Former Fed Chair and former Treasury Secretary Janet Yellen discusses Kevin Warsh’s new regime at the Federal Reserve and the persistent inflation in the United States. After the first U.S. intervention in the Japanese yen in decades, she discusses global economic stability and the changes still to come, thanks to AI. Uber CEO Dara Khosrowshahi discusses the road ahead for autonomous vehicles and safety after Uber reported weaker-than-expected second quarter results and guidance. Plus, SpaceX’s spending surge has rattled investors, the markets are digesting news of a potential deal with Iran, and Chipotle’s jalapenos are causing concern. Morgan Brennan - 8:31 Janet Yellen - 20:43 Dara Khosrowshahi - 35:41 In this episode: Dara Khosrowshahi, @dkhos Morgan Brennan, @MorganLBrennan Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX’s First Earnings, Janet Yellen, & Uber CEO 8/5/26

Squawk Pod

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[SPEAKER_C] Bring in show music, please.

[SPEAKER_D] Hi, I'm CNBC producer Katie Kramer. Today, Today on Squawk Pod. Is it happening? An Iran deal. A day after Treasury Secretary Scott Bessant said right here on Squawk that it was just a matter of time, markets are looking up, oil prices rise. We hear from former Treasury Secretary and former Fed Chair Janet Yellen.

[SPEAKER_F] I'm surprised in many ways that the oil shock and the war in the Middle East hasn't had more of an effect on the economy.

[SPEAKER_D] Uber CEO Dara Khosrowshahi says the consumer is strong and the proof is in our rides.

[SPEAKER_C] We're not seeing any signs of trade down. We're not seeing smaller basket sizes. Consumers remain generous in their tipping, for example. Sometimes if someone is feeling pinched at the pocket, they might pull back on tipping. None of that is happening.

SpaceX’s First Earnings, Janet Yellen, & Uber CEO 8/5/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

SpaceX’s First Earnings, Janet Yellen, & Uber CEO 8/5/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.