Media Appearance: Kudlow & Company (5/09/06)

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This is a last minute substitute: 

Today’s Kudlow & Company, is on CNBC today at 5pm. I’m scheduled to be on from 5:00 to 6:00 pm.

Also on is Microsoft Bull Cody Willard, Kevin Kerr of Resource Trader Alert, and Timothy Rupert, CEO, RTI Metals Int’l, a titanium company. Guess we may be discussing metals.

Also on board:  Jim Tisch, CEO of Loews, will be around to chat about Capital Gains Tax

Topics will include $700 Gold, the TIPS Spread as a sign of inflation, and lastly, investing in Big Cap Tech Stocks. I did a quick looksee at some recent headline of the bigger cap tech names, and here’s what I came up with:

-AOL to Lay Off 7% of Work Force;

-Online Sharing Evolves for Warner Bros. Peer-to-Peer Technology, Long Scorned for Pirating, Is Tapped for Sales of Movies, Shows;

-Dell Pares First-Quarter Forecast As Price Cuts Fail to Spark Sales;

-Patent office to look into peer review

-Microsoft Net Rises 16%, But Costs Damp Results

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What's been said:

Discussions found on the web:
  1. thecynic commented on May 9

    TIPS suck because the CPI sucks.. The Fed doesn’t even really consider the CPI (instead the PCE deflator)so why should investors. the breakeven spread may give you an idea for the bond market’s interpretation of the direction of inflation but as a direct hedge it’s useless. you’d probably be better off depositing cash in a euro denominated money market fund.. anyone know the total return for 5YR or 10YR TIPS this year? i’d be surprised if they outperformed being long euros + deposit yield..

    plus why should we trust the government’s inflation data when their liabilities are indexed to this particular inflation indicator? they have no incentive to allow inflation numbers to rise.

  2. royce commented on May 9

    You’re missing HPQ’s big run over the past year and a half. It’s big cap tech, too. Better than gold over the same period?

  3. billy commented on May 9

    I’m surprised that you have no post today on Warner and P-to-P. Isn’t it one of your pet themes? Entertainemnet and Tech?

  4. emd commented on May 9

    i hope he has enough guests scheduled…. can’t wait to see if cody got a haircut

  5. Bob A commented on May 9

    Remembering talk at the local tavern from people taking cash advances on their credit cards to buy tech stocks back in 1999.. I’m thinking we’re getting close to where the locals cash in their online poker chips to buy gold stocks.

  6. emd commented on May 9

    i stopped watching half way through. i got sick of cody talking over everybody…. forget the haircut, someone needs to buy that dope a muzzle.

  7. MAS commented on May 9

    I thought Barry was going to deck Cody about the 5th time he talked over him.

    Is it just me or is Cody just not that insightful? He sounds more like a floor worker at Best Buy than an analyst.

  8. sjgmoney commented on May 9

    Cody’s not an analyst, he’s a hedge fund manager, in this case it’s a big difference.

    I find some of his stuff insightful but he had a ridiculous post today complimenting Sony for their “great” pricing strategy for the PS3. Sure Cody, great idea, price it $200 above the Xbox 360, sounds like a smart move to me.

  9. todd commented on May 10

    WOW…

    Cody was so annoying. The more I see him on the air, the more I get the feeling that he has no clue what he’s talking about. He sounds like one of those guys that should have been wiped out in March of 2000.

  10. dave commented on May 10

    Tried watching, but after the fifth hideous sound-effect BOOM!!! I responded with CLICK!

  11. v commented on May 10

    well, as one of CNBCs female viewers I appreciate CNBC having Cody on. His ultra bullish stance on Microsoft makes him slightly less attrative. I do wish he would just stay quiet.

  12. Bynocerus commented on May 10

    I don’t really have an axe to grind with Cody, but if CNN ever decides to start Cross Fire back up…

    Once again, Barry showed remarkable restraint. I get the impression he and Cody are buddies, but just because your friends with a guy doesn’t mean you don’t read him the riot act when you can’t get a word in edgewise.

  13. Bynocerus commented on May 10

    That should be you’re, not your [sic]. Looking back over some of my other posts, there’s a reason for proofing.

  14. Johnny Quest commented on May 31

    Cody is like a lapdog….And he talks way way too much. But he is a favorite son , you can tell.

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