Trump’s Tariff Takeoff with Altimeter Capital’s Brad Gerstner 3/12/25

As markets react sharply to President Trump’s 25% tariffs on steel and aluminum, Altimeter Capital CEO Brad Gerstner weighs in on the escalating market turmoil and the broader implications of Trump’s trade policies. Amid these developments, CNBC’s Eunice Youn reports from Beijing on talks between China’s Ministry of Commerce and Walmart, which is seeking price reductions from Chinese suppliers to mitigate tariff impacts. Plus, CNBC’s Eamon Javers delivers insights on Trump FTC Chair Andrew Ferguson’s recent remarks to CEOs, emphasizing that while he won’t allow mergers to falter unnecessarily, automatic approvals for significant mergers aren’t guaranteed. Eamon Javers - 09:14 Eunice Yoon - 16:13 Brad Gerstner - 22:51 Eunice Yoon, @onlyyoontv Eamon Javers, @EamonJavers Brad Gerstner, @altcap Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

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Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.