Best Rational Republican Podcasts (2025)

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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:12:36

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7h ago1:12:36

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Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:46:05

7d ago1:46:05

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Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

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Kim Flynn - Unlocking Alternative Investments | #585 56:34

14d ago56:34

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Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…

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Cole Wilcox on The Power Law of Investing | #584 1:05:02

21d ago1:05:02

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Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

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Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 50:06

28d ago50:06

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Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

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Dorchester 37:45

1M ago37:45

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James and Nick welcome a couple folks from Western Justice, the NRA for the "western" way of life. A very different vibe from the last episodeBy The Rational Republican

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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 46:35

1M ago46:35

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Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

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The Log Cabin Republicans 36:56

2M ago36:56

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Posting these out of order because the LCR's have an event on May 10th we'd like to plug. The Log Cabin Republicans are members of the LGBT community who hold conservative principles. Many say that "coming out" as Republican was harder than coming out as gay. Listen to their story here.By The Rational Republican

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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 19:54

2M ago19:54

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Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

2M ago1:07:13

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Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

2M ago52:09

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Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

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Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:05:07

2M ago1:05:07

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Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

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UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 56:16

3M ago56:16

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Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

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Episode 20: The Kingdom of God: Part I | Episode 0020 w Chad Goble 2:03:22

3M ago2:03:22

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What does it truly mean to build the Kingdom of God? It’s a question that echoes through scripture and sermons, yet the answer often feels elusive. Is it simply attending services and giving offerings, or is there a deeper, more profound meaning? This discussion delves into this complex topic, exploring the multifaceted nature of building God’s Kin…

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Houthi PC Small Group 46:54

3M ago46:54

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Before James was a podcast host and small business owner, he was an Army officer and frequently in charge of handling classified materials. So given the recent article from The Atlantic, we decided to give an insider view of how classification works.By The Rational Republican

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Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 53:26

3M ago53:26

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Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…

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Episode 19: True Discipleship | Episode 0019 w David Ross 1:09:07

3M ago1:09:07

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The Path to True Discipleship: Following to Lead Discipleship is more than the title of a book—it’s a way of life. In a world where many claim to follow Jesus, few truly embrace the calling of discipleship. This was the central theme of our latest discussion, where we explored the distinctions between merely believing and actively following Christ.…

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Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:18:57

3M ago1:18:57

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Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …

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Buy Stock Where You Shop With Grifin | Aaron Froug | #574 36:42

3M ago36:42

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Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…

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Episode 18: Power of Confession | Just a Thinker | Episode 0018 5:42

3M ago5:42

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Join Just a Thinker and host Bryan Bootka as he does some confessing. #JustThinkAboutIt #JustAThinker #DreamBigDoGood JustAThinker.com #UPCI https://www.youtube.com/@Just-a-Thinker https://www.facebook.com/justathinker2017/ X @_Just_A_Thinker IG @just_a_thinker_podcast

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Crosstabs Crossover 57:11

3M ago57:11

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A crossover episode with the Crosstabs podcast. We talk about the ORP elections that just took place, what it's like to run a podcast, and some insider baseball on what life is like in the Capitol.By The Rational Republican

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Jacqueline Faber: A Journey into Dark Academia | #573 53:57

4M ago53:57

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Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…

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Episode 17: Just a Thinker | Episode 0017 | Illegal Immigration & the Church w/ Chad Goble 1:37:14

4M ago1:37:14

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Join Just a Thinker and host Bryan Bootka as he speaks with Chad Goble and they discuss illegal immigration and the Church. Illegal immigration is a highly debated issue, especially within the church. As believers, our challenge is to navigate the balance between respecting the law and extending grace to those in difficult circumstances. Should the…

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MEBISODE: Can We All Invest Like Yale? 28:25

4M ago28:25

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In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Intereste…

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Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 1:06:53

4M ago1:06:53

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Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…

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Episode 16: Just a Thinker | Episode 0016 | Restoration of the Broken - Restoration Ranch, Texas w/ Dr. Jenifer Wakefield 36:39

4M ago36:39

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Join Just a Thinker and host Bryan Bootka as he speaks with Dr. Jenifer Wakefield, Executive Director of Restoration Ranch, Texas. Dr. Wakefield's journey into full-time ministry began in 2012 when she transitioned from the corporate world to working at her home church in Austin. Through this role, she encountered individuals in deep distress, incl…

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Former Merrill Strategist Chuck Clough – This Time is Different | #571 1:03:25

4M ago1:03:25

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Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …

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Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 50:45

4M ago50:45

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Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…

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Jerry Cummings for ORP Chair 49:39

4M ago49:39

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Jerry Cummings is a pastor and Republican mega-volunteer running for ORP Chair in spring 2025. Win or lose, I'm sure we haven't heard the last from Jerry!By The Rational Republican

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Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569 1:03:39

4M ago1:03:39

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Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity pr…