Super Bowl Ads & GLP-1 Competition 2/9/26

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 9 February 2026

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

National Economic Council Director Kevin Hassett discusses America’s economic trajectory, including the jobs market and productivity, inflation, and President Trump’s pick for new Fed chair, Kevin Warsh. Direct-to-consumer telehealth Hims & Hers made waves last month when it announced a cheaper, compounded obesity pill similar to Wegovy. Now, after the FDA warned against compounded GLP-1s, Hims & Hers is backing off. Former FDA Commissioner Dr. Scott Gottlieb discusses competition in obesity drugs, Novo Nordisk’s lawsuit against Hims & Hers, and the importance of vaccines. Plus, the pharma and AI ads at Super Bowl LX, Japanese Prime Minister Sanae Takaichi secured a supermajority in a snap election, and CNBC’s Emily Wilkins reports on the legislative efforts to address the U.S. housing affordability crisis. Emily Wilkins - 10:09 Kevin Hassett - 19:21 Dr. Scott Gottlieb - 30:10 In this episode: Emily Wilkins, @emrwilkins Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcript

Click on a timestamp to play from that location

0:00.0	Bring in show music, please.
0:03.0	This is Squawk Pod, and I'm CNBC producer Cameron Costa.
0:08.0	On today's episode, The Morning After, breaking down a Super Bowl with super costly ads.
0:16.0	This was the first Super Bowl where people were really talking about AI. And painting America's economic future with director of the president's national economic council
0:27.6	and one-time Federal Reserve Chair contender, Kevin Hassett.
0:31.6	I absolutely believe that we're on an uptake that's significant.
0:36.6	I think that the open question really is
0:39.1	what's going to happen to jobs as productivity goes up.
0:43.3	The hot competition over GLP1 weight loss drugs,
0:47.2	direct a consumer company, Hymns and Hers,
0:49.8	trying to take on big pharma with a potential pill.
0:53.1	Former FDA Commissioner Dr. Scott Gottlieb on that headline.
0:57.0	If that's true, then this is an unapproved new drug because it's using a new technology to try to get the oral absorption.
1:03.0	Plus a snap election in Japan, a job's Wednesday coming up, and Congress takes on housing affordability.
1:11.4	Our Emily Wilkins says building is not so easy.
1:15.4	A lot of lawmakers want to hold out for the more difficult things, and that sometimes
1:19.5	leads these bills being slowed down and held up.
1:23.5	It's Monday, February 9th, 2026, and Squawk Pod begins right now.
1:29.2	Stand Becky by in three, two, one.
1:32.1	Cure, please.
1:34.6	Good morning, everybody.
1:36.1	Welcome to Squackbox right here on CNBC.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.