Tuesday 2 April 2019
hoto:
JOHN BATCHELOR SHOW
Co-host: Larry Kudlow, Director of the National Economic Council under US Pres Donald Trump.
Hour One
Tuesday 2 April 2019 / Hour 1, Block A:. Elizabeth Peek, TheHill, and Fox News, in re: The economy. Chairman Powell went overboard on interest-rate hike last year in order to attain what he thought was a more normal interest rate – didn't like the 3% or even 4% growth. No sign of recession! Evidence that this slowed growth and whacked the stock market – investors always say, “Don't fight the Fed.”
The markets had a good first quarter, although the govt took a vacation. Mfrg sector showed worry about the govt shutdown and China trade; slowdown in Europe and China. S&P dividends were up 9.5% n Q1. . . . New building and home sales picking up. Housing demand is driven by household formation. We’re still ‘way underbuilding housing. Markets are within 2% of their all-time high. FAANG, et al., may have regulatory or competition problems, but are profoundly growth stocks.
Tuesday 2 April 2019 / Hour 1, Block B: Elizabeth Peek, TheHill, and Fox News, in re: Joe Biden and the Democrats. Biden has been the major speed bump for Michael Bloomberg’s candidacy. Beto O’Rourke: Militant vagueness!
Tuesday 2 April 2019 / Hour 1, Block C: John Tamny, RealClearMarkets & Forbes, in re: The richness of the current economy. Jay Sugarman, New York real estate developer, bought a lot of land in Asbury Park, New Jersey, considered a rough neighborhood, and turned it into a desirable town. That’s what entrepreneurs do. Jeff Bezos. Hudson Yards in western Manhattan.
Tuesday 2 April 2019 / Hour 1, Block D: Bill Whalen, Area 45 from Hoover, in re: Joe Biden and the economy. Bloomberg is electable.
Hour Two
Tuesday 2 April 2019 / Hour 2, Block A: Stephen F. Cohen, NYU & Princeton professor Emeritus; American Committee for East-West Accord; author: War with Russia?; Soviet Fates and Lost Alternatives: From Stalinism to the New Cold War, & The Victims Return: Survivors of the Gulag after Stalin; in re: Russia.
Tuesday 2 April 2019 / Hour 2, Block B: Stephen F. Cohen, NYU & Princeton professor Emeritus; American Committee for East-West Accord; author: War with Russia?; Soviet Fates and Lost Alternatives: From Stalinism to the New Cold War, & The Victims Return: Survivors of the Gulag after Stalin; in re: Russia.
Tuesday 2 April 2019 / Hour 2, Block C: Stephen F. Cohen, NYU & Princeton professor Emeritus; American Committee for East-West Accord; author: War with Russia?; Soviet Fates and Lost Alternatives: From Stalinism to the New Cold War, & The Victims Return: Survivors of the Gulag after Stalin; in re: Russia.
Tuesday 2 April 2019 / Hour 2, Block D: Stephen F. Cohen, NYU & Princeton professor Emeritus; American Committee for East-West Accord; author: War with Russia?; Soviet Fates and Lost Alternatives: From Stalinism to the New Cold War, & The Victims Return: Survivors of the Gulag after Stalin; in re: Russia.
Hour Three
Tuesday 2 April 2019 / Hour 3, Block A: Bill McGurn, WSJ, in re;: Russiagate
Tuesday 2 April 2019 / Hour 3, Block B: Dan Griswold, , in re: The border
Tuesday 2 April 2019 / Hour 3, Block C: Gregory R Copley, Defense and Foreign Affairs, in re: New Zealand
Tuesday 2 April 2019 / Hour 3, Block D: Gregory R Copley, Defense and Foreign Affairs, in re: New Zealand
Hour Four
Tuesday 2 April 2019 / Hour 4, Block A: The Polar Bear Expedition: The Heroes of America’s Forgotten Invasion of Russia, 1918-1919, by James Carl Nelson (1 of 4)
Tuesday 2 April 2019 / Hour 4, Block B: The Polar Bear Expedition: The Heroes of America’s Forgotten Invasion of Russia, 1918-1919, by James Carl Nelson (2 of 4)
Tuesday 2 April 2019 / Hour 4, Block C: The Polar Bear Expedition: The Heroes of America’s Forgotten Invasion of Russia, 1918-1919, by James Carl Nelson (3 of 4)
Tuesday 2 April 2019 / Hour 4, Block D: The Polar Bear Expedition: The Heroes of America’s Forgotten Invasion of Russia, 1918-1919, by James Carl Nelson (4 of 4)