Best J David Stein Podcasts (2025)

1
Is the Rest of the World Selling America? 19:55

3d ago19:55

19:55

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 20…

1
Movie Mindset 33 - Casino feat. Felix 1:53:50

1d ago1:53:50

1:53:50

The first episode of this season of Movie Mindset is free for all listeners as always. To listen to the rest of the season, subscribe at www.patreon.com/chapotraphouseWhen you love movies, you’ve got to watch them. There’s no other way…Movie Mindset Season 3 commences with our first ever single feature on the most referenced movie in Chapo Trap Hou…

1
927 - Americas, The Beautiful feat. Greg Grandin (4/21/25) 1:25:39

2d ago1:25:39

1:25:39

Historian and author Greg Grandin joins us to discuss his new book America, América: A New History of the New World, which looks at the five century history of colonization & conquest of the New World, and how North & South America developed their distinct identities through a long history of mutual interaction and opposition. We also catch up with…

1
Where Are We Heading? 26:09

10d ago26:09

26:09

In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior. Topics covered…

1
925 - Banshee, PA Chamber of Commerce feat. Kath Kreuger (4/14/25) 1:09:01

10d ago1:09:01

1:09:01

Before addressing the news of the day, Will & Kath catch up with Felix on their re-watch of beloved series BANSHEE, which segues nicely into discussion of the baffling firebombing of the Pennsylvania governor's mansion. We then move on to the increasingly horrific and blatantly illegal renditions of American residents into foreign prisons, and the …

1
Is This the End of Globalization and Free Trade? 21:34

17d ago21:34

21:34

What will the impact be now that the U.S. has one of the highest tariff rates in the world? Topics covered include: Why the Trump administration raised tariffs How the last round of U.S. tariffs led to higher prices and lower economic growth Four ways the world remains close to record connectivity Who have been the winners and losers from global tr…

1
923 - The Banks Are Out of Money feat. Dave Weigel (4/7/25) 1:15:42

19d ago1:15:42

1:15:42

Semafor reporter Dave Weigel returns to the show to look at the political angles to Trump’s tariff regime and the global economic shocks. We discuss the various attempts to backfill justifications, responses from GOP and Democrats, and how this is all somehow about wokeness and masculinity or something. We also discuss last week’s special election …

1
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge 38:31

24d ago38:31

38:31

Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold. Topics covered include: Where does gold’s reputation as a safe haven come from, and why it trades differently than other commodities. How gold diff…

1
Bonus: Ukrainian Politics Deep Dive feat. Peter Korotaev 2:02:01

25d ago2:02:01

2:02:01

Felix sits down with writer & journalist Peter Korotaev for a wide ranging conversation on the state of the Russo-Ukranian War in the wake of the Trump administration’s spat with Zelensky & attempts at a peace deal, and loads of context on the politics of Ukraine, Russia, various oligarchs, the Atlantic Council, and other non-state actors that have…

1
921 - Health Scare feat. Tim Faust (3/31/25) 1:15:29

27d ago1:15:29

1:15:29

Tim “T-Bone” Faust makes a long overdue return to the program to brief us on the series of guerilla town halls on Medicaid he’s been doing in Wisconsin. But first, we start with a brief roundup on one of the most important health issues facing the nation today: Soda, and the role it plays in keeping Americans healthy. Tim then takes us through the …

1
Should You Investment 100% of Your Retirement in Closed-End Funds? 24:23

1M ago24:23

24:23

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains. We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs. Episode Sponsors Stawberry.me NetSuite Insiders Guide Email Newslett…

1
919 - Abruendance Agenda feat. Madinah Wilson-Anton & Matt Bruenig (3/24/25) 1:21:56

1M ago1:21:56

1:21:56

Delaware state rep Madinah Wilson-Anton returns to the show to brief us on Elon Musk’s attempts to rewrite the state laws of Delaware to help him secure a $50 billion+ compensation package. We discuss the “race to the bottom” in state business laws, and the new wave of assaults on basic legal legitimacy in pursuit of complete oligarchical control.T…

1
What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries 22:39

1M ago22:39

22:39

How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier. Topics covered include: Two ways countries can increase their competitiveness How savings always equals investment Why excess savings flows to the U.S. leading to a drop in U.S. domestic savings Why the U.S. current trade situation could lead to a de…

1
Panic World: Who turned Gen Z fascist? (With Felix Biederman) 58:59

1M ago58:59

58:59

Felix appeared on today’s Panic World podcast hosted by past-guest Ryan Broderick of the fantastic Garbage Day newsletter. We’ve agreed to crosspost this ep in our feed. Enjoy! Check out Panic World wherever you get pods, and subscribe to Garbage Day here: https://www.garbageday.email/Every four years America suffers through a national election, wi…

1
917 - Touchdown Tim Chitters feat. D.J. Byrnes & Eephus (3/17/25) 1:38:56

1M ago1:38:56

1:38:56

D.J. Byrnes of Ohio’s independent news outlet The Rooster returns to the show. We look at constituent outrage at elected officials, D.J.’s sojourn to DC, Cleveland’s $2.5 Billion stadium debacle, and D.J. relates an incredible story of bamboozling Vivek Ramaswamy.Then, Eephus director Carson Lund and writer & star Nate Fisher join Will to discuss t…

1
Tariffs and the Mar-a-Lago Accord: What Trump Really Wants 28:49

2M ago28:49

28:49

How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufacturers. Topics covered include: Why U.S. stocks are falling, and recession risk is increasing How the U.S. dollar as the reserve currency is becoming a burden on the U.S. How the Trump administration a…

1
915 - Hero Hedge feat. Joe Weisenthal (3/10/25) 1:13:06

2M ago1:13:06

1:13:06

We start the show discussing the arrest and detention of Mahmoud Khalil in a glaring escalation of attacks on American civil liberties in behalf of Israel & its supporters. We’re then joined by journalist and co-host of the Odd Lots podcast Joe Weisenthal to take a shockingly timely (for us) look at markets, tariffs, crypto, and economic policy und…

1
Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge 48:15

2M ago48:15

48:15

This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institu…

1
Movie Mindset Oscars Preview ‘25 1:35:11

2M ago1:35:11

1:35:11

Will & Hesse are back to look at the Oscars’ Best Pictures of 2024. They give their takes on the high- and low-lights, offer their predictions of who will take home Oscar gold, and give a special preview of what’s coming up in Movie Mindset Season 3.For more Oscars fun: Come see Will & Hesse host an Oscars watch as part of a party for Zohran for Ma…

1
913 - Only the Lonely feat. Julian Feeld (3/3/25) 1:18:12

2M ago1:18:12

1:18:12

QAA’s Julian Feeld joins us today to give us his report from last week’s CPAC convention. We look at the usual carnival of cruelty on display at the Gaylord Convention Center, with an added layer of vindictiveness in the second Trump era. We also discuss at how QAnon has been fully metabolized into political discourse, and check in on some classic …

1
Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves 23:18

2M ago23:18

23:18

We consider the incongruency of a U.S. Strategic Bitcoin Reserve, the latest crypto exchange hack, and how most participants lost money on the Trump meme coin. Given all that, we review some areas where cryptocurrency is helping individuals and businesses. Topics Covered What is the U.S. Strategic Petroleum Reserve Why it makes little sense for the…

1
911 - Red Dawn feat. Radio War Nerd (2/24/25) 1:16:53

2M ago1:16:53

1:16:53

We’re joined by Mark Ames & John Dolan of Radio War Nerd to discuss what may be the wind-down of the war in Ukraine. We look at the political ramifications both domestically and internationally, how the west & Russia have fared militarily, and the lives of the Ukrainians affected by the conflict. Plus, would you believe fighter aircraft, MMA, and a…

1
Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income 25:44

2M ago25:44

25:44

How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder. Topics covered include: How immediate annuities and deferred income annuities work What are mortality credits, and why they are a key diversifier Examples of how mortality credits lead to a 1% to 1.5% higher annualized return over s…

1
909 - A Real Hero feat. Pendejo Time (2/17/25) 1:25:47

2M ago1:25:47

1:25:47

Jake and Thomas return to look at the latest news of Elon’s bizarrely begotten offspring. Plus the jewish guy who shot two Israeli guys because he thought they were Palestinians, Millei’s rug pull, and Bari Weiss’ Free Press asks what exactly makes an American hero (and why does it take place in dive bar bathrooms).Subscribe to Pendejo Time: https:…

1
What Are Sovereign Wealth Funds and Does the U.S. Need One? 19:32

2M ago19:32

19:32

The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establishing one. Topics covered include: What are the four types of sovereign wealth funds, and why the U.S. doesn't fit the typical use case How sovereign w…

1
907 - Big Balls feat. Kath Krueger & Jeff Stein (2/10/25) 1:04:39

2M ago1:04:39

1:04:39

Kath joins us for our annual review of the Big Game spectacle. We give our appraisal of what this year’s ad slate says about the state of American culture, plus reactions to Kendrick Lamar’s halftime show, and how conservatives continue to be oppressed by the TV. Then the Washington Post’s Jeff Stein joins us to discuss his reporting on what exactl…

1
BONUS: Z for Zohran 57:29

3M ago57:29

57:29

Will sits down with Zohran Mamdani, New York State Representative and candidate for New York City Mayor. After bonding over being just two boys from New York, their grade school rivalry, and touching on Zohran’s family & background, Will & Zohran discuss his plans to improve housing, transit, policing and homelessness services in New York City, as …

1
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge 50:41

3M ago50:41

50:41

This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institutional advisory firm, whe…

1
905 - Roko’s Modern Life feat. Brace Belden (2/3/25) 1:16:05

3M ago1:16:05

1:16:05

Beautiful Brace Belden joins us to look at Trump’s tariff’s, possible annexation of Canada, halt on federal funding, and other breaking admin news. We also discuss New York Mag’s party report from the NYC MAGA scene, and Brace briefs us on what we should know about the murderous “Zizian” rationalists, and how they fit in among all the other people …

1
How to Invest in Private Credit / Direct Lending 26:20

3M ago26:20

26:20

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs. Topics covered include: Why more companies are staying private How private credit differs from the leverage loan market Why private credit is growing so rapidly What are the benefits …

1
903 - Tuna Melt Moment feat. Alex Nichols (1/27/25) 1:09:39

3M ago1:09:39

1:09:39

Alex is back on the pod to review the first full week of 2rump news, but first, we wish friend of the show Catturd a speedy recovery from his impacted bowel. Then, we look at Trumps barrage of executive orders, cabinet staffing, and denial of security clearances to a number of former NatSec ghouls. We also discuss the Democrats’ new Tuna-based appe…

1
Who Should Bear the Cost? Socialized versus Market-Based Risk Management 23:02

3M ago23:02

23:02

Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market-based insurance. Topics covered include: The surprisingly large percentage of natural disaster losses that are uninsured Why natural disaster severity is increasing A deep dive into the complexity of …

1
901 - VI-Day feat. Mohammad Alsaafin (1/20/25) 1:16:14

3M ago1:16:14

1:16:14

Journalist Mohammad Alsaafin returns to the show to discuss the temporary ceasefire & hostage exchange deal reached in Gaza. We discuss why and how this came about during the Biden-Trump transition, what the actual terms of the deal are, how it leaves the political situation in Israel, Palestine and the rest of the region, and the total effects of …

1
Where You Live Matters - How Geography Contributes to Wealth 26:07

3M ago26:07

26:07

How geography contributes to economic growth and can increase or lower the cost of living. Topics covered include: Why living in a developing country like Costa Rica is still relatively expensive How Amazon and e-commerce platforms lower the cost of living Why we should consider slowing down our rate of consumption How geography is impacting the ro…

1
Seeking a Fren Ep 6 Teaser - Stop The Steal 9:56

3M ago9:56

9:56

Felix recounts Trump’s efforts to discredit the 2020 election as part of the long history of election denial on the right in this clip from Episode 6 of his series “Seeking a Fren for the End of the World.” The full episode and rest of the series are available for subscribers at patreon.com/chapotraphouse.…

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J David Stein Podcasts

Podcasts Worth a Listen

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