Capital Record

David is joined this week by a very special guest, Tim Estes, for a thorough discussion on artificial intelligence. But this is not one of those exhausting conversations about whether or not AI would take our jobs, or is a good investment, or one of the other numerous things that dominates AI discussion these days. Rather, David and Tim use first principles to address the problems that conservatives are missing. The discussion goes all over the map but then ends with a profound idea from our special guest that might just scratch all the itches!

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David is joined by special guest Renè Aninao, of CORBU, for an invigorating discussion about the state of geopolitics, the Fed, markets, and more. They cover multiple countries, multiple world leaders, and most of all, multiple first principles. It is always worth the listen when Renè Aninao steps into the Capital Record!

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Some of the biggest companies in America are changing what they do with DEI, saying no the Human Rights Commission and the Southern Poverty Law Center, defending fossil fuels, and yes, even defending the profit motive. It sometimes takes more nudging than we want, but today’s podcast gives you an update on how shareholder engagement, not boycott, is yielding great dividends. And then, yielding great dividends.

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The New York Times published a long, redundant, somewhat odd screed from Oren Cass this weekend, bemoaning “financialization” and suggesting that Wall Street has duped everyone, from their investors to their own clients, about what they really do. The wide net of the attack manages to capture exactly no one, and exposes what the anti-market, pro-statism new right fail to grasp about markets. David takes on the piece point by point, and the rebuttal is worth a listen.
Show notes:
Oren Cass NYT piece on financialization
David’s AIER paper on financialization

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When economic analysis and partisan cheerleading get mixed together, one suffers, and the other becomes embarrassing. David dissects Kevin Hassett’s claim that the economy is growing at 7 percent per year, and the dissection is not kind.

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