Strikes in Iran and Lloyd Blankfein Looks Back 3/2/26

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 2 March 2026

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

More U.S. forces head to the Middle East, following the initial strikes in Iran by the U.S. and Israel. CNBC reporters Dan Murphy and Brian Sullivan on the market and global energy industry’s response. Veteran and venture capitalist Alex Harstrick describes Operation Epic Fury as, potentially, the first “AI War” and the language barriers between Silicon Valley and the Pentagon when it comes to artificial intelligence. And, former Goldman Sachs CEO Lloyd Blankfein looks back on an epic Wall Street career Dan Murphy 2:27 Brian Sullivan 11:37 Alex Harstrick 24:42 Lloyd Blankfein 34:00 In this episode: Dan Murphy, @dan_murphy Brian Sullivan, @SullyCNBC Lloyd Blankfein, @lloydblankfein Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:04.5	Hi, I'm CNBC producer Katie Kramer.
0:07.3	Today on Squawk Pod.
0:10.0	More American troops on the way to the Middle East as the conflict with Iran continues and Wall Street reacts.
0:16.2	President Trump says that things are moving along very well, very well.
0:20.5	CNBC's reporter Dan Murphy in Dubai.
0:23.1	The end game here is still largely undefined.
0:26.6	And our Brian Sullivan on the global energy markets.
0:30.3	I spoke with an oil industry executive yesterday.
0:32.3	He said it very clearly.
0:33.4	You tell me who's running Iran, and I'll tell you how this goes.
0:36.9	Plus, venture capitalist and Pentagon vet, Alex Hirstrick, on what makes this time different.
0:42.9	This is the first time that we're going to see an AI-driven war, a true hot war.
0:48.5	And noted risk manager Lloyd Blankfein, the former Goldman Sachs, had on the view from corporate America of regime change in Iran.
0:56.2	The combination of opportunity and proximity to the bad outcome, I'm not regretting that this happened.
1:04.5	It's Monday, March 2nd, 2026. Squawk Pod begins right now.
1:11.1	Stand Becky by in three, two, one.
1:14.3	Cure, please.
1:16.5	Good morning and welcome to Squackbox right here on CNBC.
1:20.5	We are live from the NASDAQ market site in Times Square.
1:23.7	I'm Becky Quick along with Joe Kernan.
1:25.6	Andrew is off today.
	...

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