Episodes

  • Trump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26
    May 15 2026

    Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors expect for the next tranche of IPOs waiting in the wings. Plus, the CEO of Axon, maker of tasers, body cams and drones on how AI is impact the industry.


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    43 mins
  • Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26
    May 14 2026

    Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, Nvidia at all-time highs as CEO Jensen Huang joins the President on his trip to China. And what are the challenges for Kevin Warsh as he takes over for Jerome Powell as Fed Chair? We look at those, on Money Movers.


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    43 mins
  • Nvidia CEO Joins Trump in China, PPI Hotter Then Expected, Boston Fed President on Inflation 5/13/26
    May 13 2026

    Nvidia CEO Jensen Huang a surprise addition to the President’s trip to China. What’s it mean for the company’s China strategy? We discuss. Then PPI data showing inflation coming in hotter than expected. Barclays Chief U.S. Equity Strategist explain what it means for the markets. And breaking this hour. Boston Fed President Collins says she could see a scenario where the Fed could begin tightening. Those headlines on Money Movers.


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    47 mins
  • Goldman President John Waldron, State of Private Credit, Credit Card Delinquencies at 15-Year High 5/12/26
    May 12 2026

    Goldman President John Waldron joins the show, live from the company’s NYC headquarters. Detailing the Impact of the war on the markets and the dealmaking landscape. Plus, how the firm is using AI. Then Goldman Sachs Asset Management’s Global Co-Head of Private Credit on redemption requests and the state of the industry. And new data from the NY Fed shows 90-plus day credit card delinquencies hitting a 15-year high. Could surging oil prices add to debt concerns.


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    43 mins
  • Trump: Ceasefire is Weak, OpenAI Chief Revenue Officer, Steven Mnuchin 5/11/26
    May 11 2026

    This hour: The President calling the ceasefire with Iran “weak” adding it was now on “life support.” We have the latest from Washington. Then former Treasury Secretary Steven Mnuchin on the President’s trip to China and how the Iran war plays into those negotiations. And the Chief Revenue Officer of OpenAI, on the launch of ‘DeployCo,’ which aims to work with other companies to integrate the firm’s technology.


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    47 mins
  • Citi CEO Jane Fraser, Chicago Fed President Goolsbee, Brookfield Asset Management CEO 5/8/26
    May 8 2026

    An exclusive with Citi CEO Jane Fraser after the firm raised its profitability targets. Fraser also confirming she will join the President on his trip to China next week. The Chicago Fed President Austan Goolsbee with his first reaction to the jobs number and what it means for rates. And the CEO of Brookfield Asset Management, with more than a trillion dollars in assets. Where his firm is putting capital to work.


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    43 mins
  • Shell CEO on Oil Price Shocks & Earnings, Boeing CEO to Join China Trip with Trump, Marathon Asset Management CEO on Private Credit
    May 7 2026

    The CEO of Shell joins CNBC for his first interview after earnings. How higher oil prices are boosting profits. Then breaking this hour, CNBC reporting the CEO of Boeing is set to join President Trump on a trip to China next week. And Marathon Asset Management CEO Bruce Richards, still seeing inflows and demand in private credit.


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    43 mins
  • Oil Plunges, AMD Surges, Shaquille O’Neil and Authentic Brands CEO, FHFA Director Bill Pulte 5/6/26
    May 6 2026

    Oil prices drop on a report that the U.S. and Iran are moving closer to a deal to end the war. Then the AI trade powering AMD to new highs. Plus, Shaq and the CEO of Authentic Brands, Jamie Salter, on what they’re seeing from the consumer and the outlook for inflation. And FHFA Director Bill Pulte on the current state of mortgage rates and the status of the criminal referrals he brought against Fed Chair Powell and Fed Governor Lisa Cook.


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    44 mins