App Geopolitics; Health Care Trades; Reported Tax Returns

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 28 September 2020

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The upcoming election, Amy Coney Barrett’s Supreme Court nominee vote, and ongoing pandemic have painted an uncertain landscape for the health care sector. Ana Gupte, AG Health Advisors principal, shares her health care stock picks amid an uncertain investment landscape. TikTok is safe for American download, at least for now. Insider co-founder and CEO Henry Blodget discusses the platform’s significance in U.S.-China geopolitics, as well as the most realistic next steps for the platform and the Trump administration. Plus, CNBC’s Robert Frank unpacks The New York Times report on President Trump’s federal income taxes, and CNBC’s Eamon Javers maps out the likelihood of Amy Coney Barrett’s SCOTUS confirmation.

Transcript

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0:00.0	This is Squawk Pod. I'm
0:03.4	C. NBC producer Katie Kramer today on our podcast.
0:07.2	President Trump has made his pick.
0:08.9	Amy Coney Barrett is now up for confirmation to the US Supreme Court.
0:12.8	The NBC's Aiman Javras.
0:14.5	They're going to start the confirmation hearing process on October the 12th.
0:18.1	That gives a very, very tight window.
0:20.1	Right now, it looks like they do have the votes.
0:23.0	Health care uncertainties from the Supreme Court to the polls and all the pandemic in between.
0:28.0	Sector watcher Anna Gupta shares her investment picks.
0:31.0	United Jimana Teladoc, they actually benefit from the pandemic to some degree.
0:37.3	And Tik-Toc is safe to download in the U.S.
0:40.2	At least for now.
0:41.2	Insiders Henry Blodgett on the proposed ban, there must be another way.
0:45.1	I don't feel that it is reasonable to imagine that we can completely decouple from China,
0:51.3	which is what the administration is talking about.
0:53.4	Plus is it Joe Kernan's sense of humor or just another Monday morning in 2020?
0:59.4	That's all I hear it's crickets.
1:01.0	It is Monday September 28th 2020 squawk pod begins right now.
1:07.0	Good morning everybody welcome to squawkbox here on see nbicy I'm Becky quick along
1:11.1	with Joe kernan Andrew is out today.
1:13.6	I wanted 2020 to go quickly Becky, but now I'm thinking it's just going too quickly.
	...

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