Najarian Podcast

June 21, 2026

Pete Najarian and Nancy Tengler on Larry Kudlow's WABC radio show June 20th 2026

<div><span data-text="true">Pete Najarian</span> <span data-text= "true">@petenajarian</span> <span data-text="true">and Nancy Tengler</span> <span data-text="true">@ntengleron</span> <span data-text="true">@larry_kudlow</span><span data-text= "true">'s WABC radio show</span> <span data-text= "true">@LarryKudlowShow</span><span data-text="true">#VIX</span> <span data-text="true">sitting at 16-17 and looking strong after dropping another 7% last month. Crude down ~35%, gasoline plunging → negative CPI readings ahead. Tech is inherently deflationary. Big fan of Kevin Warsh bringing back monetarist discipline, money supply focus & commodity watching.Housing names heating up:</span> <span data-text="true">$DHI</span> <span data-text= "true">$HD</span> <span data-text="true">$SHW</span> <span data-text="true">AI power plays:</span> <span data-text= "true">$CAT</span> <span data-text="true">&</span> <span data-text="true">$GNRC</span> <span data-text="true">for data center demand.Solid earnings growth, young bull market. Energy deflation is a major tailwind!</span> <span data-text= "true">🔥</span><span data-text="true">#Markets</span> <span data-text="true">#VIX</span> <span data-text= "true">#Housing</span> <span data-text="true">#Fed</span></div>

June 7, 2026

Jon Najarian on Larry Kudlow Show Broke it down perfectly:"Yesterday's selloff was healthy profit-taking

<div><span data-text="true">Jon Najarian</span> <span data-text= "true">@jonnajarian</span> <span data-text="true">and</span> <span data-text="true">@jeffkilburg</span> <span data-text= "true">on</span> <span data-text="true">@LarryKudlowShow</span> <span data-text="true">Broke it down perfectly:"Yesterday's selloff was healthy profit-taking — nothing more."</span> <span data-text= "true">$SPX</span> <span data-text="true">still just 3% off all-time highs, up 7.9% YTD and 24% over the last year. Nasdaq up 10.6% YTD, small caps even stronger. Semiconductors still +80% this year despite the dip.</span><span data-text="true">#VIX</span> <span data-text="true">spiked from super-low levels — traders simply rotating ahead of the massive SpaceX IPO next week at ~$135 post-split. Smart money locking in gains in chips</span> <span data-text="true">$SMH</span> <span data-text= "true">$NVDA</span> <span data-text="true">to make room for the big inflow everyone's anticipating. AI compute demand is exploding: Google just signed a</span> <span data-text= "true">$900M+</span><span data-text="true">/month deal, Anthropic another $1.25B/month. Earnings are gangbusters (27.7% YoY growth). This is a temporary reset, not a reversal. As Dr. J always says — don't flinch. FOMO comes back fast. Stay long the future.</span> <span data-text="true">$NDX</span> <span data-text= "true">$GOOG</span> <span data-text="true">$AMZN</span> <span data-text="true">$TSLA</span></div>

May 19, 2026

Jon Najarian LA Rush hour : NVDA Records, Oil Spike, SpaceX IPO Buzz & BTC Pullback