Episode

Ron Baron’s Multi-Billion Dollar Bet on Elon Musk 5/12/26

Podcast: Squawk Pod
Published: May 12, 2026
Duration seconds: 2568
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/2abef7ca-625f-4c74-9157-968d7da67c81/episodes/fb0bfc1a-e81b-4a8b-945d-35361690577f/audio/128/default.mp3?aid=rss_feed&awCollectionId=2abef7ca-625f-4c74-9157-968d7da67c81&awEpisodeId=fb0bfc1a-e81b-4a8b-945d-35361690577f&feed=VHAcgaw_
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Summary

Longtime Tesla and SpaceX bull Ron Baron is on set for an extended, exclusive interview. Baron, whose $55B AUM relies heavily on Elon Musk, discusses his faith in the world’s richest man. Plus, eBay has rejected GameStop’s bid to buy it, a cohort of U.S. CEOs are accompanying President Trump on his trip to Beijing, and CNBC’s Dan Murphy reports on the state of the conflict in Iran after President Trump said the U.S. ceasefire is “on life support.” Dan Murphy - 6:27 Ron Baron - 16:40 In this episode: Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie