Capital Record National Review

David is joined for this third installment of Mentor Month by Lowell Miller, the founder and former head of Miller/Howard Investments, who taught David the philosophy of dividend-growth investing he has held dear for a couple of decades now. Together, they walk through Lowell’s fascinating journey from Rolling Stone poet to leading dividend-growth guru, what it meant to David’s life and career, and why that approach to investing is as important now as it has ever been.

David is joined by Larry Kudlow for the second episode in our Mentor Month series. Larry's influence goes beyond the merits of supply-side economics. Whether it is sobriety or civility, temperament or loyalty, style or substance, David couldn’t do much better than striving to be like Larry Kudlow. No one could do much better than striving to be like Larry Kudlow.

David kicks off “Mentor Month” on Capital Record, a four-part series featuring the four mentors of his life in capital markets, with a discussion with the great Nick Murray, the legendary sage of wisdom to wealth advisers who had such a profound impact on David’s life and career.

David is joined once again by supply-side legend Dr. Art Laffer, who points out that property tax is a wealth tax by another name, demonstrates that transfer payments can only work perfectly by bringing income to zero, suggests a commission system for how Congress gets paid, and insinuates that sound money and fiscal sanity matter. A fun conversation, as always!

David is joined this week by Dr. Matthew Fienup, Executive Director of the Center for Economic Research and Forecasting. It turns out a Christian college in Ventura County can punch way above its weight when it comes to high-level economic analysis with a strong bias for economic growth! David and Matthew discuss everything from Covid antibody analysis to the Latino contribution to GDP growth to housing policy and what it means to economic opportunity. Research can be put to good work, and you will love to hear how in this episode of Capital Record.

David is joined this week by historian and dividend equity portfolio manager, Daniel Peris. The two dividend-loving portfolio managers go deep into history to evaluate what errors cause poor applications in modern finance. (Hint: It is very similar to the errors that happen in economics.) A fascinating and far-reaching conversation you will not want to miss!