Episodes
David is joined by Kyle Hessler for a walk through work and the meaning of life, why this subject is bringing an army of people to Dallas, Texas, in June, and what exactly are the economic and theological truths for which we're fighting.
Published 06/06/24
David holds the microphone himself today, taking advantage of his 50th birthday to look at what 50 years of progress in capital markets in our country has meant to the cause of human flourishing. In a time where many use class warfare or dumbed-down sentimentality to demonize financial markets, David lets history render its empirical verdict as to how capital markets have enhanced human flourishing, and does so with a nod to trade-offs and a full cost-benefits analysis. The results speak for...
Published 05/30/24
David is joined by Dr. David Legates and Dr. Cal Beisner for a discussion of their new book, "Climate and Energy," and a discussion of the very subjects of climate and energy. What will the impact be on the poor if environmental extremists get their way? Why has the scientific community become such a strong advocate of censorship versus open debate on this issue? What do we think about coal, natural gas, and nuclear when thinking about energy policy? This is a comprehensive, balanced,...
Published 05/23/24
David is joined this week by John Tamny of RealClearMarkets and Jack Ryan of REX, the co-authors of the brand new, magnificent book, "Bringing Adam Smith into the American Home: A Case Against Home Ownership." They discuss the cartel that is the National Association of Realtors and why mobility, dynamism, and free enterprise benefit from people who can move around and do things. It is a controversial, riveting discussion.
Published 05/16/24
David is joined again by Dr. Samuel Gregg, recent recipient of the 2024 Bradley Prize, for a thorough discussion of what ails China’s economy and why U.S. industrial policy would prove to be a huge and unnecessary mistake. A little Japanese history is on display, and the two friends also have a bigger-picture discussion of the cultural forces that do the most damage to economic growth.
Published 05/09/24
David is joined this week by Danielle DiMartino Booth, one of his favorite Fed critics, and now his new favorite critic of those who steal from taxpayers.
Published 05/02/24
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!
Published 04/25/24
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.
Published 04/18/24
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.
Published 04/11/24
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.
Published 04/04/24
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!
Published 03/28/24
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...
Published 03/21/24
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!
Published 03/14/24
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.
Published 03/07/24
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?
Published 02/29/24
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!
Published 02/22/24
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...
Published 02/15/24
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.
Published 02/08/24
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.
Published 02/01/24
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.
Published 01/25/24
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.
Published 01/18/24
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.
Published 01/11/24
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.
Published 01/05/24
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.
Published 12/21/23
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!
Published 12/14/23