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Squawk Pod: Ron Baron’s Multi-Billion dollar bet on Elon Musk - 05/12/26 | Audio Only

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May 12, 2026

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Longtime Tesla and SpaceX bull Ron Baron is on set for an extended, exclusive interview. Baron, whose $55B AUM relies heavily on Elon Musk, discusses his faith in the world’s richest man. Plus, eBay has rejected GameStop’s bid to buy it, a cohort of U.S. CEOs are accompanying President Trump on his trip to Beijing, and CNBC’s Dan Murphy reports on the state of the conflict in Iran after President Trump said the U.S. ceasefire is “on life support.”

In this episode:

Dan Murphy, @dan_murphy

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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Guests & Subjects Covered

05/12/26Squawk PodLongtime TeslaRon BaronB AUMElon MuskUS CEOsPresident Trump

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Squawk Pod: Ron Baron’s Multi-Billion dollar bet on Elon Musk - 05/12/26 | Audio Only · CNBC Television · Sentinel