Media Appearance: Kudlow & Company (9/27/07)

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Tonite is Kudlow & Co. from 5:00pm to 5:30pm or so, on CNBC.

In addition to your humble scribe, John Rutledge, Joe Battipaglia and Jason Trennert are part of our calvacade of white men.

~~~

On a related note, CNBC is doing something that I have long been advocating for: Moving some shows around so as to better match up the content with the most suitable time slot and appropriate audiences.

Starting October 10th, Kudlow & Company moves to 7:00pm. That will allow the first half of the show to be economic/stock focused, and put the political/policy half of the show closer to Prime Time. 

At the same Time, Fast Money moves to 5:00 pm: Its a more trading oriented show, and their audience is still sitting at the desks and turrets wrapping up the day.

Given the coming competition, this is a good move. I expect to see more tinkering with the CNBC line up in the coming weeks . . .

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Discussions found on the web:
  1. Brian B. commented on Sep 27

    I’ll be watching! You and Joe B. on the same show? My 2 favorite realists!!! I daytrade ES futs… and i got to tell you, i get a real uneasy feeling this week. Just seems like market coiling up for something. Might even pop up to new highs… oh the fools!! Have a great show tonight BR.

  2. sanjosie commented on Sep 27

    Hey! You got to make your points! Clear sailing. It was good. Trennert was screwing up his face, but he didn’t step on your statements.

  3. techy2468 commented on Sep 27

    so interest rates maybe cut again….and looks all other currencies are almost pegged to the USD.

    dont know what to do with my money, dont ask me to risk it in any Equity market….most are overpriced given the current risk factors.

    but hong kong and india stock exchanges are getting all the inflow from the dollar fleeing usa.

    but its so risky to get into these markets….they are totally overpriced….since their current price is mostly because overseas investors want a sustitute for US market.

    looks like everyone has ton of free money to play except me :)

  4. PeterR commented on Sep 27

    Nice tan!

    Wish LK would let you complete your thoughts.

    Ditto Brian B re uneasy feeling.

    End of quarter could unleash the spring either way IMO.

  5. Shrek commented on Sep 27

    Enjoyed the panel. I thought everyone did a nice job.

    The fed has to face a lot of political pressure to lower rates because everyone thinks that is the solution to the problem. Apparently no one realizes that we could wind up with 5 dollar gas.

    Joey P is right, the situation isnt going to save housing. It was a bubble and is going to end up like the last bubble. The sooner we get done with it the better even if it means some massive financial stress. Its time to protect your money.

  6. Dblwyo commented on Sep 27

    Amazing what a little competition will do. Those are big enuff somebody was in the backroom working it thru for months. Something more interesting, at least to me. Having given up TV for Lent and beyond use the on-line video via MSN Money and they’ve completely re-vamped the vid viewer. Much…much better. Somebody’s really putting in some over-time, thought and $. God I love the smell of competition….

  7. rickrude commented on Sep 27

    so interest rates maybe cut again….and looks all other currencies are almost pegged to the USD.

    dont know what to do with my money, dont ask me to risk it in any Equity market….most are overpriced given the current risk factors.

    but hong kong and india stock exchanges are getting all the inflow from the dollar fleeing usa.

    but its so risky to get into these markets….they are totally overpriced….since their current price is mostly because overseas investors want a sustitute for US market.

    looks like everyone has ton of free money to play except me :)

    Posted by: techy2468 | Sep 27, 2007 5:39:23 PM
    >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

    by holding USD, you are bullish on the USD.
    I believe holding USD is very risky.
    Good Luck

  8. Norman commented on Sep 27

    One bit of ‘tinkering’ CNBC should do is to take the marbles out of Maria’s mouth. But I guess it works for some part of the audience.

  9. justin commented on Sep 27

    CNBC, I quit watching it months ago…too much unneeded noise. It’s hard enough not to over-handicap. I’m with those who saying that there is something brewing…my guess is that things are going to fall off the table.

  10. Greg0658 commented on Sep 27

    I may end up missing / surfing between NewsHour and the new time slot here in central zone. I’d rather see the 7 CT slot cause I can watch KeithO at 11 in rerun.

    How come NewsHour and Kudlow are not rerun?
    Rairly do I record. Larry gets great guests tho.

    Hey, if someone (like me) recorded the show, played it on a tv screen beside me in studio setup, and re-recorded me yelling at Larry and guests, and put it up on YouTube, would that be copyright infringment?

    ps – many times I’d be heard saying to Barry, getum – as I slap someone upside his/her head.

  11. jake commented on Sep 27

    joe b a realist? there was no one more bullish during the dotcom bubble than joe b.

  12. techy commented on Sep 27

    rick..

    luckily i am not holding USD, but Rupee in 9% earning bank CDs. (but worried about rampant inflation in india due to all the money flowing in)

    so far it looks like a good gain since rupee is appreceating against USD.

  13. Chief Tomahawk commented on Sep 27

    Kudlow’s show needs to reduce the politics part. Whereas the economy debate is interesting, the political debate is mired by party affiliation and little of importance ever surfaces. Maybe just play sound clips and replace the pols with sock puppets for a spin on things. Or just turnover the political segment moderation to Triumph the insult comic dog…

  14. Brian B. commented on Sep 27

    joe b a realist? there was no one more bullish during the dotcom bubble than joe b.

    Posted by: jake | Sep 27, 2007 7:36:12 PM

    Jake,

    sorry buddy didnt know him back then so lets just say “a recent realist”?

  15. John Bennett commented on Sep 27

    Joe B. was a bull for a long time, however it was at the proper time (up until 6-9 months ago).He is bearish now (realist). I think he knows of what he speaks. I always thought he was a “permabull” but I’ve got a lot more respect for him now.

  16. rickrude commented on Sep 27

    techy, holding rupees is not a good idea,
    holding hard assets and resource companies
    is a good idea. that is my opinion.
    Indians love hard assets.

  17. Stu commented on Sep 27

    About Joe B. He has definitely become much more thoughtful. I referred to him as Joe BagofBaloney back during the bubble because he was so bullish. I guess he has learned some lessons as we all have.

  18. Chris commented on Sep 27

    can’t stand watching Kudlow anymore. I like people to finish their thoughts, but I guess the producers like oafish behavior. can’t stand Cramer anymore either..while I’m at it, can’t stand that Trish person…MB is ridiculous. what are they smokin at CNBC?
    although I give Kudlow credit for me learning about Barry, who I do like…

  19. CJ commented on Sep 28

    …our calvacade of white men.

    What’s wrong with that? Who wants to waste time listening to affirmative action hires?

  20. Momo Fader commented on Sep 28

    Barry, I didn’t hear too much of you today. Larry K really does a good job of keeping you under wraps. Sounds like he’s getting more and more concerned about inflation. Maybe you can get him to admit to the duplicity of the CPI measurement, like Bloomberg has. Didn’t hear much discussion about CPI on the show today. Did I miss it?

    I agree with you that the schedule change makes a heap of sense. That network needs far more than a change of schedule to be relevant though. They need a culture change. Do they really think that these 3-5 minute segments with 2-4 talking head guests speaking in soundbites on complex issues are helpful in the least? The early am segments on Squawkbox are better. Didn’t they have Peter Schiff on as guest for a whole hour recently? How many minutes of commentary did that add up to by Peter? 5,6? Maybe? They treat him with such contempt too, like a traitor or a heretic. I’ll give Kudlow this: he always treats you with graciousness and praise; like a guest.


    Hey, if someone (like me) recorded the show, played it on a tv screen beside me in studio setup, and re-recorded me yelling at Larry and guests, and put it up on YouTube, would that be copyright infringment?

    [..]

    Posted by: Greg0658 | Sep 27, 2007 7:09:44 PM

    IANAL, but I do know something about copyright law. That would definitely fall under the criticism category of fair use.

    http://fairuse.stanford.edu/Copyright_and_Fair_Use_Overview/chapter9/9-a.html

    The thing about fair use is that it’s only as strong as your willingness to defend it. Otherwise the big media will gladly run roughshod over your rights with a swarm of corporate lawyers.

  21. Joe Battapaglia commented on Sep 28

    I was a mega Bull the entire run up in the 1990s.

    I did, however, overstay the bullish case from 2000 forward. My mistake was recommending buying tech, telecom and internet stocks when the Nasdaq went from 5000 to 4000 to 3000.

    I stayed bullish all the way down to 1100.

    Since then, I have discovered risk and capital management. Its been a very humbling experience . . .

  22. Brian B. commented on Sep 28

    Joe B.

    Nice reply, It takes quite a man and an astute investor to admit when they have made mistakes. Sent you an email, You are really good on these talkshows, I love the exasperated looks you give when some “expert” is slobbering over how the market is going to go to 18,000!!! Keep up the great work Joe! You always come off intelligent, concise, and knowledgable. Have to agree with the above commenter, its really ridiculous to spend 4 min segments with 4-6 talking heads, is that frustrating for you guys? make the trip to a local studio, get ready, for about 90 seconds of brief comments before you are cut off?

  23. Greg0658 commented on Sep 28

    I’m keenly aware of the bottomless pockets of power … and the fact theres a penny of mine in them pockets

  24. Stu commented on Sep 28

    Joe B,

    Thank you for your candor and keep up your compelling insights on Kudlow. Hopefully Larry will let you complete a thought now and then. We all know what he thinks, it is what you think that we are interested in.

  25. Amar commented on Sep 28

    Hey techy,

    Inflation in India is not high at all.. official inflation dipped to 3.23% this week from over 6% about a year back. But like US, the CPI figures are hardly reliable of whats happening on the ground.

    Policy rates in India remain high and are likely to ease off a bit going forward (coming off a two year tightening cycle).

    BTW Rupee is the best performing currency YTD.

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