Kass: 'Kudlow & Company' Recap

This blog post originally appeared on RealMoney Silver on Dec. 10 at 7:50 a.m. EST.

Last night's session on CNBC's "Kudlow & Company" was a treat for me, as we were joined by the always controversial and thoughtful Denny "the K" Kneale and the lynx-eyed chief cook at Strategas Research Partners, a firm that has been doing stellar economic analysis and research during the brief time of its existence, Jason Trennert.

Here are the tapes.

On the automobile bailout, I suggested that some Band-Aid relief was economically necessary but also that, to use the title of a book from my former boss, Ralph Nader, the auto stocks are "unsafe at any speed." General Motors (GM Quote), Chrysler and Ford (F Quote) managements are weak, and their business models are unsound relative to current and prospective automobile production. Both Jason and Denny agreed that now is not the time to take chances on letting the companies fail, with economic growth spiraling lower in fourth quarter 2008 and with job losses mounting. Sir Larry demurred. ...