Robotaxis with Cathie Wood & Tariffs with Amazon Prime’s VP 02/04/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 4 February 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

China has retaliated against President Trump’s tariffs with trade restrictions on American imports. CNBC’s Eunice Yoon is on the ground in Beijing, reporting on the CCP’s strategy. In DC, CNBC’s Megan Cassella explains the status of tariff negotiations between the U.S. and both Canada and Mexico. Amazon Prime Vice President Jamil Ghani weighs in on the tariffs’ impact on his own business. Amazon’s competitors Temu and Shein may feel the squeeze from President Trump’s executive order eliminating a de minimis provision. Amazon’s Chinese sellers may also get hit by these changes. Plus, tech investor and Tesla bull Cathie Wood shares her big ideas for 2025. The Ark Invest CIO and CEO explains why she’s long bitcoin, humanoid robots, and robotaxis. Cathie Wood - 17:30 Jamil Ghani - 34:23 In this episode: Cathie Wood, @CathieDWood Eunice Yoon, @onlyyoontv Megan Cassella, @mmcassella Steve Liesman, @steveliesman Michael Santoli, @michaelsantoli Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Transcript

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0:00.0	Bring in show music, please.
0:03.0	Hi, I'm CNVC producer Cameron Costa.
0:07.0	Here's what's coming up today on SquawkPod.
0:10.0	Tariffs loom. A little further off, though, for Canada and Mexico.
0:16.0	The all-important question, what just happened?
0:19.0	In China, the CCP has already fired back.
0:22.6	Our own Eunice Yunn reports from Beijing.
0:25.6	This move today is really seen as a way for China to gain leverage on President Trump
0:31.6	if there is indeed some sort of larger trade deal.
0:35.6	And how could President Trump's executive order affect Amazon?
0:40.3	Amazon Prime VP Jamil Ghani says,
0:43.3	whatever changes are coming for Chinese-made goods sold globally,
0:47.3	Amazon will be ready.
0:49.3	We're going to do what's necessary in order to minimize disruption for customers.
0:52.3	Plus, Kathy Wood, the noted tech investor and Tesla Bull, on market opportunities she's seeing now.
1:01.0	I think the most underappreciated application of AI is healthcare.
1:06.0	It's Tuesday, February 4, 2025, and Squawk Pod begins right now.
1:13.2	Stand Becky by in three, two, one.
1:16.1	Cuea, please.
1:18.3	Good morning, everybody, and welcome to Squackbox right here on CNBC.
1:22.3	We're live from the NASDAQ market site in Times Square.
1:25.0	I'm Becky Quack along with Mike Santoli and Steve Leasman. Joe and
	...

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