Today, Santiago & Josh interview Ron Dodson, CEO & Portfolio Manager of Dallas North Capital Partners, to discuss his personal journey from talented guitarist, to pilot, to hedge fund manager, as well as his thoughts on the 2024 election, pending financial crisis, and how the Trump team should handle corruption and conflicts in Ukraine and the Middle East.
(1:08) Fiscal crises and the growing debt problem
(2:12) Political strategies to constrain presidencies
(3:52) Reflections on Biden’s presidency and relevance
(5:46) Nixon’s gold standard and EPA decisions revisited
(8:17) Can Trump replicate Nixon’s reforms?
(12:33) Eric Prince’s approach to cartels and national security
(13:01) Citizenship, loyalty, and national identity issues
(18:00) Signs of hope: J.D. Vance, federalism, and the Texas Rangers’ win
(21:09) Tucker Carlson’s authenticity and leadership
(27:42) Lessons from Gideon’s story and finding a good partner
(43:53) From guitarist to hedge fund manager: Dodson’s career shift
(50:23) Guitars, Van Halen, and Dodson’s musical influences
(57:04) Treasures and stories from Dodson’s personal space
(59:13) Favorite fiction and philosophical reads
(1:06:02) Key political readings: Carl Schmitt, Plato, and more
Ronald Dodson is CEO and Portfolio Manager of Dallas North Capital Partners, a private fund management firm. He also frequently writes on geopolitical developments and global risk. He has worked with the Center for the Study of New Testament Manuscripts. His interests include the Noahic Covenant gentile believers in the ancient world, continental theology and coaching soccer. He is a deacon in the PCA.
Learn more about Ron Dodson's work here:
https://x.com/RonDodson
https://rondodson.substack.com
https://americanreformer.org/author/ronald-dodson/
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The New Founding Podcast is recorded at the New Founding HQ in Dallas, Texas, produced by Santiago Pliego & Joshua Clemans, and edited by Jared Cummings.
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