Bring in show music, please.

This is Squawk Pod, and I'm CNBC producer Cameron Costa.

On today's episode,

After just one year, I can say with dignity and pride,

that we have achieved a transformation like no one has ever seen before,

and a turnaround for the ages. It is indeed a

turnaround for the ages. We are digesting President Trump's nearly two-hour state of the union

address with CNBC's own Eamon Javers. It was stark. This was as partisan a speech as, you know,

I've heard a president give.

And the response from across the aisle, New Jersey Democrat Representative Josh Gottheimer.

I was a little shocked that he didn't, that the president didn't spend more time with the elephant in the room.

The top line issue for many Americans, affordability.

People are really feeling the crush of these things, so to turn around and say to them,

don't worry, you're fine.

Nothing to see here.

I think people don't buy.

Plus administrator for the Centers for Medicare and Medicaid, Dr. Mehmet Oz,

touting the president's wins in

pharma and the work still left to do.

One in three families, when they go to the pharmacy just for basic medications for chronic

illnesses, are unable to afford their treatments.

That's not right.

...