Épisodes

  • The SpaceX IPO: a16z’s David George & Elon Musk’s $1T 6/12/26
    Jun 12 2026

    SpaceX is now publicly traded on the Nasdaq. Andreessen Horowitz General Partner David George bet on Elon Musk in 2021, and he’s still betting on him–and SpaceX. Venture capitalist Ben Narasin considers the potential future of the stock and what it could mean for other IPOs (like Anthropic and OpenAI) that are also set to list this year. CNBC’s Robert Frank reports on the numbers that will make Elon Musk the world’s first trillionaire. CNBC’s Morgan Brennan shares highlights from her interview with SpaceX President Gwynne Shotwell, and Elon Musk addresses his employees and investors ahead of the company’s first trade.


    Morgan Brennan - 3:47

    David George - 10:59

    Ben Narasin - 19:47

    Robert Frank - 30:19

    Elon Musk - 37:07

    In this episode
    David George, @DavidGeorge83

    Robert Frank, @robtfrank
    Morgan Brennan, @MorganLBrennan

    Melissa Lee, @MelissaLeeCNBC

    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.

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    38 min
  • Sports Boom: Betting with Gary Gensler & Fandom with George Pyne 6/11/26
    Jun 11 2026

    The Knicks pulled off an historic comeback in Game 4 of the NBA Finals, and it isn’t the only sport riding the wave of renewed fan enthusiasm. Bruin Capital CEO George Pyne explains why sports viewership is booming, for the NBA as well as the NHL, MLB, and Golf. Former CFTC Chairman Gary Gensler led the agency when Congress passed the Dodd-Frank Act. Today, he argues that Congress did not intend to set the CFTC up as sole regulator of sports betting. Plus, President Trump issues a warning to Iran, and CNBC's Leslie Picker breaks down what investors should know ahead of the highly anticipated SpaceX IPO.

    Dan Murphy - 03:03

    Leslie Picker - 10:49

    Gary Gensler - 17:16

    George Pyne - 34:03

    In this episode:
    Dan Murphy, @dan_murphy
    Leslie Picker, @LesliePicker
    Joe Kernen, @JoeSquawk

    Kelly Evans, @KellyCNBC

    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.

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    38 min
  • World Cup Bets, HUD Secretary, & an Unconventional IPO 6/10/26
    Jun 10 2026

    SpaceX is just days away from going public in what could be one of the biggest and most closely watched IPOs ever. CNBC’s Leslie Picker examines why this offering differs from a traditional Wall Street debut, and who stands to benefit. Some state pension funds could see significant gains as well; North Carolina State Treasurer Brad Briner discusses how the state's retirement system is positioned ahead of the listing and what it could mean for teachers, firefighters, and police officers in his state. Housing and Urban Development Secretary Scott Turner weighs in on America's housing affordability challenges and the role regulations play in slowing new development. Plus, tensions between the United States and Iran are escalating, and the 2026 FIFA World Cup is expected to be the biggest betting event in history.

    Dan Murphy - 04:06

    Contessa Brewer - 12:10

    Sec. Scott Turner - 19:55

    Leslie Picker - 30:52

    Brad Briner - 33:39

    In this episode:
    Dan Murphy, @dan_murphy
    Leslie Picker, @LesliePicker
    Contessa Brewer, @contessabrewer
    Joe Kernen, @JoeSquawk

    Becky Quick, @BeckyQuick

    Cameron Costa,

    @CameronCostaNY


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    39 min
  • Knicks-onomics, OpenAI’s S-1, & Apple’s Siri AI 6/9/26
    Jun 9 2026

    OpenAI has officially joined the IPO race with its confidential S-1 filing, but fellow AI lab Perplexity is planning to go public in 2028, . After the Senate’s vote-a-rama to pass the reconciliation bill that funds immigration enforcement, Senate Majority Leader John Thune (R-SD) discusses the DC agenda and elections in Texas and Maine. Apple has unveiled Siri AI at its Worldwide Developers Conference, and CNBC’s Dan Murphy reports on President Trump’s confidence in a deal with Iran. Plus, the Spurs may have beat the Knicks in Game 3, but Washington University in St. Louis sports business director Patrick Rishe underscores the importance of the playoffs for NYC’s economy.

    Murphy - 04:53

    Thune - 15:49

    Rishe - 36:15

    In this episode:

    Dan Murphy, @dan_murphy

    Joe Kernen, @JoeSquawk

    Becky Quick, @BeckyQuick

    Andrew Ross Sorkin, @andrewrsorkin

    Cameron Costa,

    @CameronCostaNY


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    40 min
  • SpaceX Demand & Cynicism, A Strong Labor Market, & Screwworm 6/8/26
    Jun 8 2026

    After a stronger-than-expected May jobs report on Friday, US markets tumbled, breaking the S&P 500’s 9 week winning streak. Steve Liesman explains the monetary policy that could be coming this year under new Federal Reserve Chair Kevin Warsh. Ahead of the SpaceX IPO this week, Leslie Picker reports on retail investor demand for the listing, including which assets investors might flow out of to accumulate enough cash to buy into SpaceX. Despite the hype around Elon Musk’s listing, famed hedge funder Steve Eisman is not as positive. Eisman explains his own rationale for cynicism on SpaceX. Plus, CNBC’s Dan Murphy reports on the first strikes between Iran and Israel since the April ceasefire, and U.S. Agriculture Secretary Secretary Brooke Rollins explains how the USDA is managing screwworm.

    Steve Liesman - 04:19

    Dan Murphy - 11:40

    Leslie Picker - 20:16

    Steve Eisman - 26:30

    Sec. Brooke Rollins - 36:54

    In this episode:

    Steve Liesman, @steveliesman

    Dan Murphy, @dan_murphy

    Leslie Picker, @LesliePicker

    Robert Frank, @robtfrank

    Joe Kernen, @JoeSquawk

    Becky Quick, @BeckyQuick

    Andrew Ross Sorkin, @andrewrsorkin

    Cameron Costa, @CameronCostaNY


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    47 min
  • T-Minus One Week: SpaceX’s IPO 6/5/26
    Jun 5 2026

    A week out from the SpaceX IPO, WSJ business columnist Tim Higgins discusses the interest from retail investors. While the Nasdaq plans to fast track SpaceX’s entry into the Nasdaq 100 index, the S&P will not be fast tracking the company into its own marquee index. CNBC’s Robert Frank reports on the major wealth that the IPO will generate for SpaceX employees and of course, for Elon Musk. Plus, the Senate has voted to pass a reconciliation package that approves immigration funding. Anthropic is urging its fellow AI labs to slow down AI’s development. Rep. Lori Trahan (D-MA) and Rep. Jay Obernolte (R-CA) are part of a bipartisan group of lawmakers drafting AI legislation. Happy National Donut Day!

    Leslie Picker - 9:25

    Reps. Lori Trahan & Jay Obernolte - 21:16

    Robert Frank 31:27

    Tim Higgins 35:56

    In this episode:

    Leslie Picker, @LesliePicker

    Robert Frank, @robtfrank

    Joe Kernen, @JoeSquawk

    Becky Quick, @BeckyQuick

    Andrew Ross Sorkin, @andrewrsorkin

    Cameron Costa, @CameronCostaNY


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    38 min
  • Bonus: The Path with Becky Quick: The Value of a Life 6/5/26
    Jun 5 2026

    Noted value investor Guy Spier first gained the public's attention in 2007 when he and a partner paid just over $650,000 at a charity auction to have lunch with the world's most famous investor, Warren Buffett. Spier launched his fund Aquamarine in 1997, following closely to Buffett’s principles, but closed it down in early 2026 and returned money to investors following a diagnosis of the brain cancer glioblastoma. He tells Becky Quick how facing the end of his life taught him the true meaning of value.

    Check out Guy Spier’s podcast and videos: https://www.youtube.com/@GSpier12

    Read his newsletter: https://www.guyspier.com/

    Join us in advancing awareness and understanding of rare diseases. Visit CNBC.com/Cures to access clips, resources, or to sign up for our weekly newsletter.

    Learn more about rare disease – and what to do in a diagnosis – at the National Organization for Rare Disorders: https://rarediseases.org/

    Follow Becky Quick on X: @BeckyQuick

    Please share your thoughts or rare disease story in the comments, and join us on The Path.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    48 min
  • Cheating in Chess with Ben Mezrich, Taxing AI with Andrew Yang 6/4/26
    Jun 4 2026

    Andrew Yang, founder of the Forward Party and CEO of Noble Mobile, discusses taxing AI as concerns mount about its impact on resources and the labor market. A screw worm was found in Texas, and JPMorgan CEO Jamie Dimon is reportedly pitching the SpaceX IPO to wealthy clients, and the U.S. House of Representatives approved a resolution to end military action in Iran. Plus, “The Social Network” author Ben Mezrich has written a new book: “Checkmate: Genius, Lies, Ambition, and the Biggest Scandal in Chess.” He recounts the cheating scandal, the “bad boys of chess,” and the big money–and growing fanbase of the game.

    Eamon Javers 7:47

    Andrew Yang 19:57

    Ben Mezrich 32:54

    In this episode:

    Andrew Yang, @AndrewYang

    Eamon Javers, @eamonjavers

    Joe Kernen, @JoeSquawk

    Becky Quick, @BeckyQuick

    Andrew Ross Sorkin, @andrewrsorkin

    Cameron Costa, @CameronCostaNY


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    39 min