The Larry Kudlow Show

The Larry Kudlow Show

United States

Each Saturday, The Larry Kudlow Show provides listeners with the latest on the unemployment rate, congressional budget battles, and how all of this affects their wallets. In this three-hour call-in program, Larry offers insight and expertise to help investors better navigate tomorrow's evolving economic and political terrain. Widely regarded as one of the top economists in the U.S., Larry is also a popular CNBC weekday anchor for The Kudlow Report and The Call.

Episodes

kudlow 3-25-17 GOP missed great opportunity to repeal & replace OB-Care. Limit gov't. end entitlement. Reagan 70% rule? Get to Senate, then conference, then reconciliation.  

GOP missed great opportunity to repeal & replace OB-Care. Limit gov't. end entitlement. Reagan 70% rule? Get to Senate, then conference, then reconciliation. Plenty of blame to spread around. Ryan never worked w/ Freedom Caucus for changes. Done by Trump-- yeoman's work. How could Ryan not understand reconciliation rules stretched to regs? No one talked to parliamentarian until Sen Mike Lee! Essential benefits? Guaranteed issue for sick. Tax credits? Freedom Caucus could have made Reagan-type deal. Missed opportunity for tax repeal. Especially capgains = 1000-1500 on Dow. Help econ & stocks. Is it dead? Or just a battle to win long war? Ryan revolt? Meadows, Jordan, Blackburn? Shake-up in WH? Has Ryan changed? Supply-side to root canal? But, now tax reform could come 4-5 months earlier. Get rid of BAT. Work reconciliation. Include Freedom Caucus. Corp tax cut helps middle class wage-earners the most. Should have been done first. Retroactive Jan 2017? Stocks worst week since October. Trump worries about tax reform & reg rollback? Worldwide mfging getting better? Profits? !% RGDP Q1? Low revenues & NGDP? Change strategy? Trade protectionism hurts consumers most. Insourcing creates good-paying jobs. Infrastructure? Security: wall, refugees, destroy ISIS. People want peace & prosperity.

kudlow 3-4-17 Trump's speech optimistic & transformational. Civility, bi-partisan, unity. National confidence.  Nick Eberstadt: "Men w/out Work: America's Invisible Crisis." Our miserable 21st century.  

Trump's speech optimistic & transformational. Civility, bi-partisan, unity. National confidence. Nick Eberstadt: "Men w/out Work: America's Invisible Crisis." Our miserable 21st century. David Smick: "There's Plenty of Hope for Tax Reform." As Trump unmuzzles econ, rosy scenario will become econ reality. Mark Krikorian: Kinder, softer Trump immigration policy? Avik Roy: ACA reform a tax cut in reconciliation? Biz tax reform also? Is Medicare really going broke? Refundable tax credits a new entitlement? Trump hasn't yet made decision on BAT. WH battle. So many contradictions. Hi dollar hurts exports. Tax imports w/ consumer price hikes will weaken growth; $1.1 TR pay-for never happen. Why not 3-4% growth? Policies affect productivity & work effort. Yellen signals rate hike. 35%- 90% w/ no new numbers! Commodity price rule. Taylor rule. Non-labor inflation model. Trump rally still booming. Profits rising. Better numbers PMI globally. Tech bubble?

kudlow 2-25-17 What should Trump say to joint session of Congress?  If Trump unmuzzles econ, then rosy scenario will become econ reality. Why didn't econs attack Obama's 4% RGDP.  

What should Trump say to joint session of Congress? If Trump unmuzzles econ, then rosy scenario will become econ reality. Why didn't econs attack Obama's 4% RGDP. Trump must enact biz tax cuts first to trigger growth. OB-Care a tax (Judge Roberts). Put them together in 2017 budget reconciliation. Middle class benefit. Is Boehner correct that GOP has no OB-Care replacement? Medicare not going bust? Mnuchin suggests no collision between Trump & Yellen. Also no quick action on China yuan manipulation & trade. State of border tax? Why is Trump attacking foreign investments in US? Are trade deficits bad? What does economic nationalism mean? Citizens of world? Davos-EU? Multinationals? Trump bull market continues? Are profits flattening again? Bitcoin role?

kudlow 2-11-17 Sen David Perdue (R, Ga) opposed to border adjustment tax (BAT).  Trump new exec order to protect national security w/ refugee moratorium?  

Sen David Perdue (R, Ga) opposed to border adjustment tax (BAT). Trump new exec order to protect national security w/ refugee moratorium? Better relations w/ Japan: Trump/Abe positive press conference. Golf diplomacy at Mara Lago. Trump gets 3 new picks for Fed, w/ 2 more next year. Easy or tight policy? Dollar? KingDollar & tax cuts = growth. New Trump tax reform developed by Gary Cohn. What's it mean? Alan Reynolds: do trade deficits matter? Mexico? China? Down w/ BAT. CEA downgraded out of cabinet. Will there be anyone? Who advises Trump on contradictory macro outlook? Roger Stone: "The Making of the President 2016: How Trump Orchestrated a Revolution." Better profits and Trump tax cuts drive stocks higher.

kudlow 2-4-17 Populism from Trump & Andrew Jackson: what's it mean? Nationalism? Historian HW Brands "The Life and Times of Andrew Jackson."  

Populism from Trump & Andrew Jackson: what's it mean? Nationalism? Historian HW Brands "The Life and Times of Andrew Jackson." SCOTUS Neil Gorsuch: perfect candidate. Against deference to regulatory agencies. Iranian sanctions for illegal ballistic missile tests. Decent jobs report. Fed rate hike? Doubtful. Trump meets biz-CEOs : Tax reform soon. ACA sooner. Clarify refugee terrorist moratorium. Dodd-Frank too. Ways & Means chair Kevin Brady on taxes & ACA & timing. Repeal all ACA tax hikes. 25% dollar rise? Dow 20,000 back. Profits? Trump? Trump & Navarro want cheaper dollar. Blame Germany. Won't affect trade deficits. If Trump growth policies go through, dollar higher & trade gap wider. Huge capital inflows.

kudlow 1-28-17 To speed growth, cut taxes now. Kudlow-Moore WSJ. Bi-partisan? Regular order?  GOP ACA plan: Cong Diane Black, interim House Budget chair. Reconciliation?  

To speed growth, cut taxes now. Kudlow-Moore WSJ. Bi-partisan? Regular order? GOP ACA plan: Cong Diane Black, interim House Budget chair. Reconciliation? War against Mexico? Wall? 20% BAT? Whole thing giving me headache. Mary Anastasia O'Grady. Pena Nieto. Go after China, not Mexico. Eradicate ISIS? Destroy Raqqua? Gen Jack Keane. Great week for Trump. Keeping promises. Big energy. Pipelines, ACA, vetting refugee (only those who support and love America), rebuild armed services, tax reform, dereg. Optimism. Think big, dream bigger. Pro-life rally w/ Pence & Kellyanne. Miami no longer sanctuary city. Catch and deport. Criminal illegals. Chicago?

kudlow1-21-17 Special show devoted to Trump inaugural.   Did speech work?  

Special show devoted to Trump inaugural. Did speech work? Nationalism, globalism. protectionism, populism. Economic growth? Tax reform? Dollar? Civility? Bi-partisanship? JFK-Reagan influence? Attack on both parties in Congress. No reach-out to presidents (small to Obama), though he did praise Hillary at lunch. Good optimism at end. Financial markets response and outlook?

kudlow 1-14-17 GOP agenda: Jeb Hersarling on ACA, tax, Dodd-Frank, monetary reform.  

GOP agenda: Jeb Hersarling on ACA, tax, Dodd-Frank, monetary reform. Dave Smick: Main Street capitalism can grow our econom Is Trump rally over? Did Trump come out ahead in his press conference? Steve Forbes leading charge against border tax. Worried about yax reform.

Kudlow 1-7-17 Steve Forbes: the new world according to Steve Forbes. Trump, taxes, trade, regs, money. Econ & interest outlook. 100-year bonds.  

Steve Forbes: the new world according to Steve Forbes. Trump, taxes, trade, regs, money. Econ & interest outlook. 100-year bonds. Repeal & replace OB-Care? 1st legislation/budget res & reconciliation. Plan? Phase-in? Is Medicare going bankrupt? Protect sick? Biz tax reform first? Combine w/ OB-Care? Sen Chuck Schumer poisoning political water: confirmations, healthcare, judges, taxes. Is that change election? Dem message lost. No bipartisanship? Civility? US-Mexican border wall? Border Adjustible tax plan? Jobs: slower growth, faster wages. Fed tightening? Productivity, labor force? Take muzzle off econ growth. 2.9% Q4 RGDP Atlanta Fed. Employment/population ration low. Full employment? Late-cycle slowdown? Recession? Stocks up. Is profits recession over?

kudlow 12-31-16 Gen Jack Keane: What is going on w/ Russia? Obama too little too late? Throw out diplomats? Sanctions?  

Gen Jack Keane: What is going on w/ Russia? Obama too little too late? Throw out diplomats? Sanctions? Covert ops? Hacking election? Trump response? Putin playing nice w/ Trump? Syria deal w/out US? Obama doing everything to make it hard for Trump? Russia. Israel. Off-shore oil drilling. He could have beaten Trump. Will Dems poison political water at every turn? Help or hurt them? Trump transition? Taxes, tariffs? Which is first: ACA ot tax reform? China trade war? Integrated N. American energy keeps NAFTA alive. 2017 stocks as good as 2016? 20% profits rise? Trump rally continues? Israel betrayal by Obama? There is no legal Palestine state, so 2-state strategy can't work. Trump response to UN?

Kudlow 12-24-16 Trump transition transcendent, but econ first priority.  End of war on biz. Reward success. Successful biz cabinet is right.  

Trump transition transcendent, but econ first priority. End of war on biz. Reward success. Successful biz cabinet is right. Wish we could have both ACA and tax reform in single budget reconciliation. Otherwise 2017 econ will stall. Fiscal outlook? End QE? Obama nuts: Vote against Israel in UN? Trump right: Upgrade our nukes. Peace through strength. Dems will poison all political waters. Terrible strategy. Obama/Hillary all over again. New message? Bi-partisanship? JFK/Reagan. Getting back to work. Working-class Americans have duties as well. Michael Strain & Heather McDonald. Right way to do infrastructure: Steve Moore. Energy holds N. America together. Cannot end NAFTA. Will stocks cross 20,0000?

Kudlow 12-3-16 Carrier deal in Indiana: good or bad? New sheriff in town?  Trade policy to help workers: Ed Conard  

Carrier deal in Indiana: good or bad? New sheriff in town? Trade policy to help workers: Ed Conard Everyone wins w/ Trump's across-the-board tax cuts. 78% go through biz. Top 1% earns 19% of income but pays 38% of taxes. Why punish success? Pence promises ambitious agenda. End ACA, immigration, SCOTUS appointment, tax reform, military build-up. Wm F Buckley Jr best eulogies: "A Torch Kept Lit" by James Rosen. Jobs report OK. Fed hikes in December. Trump appoints 5 Fed governors: monetary rule? Richard Clarida weighs in. Stocks slip. Bond rates rise. Profits better. Trump growth vision. Everything changes?

11/26/16:  Trump Cabinet Picks; and the Reagan GOP vs. Trump's GOP:  Conservatism vs. Populism?  

Larry's Guests and Topics: Gen. Jack Keane: Trump's national security challenges. Generals at NSC, DoD, State? Lt Gen Michael Flynn, Gen James Mattis, Gen David Petraeus. Russia, Syria, Iraq, Afghanistan, ISIS, China, N. Korea. Dana Petrino: "Let me tell you about Jasper: How My Best Dog Became America's Dog." Trump press sec and communications director? Kellyanne Conway & Sean Spicer. Jason Miller? Trump's stock market growth rally: Real rates, Real dollar, Real GDP all up, along w/ stocks. Profits? Econ stronger or weaker? Interest rates & multiples? Former Dallas Fed President Richard Fisher: Trump will have 5 appointments. Reform Fed? Dec target rate hike? Follow rates higher in stronger economy?

11-19-16 Cabinet picks: what have we learned? Jeff Sessions A-G; Mike Flynn NSC; Mike Pompeo CIA. Priebus & Bannon.  Steve Bannon predicts "entirely new political movement." ADC backs off bigotry charge.  

Things already getting better: stocks, Trump unity (Ryan, Schumer, Romney), cabinet picks, calm Trump, consumer confidence way up, econ confidence way up WAPO: 59% confident econ will improve under Trump, 52% confident higher living standards. Gallup econ confidence index soared 13 points last week. End war on biz & capital. End war on energy. Pence replaces Christie in Transition Comm. Cabinet picks: what have we learned? Jeff Sessions A-G; Mike Flynn NSC; Mike Pompeo CIA. Priebus & Bannon. Steve Bannon predicts "entirely new political movement." ADC backs off bigotry charge. Kevin Brady wants deficit-neutral tax reform. Trump impact on stocks & bonds & dollar: Jason Trennert. Buy stocks, sell bonds? Growth is coming. Trump is under-owned. Fed rate hike in December? Certain. Follow long rates higher. 70% long rate rise from real rate ( tax cuts increase capital returns). Trump could appoint 5 Fed governors!! Remake board. Melanie Kirkpatrick on real meaning of Thanksgiving. This year a good one? Trump on bank reform? Wall Street or regulation?

kudlow 11-12-16 Already, things are feeling better. Pence, Kellyanne, Trump-Obama, Trump-Clinton, Trump-Ryan. Unifying. Inclusive.   Huge Trump rally in stocks. Pro-growth plan.  

Already, things are feeling better. Pence, Kellyanne, Trump-Obama, Trump-Clinton, Trump-Ryan. Unifying. Inclusive. Huge Trump rally in stocks. Pro-growth plan. Cong. Kevin Brady talks tax cuts & GOP agenda. Trump shift on Obama-Care? Will Fed raise rates? Should they? John Taylor & Michael Boskin: Are Trump-GOP policies correct. Take muzzle off econ. Infrastructure. Doug Schoen-John McLaughlin on election. Rustbelt-Sunbelt realignment for GOP? Did Obama far left policies kill Hillary & Dems in Congress & State Houses? Trump strategy for stocks? Winners & losers?

Larry Kudlow with Gov. Mike Pence (10-29-16)  

Governor Mike Pence joins Larry while on the campaign trail just 10 days before Election Day

Kudlow 10-22-16 Is the race over? Or does Trump still have a path? Secretary George Shultz, plus Money & Politics  

Trump's Gettysburg speech: blunt & clear on tax cuts v. tax hikes. Prosperity v. recession. JFK, Reagan, (Bill Clinton). If Hillary's tax and spend, Obama 3.0, was going to work, it would have already worked. But it failed. Time for change. Please Mr. Trump, hold on to your defense of life, unborn, judges, Roe v. Wade to states. Gift from God. Is the race over? Still a path for Trump? Al Smith dinner: more incivility. Steve Bannon: vote-rigging, conspiracy Carlos Slim NYT, Jeff Bezos WAPO, get Paul Ryan? TV network w/ Trump? Trump ant-Nafta & immigration hurting in Arizona, NM, Colorado, Nevada. 32 electoral votes. McCain ok. George P. Shultz "Learning from Experience." Greatest living American. Kevin Warsh & LK. Write-in vote? Prof. Jeremy Siegel: Passive investing

kudlow podcast 10-15-16: What in God's name is going on w/ this election mess? Trump? Hillary? Voters hate them. No civility. No issues.  

What in God's name is going on w/ this election mess? Trump? Hillary? Voters hate them. No civility. No issues. John McLaughlin- Arnold Schwarznegger strategy? News conference w/ wife, apologize, back to issues. No Steve Bannon global conspiracy/Carlos Slim?/NYT/apocolypse now. Race not over yet. Arnold comeback Thursday before election. GOP Senate & House? Coordinated sex allegations? Media not covering WikiLeaks on Hillary/Podesta. Should Christians vote for Trump? Supreme Court? Arthur Laffer will tell us right policies to rejuvenate economy. World according to Laffer. What lies ahead for growth, jobs, rates, Stocks. Is election over? Hillary pulling away? What will her policies be? Power couple: Hillary & Paul Ryan? Agendas? Deals? Repatriation for infrastructure? Clinton tax plan v. Trump plan: Recession v. prosperity. Gold down, bond yields up? Yellen will overshoot inflation. No rate hikes. Sell banks?

Kudlow 10-8-16  

New post by WABCAM

Kudlow 10-1-16 Hillary's tax hike plan is recession. Trump's tax cut plan is prosperity. But Trump must persuade.  Kill the death tax-- Cong. Warren Davidson, R, NC  

Hillary's tax hike plan is recession. Trump's tax cut plan is prosperity. But Trump must persuade. Kill the death tax-- Cong. Warren Davidson, R, NC What is Trump's monetary policy? Judy Shelton v. Scott Sumner. Attacks on Trump trade policy: Alan Reynolds v. Peter Navarro. Putin's master plan-- new book by Doug Schoen. Stocks up, profits down? Deutsche Bank impact? Fed to buy stocks? Economic crawl. Fall-out from debate? Polls moving? I am sick of Alicia Machado.

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