Bring in show music please.

Hi, I'm CNBC producer Katie Kramer.

Today on Squawk Pod.

It's a new month for the markets, a fresh government shutdown.

The confirmation process for the President's Fed pick Kevin Warsh is ahead, and the politics loom.

He has been very critical of this Fed and these board members for the last several years.

But some are optimistic about the choice, like former SEC chair and current U.S. Attorney for the Southern District of New York, Jay Clayton.

I like Kevin a lot. I think he's got to do a good job. He's a known quantity.

He's a known quantity inside the building.

He's a known quantity on Wall Street.

Those are really good things.

Disney, reporting a financial beat this quarter, but there's no business like show business.

We get into all of it, like the company's successor to CEO Bob Eiger and Netflix's purchase of Warner Brothers. Disney CFO Hugh Johnston is our special guest.

Netflix would be an awfully big company at that point if the two came together.

But if you look at what they're trying to do in a lot of ways, they're trying to do again what we already did,

which was they have the distribution.

They're trying to add more IP.

Plus, it's Groundhog Day. Again, it is Monday, February 2nd, 2026.

Squawk Pod begins right now.

Stand Becky by in three, two, one. Cuea, please.

Good morning, everybody. Welcome to Squawk Box right here on CNBC. We're live from the NASDAQ market site in Times Square. I'm Becky Quick, along with Joe Kernan and Andrew Ross Sorkin. Here we go. It's Monday morning. It was the last trading day of January on Friday, though, and the Dow is now up for nine months in a row after that month's performance.

You've got to check out gold and silver.

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