{"podcast":{"title":"Squawk Pod","slug":"squawk-pod-254103","podcast_index_feed_id":254103,"rss_url":"https://feeds.simplecast.com/VHAcgaw_","website_url":"https://www.cnbc.com","image_url":"https://image.simplecastcdn.com/images/92728f12-3d53-46b8-9a33-60e9b83ad72d/679bd212-c9e5-4d70-b66c-120c53e50c54/3000x3000/squawk-pod-podcast-cover-art-3000x3000-v05.jpg?aid=rss_feed","author":"CNBC","episode_count":2014,"summary":"Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.","last_synced_at":"2026-07-28T06:22:38.634365+00:00","page_url":"https://stenobird.com/podcast/squawk-pod-254103"},"episode":{"title":"It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26","slug":"it-s-all-one-trade-steve-eisman-s-ai-market-play-7-27-26","published_at":"2026-07-27T16:36:10+00:00","page_url":"https://stenobird.com/podcast/squawk-pod-254103/it-s-all-one-trade-steve-eisman-s-ai-market-play-7-27-26","show_page_url":"https://stenobird.com/podcast/squawk-pod-254103","url":"https://www.cnbc.com","audio_url":"https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/2abef7ca-625f-4c74-9157-968d7da67c81/episodes/8bc55687-b4fe-4327-879f-1ced460d4bac/audio/128/default.mp3?aid=rss_feed&awCollectionId=2abef7ca-625f-4c74-9157-968d7da67c81&awEpisodeId=8bc55687-b4fe-4327-879f-1ced460d4bac&feed=VHAcgaw_","summary":"Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective on the AI trade, big tech’s big capital expenditures, the moats around tech and AI companies, and how he’s hedging his own portfolio. CNBC’s Dan Murphy reports on the current pause in fighting between the U.S. and Iran, and RBC Capital Markets’ Helima Croft discusses the conflict’s impact on the energy markets. Plus, PharmatrophiX co-founder and Stanford Professor Dr. Frank Longo explains Compound 31, a new FDA-approved drug to treat Alzheimer’s. He shares his personal journey toward medical innovation in the field, and shares the differentiators between Compound 31 and the Alzheimer’s treatments that have come before it. Dan Murphy - 07:50 Helima Croft - 12:43 Steve Eisman - 22:36 Dr. Frank Longo - 34:43 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Dan Murphy, @dan_murphy Katie Kramer, @Kramer_Katie","meta_description":"Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2494,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/squawk-pod-254103/episodes/it-s-all-one-trade-steve-eisman-s-ai-market-play-7-27-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/squawk-pod-254103/it-s-all-one-trade-steve-eisman-s-ai-market-play-7-27-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}