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ABOUT THE KUDLOW CAUCUS

Larry Kudlow has gathered a group of top money managers, influential journalists and well-known political pundits to form the Kudlow Caucus. Twelve of Kudlow's highly experienced regular contributors will be surveyed (weekly) on issues key to the CNBC audience concerning money, politics and stocks.

Gain valuable insight from the best minds in the business as they reveal their predictions, expectations and insights on all important issues impacting the economy, Wall Street, Washington policy and America's prosperity.

Initial Kudlow Caucus results will air on Kudlow & Co. Monday through Friday from 7pm - 8pm ET. Look for the detailed explanations behind the votes here on the Kudlow website.

SHOW TIMES

CNBC US:
Weeknights 7p ET

CNBC Asia:
Saturday 06:00 SIN/HK
Sunday 04:00 SIN/HK

CNBC Europe:
Monday - Friday 10:00 CET
Saturday 06:00 CET
Sunday 04:00 CET
Presidential Seal Presidential
Inauguration

January 20, 2009
Text Size
Sep.05
2:45 PM ET
Friday, 5 Sep 2008
Who Will Be The Next US President?

We asked our panel:

Who Will Be The Next US President?

Barack Obama
  4
John McCain
  8










The Kudlow Caucus Breakdown

Stefan Abrams

Barack Obama
Stefan Abrams
Managing Partner, Bryden-Abrams Investment Management
Obama will be the next President. The conventions did nothing to change my mind. They are nothing more than pep rallies for the party faithful. The fact is that the U.S. economy is in recession and the party in power will pay the price.

Joe Battipaglia

John McCain
Joe Battipaglia
Market Strategist, Stifel Nicolaus
I think he’s striking the right message between experience and the need to change. And his decision to take on a woman as the vice presidential nominee is suggestive of that.

Jared Bernstein

Barack Obama
Jared Bernstein
Senior Economist, Economic Policy Institute
The Palin choice won’t be a game changer, and McCain can run from Bush but he can’t hide.  So the question remains: whose agenda will best reconnect “the greatest story never told” to the living standards of middle-class families.   For the majority of the electorate, the  answer will be Obama.

Jerry Bowyer

John McCain
Jerry Bowyer
Chief Economist, Benchmark Financial Network
By a nose. Obama broke his promise on public financing, so he’s forced onto himself a merciless schedule of round the clock fundraising. This means more gaffes for him and his partner in political tourette’s, Joe Biden. In the room, talking up the big money base, no press, they drop their guard, and forget about the ubiquitous recording cell phones. That’s where we got the bitter, God and guns quote. Remember the exhaustion factor - begging is hard work! Furthermore Obama has a glass jaw; narcissist’s usually can’t handle criticism. You can already see the McMentum building. The fight over drilling beings at the end of this month, and America’s on Sarah’s side. Bullish.

Vince Farrell

John McCain
Vince Farrell
Soleil Securities Chief Investment Officer
John McCain will be the winner. Palin looks to be an inspired choice for VP and a forceful fresh face will be welcomed. The GOP campaign has a new look after McCain’s speech. If the economy shows positive GDP for the third quarter a Republican victory will be by a decent margin. If the economy falls badly, a Republican victory will depend on McCain's being able to distance himself from Bush.

The reality of McCain and Palin will make the rhetoric of Obama seem lacking.

Jim Lacamp

John McCain
Jim LaCamp
Portfolio Manager, Portfolio Focus, RBC Wealth Management
Co-Host, Opening Bell Radio Show, Biz Radio Network
Intrade numbers are improving rapidly and Palin’s speech put her and the ticket on the map in a positive way. Her speech also had much more depth than Obama's, highlighting the fact that...as we say here in Texas....he is "all hat and no cattle."

Art Laffer
John McCain
Art Laffer
Fmr. Reagan Economic Advisor
Chief Investment Officer, Laffer Investments
In my view, the race will come down to the finish line and be decided on economics pure and simple. And, as it looks to me right now, McCain has the decided edge on economics.
Donald Luskin

John McCain
Donald L. Luskin
Chief Investment Officer, Trend Macrolytics LLC
A week ago I said it was a toss-up and abstained from answering this question. But Sarah Palin is a game changer. Her charisma is the perfect response from McCain to Obama's cult of personality. The more the media attack her, the more of a celebrity she becomes. By picking her, McCain emerges as a visionary, and a man of courage willing to hire as a subordinate someone who in many ways is his superior. Obama, on the other hand, looks fearful and not a little narcissistic for having picked tired old warhorse Joe Biden (Obama must be kicking himself now for not picking Hillary). Remember, A-players pick A-players, and B-players pick C-players. This move makes McCain an A-player. So I move my vote from abstain to McCain. Hey -- that rhymes!

Steve Moore

John McCain
Steve Moore
Sr. Economics Writer, The Wall Street Journal Editorial Board
McCain by a nose. Voters ultimately reject the Obama/Biden far left liberalism.

James Pethokoukis

Barack Obama
James Pethokoukis
Sr. Writer, U.S. News & World Report (Money & Business)
I don’t think McCain is yet where he needs to be on the economy. I think he solidified his "maverick" brand, but the economy is still a question mark. He should talk nonstop about energy, taxes and spending. Every ad, every speech.

Robert Reich

Barack Obama
Robert Reich
Former Labor Secretary
Professor of Public Policy, UC Berkeley

McCain calls for change but he's been in Washington for 26 years. He wants to distance himself from George W. Bush but has voted for him 90 percent of the time. And McCain's policy proposals would mean more of Bush's failed ones -- more tax breaks for the wealthy, more belligerence in foreign policy. Obama's proposed tax cuts, by contrast, would go to the middle class, and his proposals for health care, energy, and jobs have a far better chance of succeeding, in my humble view.

Gary Shilling
John McCain
Gary Shilling
A. Gary Shilling & Co. President
His choice of Sarah Palin revived his maverick image which separates him from the Bush administration and caters to a nation that wants change in view of tough times.

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