Capital Record

By National ReviewBusiness News Politics Business News

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Typical duration
15 min
per episode

Based on Podcast App listening data

Capital Record episodes

January 28, 2025 Episode 208: Authentic Shareholder Engagement
"When Engagement Works"
20 min
January 23, 2025 Episode 207: The Pharisee’s Game: A Condemnation
'Gary Stevenson claims to have been the best trader in the world. His old colleagues disagree'
20 min
January 21, 2025 Episode 206: All I Do Is . . . Produce
David heard someone say recently, “All I do is help rich people get richer” (this person, like David, works in wealth management), and this inspired David to do this podcast on how incredibly wrong that sentiment is.
12 min
January 16, 2025 Episode 205: Fires, Voters, and Public Policies
David addresses the economics of the fire disaster in Los Angeles, the public-policy ramifications, and the history of voter action in California that speaks to some of what has happened (or not happened). There is not a lot of political dunking going on here, but there is a difficult and important discussion on municipal finance and the principles by which we think about regulations, environmental stewardship, and federal aid.
27 min
January 14, 2025 Episode 204: An Explicit Non-Guarantee
David breaks down the huge challenges of what has gone on with Fannie Mae and Freddie Mac, the challenge of where things stand now, and the even bigger challenge of what to do into the future. You will be shocked to hear that he believes the solution to how guarantees are given to support the housing markets must be rooted to some first principles, and he has a few to try on for size.
17 min
January 09, 2025 Episode 203: A Friendly Enemy and Treacherous Friend
David does a deep analysis of the arguments for blocking the Nippon Steel acquisition of U.S. Steel and finds them . . . lacking. He unpacks the danger in calling things a “national security threat” disingenuously, and makes the case that the big beneficiary of blocking this deal is an Asian country, but it isn’t Japan.
23 min
January 07, 2025 Episode 202: What’s This Worldview of Which You Speak?
Further reading:
“Financialization and Missed Boats”

20 min
December 26, 2024 Episode 201: A New Beginning
As Capital Record completes its fourth year and logs over 200 episodes, we look to what 2025 holds: a new format, a new schedule, and a commitment to the same mission.
11 min
December 19, 2024 Episode 200: Shiver up the Spine
David is joined by his favorite, and yours, Renè Aninao of Corbu, as the last guest of 2024. All they do is discuss oil and the dollar as weapons of geopolitical interest, the Xi-Putin-Saudi trades that make sense for markets, and the way in which low-propensity young white male voters can become satisfied with the Trump 2.0 economy. Other than all that, it's just fun and games.
1 hr 16 min
December 12, 2024 Episode 199: 2025 Policy Impact on Markets
David is joined once again by Dan Clifton, head of policy research at Strategas Research, for a thorough discussion of what to expect in 2025 in the aftermath of the 2024 election: tariffs, trade, taxes (lots and lots of tax discussion), deficits, and so much more. We started 2024 with a huge discussion with Dan, and this new interview with him is a perfect way to begin closing out the year.
1 hr 1 min

About Capital Record

From the publisher's feed

American prosperity was built on a foundation of free markets and free people. But, with inflation on the rise and a struggling market, many in America’s political class are attempting to recycle…