In this last installment for Mentor Month, David is joined by his late father, Dr. Greg Bahnsen, who, although he passed away in 1995, left a legacy of material perfect for incorporating into a 2024 podcast. David went through 20+ sermons and lectures from his dad from the 1970s and '80s to assemble a wonderful back and forth on work, and the power of Greg Bahnsen’s mentorship couldn’t be more clear!

David is joined for this third installment of Mentor Month by Lowell Miller, the founder and former head of Miller/Howard Investments, who taught David the philosophy of dividend-growth investing he has held dear for a couple of decades now. Together, they walk through Lowell’s fascinating journey from Rolling Stone poet to leading dividend-growth guru, what it meant to David’s life and career, and why that approach to investing is as important now as it has ever been.

David is joined by Larry Kudlow for the second episode in our Mentor Month series. Larry's influence goes beyond the merits of supply-side economics. Whether it is sobriety or civility, temperament or loyalty, style or substance, David couldn’t do much better than striving to be like Larry Kudlow. No one could do much better than striving to be like Larry Kudlow.

David kicks off “Mentor Month” on Capital Record, a four-part series featuring the four mentors of his life in capital markets, with a discussion with the great Nick Murray, the legendary sage of wisdom to wealth advisers who had such a profound impact on David’s life and career.

David is joined once again by supply-side legend Dr. Art Laffer, who points out that property tax is a wealth tax by another name, demonstrates that transfer payments can only work perfectly by bringing income to zero, suggests a commission system for how Congress gets paid, and insinuates that sound money and fiscal sanity matter. A fun conversation, as always!

David is joined this week by Dr. Matthew Fienup, Executive Director of the Center for Economic Research and Forecasting. It turns out a Christian college in Ventura County can punch way above its weight when it comes to high-level economic analysis with a strong bias for economic growth! David and Matthew discuss everything from Covid antibody analysis to the Latino contribution to GDP growth to housing policy and what it means to economic opportunity. Research can be put to good work, and...

David is joined this week by historian and dividend equity portfolio manager, Daniel Peris. The two dividend-loving portfolio managers go deep into history to evaluate what errors cause poor applications in modern finance. (Hint: It is very similar to the errors that happen in economics.) A fascinating and far-reaching conversation you will not want to miss!

David is joined again by economic guru and long-time investing writer, John Mauldin. They assess the current economy; what people have gotten wrong; what to expect in 2024; the actions of the Fed; the “wall of maturity” in a lot of debt; and most importantly, what it all means to investors, savers, citizens, and more. This is a practical conversation between two old friends you will not want to miss.

David is joined by world-class economist Louis Gave, who makes his case for better investing alternatives in international stocks, bonds, and currencies than the U.S. presently has to offer. It is a heady and thorough discussion about valuations, the “Magnificent 7,” and all sorts of deep-dive investing questions. But the big unknown remains: Is the U.S. the best house in a bad neighborhood, or is its house deteriorating in value, too? And is Mexico the alternative?

What is needed to protect the free society we aspire to have? What are the dangers being posed by the left and the right? Do we need Teddy Roosevelt to come back? David and Anthony Scaramucci walk through the circumstances that plague our desire for greater opportunity and prosperity and bat around a few ideas and solutions. A truly fascinating conversation between two good friends!

David is joined this week by best-selling author Zeke Faux of Bloomberg, who has written the authoritative book on the real “product” behind the crypto world. (Hint: There isn’t one). David walks through Zeke’s research and the discoveries that led to his best-selling masterpiece, "Numbers Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” They discuss the similarities to past manias and delve into the role of celebrities in “validating” certain shady operations. David concludes with some...

David walks through the connection of his new book on work in this latest episode. He discusses why production as the driver of economic activity is crucial to our understanding of economic theory, and to the peace of mankind’s soul.

David is joined once again by the brilliant Dr. Alexander Salter, economic scholar and co-author of a provocative new book ('The Medieval Constitution of Liberty') on the origins of the “great enrichment.” As always, the discussion takes some detours, but the whole thing will find you enriched, with real clarity on how you got to be so.

David is joined once again by Jeremy Tedesco, Senior VP of Corporate Engagement at Alliance Defending Freedom. ESG and DEI have directly threatened the cause of a free, virtuous society, with corporate America too often being an accomplice in the crime. David and Jeremy discuss their engagement strategies and particular successes with JP Morgan and Apple, as well as the new culprit too few are talking about.

David is joined this week by the country’s most prolific housing expert, Ed Pinto of the American Enterprise Institute Housing Center, for a thorough discussion on the state of the housing market. In this methodical and digestible conversation, the case is made for what the real, ultimate, through-the-noise, bottom-line issue in housing may be, and what the solution to that one thing really is.

David is joined by Capital Record regular, Samuel Rines of Corbu, to discuss the economic lay of the land in 2024. They also consider abundant cross-currents of thought which would never make the cookie-cutter, vanilla garbage that passes as Wall Street yearly forecasts this time of year.

David is joined on the inaugural 2024 episode of Capital Record by Dan Clifton of Strategas Research. There is no one you will want to hear from more than Dan when it comes to the intersection of public policy and markets, and this discussion is bound to make you smile, laugh, scream, cry, and even reach out for help.

David recaps 2023 today in this final episode of the year, remembering some of the highlight guests, walking through the issues that challenged us, and summarizing what this year has meant for the cause of a free and virtuous society. It’s a great holiday message and sets the table well for where we are going in 2024.

David is joined by Beechwood Homes executive and principal, Steven Dubb, to discuss the state of housing in America today. Why is there so much trouble getting new homes built when demand is so high? What does the correct “all of the above” narrative look like in understanding this more? And are some people looking in just one place for an explanation when they should be looking in three or four places? Hint: Yes. One of our best discussions ever on the Capital Record!

David is joined this week by Richard Reinsch of the American Institute for Economic Research. They talk through the arguments of “right-wing progressives” and analyze what makes them tick. They use economic thinking to unpack trade, so-called financialization, and the challenges of teenage smartphone use. It will encourage you that this is an argument the advocates of freedom will win, as “freedom is sown in the nature of man."

Getting the correct economic framework necessary to optimize virtue and liberty does not create a good foundation -- it stems from one. A philosophical commitment rooted in truth is the sine qua non to avoiding the perilous trap of statism so many are running into headfirst. For those committed to a virtuous liberty, first principles lead to an economic framework. Andrew Sandlin of the Center for Cultural Leadership makes this case and then some during this robust conversation with David.

David recaps last week’s debate with Oren Cass on the role of public policy in economic life, offers five principles to consider for the use of the state in a market economy, and offers five problems with the new right’s newfound fondness of state interventions.

David is joined this week by Barry Ritholtz, host of the 'Masters of the Universe' podcast at Bloomberg, best-selling author, and founder of Ritholtz Wealth Management. David and Barry walk through how one navigates capital markets with and without a political lens, the difference between is and what ought to be, and how Howard Stern fits into the modern popularity of podcasting. It’s a deep and wide conversation!

David is joined this week by Dr. Andrew Abela, dean of the Busch School of Business at Catholic University, for a fascinating conversation on the challenges of teaching enterprise, business, and free markets in today’s higher-education environment. Economics, theology, and prudence all in one -- this is a clear and succinct conversation you will not want to miss.