Investors / stance tracking
What Larry Kudlow is saying
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6 dated public stances tracked since 2026-10-20, most recently 2026-10-30. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Larry Kudlow's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Larry Kudlow is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2026-10-30
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| FEDERAL RESERVE BALANCE SHEET | 1 | 1 bearish | 2026-10-28 | |
| FEDERAL RESERVE POLICY RATE | 1 | 1 neutral | 2026-10-28 | |
| INTC | 1 | 1 bullish | 2026-10-30 | |
| OIL | 1 | 1 bearish | 2026-10-28 | |
| TECH STOCKS | 1 | 1 bullish | 2026-10-30 | |
| USD | 1 | 1 bullish | 2026-10-20 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-30
TECH STOCKS
bullish
Fox Business (uncut) · uncut_tv
Tech sell-off is temporary because the economy is booming, profit margins are near historic highs, and AI represents a still-underappreciated productivity and profit generator
“Go back, buy those tech stocks on the dip”
Fox Business uncut 2026-10-30 16:52 ET (5 min)
Post-earnings sell-off across big tech names including Intel, Amazon, and Alphabet is not permanent, implying the weakness is a temporary dislocation rather than a trend change
“I don't think it's permanent”
Fox Business uncut 2026-10-30 18:43 ET (5 min)
Crude oil's Iran-related risk premium should fade because the energy complex is unlikely to be attacked while US production approaches a record 14 million barrels per day.
“You have a big risk premium because the whole world knows something's gonna happen. That won't last too long.”
Fox Business uncut 2026-10-28 13:13 ET (5 min)
2026-10-28
FEDERAL RESERVE BALANCE SHEET
bearish
Fox Business (uncut) · uncut_tv
The Fed should shrink its balance sheet because its expansion constitutes money printing that can fuel inflation.
“I kind of would like to see some kind of announcement that they're going to shrink the balance sheet.”
Fox Business uncut 2026-10-28 13:18 ET (5 min)
2026-10-28
FEDERAL RESERVE POLICY RATE
neutral
Fox Business (uncut) · uncut_tv
The Fed will hold rates steady and avoid signaling its next move because Kevin Warsh will wait for incoming economic data before changing policy.
“I think it's a do-nothing, say-nothing. Kevin Warsh is just going to let the data dictate where he goes next.”
Fox Business uncut 2026-10-28 13:53 ET (5 min)
The dollar needs to appreciate because accelerating non-fuel import-price inflation threatens broader US inflation.
“The value of the dollar has to go up, one way or the other.”
Kudlow — 2026-10-20 (Fox Business, full episode, ads cut)
Said again: 2026-10-28 (Fox Business (uncut))
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