David sits down with Rene Aninao of Corbu LLC, a macro-intelligence firm with special expertise in geopolitics, national security, and foreign policy. They unpack the specifics of the Russia-Ukraine impact on commodities, bond yields, equity markets, economic growth, and of course, the rules-based order.

David is joined for the second time on Capital Record by Ramesh Ponnuru, editor of National Review. From market monetarism to inflation hawkishness to decades of central-bank history, David and Ramesh get into it all, and you’re going to want more.

Kenin Spivak of SMI Group joins David this week to talk about the mad rush toward corporate policies of Diversity, Equity, and Inclusion, what they are doing to hurt the cause of opposing discrimination, and what they are doing to hurt economic productivity. Kenin is a multi-decade investment banker and corporate attorney with vast expertise in this field and a keen understanding of what the risks of the woke religion are to the cause of a free society. The conversation is riveting, and the cause is monumental.

Sam Rines of Corbu Intelligence rejoins the Capital Record for a really plain English breakdown of what is going on with oil and gas, Russia–Ukraine, and where the risk and opportunity lies in the future.

Capital Record welcomes Andy Puzder this week, the long-time CEO of CKE Restaurant Group who became a legendary corporate executive in the fast food space, and has spent his post-C-Suite career doing the unthinkable: Actually defending the free-enterprise system that has been so kind to him (imagine that!). David and Andy discuss everything from ESG to labor shortages to private equity, and provide some insights that will leave you very satisfied.

Scott Lincicome of the Cato Institute joins David today to talk about free trade, globalization, and the nuanced reality of market impact when the state intervenes to thwart a trade impact. Scott brings his wide experience in matters of trade policy to the discussion and makes the case that not only has free trade been an unalloyed good for the net of society, it has been good for those who are most often presented as the losers out of it. It's a discussion you will not want to miss!

Today’s Capital Record episode welcomes Oren Cass, the Executive Director at American Compass and the former policy director for Mitt Romney’s presidential campaign, who has created a name for himself in recent years for his critique of certain aspects of “market orthodoxy.” David and Oren enjoy a fruitful and constructive conversation on globalization and seek to unpack the right path to human flourishing within the mechanism of a market economy. There is plenty they disagree on, some surprising (and unsurprising) elements of agreement, and most of all, an earnest desire to engage in fruitful dialogue. And yes, there will be a sequel to this initial discussion soon!

David is joined today by Dr. Samuel Gregg of the Acton Institute for a robust conversation on “common good” conservatism, economic nationalism, and the frustrations with a market economy so prevalent on the political right these days. A little history, a little political science, a little philosophy, and just enough ecumenical theology to keep you coming back for more! This is a discussion you will not want to miss.

David is joined this week by business reporter Christopher Leonard, whose new bestselling book, 'The Lords of Easy Money,' is the talk of the town when it comes to monetary finance. David and Christopher explore the Fed’s post-financial-crisis policy framework, what it meant when the Covid moment came, and most importantly, what it all means for the future. Their talk is fair-minded, earnest, and informative, and will leave you not only understanding the Fed better, but understanding the risks embedded in our economy that few people want to talk about at parties.

David is joined this week by Dan Clifton, head of Washington Research and Public Policy Outlook at Strategas Research. From the outlook for the midterms to the current impact of policy on markets, David and Dan go all over the policy landscape to look at what D.C. is doing to help, and hurt, the economy. Of particular interest may be a dissection of how things shook out in 2021 on the Hill, and what is driving decision-making from Senators Manchin and Sinema now. We would all be better off if D.C. had less to do with the economy. But as long as they do, this is a podcast episode for you.