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

Page: https://stenobird.com/podcast/squawk-pod-254103/ron-baron-s-multi-billion-dollar-bet-on-elon-musk-5-12-26
Text version: https://stenobird.com/podcast/squawk-pod-254103/ron-baron-s-multi-billion-dollar-bet-on-elon-musk-5-12-26.md
Podcast: [Squawk Pod](https://stenobird.com/podcast/squawk-pod-254103)
Published: 2026-05-12T16:24:18+00:00
Episode link: https://www.cnbc.com
Audio file: 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_
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/squawk-pod-254103/episodes/ron-baron-s-multi-billion-dollar-bet-on-elon-musk-5-12-26
Duration seconds: 2568

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/squawk-pod-254103/episodes/ron-baron-s-multi-billion-dollar-bet-on-elon-musk-5-12-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/squawk-pod-254103/ron-baron-s-multi-billion-dollar-bet-on-elon-musk-5-12-26.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.