna be having a conversation that is gonna be completely different than the conversation we’re having today. And we’re gonna be focusing a lot on that because that is one of the areas that today is being completely upended. Ryan Embree: I one hundred percent agree with you. I think that’s where a lot of the hunger and the appetite and thirst for knowledge right now of why maybe there’s more engagement in those sessions than you’ve seen before, is because I think people are starting to, if they haven’t already started to understand the gravity of where we’re at in this inflection point and the massive disruption that this is going to cause and do not want to be left behind. And I think you’re right. There was a fascinating point you made in there about the GM and their role, and we all, the big fears around AI are, are AI replacing jobs? And I would say when it comes to hospitality, it could really upend what the, the role of a job, right? Your GM might start looking a lot more like the GM of 40 years ago when you first got into hospitality, or where you weren’t having to do those tasks. And we almost have to learn this new job. It might be the same title as general manager, but you’re doing completely different things, which is a fascinating topic to talk about because we’ve been training these young hospitality professionals in the way of what a GM is today. That role could look completely different here in the next three to five based on the, on the speed and acceleration of these, of AI tasks that they’re doing. So it, I could talk about it all the time. We do talk about it all the time, I feel like, but it’ll be very interesting to see that impact that it’s making. I wanna switch back to NYU, and this is one of my favorite questions because there’s so much intention in these, in these shows, and that’s why I love doing these episode, these preview episodes, because you get to, to learn all the work that goes in, you’ve told me before you start on these events, day after, sometimes even now hours after that first one ended. So this year’s theme sharpening the edge. Talk to us a little bit about how the team settled on this and, and the story behind it and how you’ve incorporated it into the programming a little bit. Alexi Khajavi: Yeah, I mean, sharpening the edge is, an ode to the investment, nature of the event. It’s a deal making conference and it’s in New York. And so it’s a very sort of public market Wall Street saying, where do you find your edge or where do you find your alpha compared to another investor? If all you’re doing is chasing, the broad returns of a market or an asset class for that much, or for that matter, then you’re, you’re gonna be, at the whipping end of the overall broader market. It’s not a good place to be in a volatile market like this. And it doesn’t drive the outsized returns that investors are looking for. So it really is a tip of the, the cap to where we are. We’re in New York, we have a lot of Wall Street, public Market, New York Stock Exchange, synergies there, Sarah Eisen from CNBC, comes up and moderates the CEO panel. Most of the CEOs head down for interviews, on Wall Street and CNBC and Squawk Box and so forth. And we have that partnership still with CNBC this year. So, but as you shift it to what’s happening in the capital markets as it relates to real estate and more specifically to hospitality, private equity has been the dominant capital type in hotel investment. And that’s been the case for the last decade. And today that’s really no longer the case. It’s PE is still extremely active, but it’s more diversified in terms of across investor types. So we’re seeing, again, as I said, family offices, high net worth, a lot of sovereign, a lot of institutional capital that is growing materially, that is looking to hospitality to, to deploy capital. And with that, you’re seeing a lot of opportunities around value add. PE is really your value add investor, right? They’re looking for an underperforming asset or an asset that has the ability to perform at a higher level that’s sharpening the edge, that’s driving alpha. And so PE is really looking at this as a great opportunity as institutional capital comes in and is looking for stable, more stable returns, securitized assets, and an annuity like return over a longer hold period. It’s a great opportunity for private equity to exit in a market in which it’s been tough to exit. That being said, global hotel and fund allocations in hospitality and real estate has been tough, but it’s growing and it’s coming back. And so you’ve got a lot more money coming back into the market. And, and that’s really, a positive thing. We having events across Asia, Europe, and the us it allows for us to drive that cross-border capital. US capital has been less active, but despite all the challenges, we still see a lot of, international capital, which wants to invest in the us. So that kind of diversification of capital is a real, real positive for the market. It, it means more liquidity, it means more exit opportunities to get off, on the off ramp for PE or any other investor. As more capital comes in, it offers more opportunities to exit. It provides or, or enables less sort of seasonality, if you will, in the marketplace, right? There’s less of that volatility in the marketplace as all as well. So really the sharpening the edge is about having the education, the networking, and the quality of people in the room that have the money are looking to deploy and know how to create alpha. Getting those individuals together to hear from each other, engage with one another, and ultimately, build relationships with the ecosystem that helps a deal get done, transact that transacts, underwrites that deal, and then drives that alpha from an operating value creation perspective. Those are the folks that are in the room at NYU. Ryan Embree: And you’re right in the middle of it. I mean, I remember waking up at the, the marquee and seeing Chris Nasetta on CNBC and a few hours later seeing him just a couple hundred feet up on stage in front of me. I mean, that’s the possibilities right there. Alexi Khajavi: And talking to people, right? I mean, this is the beauty of the hospitality industry is there’s really good people, right? They’re just, at the end of the day, you may be running a public company, and on TV, you’re sitting there talking to a franchisee of a Hampton that wants to meet the CEO. So it really kind of creates this very magical engagement where the fifth floor, sixth floor, seventh floor, eighth floor of the marquee are just a hive of activity with the best and the brightest from a franchisee to Chris Nasetta, to your point, there’s not many places that create that access and that transparency and cross engagement from such a diverse, but focused, sector, as NYU. So it’s a real, real special place to be. Ryan Embree: A thousand percent. And last year you used this forum to really get us fired up for some of the sessions in educations. And now you’re talking about, especially with your experience here earlier in the year, people being more open to that, being more thirsty and, and hungry for that information, looking up and down the programming. Because we know you spoke to last year the detail and depth that your team goes to create these panels, and sometimes even putting on stage opinions that differ, that go head to head to one another, to try to get that friction to try to get a rise out of that engagement. Looking up and down the agenda this year, which sessions, if you had to pick a few, do you have your eyes on? Alexi Khajavi: Well, there’s some, some obvious ones, but always at NYU, we’ve got some, some exciting ones as well. And the first one, our first session actually Monday morning, Anthony Scaramucci, the Mooch, who is an investor himself actually owns a restaurant as well, but certainly, podcaster and just an expert, on the economy, politics, the Trump administration having worked, I think 10 days, there, if I’m not mistaken. So, he’s gonna kick us off. We always have a marquee name that’s relevant to the industry, but he really has his finger on the pulse as to, one, what are all the geopolitics and the macroeconomics, in the overall state of the economy and the country, what impact is that having on the investment markets on where the opportunities are? Alexi Khajavi: And as he runs a restaurant what is he seeing? What does he think specifically of the hotel space? So I think that’s, again, that’s, that’s just not something that you get at any of the other hotel investment forums, but you get that and you’ll get it right, served with breakfast on Monday morning. So we kick off big and we kick off bold on Monday. Obviously Monday has, is a great day. We have the CEO council on Monday as well. Or sorry, the CEO panel that’s the five top brands, again, interviewed by Sarah Eisen, which they have a great rapport with. And that really does set the tone for what they’re seeing as the opportunities. Clearly they are on top of demand and where RevPAR and ADRs and occupancies are going, how they’re performing and what the differences are by chain scale. There will be a lot of conversation around how much gas in the tank does luxury have I’m sure you’ll hear differing views on that. And then are we gonna see a return to some of the midscale and upper upscale, as potentially people trade down but still travel and where’s economy, where’s extended stay? We’ve also seen these brands make some interesting investments in new concepts, graduate hotels, which is last year, yo hotels glamping and branded resi. That’s a big day. In fact, we’ve got a full day of content on branded resi with active developers developing properties right now that are branded resi mix of hotel, mixed use, retail, hospitality and so forth. And then capital markets. Capital markets our Cap Talks session is probably one of our most popular, and that’ll be a mix of both active US investors as well as foreign capital, international capital investors, sovereign Wealth, as well as private equity, which continue to look to deploy capital in the US. Alexi Khajavi: We then have Danny Meyer, who’s the founder, and CEO of Union Square Hospitality, Shake Shack. And obviously a number of other incredible Union Square restaurants in the city here. But and then you’ve got your breakouts where you will be focusing a lot on the investment development market. Asset management is a key thing, how do you drive Alpha through the operations of these hotels? So there’s a ton of content. We’ve left a lot of time for networking. We know that’s where the deal making is the eighth floor, which is the lobby level. We’ve extended the event to include the Broadway Lounge, which is this beautiful lounge overlooking Times Square. We’ll have, food and beverage in there throughout the days. Great space to network amongst all the delegates, including the ninth floor where we’ve got Marriott and Hilton taking that space. So it’s just a ton going on. And the program’s out, it’s 90% there. We still got a few couple of marquee names that we’re going to announce over the next few weeks. But really, if you’re gonna be, if you’re in hospitality, investment development and operations where you’re driving Alpha, there really is no other place to be on the first and 2nd of June. You’ve gotta be there. Ryan Embree: Yeah. I can attest to it again, first time last year have the privilege of attending officially announcing the Suite Spot will be back at NYU this year. We can’t wait. Our associate producer’s gonna be traveling with me this time. This is her first time. And there is even a first timers meet and greet that you do as well at the event, which I had the privilege of partaking in networking last year. What type of tips for any hoteliers investors that might be considering or even attending the first time, what, what one piece of advice would you drill down for this event as the best piece? Ryan Embree: I would definitely get on the app. I know that the serendipitous meeting, which to your point, you bump into the CEO of Hilton or Marriott for that matter, is great. And that’s, there’s good value in that, but we have about 70, almost 80% of all delegates are on the app. That’s great. And that’s a great place to find people and to be found and it also gives you all the other information as the agenda speaker bios, but it allows for you to reach out to other delegates. So I would definitely do, that’s, something that can be sometimes just overlooked or just not not done. And then I would go to the Sunday evening reception if it’s your first time that’s at the marquee, six o’clock, we get about 500 people there. A good mix of veterans and, and first timers. I would certainly do that. I would try and plan out your days ahead. It’s amazing how with all that, with all everything that’s going on, you can easily kind of get sidetracked. So if there are some sessions that you wanna see, you can bookmark them in the app and make sure that you, you don’t miss those. But, I would, get some sleep, stay hydrated and be prepared to have some full days of education, networking and just a whole lot of fun. Ryan Embree: Yeah. And some of the receptions that are after hours at the end of the day, are absolutely amazing too. And I know you have sponsors that kind of do that, sometimes onsite, sometimes offsite, encourage, those to attend that in full force as well. Hospitality, we definitely know how to, to host a party, that’s for sure. So Alexi, we appreciate you hosting us here on the Suite Spot and previewing this year’s 2026 NYU. We are counting down the days until June. Thank you again to my audience to learn more information. Obviously visit the website, make sure you register. Any final thoughts before we wrap up today, Alexi? Alexi Khajavi: No, just very much looking forward to seeing you there and the other 2400 people that will be joining us. So, looking very much forward to it. And appreciate your time. Ryan Embree: All right, thank you, Alexi. Thank you for listening to The Suite Spot and hope to see you at NYU in June in New York City. To join our loyalty program, be sure to subscribe and give us a five star reading on iTunes. Suite Spot is produced by Travel Media Group. Our editor is Brandon Bell, with Cover Art by Bary Gordon. I’m your host Ryan Embree, and we hope you enjoyed your stay.

Squawk Box Europe Express
Iran mulls U.S. proposals to end war

Squawk Box Europe Express

Play Episode Listen Later May 7, 2026 25:17


Iran says it is considering U.S. proposal to end the conflict as well reportedly begins talks to re-open the Strait of Hormuz and the future of its nuclear programme. President Trump is optimistic an agreement can be reached. European equities close more than two per cent higher on hopes of a peace deal while Wall Street sees fresh record highs. Meanwhile Asian markets continue the rally with the Nikkei leading gains following an extended national holiday in Japan. UK polls open with local, regional, Welsh and Scottish national parliament seats being contested. Investors eye UK gilts with yields at multi-year highs. Shell easily beats quarterly expectations, posting profits of $6.92bn versus expectations of $6.07bn. The oil major has warned of production impacts linked to the Middle East conflict.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Trump slams brakes on 'Project Freedom' as talks progress

Squawk Box Europe Express

Play Episode Listen Later May 6, 2026 25:47


President Trump pauses the ‘Project Freedom' operation after revealing that progress has been achieved on a potential deal with Tehran to end the conflict. U.S. Secretary of State Marco Rubio says reopening the Strait of Hormuz is paramount, not military action. Equity markets respond positively to the news. In Asia, south Korea's KOSPI rallies by more than 7 per cent with A.I. and chips stocks leading the way. Novo Nordisk is up ahead of the market open and hikes its guidance. The Danish pharma giant's Wegovy weight-loss pill sales are up by more than DKK1bn. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
U.S. and Iran exchange fire in Strait of Hormuz

Squawk Box Europe Express

Play Episode Listen Later May 5, 2026 24:56


The U.S.-Iranian ceasefire agreement is in danger of falling apart after Tehran targets ships in the Strait of Hormuz. The flare-up sees the UAE also engage Iranian missile and drone fire. Unicredit hikes its guidance after delivering its highest quarterly profit ever. Investor focus is now on the Italian lender's tender off for Commerzbank due from 11am today. CEO Andrea Orcel tells CNBC he has made his intentions clear to Commerzbank shareholders. HSBC Q1 profit comes in relatively flat at $9.4bn, saying it expects credit losses. However CFO Pam Kaur tells CNBC she remains unfazed by the nature of the bank's credit trends. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
U.S. navy to guide stricken tankers through Strait of Hormuz

Squawk Box Europe Express

Play Episode Listen Later May 4, 2026 26:19


U.S. President Donald Trump pledges to help guide stranded tankers through the Strait of Hormuz, using as many as 15,000 troops and 100 aircraft. The European Commission is mulling a response after President Trump threatened to hike tariffs on European cars to 25 per cent after accusing the bloc of non-compliance with the trade deal struck last July. European leaders arrive in Yerevan, Armenia for the latest European Political Community summit. UK Prime Minister Keir Starmer is set to discuss plans for the country to join the EU's $90bn loan scheme to Ukraine.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
ECB, BoE hold rates steady in face of inflation threat

Squawk Box Europe Express

Play Episode Listen Later May 1, 2026 30:04


Both the ECB and the BoE decided to hold interest rates steady but warn that a June hike could be on the cards should inflation pressures connected to the Iran crisis escalate. The S&P 500 and Nasdaq notch their strongest month for six years as investors look beyond the Middle East and bet on Big Tech's A.I. progression. Apple shares are up in after-hours trade following a top and bottom line beat for the quarter. And Brent recedes back from its four-year high but remains well above the $100-mark following comments from President Trump vowing to maintain the U.S. blockade of the Strait of Hormuz.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Brent surges to 4-year high as Trump eyes blockade extension, strikes

Squawk Box Europe Express

Play Episode Listen Later Apr 30, 2026 26:51


Brent crude oil hits a war-time record of more than $123 per barrel after Axios reports U.S. President Trump is to be briefed on potential further strikes on Iran after rejecting Tehran's offer to re-open the Strait of Hormuz. The ECB and BoE are both expected to hold rates steady later today, following on from the Federal Reserve's decision to keep rates steady. Chairman Jerome Powell is likely to have held his final FOMC meeting which saw the highest level of dissent since 1992. U.S. futures are in the red but eh Nasdaq celebrates Big Tech earnings. Meta, however, hikes its capex guidance once more, planning an A.I. spending spree and reports its first-ever quarterly fall in active users. European equities will also start the day on the back foot with the FTSE spared the worst of the sell-off due to the rise in oil prices.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Deutsche Bank and UBS post record quarterly results

Squawk Box Europe Express

Play Episode Listen Later Apr 29, 2026 26:33


Two of Europe's key lenders enjoy stellar quarterly results on the back of market volatility. Deutsche Bank hikes revenue guidance after record profits while UBS notches a profit increase of 80 per cent to $3bn. CEO Sergio Ermotti said the Iranian conflict has not materially shifted client flows. The UAE shocks energy markets by announcing it is quitting Opec to free itself to ramp up production. However, energy minister Suhail Al Mazrouei tells CNBC that the country is committed to maintaining balanced oil markets.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Trump slams Iranian moves to postpone nuclear talks

Squawk Box Europe Express

Play Episode Listen Later Apr 28, 2026 27:20


U.S. President Donald Trump voices displeasure at Iran's proposal to postpone nuclear talks until after the conflict ends. Meanwhile, German Chancellor Friedrich Merz slams U.S. strategic aims in Iran. Swiss pharma giant Novartis misses quarterly sales targets, blaming generic drugs for its double-digit fall in operating profit. We hear from former NATO Secretary-General and currently Norwegian finance minister Jens Stoltenberg who says that while rising oil prices may have boosted his country's coffers, other sectors of the economy may suffer from falling exports. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Trump urges Iran to reopen talks

Squawk Box Europe Express

Play Episode Listen Later Apr 27, 2026 24:53


President Trump says Iran can pick up the phone after cancelling his envoys' negotiation trip to Pakistan. Axios reports Tehran is to table a new proposal to end the conflict and reopen the Strait of Hormuz should nuclear discussions be postponed. A gunman rushes a checkpoint at the Washington Hilton hosting the White House Correspondents' Association dinner, raising criticisms of President Trump's security arrangements. European futures are sanguine ahead of what's set to be a full week of blue chip earnings as well as five of the Mag Seven companies. Rate decisions from the Fed, BoJ, ECB and BoE will also be in focus later this week.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Trump heralds Israel-Lebanon ceasefire extension

Squawk Box Europe Express

Play Episode Listen Later Apr 24, 2026 26:56


U.S. President Donald Trump hails a three-week ceasefire extension between Israel and Lebanon and that he is willing to wait until an appropriate deal is reached with Iran in order to re-open the Strait of Hormuz. EU leaders meet at an informal summit in Cyprus for a second day with the Gulf crisis, energy security and the bloc's budget top of the agenda. Leaders also celebrated agreement on Ukraine's €90bn loan. Siemens Energy hikes guidance while software giant SAP notches a Q1 beat but warned that cloud growth was dependent on geo-political events in the Middle East.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
Podcast summary: European Q1 earnings in focus

Squawk Box Europe Express

Play Episode Listen Later Apr 23, 2026 25:53


Nestlé and Heineken both post Q1 earnings beats with LSEG and Roche results out today as well. Tesla also beats in the first quarter however it misses its revenue target and hikes capex expenditure. CEO Elon Musk says his latest mass chip-building project, Terafab, will use Intel's latest technology, pushing the company's shares higher in after-hours trade. European futures are firmly in the red, following Asian market moves despite another record session Stateside. Iran seizes two more ships in the Strait of Hormuz, dashing hopes of further peace talks. Oil prices move up, with Brent once again over the $100-mark. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
U.S.-Iran ceasefire extended but Strait of Hormuz remains shut

Squawk Box Europe Express

Play Episode Listen Later Apr 22, 2026 27:27


U.S. President Trump extends the ceasefire with Iran in order to allow for further peace talks to be organised. However, the Strait of Hormuz remains blockaded by both sides with global markets in limbo. Federal Reserve Chair nominee Kevin Warsh insists he has made no promises to President Trump on rate cuts and will remain an ‘independent actor' on future decisions should he be confirmed. The UK's March CPI is 3.3 per cent higher on the year, up from February's 3 per cent inflation figure.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Howie Carr Radio Network
Chris Murphy Back Peddles After Tweet, Plus The Media Still Stumping For Iran | 4.21.26 - The Howie Carr Show Hour 1

The Howie Carr Radio Network

Play Episode Listen Later Apr 21, 2026 38:14


Sen. Chris Murphy backpedaled, claiming his tweet was sarcasm, while President Trump was on Squawk Box discussing how the media is still stumping for Iran.  Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.

Squawk Box Europe Express
Cook to step down as Apple CEO

Squawk Box Europe Express

Play Episode Listen Later Apr 21, 2026 27:59


Apple CEO Tim Cook steps down from the role with hardware chief John Ternus chosen to assume the helm from September. Cook, who oversaw a $3.6tn increase in the company's market cap during his 15-year tenure will become executive chairman. Iran is reportedly due to send a delegation team to Pakistan for a second round of peace talks. The news lifts Asian equities and pushes crude prices down. European futures are also in the green ahead of today's session. UK Prime Minister Keir Starmer insists he was unaware of Peter Mandleson's failure to pass an enhanced vetting procedure during a two-and-a-half-hour session in Parliament. The sacked foreign office chief, Olly Robbins, will face MPs on the recommendation later today. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
U.S. Navy seizes Iranian cargo ship

Squawk Box Europe Express

Play Episode Listen Later Apr 20, 2026 25:29


The U.S. Navy fires on and seizes an Iranian cargo vessel in the Gulf of Oman with both countries reinstating blockades through the Strait of Hormuz. President Trump says his delegation lead by Steve Witkoff and Jared Kushner are en route to Pakistan for further peace talks but Tehran says it will not be attending. The U.S.-Iranian ceasefire is due to expire tomorrow. Crude prices surge as prospects of a lasting peace arrangement fade. European futures are in the red with the Dax down by more than 1.5 per cent.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Conversations on Health Care
Why CNBC's Becky Quick is Bullish on Rare Disease Cures: Her Family's Story

Conversations on Health Care

Play Episode Listen Later Apr 16, 2026 29:00


Many viewers know Becky Quick as the steady voice on CNBC's “Squawk Box,” where she explains what's happening on Wall Street and interviews the world's top business leaders.  Now, she joins Mark Masselli and Margaret Flinter to share a very different story, one she lived privately for years while navigating her daughter's rare genetic diagnosis. Quick's […] The post Why CNBC's Becky Quick is Bullish on Rare Disease Cures: Her Family's Story appeared first on Healthy Communities Online.