nio. we can trade that pre-earnings move for 2-3 weeks and make money on it -- charles: right. >> -- and ideally the report is good, but if it's not, we get out before the report, and then -- charles: all right. danielle, we've got to leave it there. thank you very much. we'll be watching. you've got a great track record. liz claman, pretty different than last time i handed it over. liz: nasdaq up 400 points. [laughter] this is a really significant rally. charles, great to see you. thank you. march roaring in like a lion, you guys, on this first trading day of the new month. markets rallying as the nearly $2 trillion stimulus bill, you know, i know we keep saying this, but inching closer and closer to reality. bond selling levels off, the oracle of omaha dropping some pearls of wisdom in his much-awaited annual berkshire hathaway letter. one of those pearls has an entire sector spiking. why? our floor show traders know. wait until you see the stock

moves. as johnson and johnson's newly-approved vaccine rolls occupant across the nation as we speak, how to so the daily leftover issue -- solve the daily leftover issue that sparked a new phenomenon, vaccine chasers. our medical power panel is here on this first year anniversary of new york's very first confirmed covid case. and if the j&j shot gets us closer to herd immunity, does that mean you should start booking your summer vacation now or at least invest in the name that could benefit host? travel and leisure company ceo michael brown is here in a fox business exclusive and, yes, yes, we will talk about how hot the maldives are. we begin with breaking news, two totally different investments are blazing higher at this hour. look at the market mas at the moment. -- markets at the moment. dow up 708, the nasdaq up nearly 400 points. but bitcoin has jumped from $43,000 this morning per coin to $48,402 right now.

this after citi analysts said bitcoin was at a, quote, tipping point between mainstream acceptance and a speculative implosion. [laughter] there's a big gap in between those two things, but the second, the second investment that's moving so hot involves two people who do not think highly of bitcoin at all, warren warren buff dependent and his vice chair -- buffett, and his vice chair, charlie munger. bitcoin, this digital currency that's out there that people say, oh, it might be the next big thing. what do you think? >> i think it's rat poison. [laughter] put it down as undecided. liz: about five years ago we asked charlie munger what he thought of bitcoin, and he said rat poison. back then it was about $100 plus, today it's $9,000. is it still rat poison? >> well, probably rat poison squared. [laughter] liz: so what do they think is important enough to invest $18

billion of berkshire company cash in? not bitcoin. in his shareholder letter released over the weekend -- have it right here, 15, 16 pages -- energy is on a mission to expand the nation's outdated grid by connecting it to cleaner renewable energy. and look at how solar stocks are electrified right now. they are spiking higher not just by, you know, 1% here, but you've got sun run up 7%, sun power up 9%. you can see the rest of these names really on the move. to the floor show, tom hayes and prosper trading academy's scott bauer. scott, i'll bin with you. both -- begin with you. we know that berkshire hathaway energy still has huge investments in crude and nat gas, but buffett devoted a large amount of ink to how bhe is perfectly positioned for the need for a massive makeover of

america's utilities. electrical utilities, specifically. when he went to the new world of wind and solar generation, what is that code for to you, a floor show trader? >> you know, he's looking just like what he did with the railroads and trying to if not get ahead of the curve, he's really trying to buy in and let's call it the bottom. because he believes that the entire, you know, energy, clean energy space, the entire electric utility space needs a workover, needs a makeover. and he is willing to leverage a lot, right? $18 billion in what he believes is the beginning here to eventually get a return. he acknowledges, he admits this is not going to be an overnight return, a two-year or five-year project. he's in this for the long haul. but that really goes along with the whole mantra of warren buffett and berkshire hathaway

in believing in investing truly in middle america, in the heart and soul of america. so he wants to get in in this, and he wants to basically rebuild the electrical energy system, and whether it's five years or ten years down the road, he sees this as a home run. probably a grand slam. liz: well, yeah. and he owns it, he and berkshire hathaway energy and, of course, gray gable, unless something happens, is the man who will take over most of berkshire if and when buffett steps down. shares don't usually move this much, 3.6%. this is a $377,000 stock, huge. what do you think, tom hayes? do you think that and then the antithesis of a buffett play which is bitcoin, both are jumping higher today. >> yeah. well, there are smart people on both sides of the bitcoin trade, liz. you have kim draper who bought 30,000 coins in an auction from

the government a few years ago, that's probably worth about a billion and a half now, not too shabby. paul tudor jones put 1% of his net worth, elon musk with a $1.5 billion purchase, and microstrategy the boar rowing money to -- borrowing money to buy it, a public company. and i think companies have to be careful because what it says to the shareholder is we believe this cash is going to get a better return in bitcoin than investing in our own company or in buying back our own shares. so it'll be interesting how this plays out and whether those stocks become more than a proxy just for bitcoin by making that decision. now, on the other side of the trade there are people against it. you mentioned warren buffett who called it rat poison squared. he also said he would not short any of the cryptocurrencies, but he would look to buy puts on a basket of the cryptocurrencies' five-year-long dated put. i think it's an interesting

statement in the past. charlie munger said recently it's like a fox hunt, it's the pursuit of food -- up eatable by the unforgivable. and while bitcoin is limited, cryptocurrencies, the amount of coins that they can issue, are unlimited. so that's why they're a little bit skeptical on bitcoin. i happen to side with buffett here. i do think it can go much higher in the short term, but i think over the next five years if you had a basket, if prime brokers were willing to offer puts at a fair pricing -- >> they'll be there. liz: yeah. $48,000 rat poison at the moment, if that's what charlie munger things. thank you so much. look at the nasdaq, still up about 395 points right now. we need to also tackle this issue, johnson and johnson, i mean, you'd think that johnson and johnson's stock might be popping as well. well, it is moving higher by

just under about 2%, three-quarters of a percent, actually. it was up about 1.5%. but even with its coronavirus vaccine already, as you see on the right part of our screen, this is video from today getting boxed up and shipped out of its shepherdsville, kentucky, plant, it's up just about 1.66%. nearly 4 million doses are expected to be shipped by the end of the week, the first which could be available as early as tomorrow. as you know, the fda signed off on the vaccine saturday. the timing is significant. today marks the one-year anniversary of the first confirmed covid-19 case in new york city. since that day new york city's senior director of the systemwide special pathogens program at new york city hospitals probably, i could venture to say, hasn't gotten much sleep, also the chief medical officer of the largest

health care network in the state. you've been distributing both the pfizer and moderna vaccines. are you expecting any j&j, and if so, when? >> we were hoping to maybe even get j&j as early as today, but within the next couple of days we expect to get a significant amount of j&j, and it will be most welcome. liz: most welcome. and tell me, how do you plan to deal with the logistics of it? j&j, i believe, expires of after about 96 hours from its shipment, but you've got to give me a sense of how you will figure out the differences between all three of them, i'm sure you already have, but what do you say to patients when they say, well, i want that one or this one and not that one? >> unfortunately, we really don't have enough vaccine for people to make those types of choices, so whatever vaccine's available, that's the one you should have. dr. a fauci said he would not

discriminate. it is much more easy for this to be distributed since it does not have the same refrigeration requirements as others, so this'll be a game-changer and, again, most welcome. liz: doctor, when we first met, this was about a year ago, i believe, you were on our set in midtown the manhattan, and i haven't been there in nearly a year because we were all sent home for the lockdown. tell me what you think today, fast forwarding nearly a year from that point, that we now have three vaccines. >> well, you know, i think, first, it's a huge scientific achievement to know we have three safe and effective covid-19 vaccines and being, you know, used, two of them, widely used throughout the united states. you know, you're seeing about 15% of the u.s. population has received at least one dose. we know that significant success has been made and more is going to be made, we just need to get

more vaccines in arms given the current predicament that we're in. looking at it one year back, i wish i could say time flew, but it's been the most excruciating one year for everybody, not just those who have been responding to it from a public health standpoint. a lot of progress has been made, but, you know, a lot more that still needs to be done. liz: dr. battanelli, i want to talk about this issue that everybody's asking about, and this is the end of day leftovers, the leftovers of what are in the actual vials no matter what vaccine is out there. it's spawned this new sort of phenomenon of vaccine chaser where people are rushing and showing up at say, for example, at dodgers stadium in l.a., and i'm talking to people who have actually shown up late and gotten it even though they're not in the group, which i think is fine otherwise if it's going to waste, that's terrible. but, you know, where do you stand on that, and are you seeing and how do you deal at northwell with the leftovers at the end of the day?

>> so we are distributing to our employees and others who qualify for the vaccine, but we've not seen an issue with the leftovers because we have more than enough people waiting in line in order to get our vaccines. again, the main issue, as has already been said, is we really don't have enough vaccines for everybody. i can understand in some places they have some organizational difficulties, that might be the case. we've not seen that yet, we don't anticipate that. we can give up to 10,000 vaccines in a single day, we simply don't have that much vaccine currently. liz: wow. and what about you, doctor? what do you think of what's happening in manhattan where people will jump from one cvs to the next? it's almost like what you see in airlines with, you know, where you're flying standby, right? then you get the call, okay, we've got a seat for you. >> yeah. i mean, it's just a supply and demand issue. this a way it's a good problem because you have more people that want to get vaccinated, but we want to make sure we have

enough supply to get to everybody. we're going to be in a position come summer where anybody who wants to get a so vid 19 vaccine -- covid-19 vaccine will be offered one. and at that point it's going to be encouraging people who are hesitant to get a vaccine. right now, certainly, we're in a position where, you know, a lot of the channels have been put together in terms of the infrastructure to administer more vaccine, it's just getting more individuals vaccinated and increasing the supply that's on hand. liz: yeah. well, we're going to see millions and millions of doses from j&j alone by the end of june, so let's just hope. we're really excited about that. doctors, thank you both so much. for all the work you and your teams have done over the past year. we talked about the j&j vaccine this morning on tiktok. all your overnight headlines, the ones that could really have sort of a vapor trail throughout the day. crack of dawn, wearing the

baseball hat, no makeup. you know what? just follow me on tiktok @redfoxliz and check me out every morning. premarkets, you'll see what's happening. all right, when you think of amazon, a couple things come to mind, right? e-commerce giant, video streamer, but is there another hat amazon.com is increasingly wearing? charlie gasparino breaks it next. closing bell, we're seeing it ring in about 45 and a half minutes. dow is up 676 points, 609 points above 31,000. "clay match countdown" -- claman countdown" is coming right back. ♪ ♪

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how liberty mutual customizes your car insurance so you only pay for what you need? i mean it... oh, sorry... [ laughter ] woops! [ laughter ] good evening! meow! nope. oh... what? i'm an emu! ah ha ha. no, buddy! buddy, it's a filter! only pay for what you need. ♪ liberty, liberty, liberty, liberty ♪ ♪ ♪ liz: we've been talking about how amazon is dealing with possible unionization in one of its alabama plantses. while it fights that because they don't want to be union niced -- i mean amazon -- its massive retail empire which includes prime, studios and web services, dominates the retail landscape during the pandemic. but the tech behemoth has

another side, a prominent donor to think tanks. charlie gasparino, where's the connection? >> yeah, i mean, this is a fascinating story, liz, that lydia moynihan did some great reporting on, my producer. aisle going to get into it in a second, but we should put up a stock chart of ge. it literally just started spiking, and i can't tell you why other than -- liz: 26 percent to the upside for gamestop. 28%. >> in the last few minutes, isn't it? liz: there is a volume burst, as we are being told. a volume burst in gamestop. charlie, good call here, $130 at the moment -- >> yeah, i was going to say if you're the small investor get in there, i can tell you i've been reading the reddit wall street bets, that message board, there is a concerted effort to get

this -- everybody have some fun and have this stock hit 1,000, okay? so just remember i don't believe this is moving on anything fundamental other than let's get this stock up, haha, have a great time. so if you're a small investor out there, be warped. liz: all right. >> let's get to am, because we could talk about gamestop every minute of the day the way it's going. liz: yeah. >> what's fascinating about this story is that, you know, tech is under tremendous regulatory pressure, tremendous scrutiny by the media, tremendous scrutiny by congress. you know, usually the way you go at this, usually a company like amazon, google or anybody goes at this is that you start, you know, getting lobbyists to lobby the hill, you know? outreach to reporters. what they're doing though is something a little different. they're going to think tanks. they're going to places like the aei, american enterprise institute, and they are going -- and they're giving, from what our sources are saying, ramping

up donations to these entities. it's not just the aeis, there's a bunch of them. these organizations then go out, and they do research about amazon. now, is there a quid pro quo here? is it positive? is aei going to put out huge amounts of positive research because it gets money from amazon? i mean, there is a connection here, okay? and i think that's what we bring out, that, you know, that there are trying, clearly, to influence the influencers. whether it happens or not, i can't tell you, but it's clearly something that -- listen, sometimes you influence influencers by them not covering you and pointing out, you know, issues with your business model. you know, amazon has a somewhat controversial business model. it's great for people like you and i, it's not so great if you compete against them according to many, they put small retailers out of business. that's always been the charge. they don't pay their workers union wages, correct.

they're not a union shop. all those issues are being circulated. they often make it into the think tank world and, you know, sometimes by not being in the think tank world, you know, amazon has accomplished its mission. so it's very fascinating. it's influencing the influencers, and you are seeing the money, according to lydia's analysis -- which she will have a full story on foxbusiness.com soon on this thing. we should point out, liz, that we reached out to amazon. they know exactly what we're going to say, we didn't reach out ten minutes ago, we've been doing this story for a while. they have no comment. we've reached out to brookings, aei, itit, again, d -- itif, again, no comment. i'm just saying follow the money. sometimes it's an interesting story. and follow gamestop. jesus -- liz: well, we can look at

gamestop. yeah, it is experiencing a massive spike, certainly, in volume and price. but so is amc, charlie. of course, those two often move in lockstep. amc is jumping but not by nearly as much, up about 14% at the moment with gamestop up about 25%. so the mem if e stocks in the reddit room, and i've been looking in the reddit room while you were speaking. you know, time to buy again, you know, from a couple of other people commenting here, but i think you're right -- >> did you see the one with the -- liz: no. i saw the one with the chipmunk. >> i did see that one. the one where the cat is looking at buy, sell gme, like there's a piece of paper that says gme buy and sell, and all of a sudden he hits buy. [laughter] liz: all right. well, let's see what -- hold on. when we saw the volume burst a couple, was it last week? yeah. we saw that stock was halted multiple times, six times over

48 hours. so we'll keep on it. >> that's the type of research you get on reddit. cats giving buy signals. liz: and chipmunks water skiing. [laughter] thank you very much, charlie gasparino. all right. pandemic is a boom for shipping as locked down consumers turn to online delivery, yes, from amazon and everyone else. we're going to head to the windy city to' how trucking companies are dealing with the massive delivery windfalls and whether their stocks will continue to reflect it as we start to see more and more vaccinations. closing bell, we're 36 minutes away. we've got a rally on our hands, gamestop jumping. stay tuned, so much happening right now. ♪ ♪

[announcer] durán catches leonard with a big left. ♪♪ you can spend your life in boxing or any other business, but one day, you're gonna take a hit you didn't see coming. and it won't matter what hit you. what matters is you're down. and there's nothing down there with you but the choice that will define you.

do you stay down? or. do you find, somewhere deep inside of you, the resilience to get up. ♪♪ [announcer] and this fight is a long way from over, leonard is coming back. ♪♪ ♪♪ ♪♪ liz: flying to the top of our pop stocks, boeing is moving higher. look at this, after united airlines said it's buying 25 737

max jets -- no word on the price finish the price of a boeing share is jumping 5.5%. with this order united now has firm commitments to buy 188 737 max gents right in time for the uptick expected for the travel sector. doordash, well, not so much. doordash is falling at this hour. the underwriters of its ipo have agreed the an early expiration of some of its lock-up agreements. actually, it just popped up into positive territory, up a third of a prosecutor. not even just. of a percent. the food police delivery platfos more than 110 million shares will become eligible for sale march 3th which could effectively -- march 9th. now, the stock, which went public in december, rose as high as $256, and as you see, has

taken quite the haircut. what to we see, we've got doordash at $170 at the moment. palantir already made it through its lockup storm, friday is about when arc investments' kathy wood swooped in and scooped up about 3.4 million shares of the big data company. right now pal. en tier -- palantir is up about 3.7% to $24.80. not bad for a couple of days' work there. and shares of nio getting all charged up ahead of the company's quarterly report after the bell. analysts are expecting nio to post a loss of seven cents a share on a 130% increase year-over-year in revenue. nio is jumping 8.5%. with today's rally it's the dow transports that are the only major index on pace for a record close. the transports need 299 points

of gains. we're already up 352. part of it has got to be the trucking companies that are within in it. look at some of the names here and how they are doing today. e appearancing a boom as -- experiencing a boom as more and more of you are working and shopping from home, and it's still continuing even as people start to venture out once again. let's head to chicago, illinois. grady trimble is right there amongst the big rigs. grady. >> reporter: hey, liz. and it's not just today that those trucking companies are doing well. we're at c and k trucking where they're up about 5% year-over-year, and that's when you include the pandemic shutdowns that put a lot of industries, including this one, to a halt. but then things started to open back up, and as mike burton, the president of the company, will tell you, things just started booming for you. why would that be? >> what we saw was post-covid, april, may things were really

slow furs, and after that -- for us, and after that inventory picked up, consumers started increasing volumes, and then e-commerce was the third area that really grew for us as well. >> reporter: and this is buzz, e-commerce especially, that's just going to keep growing, and so your business is going to keep growing because of that. >> we hope so, yeah. in talking to our shippers and our e-commerce vendors, our customers if, you know, they're not seeing a slowdown. they're seeing things continue strong at least for the next few months, and they're telling us for the remainder of the year. >> reporter: it's nice here now, but a couple weeks ago was not the case all over the country. we reached out to old dominion about that, and they told us the winter storms in february were some of the most challenging we've seen in quite only time. in some areas we made the decision to temporarily halt operations at certain service centers until weather conditions improved. you've got terminals at a 15 locations across the country.

you've dealt with some of the same weather conditions, and now you're trying to catch back up. >> yeah. we saw at least half of our terminals shut down, some as long as a week. and, you know, they're all back up and operating, but the backlog that's caused by that continues. and so we're still catching up. it'll probably take us a week or two before we get caught back up, but that volume keeps coming. >> reporter: liz, i don't know if you bought anything on amazon recently, but if you did, the trucks are busy, and they're trying to get stuff delivered to you and millions of other people who have turned to online shopping during the pandemic. liz: oh, i mean -- [laughter] oh, no, me? never ordering from am. no way. [laughter] yeah. the delivery guy's here every five seconds. grady, thank you very much. online shopping, obviously, wayfair, etsy, ebay moving higher as those trucks continue to ship out the goods. what is the j&j shot going to do for travel and leisure?

are we all headed for the maldives this summer to stay in those little huts that are right directly over the water? yeah, then the coffee table lifts up and you throw the fish food in? travel and leisure giant ceo michael brown is here to tell us if it's game op for your summer vacation and where. plus, my incredible conversation with anthony zhang who overcame -- this guy's such a brilliant entrepreneur, he overcame a crazy, tragic accident that torpedoed his world but only temporarily. he started a brand new company called vino vest, taking a new angle on how to actually use that as an investment vehicle. it's this week's edition of my everyone talks to liz podcast available wherever you get your podcasts. closing bell, we're 26 minutes away. the transports are on track for an all-time record close. nasdaq still jumping 387. we're coming right back.

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♪ ♪ >> we've done a research report on american travelers, and we asked them a few questions. and the first thing they told us is that the american traveling public if misses travel, actually more than any out -- other out of home activity. liz: that was brian chesky on the air with me on friday saying the data show what a lot of us feel, get me out of here! i want to go on a trip. [laughter] so there's actually a site where you can jump on and book travel and leisure. wyndham test nations are ready to take you wherever your heart desires. the stock intraday, yeah, doesn't look great, it's down 1%, but over time as we start to

go ahead and get on those planes, trains and automobiles, let's bring in in a fox business exclusive, president and ceo of the travel and leisure company michael brown. i mean, brian chesky really nailed it. people just want to get out there. they would like to travel. tell me what you're seeing in your most recent bookings and data. >> well, i'd agree, everyone i speak to says the first thing they want to do once more vaccinations are to get out, and we're seeing it in the last three weeks. we've seen a real acceleration of our bookings. south carolina in the month of february, same time last year, up over 30% for this summer. when you look at arizona, up over 20%. and here in florida where i am, it's up 11% for the summer and edge of yearbookings. so the -- end of year bookings. the acceleration is really showing up in later in the year bookings. liz: tell me about book t and l.

this is a new site you taking on in a different way, if i'm correct, some of the other big boys in the business. >> well, our fundamental reason for the acquisition of travel and leisure, its brand, its content and its existing business was to bin to expand just -- begin to expand, just like you said. we launched a single-site transaction, it's up and live, but our real effort is to really provide a more subscription-based business where people can use the most iconic name in travel and leisure, travel and leisure, for its contend and divert that through a travel club which will be low price entry, shorter duration of commitment. and that's really where we're beginning to focus our expansion, into the broader leisure travel space which is ten times the size of the timeshare industry. liz: michael, i bring up the

maldives, you know, "the new york times" and you guys, travel and leisure, just had articles on them. this is such a hot place to go. granted, it's very far -- [laughter] there from the united states. >> it is. liz: i mean, i'm dying to go there. tell me some of the other hot spots that people are booking right now for, perhaps, their summer vacation or late spring? >> well, you've got great taste. the maldives is probably paradise on earth. it's a beautiful place to go. it is just a long haul. and what we're seeing is during the pandemic it was drive-to. we went about from 70% drive-to destinations to over 90%. i expected that trend is going to continue in the sun belt of the united states through the summertime, but then we're already starting to see those medium haul, the caribbean, we have resorts in st. thomas and hawaii for the west coast are really starting to pick up for later this year. so as people get more comfortable to get on a plane,

the latter half of the year's going to do really well for us in the caribbean and hawaii. liz: well, let's talk about your older business, your sort of legacy business, which is the timeshare business. >> right. his liz is this still a hot thing? you know, you always, quite frankly, hear some bad stories, people get into timeshares, they can't get out. anytime they want to go it's not available. tell me how wynd ham is looking at timeshares as part of the big future for the company. >> well, the great part about this industry is the great recession really started the transformation of this business. it began to consolidate and stand behind major hospitality brands,wind ham, marriott, hilton, disney, holiday inn now represent about 70-80% of the overall industry sales, and the commitment that's come with that has really reinforced quality of resorts, ability to leave your ownership when the time is

right. but i think an interesting statistic that we often find is 80% of our openers have fully paid off their ownership, and about 98% of them are are retained on an annual basis which means coming out of an economic downfall, those people are are vacationing basically for free. and, therefore, they're the first ones to get back on vacation. so the brands, the capital commitments and the overall service levels have really transformed this industry and, granted, there may have been some old -- but i think there's been a dramatic shift over the last decade. liz: well, the dramatic shift is from your low to your high now. the stock is up a 51% year-over-year. michael, charge forward, and we hope travel comes back at a full clip. thank you so much. michael brown of t and l. >> thank you, liz. liz: the bulls are running, but could inflation stop them in their tracks or at least trip them up with the green shoots that we're seeing?

fox business' larry kudlow next on the new innation pressures rearing their -- innation pressures rearing their head. closing bell in about 15 minutes. don't go away. ♪ ♪ did you know you can go to libertymutual.com to customizes your car insurance so you only pay for what you need? really? i didn't-- aah! ok. i'm on vibrate. aaah! only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪

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♪ ♪ liz: okay. just look at these numbers. the bulls are in red hot rally mode right now. dow is up 594, s&p up 89. biggest percentage gain here, nasdaq, up 2.8% or 377 points. look, investors are piling into riskier asset as the 10-year yield takes a bit of a breather afterring having blown through the 1.6% marker last thursday. i have this question iew been asking many of our guests, can the bull market continue to race higher just as it's concurrently running next to rising rates and increasing inflation pressures? time to bring in larry kudlow. [laughter] larry, put on your economist hat. you know, this is a question that i get no, i get yes, i get maybe. what do you say about that? larry: well, i think it's a great question, and there are going to be a lot of opinions about it. but for what it's worth, i think

the inflation bump, liz, and the interest rate bump in the long enwill prove to be a temporary hiccups, not major events and not long-lasting events. and so, actually, i guess i would say even though i don't like a lot of things going on in washington, in terms of this market issue i would say a whiff of inflation is probably a good thing for the stock market, not a bad thing, and i would say rising interest rates, liz, are real rates, not inflation, but mostly real rates which is what people have been saying. liz: okay. larry: and that's probably a good thing for stocks. liz: well, yeah, why not? it means that the situation has stabilized, we're healthier and, okay, so green shoots of inflation are not gigantic palm trees sprouting up to get in people's way. but or you know, i think about stagflation back in the day 1980, 1983. we talked to paul volcker, may he rest in peace, of course, the

head of the fed at the time. he raised rates because the economy was stagnating. that was a very gutsy things to do at the time. you've got to tell me what you think the fed should be doing as this economy stabilizes once again. larry: well, that's a really -- a hard question, by the way. incidentally, i was paul volcker's secretary as a young man when he was president of the new york fed, believe it or not. 1975, if such a thing is possible. volcker was a great man. he did what he had to do. he tightened money, reagan cut tax rates, and it worked. right now, liz, i don't see the fed with a plan, okay? i have asked this question, i guess like you, what happens when the music stops? what happens when the massive stimulus ends? something's going to happen. and i don't think anybody has a plan. i mean, eventually the fed's going to have to stop buying all the bonds, and eventually -- now, we're talking a couple years down the road -- the zero interest rates are going to go out the window. when that is, i don't know. they say it's not going to be

for a couple years. actual real world conditions will dictate. but that is a hard question. actually, it's such a hard question, nobody in washington particularly wants to address it or answer it, liz. liz: yeah. yeah, it's uncomfortable. hey, you're eight minutes away from your show. your guest today, former senior adviser to president -- i'm going to guess this is trump, yep -- kevin hassett, stay tuned, kudlow, 4 p.m. eastern. and i'm going to see you on the show, i get to be a guest. larry: la liz, can't wait for that. [laughter] liz: netflix the big winner at last night's golden globes, butted today's countdown closer scott redler has a few breakout stock stars he says are worthy of your consideration. closing bell seven minutes away. we're coming right back, don't go away. ♪ ♪ st freight. these aren't just shipments. they're promises. promises of all shapes and sizes.

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♪ >> four 1/2 minutes to go before the closing bell rings. the reddit rebels are back in action. we do have gamestop spiking off the highs. 11 minutes ago we saw the volume burst, where the stock hit nearly $134 a share. still up now. it has calmed down a bit at $119.82. at the moment we've not seen it halted, even though we're seeing lots of volatility. the trial of the chicago 7 coming out golden at the golden globes. aaron sorkin winning for best screenplay. scott redler has a script for the wall street three. three ideas for award winning portfolio t will add a little sheen to the portfolio. what are they, scott? good to see you on this monday? >> thanks for having me. i want to go over three quick actual themes. we like to do themes that could be inspiring the next week or

two. stimulus package is approved. we think a portion will get approved in the senate. they should finally have a infrastructure component. they have been talking about infrastructure in the decade. we're not in the top five in the world in infrastructure. about time it happens. u.s. steel could be a benefit of that. the chart looks pretty good. 16 if the stock gets going. could get back to 25 or so in the weeks ahead. next week could be interesting besides earnings on the u.s. can that can cannabis names. they might bring a act in congress, might let some smaller caps in the u.s. cannabis. that could be good for msos. msos is something we talked about, liz, pre-election. it had a big move. it is still consolidating. technically it looks good. i think msos looks up if the act gets introduced in congress if

it doesn't earnings could drive that sector etf for cannabis and wellness. liz: this has been one of your favorites, right? jets, recent favorites. you are very much a trader. you have done extraordinarily well. tell me where you see jets going as boeing is a real leader today? >> the last time we were together a month ago we talked about buying jets and cruise lines for the reopen play. that trade is in motion. i have taken a portion of that off full disclosure i still think the next month or two, get a lot of news, vaccine news. i think the jets reached one of my targets of 27, could get as high as 31 or 32 by june. i think you can stay with that trade. i see you going with the sector etf as opposed individual airlines. instead after spot races and money raises, all of sudden puts a lid on some of those gains. liz: scott redler, red dog

trading. thank you very much, my friend. as markets rally on the first trading day in march. [closing bell rings] we're two points away from the all-time record close for the transports. that might not do it. that is it for the "claman countdown." "kudlow" is next. larry: hello, everyone. welcome back to "kudlow." i'm larry kudlow. pleasure to be here. a major rally on wall street. the dow jumping 500 points. s&p 500, nasdaq also having big days. i just wonder for a moment, if it is just a coincidence that the day after former president trump gives a bang-up speech, marking his reentry into politics at cpac last night, the market went up by what, 600 points? or is it just a coincidence? we can chew on that. the johnson & johnson vaccine approval is great b