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

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.

9-24-16 kudlow Big debate: What will Trump do? Hillary? Issues? Demeaner? Econ growth #1 issue, by far. Will Trump press it? How important?  

Big debate: What will Trump do? Hillary? Issues? Demeaner? Econ growth #1 issue, by far. Will Trump press it? How important? Horse race polls: Key states for both? Is Trump slipping? Will Ted Cruz campaign? Hillary hikes death tax. Are Bernie & Warren running Dems? Is Fed apolitical? Or is Trump right? Rate hike in December? Really? Wait for biz tax cut? Is Fed tighter than we think? Commodity indexes down. NGDP. TIPS. Dollar. Stocks liked Fed no rate hike. But, key indicators fell in August. Profits? Oil? Tax Foundation looks at econ plans from Hillary & Trump.

kudlow 9-17-16 Trump econ plan: Big tax cuts, 4% growth, optimism, JFK/Reagan tradition.  Trump plan: is a strong Trump dollar coming? False econ? Fed politicizing low rates for Obama & Hillary?  

Trump econ plan: Big tax cuts, 4% growth, optimism, JFK/Reagan tradition. Trump plan: is a strong Trump dollar coming? False econ? Fed politicizing low rates for Obama & Hillary? Trump surge in polls: Hillary health lie? More on emails? Deplorables? Trump issues, esp econ. Swing states shift to Trump. Law & Order, cops, black outreach, softer immigration. Will Fed raise rates? Former Fed governor Kevin Warsh on need for big Fed reforms. Fed Up left-wing reforms? Political Fed? Economic optimism fades: New numbers for August uniformly bad. No productivity, no biz investment Are stocks in trouble? Falling profits; no rebound likely. Why are bond yields rising?

kudlow 9-10-16: JFK and the Reagan Revolution. Would JFK be Republican today? Tax cuts & sound dollar.  15th anniversary of 9/11: we must never forget.  

JFK and the Reagan Revolution. Would JFK be Republican today? Tax cuts & sound dollar. 15th anniversary of 9/11: we must never forget. Russia-US Syria deal? N. Korea nuke test. Hillary & Trump battle over national security. Affection for Putin? Trump intel briefing shows Obama not following military advice on ISIS. Political generals? Hillary security policy: Take-out ISIS leader. No troops on ground. Trump now hammering Hillary on Clinton cash favors, classified emails. Trump polls rising. Trump reach-out to blacks: School choice, law & order, jobs. False economy? Blame Fed? But it's tax & reg problem. Immigration ranks 6th. Econ #1. Inequality v. Growth. Wealth redistribution? Do trade deficits matter? Big stock sell-off from rate-hike fears. Profits? Why Europe has no tech boom?

09-3-16 Can Trump win? Closing in polls. Econ growth repetition message.  

In stagnant economy, Hillary has forgotten JFK. But Trump & GOP continue JFK-Reagan supply-side growth tradition. Soft jobs report, no inflation: Fed will not raise rates in December. The Idle Army: America's Unworking Men. Nicholas Eberstadt AEI Econ mired in business recession. Gross Output (GO) B2B supply chain falling. Did Trump get it right on immigration? No Statue of Liberty or City on a Hill. But nails criminals. Mexico? EU wants to tax Ireland and Apple: $14b. Unaccountable, unelected, lefty bureaucrats destroying Europe. Can Trump win? Closing in polls. Econ growth repetition message. Are stocks over-valued w/ profits y/y down 5 straight quarters?

8-27-16 kudlow: Fed Jackson Hole meeting: Our money is a mess. Fed version of Davos, and just as liberal. Probably more harm than good for economy.  

Fed Jackson Hole meeting: Our money is a mess. Fed version of Davos, and just as liberal. Probably more harm than good for economy. Monetary natives are restless: From left, Dartmouth's Andrew Levin Fed-Up. Easy money, minority governors, reduce inequality. From right, former Fed governor Kevin Warsh blasts central bank. Veteran WSJ reporter Jon Hilsenrath blasts models and blames Fed for populism and public disillusionment. Other lib academics want 3-4% inflation that would ruin savers & investors. And conservative John Tamny wants to end Fed. Meanwhile economy 1.2% last 4 quarters in GDP revisions. Profits down y/y 5 straight quarters. Biz investment down again. Productivity down. Need to slash biz taxes across-the-board to revive econ, jobs, wages. Also deregulation. Obama-Care must go. Fed can produce money, but it cannot produce jobs. Need steady, reliable KingDollar to attract investment, raise confidence, keep prices stable. At 3% inflation, money value halves in 23.5 years. At 2% inflation, value halves in 35 years. Why not zero inflation? Ann Coulter book: "In Trump We Trust." But did Trump betray her on immigration? Can Trump still win? Losing in swing states. WSJ reporter Jay Solomon new book: "The Iran Wars: Spy Games, Bank Battles, Secret Deals That Reshaped Middle East." Supreme Leader Ali Khameini big winner. Why Trump tax plan is recovery winner, but Hillary's a recession loser. Want higher wages? Slash corp taxes. Stocks down on week. Fed? Profits?

8-20-16 kudlow: Trump shakes up campaign, message & management. Serious speeches. Humility. Turning point?  

Trump shakes up campaign, message & management. Serious speeches. Humility. Turning point? Why Manafort out? Steve Banner of Breitbart? Kellyanne Conway (best message strategist). Gen. Jack Keane on foreign/military strategies of Trump & Clinton. Did CentCom fudge ISIS analysis? Scott Winship: Inequality a distraction, real issue is growth. Robert Laszewski & Avik Roy: ObamaCare in death spiral, what is to be done? JFK and the Reagan Revolution pre-order. Stocks flat. Numbers better. Fed prez babbling. Hike in Sept?

kudlow 8-13-16 Trump tax plan pro-growth winner. But will he sell it?  Steve Forbes likes Trump econ plan.  

Trump tax plan pro-growth winner. But will he sell it? Steve Forbes likes Trump econ plan. Hillary tax plan anti-growth, hi taxes, inequality, fairness. Hillary tax return: Made nearly $240m since leaving White House (dead broke) Did CentCom cook the books on ISIS? Peter Schweizer: Clinton ties to Russia? Other Clinton cash issues? Can Trump recover from big drop in polls? Swing states? Retail sales slowing? Can stocks keep high ground w/ profits and productivity down?

Larry Kudlow; 8-6-16  

New post by WABCAM

kudlow 7-30-16 Who won battle of conventions?  Trump too dark & pessim? Hill & Dems grabbed Reagan high ground of optimism & exceptionalism? FDR/Reagan?  

Who won battle of conventions? Trump too dark & pessim? Hill & Dems grabbed Reagan high ground of optimism & exceptionalism? FDR/Reagan? Michael Goodwin NY Post: Hill's big speech uninspired Left wish list. Hillary recession? Trump knows you can't tax your way into prosperity. Tax cutters JFK & Reagan huge growth from tax cuts. Real Hillary? Change-Maker? Trustworthy? Really? Clinton Foundation cash linked to Putin & oligarchs. Should Trump have raised Russia & DNC hacking? Clinton campaign too? Polls even up, but only 44%. Meaning? US econ perilously close to recession. Profits & biz investment keep falling. 1.2% RGDP disaster. Might Fed really hike rates in September? Stood pat July. Level Fed & start over! Rules. Currency stability. Small biz, farmers, small banks. Phd models all wrong. Deregulate interest rates. Stanford/Hoover econ John Taylor & Wall St econ John Ryding. Stocks off for the week. What is profits story?

Kudlow 7-23-16 Pence speech saved Republican convention.  Who is Sen Tim Kaine? Will Elizabeth Warren revolt (like dummy Ted Cruz)?  

Did Trump speech get job done? Persuade he can get job done & turn country around? Optimism? Revivalism? Pence speech saved Republican convention. Who is Sen Tim Kaine? Will Elizabeth Warren revolt (like dummy Ted Cruz)? Sen Rob Portman: politics, convention & Comprehensive Addiction & Recovery Act. RNC Convention analysis: Art Laffer, Kellyanne Conway, Jim McLaughlin, Ed Klein, Michael Goodwin. Breibart's Milo Yiannopoulis on GOP break-up, Facebook's liberal bias, why was he thrown out of Twitter? Stocks keep rolling. Peter Costa, Liz Ann Sonders. Fed next week? Money & Politics A-Team: Steve Moore, Jimmy P, John McIntyre

kudlow 7-16-16 Gen. Jack Keane: Nice, Turkey. World in chaos? Lawlessness? Religious war? US War Declaration? What is our strategy?  

Gen. Jack Keane: Nice, Turkey. World in chaos? Lawlessness? Religious war? US War Declaration? What is our strategy? Former Sec State George Shultz: No country ever long maintained its military power when its econ foundation faltered. Need message of strength to rest of world. Barbary Pirates-- Tom Jefferson. First defeat of Muslim radicals. 2 homers by Donald Trump: Declaration of War & Mike Pence. Democratic platform sharp left turn. Beyond Obama! Where's Hillary growth package? Hillary blames whites & cops for shootings in St Paul, Baton Rouge, Dallas. Embraces Black Lives Matter. Trump defends cops: I'm candidate of law & order. Tear down the Fed. Start all over. (dereg rates, end interest on excess reserves, rule-based, stable dollar, small biz on Fed, end Phd phony models.) Better econ stats. 3% Q2. But 1.9% y/y. Post Brexit stock melt-up? But will profits sustain it?

7-2-16 Henry Kissinger talks about Brexit opportunities & ISIS horrors.  Financial markets recovering nicely, esp US & Britain.  

Henry Kissinger talks about Brexit opportunities & ISIS horrors. Financial markets recovering nicely, esp US & Britain. Justice Minister Michael Gove v. Home Secretary Theresa May. Tories need leader & vision. Independence Day: Life, Liberty & Pursuit of Happiness. We must work to keep it that way. Greatest country in history of the world. Top AEI economist Kevin Hassett talks about Brexit impact, tax reform, trade, outlook for jobs and economy. Book Notes: WSJ Kim Strassell: The Intimidation Game. Blaze Dana Loesch: Flyover Nation. Steve Moore on Energy Independence. Strange case of Loretta Lynch & Bill Clinton. What is really going on here? Can we trust stock rally? Profits still falling.

0:00/0:00
Video player is in betaClose