Kudlow & Company Video

As per the prior post, here is the video feed, parts I & II:

I still don’t understand why being Bullish on Energy, Agriculture and select Tech is so hard to get — I ran out of time, otherwise, I would have mentioned we were short AIG and Monster.com (MNST)

Happy viewing:

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click for video (16 mins)
Kudlow_part_1_may_28

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click for video (8 mins)
Kudlow_may_28_part_ii

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Part I

embedded video

Airtime: Wed. May 28 2008 | :07:0 08 ET

An outlook on the markets, with Ken Heebner, CGM Focus Fund; Jim Lacamp, RBC Dain Rauscher; Barry Ritholtz, Fusion IQ; and CNBC’s Larry Kudlow.

Part II

Airtime: Wed. May 28 2008 | :21:0 08 ET

An outlook on the economy, with Joe LaVorgna, Deutsche Bank; Peter Morici, UC Maryland business professor; Jim Lacamp, RBC Dain Rauscher; Barry Ritholtz, Fusion IQ; and CNBC’s Larry Kudlow.

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What's been said:

Discussions found on the web:
  1. Willydog commented on May 28

    Barry – great job! Somebody has to keep the bulltards in check. I can’t believe how clueless some of the bulltard guests are

  2. bbb commented on May 28

    As a person who has been long energy and related sectors for several years, I can understand the concern in staying with the theme. In (if??) a slowing global economy and given the run up in the valuations (and the amount of press the sector gets)- there is little room for error. What I don’t understand is how The Kud can be a bull on the economy and not believe energy goes up. I could understand it if he thought there was no inflation with a slowing economy. He seems to want it both ways. I am waiting for Playboy models to join a cricket or Boots and Coots before I get out of the sector….

  3. engineer al commented on May 28

    One of the five gentlemen looks tanned and rested from the long holiday weekend.

    The other four look kind of … well, too bad. Maybe it’s their neckties or there’s a problem with their studio lighting.

    I’m also bullish on ag, if only because I’m in the middle of it. But I also remember what started in 1980 or so.

    “Bullishness”: this too shall pass.

  4. Jagmohan Swain commented on May 28

    Barry’s brief talk on need for a sound alternative energy policy was a real good one.After IT revolution an alternative energy revolution has the potential to usher in large scale prosperity not only in USA but all over the world.New Industries, New jobs, Less pollution and less money for Saudis.Terrific prospect in deed.

  5. JT commented on May 28

    FYI & off subject – the pipeline that pushes heating oil, mo gas, highway diesel from the gulf coast into Ohio Valley & Northeast just went off transit time. This means that you put your barrels in the system in Texas today you can pull the barrels in New York today. This is a big deal. It means that products are getting backed up and supply, thats right, supply is not an issue which also means that demand is not an issue. Does not mean it won’t change but right now it is not supply and demand.

  6. Phil commented on May 29

    I thought Uncle Larry said everything was all better?

    “….The cost of insuring against default on the bonds of Lehman Brothers, Merrill Lynch and other big banks and brokerages has surged over the last two weeks, threatening to reach the stress levels seen before the Bear Stearns debacle. Spreads on inter-bank Libor and Euribor rates in Europe are back near record levels.

    Credit default swaps (CDS) on Lehman debt have risen from around 130 in late April to 247, while Merrill debt has spiked to 196. Most analysts had thought the coast was clear for such broker dealers after the US Federal Reserve invoked an emergency clause in March to let them borrow directly from its lending window.

    But there are now concerns that the Fed itself may be exhausting its $800bn (£399bn) stock of assets. It has swapped almost $300bn of 10-year Treasuries for questionable mortgage debt, and provided Term Auction Credit of $130bn.

    “The steep rise in swap spreads this week is ominous,” said John Hussman, head of the Hussman Funds. “The deterioration is in stark contrast to what investors have come to hope since March.”…”

    http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2008/05/29/cndebt129.xml

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