WaterStone ..read more

David welcomes back (for the third time) economist extraordinaire Louis Gave of Gavekal Research for an episode where they geek out for an hour about the U.S. dollar, the bond market, global economic reality, and so much more ..read more

David is joined once again by Ryan T. Anderson, president of the Ethics and Public Policy Center, and a stalwart defender of the free and virtuous society. David and Ryan discuss the current skepticism on the right over free markets, the principles at play that limit freedom, and where lines ought to be drawn (or not drawn) in some controversial issues of our day ..read more

David offers some commentary in light of the Fed’s latest announcement of another quarter-point rate hike. He wonders if the Fed has not only failed in the overly lofty aspirations society has unfairly put on it, but even in its own stated objectives that are far more humble. In other words, has post-Covid monetary policy just made everything worse all around ..read more

Capital. Knowing your customers. Relationships and service. Quality capital stewardship. Avoiding reckless loans. Who would have thought banking would be so hard and complicated? Well, Henry Walker, president of the $12 billion Farmers & Merchants Bank in Southern California, might disagree that any of this is that complicated. David and Henry vigorously defend banking and how it ought to be in this captivating episode of the Capital Record ..read more

David is joined this week by National Review's Ramesh Ponnuru to discuss the realities of free trade -- the politics, nuances, nooks, and crannies -- what it means for national security, economic growth, and yes, the NBA. It's a discussion you won’t want to miss ..read more

David is joined by Sam Rines for a succinct, hard-hitting, comprehensive look at OPEC+, Saudi Arabia, China, and more. You will listen to this episode and instantly become more informed about the future of the U.S. dollar, the nature of all the different interests embedded in this oil story, and where U.S. policy-makers are continually screwing up ..read more

David is joined this week by House Financial Services Committee member, Representative Andy Ogles. The two chew the fat on the government being here to help and how scary that really is -- especially if you're a small bank! You won’t want to miss this discussion ..read more

Book link: Taking Stock ..read more

David unpacks the entire story of banking drama from Silicon Valley to Switzerland with all the FDIC talk and Fed talk that is needed in between. He leaves you with five takeaways for consideration and a little refresher on why this all is, what can and cannot be done about it, and who is generally to blame ..read more