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  • The next 1-3 months will be a transition period for Apple investors, says Deepwater's Gene Munster
    Gene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the uncertainty facing Apple, President Trump's 25% iPhone tariff threat, the pressure facing CEO Tim Cook, the company's AI investment, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=7rQl-P9v-X8
    8 min
  • Don't think bonds are the answer for investors worried about inflation: Wharton's Jeremy Siegel
    Jeremy Siegel, professor emeritus of finance at University of Pennsylvania’s Wharton School of Business and Wisdom Tree chief economist, joins 'Squawk Box' to discuss the latest market trends, impact of the administration's tariff policy, why he remains bullish on equities, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=6JtibrJrwqg
    9 min
  • Putting tax & spending bill together before July 4th will be 'extremely difficult', says Bill Daley
    Bill Daley, former White House chief of staff and former Commerce Secretary, joins 'Squawk Box' to discuss the fate of the House tax & spending bill, whether the bill can get enough support in the Senate, debt ceiling, Medicaid cuts, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=MJeePurxSNI
    8 min
  • Retail faces tariff jitters as consumers grow cautious, analysts warn
    Jessica Ramirez, Sr. Research Analyst at Jane Hali & Assoc., and Brian Nagel, Sr. Analyst at Oppenheimer & Co., warn that tariff uncertainty is shaking consumer confidence and retail strategy.
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    Video at Youtube: https://www.youtube.com/watch?v=b_o9ntExOpg
    8 min
  • My underlying bullishness remains intact, says Ed Yardeni
    Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of the administration's policy uncertainty, what to make of the recent bond market volatility, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=Z4sYg9cZZrQ
    8 min
  • Smead: The U.S. is living American exceptionalism on borrowed money
    Cole Smead, CEO of Smead Capital, says Europe shows resilience, while the U.S. faces debt-driven limits. He expects the Fed to fold under pressure and calls tariffs a concern mainly for asset owners.
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    Video at Youtube: https://www.youtube.com/watch?v=274oXGnkI9I
    4 min
  • Wein: Stoic means staying calm in the face of uncertainty—now's the time
    Josh Wein, Portfolio Manager at Hennessy Funds, says despite tariff noise and volatility, market conditions suggest a leg higher and names KB Home as a stoic pick amid uncertainty.
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    Video at Youtube: https://www.youtube.com/watch?v=AtPWMbD63Tg
    3 min

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