The CEO Signal

About The CEO Signal

When the business world moves, these are the leaders making the decisions that shape it. The CEO Signal is a new show hosted by Penny Pritzker — investor, business builder, and former U.S. Secretary of Commerce — and Andrew Edgecliffe-Johnson, Semafor’s CEO Editor. Episodes are released every two weeks. Building on The CEO Signal newsletter, read by the world’s top chief executives, the show brings that perspective to candid conversations with the leaders running the world’s biggest companies. The CEO Signal is presented by PwC.

Publisher

Semafor Podcasts

Category

business

Language

en

Explicit

No

First episode

16 Mar 2026

Latest episode

10 Sept 2026

Latest episodes

12 of 12 episodes have a transcript.

1. 

   10 Sept 2026TRANSCRIPT

   United Airlines CEO Scott Kirby on calculated bets and building a US flag carrier

   United Airlines CEO Scott Kirby shares with Penny Pritzker and Andrew Edgecliffe-Johnson how he makes calculated bets to build a leading US flag carrier.

2. 

   27 Aug 2026TRANSCRIPT

   Jon Gray, President and COO, Blackstone on AI, Private Credit and Big Bets

   Penny Pritzker and Andrew Edgecliffe-Johnson interview Jon Gray, President and COO of Blackstone, about AI, private credit, and making big investment bets.

3. 

   13 Aug 2026TRANSCRIPT

   Reed Hastings on life after Netflix and the next wave of AI

   Penny Pritzker and Andrew Edgecliffe-Johnson interview Netflix co-founder Reed Hastings about AI's creative destruction and leadership judgment after leaving Netflix.

4. 

   30 Jul 2026TRANSCRIPT

   Max Levchin on why Affirm wants to be your smarter older sister

   Affirm CEO Max Levchin discusses with Penny Pritzker and Andrew Edgecliffe-Johnson how his "smarter older sister" philosophy guides Affirm's AI-driven consumer finance decisions.

5. 

   16 Jul 2026TRANSCRIPT

   Ralph Lauren CEO Patrice Louvet on magic, logic, and saying no

   CEO Patrice Louvet shares with hosts Penny Pritzker and Andrew Edgecliffe-Johnson how he balances brand magic with business logic to drive strategic growth at Ralph Lauren.

6. 

   28 May 2026TRANSCRIPT

   Cisco CEO Chuck Robbins on AI transformation, hard decisions, and leading at speed

   Penny Pritzker and Andrew Edgecliffe-Johnson interview Cisco CEO Chuck Robbins about leading AI transformation through decisive people management and strategic speed.

7. 

   14 May 2026TRANSCRIPT

   Allstate CEO Tom Wilson on trust, purpose and why CEOs should speak up

   Allstate CEO Tom Wilson shares with hosts Penny Pritzker and Andrew Edgecliffe-Johnson how CEOs must champion trust and purpose to navigate societal challenges and business risks.

8. 

   30 Apr 2026TRANSCRIPT

   Dan Schulman, Verizon CEO, on AI, layoffs and punching back

   Verizon CEO Dan Schulman discusses AI, layoffs, and strategic resets with hosts Penny Pritzker and Andrew Edgecliffe-Johnson, offering insights into decisive leadership.

9. 

   16 Apr 2026TRANSCRIPT

   Arvind Krishna, IBM CEO, on Big Bets, AI, and Quantum

   Semafor's Andrew Edgecliffe-Johnson interviews IBM Chairman and CEO Arvind Krishna about making big strategic bets on hybrid cloud, AI, and quantum computing.

10. 

    2 Apr 2026TRANSCRIPT

    Emma Walmsley on Leading and Leaving GSK

    Dame Emma Walmsley shares her reflections on leading and succession at GSK with host Penny Pritzker, offering insights into accountability and leadership evolution.

11. 

    19 Mar 2026TRANSCRIPT

    Starbucks CEO Brian Niccol on Leading Through Turnarounds

    Starbucks CEO Brian Niccol shares with hosts Penny Pritzker and Andrew Edgecliffe-Johnson how he leads turnarounds by focusing on core brand essentials and human connection.

12. 

    16 Mar 2026TRANSCRIPT

    Introducing: The CEO Signal

    Host Penny Pritzker and Andrew Edgecliffe-Johnson interview influential leaders steering global companies, revealing insights from the forefront of business.

Inside a recent episode

United Airlines CEO Scott Kirby on calculated bets and building a US flag carrier

Published 10 Sept 2026 · Transcript excerpt

[…] It is great. It is in the same league as Isaac Asimov is. I'm a science and history, biographies. Read a fair number of those. So let me switch a little bit to AI. Yeah. So I think initially you said AI, you weren't sure how relevant it was, but then you got yourself an AI coach. Yeah, I am now an AI evangelist at United, but what we're doing at United and what I'm evangelizing about is different than what almost everyone else is doing. Use AI to summarize documents. I don't want the summary. I want to read the footnotes and the appendix because that's where all the interesting facts are. And if you're trying to set yourself apart, if you're trying to Figure out, which I often am trying to do, figure out where everyone else is wrong. […]

Who has been a guest on The CEO Signal

Names identified in recent episode analyses. Showing up to five guests.

• Scott Kirby
• Jon Gray
• Reed Hastings
• Max Levchin
• Patrice Louvet

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.8 / 5

30 ratings

Pitching The CEO Signal

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting pitches.

Questions about The CEO Signal