The Larry Kudlow Show

Larry Kudlow and guests Steve Forbes and Liz Peek discussing a major military escalation involving joint American and Israeli airstrikes against Iran. The participants frame the conflict as a "righteous undertaking" aimed at achieving regime change, specifically targeting Iranian missile factories and nuclear infrastructure to end decades of state-sponsored terrorism. A central theme of the conversation is the unprecedented regional alignment, as the speakers note with surprise that various Arab nations are siding with the U.S. and Israel against Tehran. Beyond military strategy, the panel critiques past diplomatic efforts like the JCPOA as "pro-appeasement" failures and briefly touches on domestic politics, including the isolation of the Democratic party regarding these hawkish foreign policies and the potential restructuring of media outlets like CNN.

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Michael Faulkender argues that current market volatility and high energy prices are merely temporary symptoms of geopolitical friction that will subside once military objectives are achieved and global oil supplies stabilize. A central theme is the optimistic outlook on declining mortgage rates, which the speakers attribute to a transition away from inflationary pressures toward a growth-oriented agenda. 

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Former National Security Adviser Robert O’Brien discusses a joint U.S.-Israeli military operation against Iran, characterizing the strike as an inevitable consequence of the regime's refusal to negotiate in good faith. O'Brien argues that the Ayatollah’s government brought the attack upon itself by rejecting a simplified diplomatic deal offered by President Trump that required the cessation of nuclear enrichment, ballistic missile programs, and support for terrorism. The discussion details a division of labor between allied forces, with Israel likely targeting specific leadership figures while American assets focus on destroying heavy military infrastructure and hardened bunkers. 

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John Carney clarifies that recent price spikes were driven by volatile service sector margins rather than trade policies, suggesting that underlying inflation remains under control. The conversation transitions into a confident political outlook, noting that a unified Republican leadership and a rebounding GDP create a strong tailwind for the administration.

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The conversation primarily addresses the economic implications of a surprise U.S.-Israeli military action in Iran, noting that while oil prices have surged, the panel views the market disruption as a temporary reaction to wartime volatility. A significant portion of the dialogue is dedicated to rebutting "AI derangement syndrome," with the speakers arguing that technological displacement is a natural, albeit stressful, phase of industrial revolutions that ultimately drives long-term productivity and stock market growth.

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General Jack Keane discusses a coordinated military offensive by the United States and Israel aimed at permanently dismantling the Iranian regime. The strategy centers on achieving tactical surprise through daylight strikes, focusing initially on the destruction of air defense systems and the decapitation of political and military leadership. Keane emphasizes that this is a comprehensive campaign of war rather than a localized operation, intended to exploit Iran’s current domestic vulnerabilities and neutralize its missile and drone capabilities. 

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Former Energy Secretary Dan Brouillette joins Larry Kudlow to discuss the economic and geopolitical implications of Operation Epic Fury, a joint military action against Iran. Brouillette argues that while a short-term price spike in oil is inevitable due to contractual risks, the global market remains stable because increased American production and excess capacity from allies can easily offset Iranian supply. The conversation transitions into a critique of the previous administration's lax enforcement of sanctions, which allegedly allowed Iran to fund terrorism through oil sales to China. 

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Forbes Media Chairman Steve Forbes and WABC Radio Host Steve Moore joins the show to talk President Trump's Tariffs.

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Today's guests include: John Carney, EJ Antoni, Michael Faulkender, Robert O'Brien, Jack Bouroudjian, Pete Najarian, Steve Forbes, and WABC Radio Host Steve Moore.

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Smart X Data Chairman, Jack Bouroudjian and Co-Founder of Market Rebellion, Pete Najarian joins Larry to talk Stock Market Watch.

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