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[Migrated] [PodTubeMe has migrated to a new system] episodes

  • Anthropic's Mike Krieger: Claude 4 'can now work for you for much longer'
    Anthropic chief product officer Mike Krieger joins 'Squawk Box' to discuss the company's new gen AI model, issue around AI hallucinations, LLM competition, OpenAI's purchase of Jony Ive's design firm, Amazon partnership, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=C4QlUOC6pJY
    8 min
  • David Rubenstein: The bond market is worried about economic weakness from rising debt
    David Rubenstein, The Carlyle Group co-founder and co-chairman and Baltimore Orioles owner, joins 'Squawk Box' to discuss the bond market, budget fight on Capitol Hill, state of the economy, debate over carried interest, Trump administration's targeting of Harvard and other universities, President Trump's tariff warning against Apple, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=pJrVRPSBAd8
    9 min
  • Kilburg: The market is poised to retest all-time highs
    Jeff Kilburg, CEO of KKM Financial, says markets are poised for gains, not panic. He points to profit-taking, bond yield pressure, and picks Visa as a strong, essential name in volatile times.
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    Video at Youtube: https://www.youtube.com/watch?v=449dd1_xHys
    5 min
  • Bitcoin, mid-caps, and infrastructure: where the bulls are heading now
    Douglas Boneparth, President at Bone Fide Wealth, and Simeon Hyman, Global Investment Strategist at ProShares, discuss market disruption, Bitcoin, tax cuts, and top equity picks.
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    Video at Youtube: https://www.youtube.com/watch?v=zfrwqs_tfPo
    5 min
  • Clissold: Momentum is with stocks—growth is scarce, and investors chase it
    Ed Clissold, Chief U.S. Strategist at Ned Davis Research, sees short-term stock momentum driven by growth scarcity and AI themes, with high-end retail likely to benefit from policy shifts.
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    Video at Youtube: https://www.youtube.com/watch?v=PB2ZWP0bzIo
    5 min
  • ETF flows hit $431B YTD as investors favor bonds, bitcoin funds surge
    Frank Holland reports ETF flows top $431 billion year to date. Bond ETFs like STOV and LXD see strong inflows, while equity funds dip. Bitcoin ETF IBIT outperforms as BTC hits record high.
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    Video at Youtube: https://www.youtube.com/watch?v=5zmtiVJ0fy0
    1 min
  • Schwab: People are holding onto their money, booking last minute
    Steve Schwab, CEO of Casago, says luxury rentals are strong, but budget travel is down. People are booking late, and inbound travel from Canada and Germany is sharply declining.
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    Video at Youtube: https://www.youtube.com/watch?v=uEBTiviRhhs
    4 min
  • Runser: Customers want nimbleness, visibility, and great communication
    Seth Runser, President of logistics firm ArcBest, says 50% of clients ship as usual, while others pivot amid tariffs. He emphasizes adaptability, visibility, and communication as top priorities.
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    Video at Youtube: https://www.youtube.com/watch?v=KyL1wrzk9ag
    4 min

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