As the United States and Canada spar over tariffs, Karina Gould, a candidate for Canadian Prime Minister and former Canadian government House leader, explains Canada’s retaliation against the Trump administration’s tariffs and the Canadian frustration at the current relationship between neighbors. Then, pollster and political strategist Frank Luntz provides insights into swing voters 6 weeks into President Trump’s second term. Luntz discusses the public’s opinion on Elon Musk's influence in Washington and the economic messaging from the White House. Plus, some Senate Republicans push to codify DOGE cuts after meeting with Elon Musk, and automakers have one month’s reprieve from tariffs on autos coming into the U.S. from Mexico and Canada.

Karina Gould - 14:02

Frank Luntz - 25:44

In this episode:

Frank Luntz, @frankluntz

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

Wednesday marks day two of President Trump’s 25% levies on Mexico and Canada. In his joint address to Congress, the President warned about “a little disturbance” as American industries and neighbors digest his administration’s tariffs. CNBC’s Eamon Javers reports on the rest of the news out of Tuesday’s address, and Phil LeBeau reports that the administration may consider a delay on tariffs for autos. Former US Ambassador to Canada Bruce Heyman explains the toll tariffs may take on the longstanding relationship between neighbors, including social and economic ties. The friction between the U.S. and Canada extends to the ice; National Hockey League Commissioner Gary Bettman discusses the cross border relationships in sport and in finance.

Eamon Javers - 9:48

Bruce Heyman - 19:32

Gary Bettman - 29:12

Phil LeBeau - 37:12

In this episode:

Phil LeBeau, @Lebeaucarnews

Eamon Javers, @EamonJavers

Robert Frank, @robtfrank

Michael Santoli, @michaelsantoli

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

President Trump’s tariffs on Mexico and Canada take effect today. Target CEO Brian Cornell sits down with Becky Quick to discuss the impact they’ll have on his business and on price tags for consumers; Cornell warns, costs at checkout will likely go up, and soon. While U.S. stocks and investors waver on the new trade rules, U.S. Commerce Secretary Howard Lutnick explains the long term vision for “fair” trade, as well as the price the Trump administration is willing to pay to curb fentanyl’s flow into the country and bring more manufacturing stateside. Plus, President Trump has paused all U.S. military aid to Ukraine.

Brian Cornell - 14:50

Howard Lutnick - 31:48

In this episode:

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Cameron Costa, @CameronCostaNY

The markets ended February on a low note as investors digest global and domestic uncertainty and prepare for tariffs set to take effect on Tuesday. Cryptocurrency, however, has rallied on President Trump’s announcement of a strategic crypto reserve. In the aftermath of the heated discussion between President Trump and Ukrainian President Zelenskyy, author, editor, and international affairs professor Nina Khrushcheva examines the U.S. agenda and next steps for Russian President Putin. Hayman Capital Management founder Kyle Bass considers Ukraine’s geopolitical position and the shift in war sentiment among conservatives in the United States. Plus, Anora took home 5 awards from Sunday’s Oscars. Puck founding partner Matt Belloni discusses the other winners, the surprises, and the streaming factor in this year’s Academy Awards.

Megan Cassella - 07:23

Nina Khrushcheva - 12:57

Kyle Bass - 21:11

Matt Belloni - 31:45

In this episode:

Matt Belloni, @MattBelloni

Kyle Bass, @Jkylebass

Megan Cassella, @mmcassella

Melissa Lee, @MelissaLeeCNBC

Joe Kernen, @JoeSquawk

Cameron Costa, @CameronCostaNY

Uncertainty from U.S. tariffs and the DOGE agenda has prompted a volatile week in the financial markets. UK Prime Minister Keir Starmer visited President Trump days ahead of Ukrainian President Volodymyr Zelenskyy’s Washington visit; both leaders have tariffs and war top of mind. In Texas, a child has become America’s first measles-related death in almost a decade. Former FDA Commissioner Dr. Scott Gottlieb discusses the measles outbreak risks of declining vaccination rates in certain communities, bringing down the average vaccination rates in some states. Plus, Meta plans to release its own AI app, and it’s awards season! Variety’s Cynthia Littleton discusses the expected Oscar wins at the 97th Academy Awards this Sunday.

Dr. Scott Gottlieb - 16:36

Cynthia Littleton - 27:06

In this episode:

Dr. Scott Gottlieb, @ScottGottliebMD

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

In a rare interview, Stripe CEO John Collison sits down with Andrew Ross Sorkin. At 15 years old, the payments company is worth $91.5 billion, but it’s still private. In part, Stripe has avoided going public thanks to tender offers it periodically offers employees and shareholders. In its most recent tender offer, Stripe revealed $1.4 trillion in total payment volume in 2024, and Collison explains that AI, including OpenAI, Perplexity, and over 700 AI agents using Stripe have helped grow the company. In a special, extended conversation, Stripe CEO discusses the company’s future, the utility of stablecoins, and the next era of AI innovation.

John Collision - 06:32

In this episode:

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

President Trump has said tariffs on Mexico and Canada will begin next week. Eamon Javers reports from Washington on the tariff messaging from The White House.

Once COO and President of Blackstone and now Chairman of Costco Tony James shares his perspective on the US economy, business strength, and consumer confidence. James considers American business to be slowing down, thanks to uncertainty from the administration. In the face of DEI rollbacks across corporate America, Costco remains consistent in their commitment to equity. Plus, Nvidia topped analyst estimates, for the first time in a decade, a child in the US has died from the measles, and Elon Musk’s efforts in the US government could affect his businesses.

Eamon Javers - 16:39

Tony James - 27:10

In this episode:

Eamon Javers, @EamonJavers

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

The Republican-controlled U.S. House of Representatives narrowly passed a multi-trillion-dollar budget plan late Tuesday, advancing President Donald Trump’s tax-cut and border security agenda. CNBC’s Emily Wilkins joins to outline the details of the bill. Then Rep. Ro Khanna discusses the budget’s passage, its impact on Democrats, who benefits from the Trump tax cuts, and his thoughts on proposed spending cuts. And Cava co-founder and CEO Brett Schulman weighs in on the company’s quarterly earnings, 2025 outlook, and the potential impact of tariffs. Plus, Trump floats a $5 million “gold card” visa as a new path to citizenship, the U.S. and Ukraine outline a deal to fund Ukraine’s future security and reconstruction through an investment fund backed by the country’s rare earth minerals, and McDonald’s pushes back against a proposed surcharge on egg-based meals.

Emily Wilkins - 20:52

Rep. Ro Khanna - 24:11

Brett Schulman - 35:51

Emily Wilkins, @emrwilkins

Rep. Ro Khanna, @rokhanna

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie