Bring in show music, please.

Hi, I'm CNBC producer Katie Kramer.

Today on Squawk Pod.

Affordability in America and the president's response to prices.

He's cut tariffs on certain food items, a top economic advisor to the White House, Kevin Hassett.

It's just kind of astonishing to be that the cost problem is somehow being blamed on us.

Is it enough to tame inflation fears?

What the president just did with food is decide to make like a blanket movement so that we weren't going through each deal and picking this and that.

And filmmaker Ken Burns. We wanted to do a deep dive into what I think is the most important event since the birth of Christ.

On his epic look at the American Revolution, nearly 250 years after the history-changing events that he says are as timely as ever.

I'd like to put the us back in the U.S.

Plus is the bull market of the last few years taking on too much debt.

This is where Joe Kernan, you may be right.

Stick with me for a second.

I'm with you.

After years of soaring equity prices, a noted bond investor says, hold on to your cash.

Is this a turning point?

RBC Capital Markets, Lori Calvacina joins us.

I feel like we just have a plain old-fashioned valuation problem.

And puts things into perspective.

You've got the AI stocks carrying the way to the market,

but there is still a tremendous amount of jitters around those AI stocks.

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