Counting on Confidence: Vaccines with Dr. Atul Gawande & Investor Sentiment Beyond Election Day

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 30 October 2020

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dr. Atul Gawande, Chairman of Haven, surgeon, and staff writer for The New Yorker, shares his expectations for coronavirus vaccine supply and American confidence in preventative drugs. CNBC’s Steve Liesman breaks down results from a CNBC All America Survey, revealing American faith in health care companies and the demographic disparities between those who are wary of and confident in a potential vaccine. Insider’s Henry Blodget unpacks the whirlwind week for tech and suggests that despite some disappointing quarterly reports, big tech will continue to deliver a strong performance for investors. Closing in on Election Day, CNBC’s Dominic Chu reveals how either administration would affect individual sectors.

Transcript

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0:00.0	This is Squawk Pod. I'm C. NBC producer Katie Kramer. Today on our podcast.
0:07.0	Big Tech's Big Week Senate hearings, major earnings.
0:10.5	Insiders Henry Blodgett says investor confidence probably isn't going anywhere.
0:15.0	All of these companies had what can only be described as staggering performance.
0:20.0	Why COVID cases continue to rise and what Americans should expect for the rest of 2020,
0:26.0	Surgeon and staff writer for the New Yorker, Dr. Atul Gowanday.
0:29.0	We went from three quarters of people saying that they were avoiding gatherings indoors with
0:35.4	friends and family to now it's under 45% who are avoiding those settings.
0:41.8	Those stories plus confidence in a potential vaccine and sector picks for whoever wins Tuesday's election.
0:48.0	It's Friday, October 30th, 2020.
0:52.0	We live in unbelievable times and 2020, you know what, it's not over yet.
0:57.0	Squackpot begins right now.
1:00.0	Good morning everybody.
1:01.0	Welcome to Squackbox here on CMBC. I'm Becky Quick,
1:03.8	along with Joe Hermann and Andrew Ross Sorkin.
1:06.0	Guys, I will say the momentum this week
1:08.1	has been a little concerning, particularly
1:09.9	with two stories that jumped out at me.
1:11.6	We may talk about this a little later,
1:13.0	but the first story was this Reuters Ipsis poll
1:16.0	that shows that four out of every 10 supporters,
1:19.4	both of President Trump and former Vice President Biden, say that they will not accept the results of this
	...

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