Capital Record

And you’re not going to like it! David is joined once again by Louis Gave of Gavekal Research, and the only things they talk about this week are the bond market, the stock market, global wars, foreign currency, crypto, and pets. You won’t want to miss a word of Louie’s brilliant musings!

David is joined this week by Andrew Crapuchettes, the past CEO of leading labor-economics firm EMSI and the founder and CEO of RedBalloon.Work. Their discussion ranges from what has escalated the present DEI insanity in corporate America to how all of this will play out. Hint: You will be encouraged by where they see this going, as labor and capital share a destination of the most rational application.

David is joined this week by Steve Forbes, supply-side hero and flat-tax pioneer, who is the co-author of a brand new book on inflation. Steve and David go deep into the weeds of what matters in American economic policy, and, as always, the objective is intelligible, reasoned discourse, not platitudes and false prophecy.

David joined this week by Jim Iuorio, Managing Director at TJM Institutional Services and 30-year veteran of markets, to talk about the economy, the Fed, the state of the labor markets, and most importantly, the fate of old-school restaurants. It is not an episode to miss.

David is joined this week by Dr. Michael Munger, director of the PPE program at Duke University, and author of 'The Road to Crony Capitalism.' They explore the vast problem crony endeavors pose to a market economy, and how a failure to address them with realism and vigor essentially undermines, well, the entire concept of a market economy!

David is joined this week by the architect of the landmark 2017 corporate-tax-reform bill, Congressman Kevin Brady of the House Ways and Means Committee. They discuss current economic conditions, the supply chain, the labor shortage plaguing our economy, and even find a little green shoot of optimism.

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.