Another appearance on Kudlow & Co. tonite, from 7:00 to 7:30pm (ish).
Also on tonite: David Malpass, Bear Stearns chief economist, Jimmy Pethokoukis, senior writer at U.S. News & World Report, Andy Busch, global FX strategist at BMO Capital Markets, Jim Awad, chairman of WP Stewart Asset Management, and Don Luskin, chief investment officer, Trend Macro.
Note that Jimmy Pethokoukis and I have a bet as to whether or not there is a recession or not.
UPDATE: May 14, 2008 11:47pm
Considering it was 4 on 1, I thought I held up pretty well.
In comments, several people were critical of the appearance. While I
appreciate the perspective, its very difficult to explain what live TV
is like (or in this case, Live to tape).
You have 15 seconds to make a point. What you really need is 15
minutes to discuss any of these items in appropriate detail. Instead,
its a series of feints and jabs, parries and thrusts. My goal is to
intelligently discuss these issues, focus on reality, while presenting
my firm in the best possible light.
For those of you who have never done TV, its a matter of choosing your battles. And, its much harder than it looks.
Almost every time I am on, I have a “Terminator moment” — 4 good
answers pop into the frontal cortex (POSSIBLE RESPONSE: YES/NO; OR
WHAT?; GO AWAY; PLEASE COME BACK LATER; FUCK YOU, ASSHOLE),
This being tv, I am forced to go with the economic equivalent of “F*ckYou a**hole.” The pithy response that makes the point, not the longer soap box answer I would rather make.