Commonplace: The American Compass Podcast

America's Foreign Policy Future with A. Wess Mitchell

Oren Cass — Fri, 22 May 2026 10:02:17 GMT

Foreign policy debates have taken center stage in the second Trump administration, from U.S.-China relations to the ongoing war in Iran.

To assess the situation, Oren speaks with A. Wess Mitchell, who co-founded The Marathon Initiative along with Elbridge Colby and served as Assistant Secretary of State for European and Eurasian Affairs during the first Trump administration. Cass and Mitchell discuss the renewed intensity of foreign policy debates, particularly on the Right-of-center, the posture of the United States during the post-Cold War era, the Iran war, and the correlation between economic and military power.

They conclude by looking at the future of American power abroad, and what it will take for the U.S. to maintain its leadership in global affairs amid both a rising national debt and increased defense spending.

Why Democrats Can't Learn with Ruy Teixeira

Oren Cass — Fri, 15 May 2026 09:56:48 GMT

The Democratic Party continues to reel from its 2024 electoral defeat and struggles to connect with the American people. But the party remains captured by special interests and sacred cows that its leaders refuse to confront.

Few understand this dynamic better than Ruy Teixeira, author and senior fellow at the American Enterprise Institute, and founder of The Liberal Patriot, a now-defunct newsletter. He and Oren discuss what happened to TLP, formerly a source of difficult truths for Democrats, how the advocate class has moved the party so rapidly to the left, and why the Democratic establishment so stubbornly refuses to learn anything new. They conclude by looking at what it all means for the future of both parties, and whether there's an off-ramp for the polarization dominating American politics.

The End of the Iran War? with Bradley Devlin

Oren Cass — Fri, 08 May 2026 13:03:50 GMT

What’s going on in Iran? Who controls the Strait of Hormuz? And why did America get involved in the first place?

Bradley Devlin, politics editor at the Daily Signal, joins Oren to try to make sense of the current state of the U.S. military operation in Iran. They discuss why President Trump deployed troops in the first place, the various ways a peace deal could shake out, and what path forward is really in the interest of the American people.

A Real Fix for the Affordability Crisis with Chris Griswold

Oren Cass — Fri, 01 May 2026 18:26:51 GMT

The affordability crisis has become Washington’s favorite talking point, but the solutions proposed so far won’t solve it. From capital gains tax cuts pitched as relief to renewed enthusiasm for Chinese investment as a growth strategy, many policymakers are circling the problem without addressing its core drivers: stagnant wages, distorted incentives in trade and industrial policy, and an economy that has stopped reliably producing gains for working Americans.

Chris Griswold, policy director at American Compass, joins Oren to discuss how affordability is less about marginal tax tweaks and more about rebuilding the productive foundations of the economy. They also explain why proposals to deepen economic integration with China ignore the strategic and structural realities of a state-directed competitor. Finally, they explore what a more honest political message would look like heading into the midterms, one that connects affordability to wages, industry, and national strategy rather than short-term price relief.

The Net Neutrality Panic with Ajit Pai

Drew Holden — Fri, 24 Apr 2026 10:23:47 GMT

The fight over net neutrality was supposed to determine the future of the internet. Advocates of net neutrality warned that repealing it would lead to censorship, higher costs, and the collapse of an open web. But nearly a decade later, those predictions never materialized, and the debate has taken on new significance as broadband, 5G, and AI become central to economic growth and national power. What was once treated as a moral emergency now looks more like a case study in regulatory overreach and political panic.

Ajit Pai, former chairman of the FCC, and current CEO of CTIA, joins Drew Holden to revisit the net neutrality battle and assess its legacy. They discuss why the backlash became so intense, what actually happened after net neutrality’s repeal, and how the policy shift affected investment in broadband and wireless infrastructure. They also explore the stakes of today’s telecom landscape, from the race with China over 5G and role of spectrum in AI development, and consider what it will take for the United States to maintain its technological advantage.

Measuring Machine Intelligence with Chris Painter

Oren Cass — Fri, 17 Apr 2026 09:51:58 GMT

Artificial intelligence is advancing rapidly, but our ability to measure what these systems can actually do—and the risks they may pose—has lagged behind. Headline benchmarks and viral demos offer snapshots of a system's performance, but they say little about how AI behaves in complex real-world settings or how much autonomy models can sustain over time. As these systems take on more consequential roles, the challenge is not just building more powerful models, but developing credible ways to evaluate their capabilities and limits.

Chris Painter, president of Model Evaluation and Threat Research (METR), joins Oren to discuss how researchers are building new frameworks to assess AI systems and what those efforts reveal about the trajectory of machine intelligence. They explore “time horizon” as a measure of autonomy, the difficulty of evaluating alignment and sabotage risks, and the constraints posed by compute and organizational bottlenecks. They also consider what it will look like when AI systems begin contributing even more to their own development and their capabilities outpace our ability to measure them.

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Neither Girlboss, Nor Tradwife with Emma Waters

Oren Cass — Fri, 10 Apr 2026 10:03:40 GMT

“Girlboss” feminism promised a world in which women could seamlessly balance ambitious careers and flourishing family lives. But in practice, that vision has proven far more brittle, often demanding total commitment to work while sidelining marriage, children, and the realities of time and tradeoffs. While many women are moving away from that all-consuming focus on a career, they’re looking for something much different than what the Instagram tradwife has to offer.

Emma Waters, senior policy analyst at the Heritage Foundation and author of the recently released Lead Like Jael, joins Oren to explore what comes next. They discuss the backlash against career-first feminism, the rise and limits of “tradwife” culture, and the emerging case for a more flexible, family-centered approach to work. They also examine the class divide underlying these debates, the role of technology in reshaping women’s choices, and how policymakers and employers could better support a model that allows women to prioritize both work and family without forcing an all-or-nothing choice.

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Further Reading:

Buy Lead Like Jael by Emma Waters
“Pursuing the Reunification of Home and Work” Erika Bachiochi, American Compass
“Why Women Still Can’t Have It All” by Anne-Marie Slaughter, The Atlantic

Fixing Finance with Rohit Chopra

Oren Cass — Fri, 27 Mar 2026 09:51:37 GMT

The financial industry is supposed to be our economy’s plumbing, quietly channeling capital to investments where it’s needed most. But in today’s system, that plumbing is leaking. From rising credit card rates and opaque lending products to the decline of local banking and the growth of speculative activity, the financial sector is increasingly disconnected from the real economy it was built to serve.

Rohit Chopra, former director of the Consumer Financial Protection Bureau, joins Oren to examine how finance lost its purpose and what it would take to restore it. They discuss the limits of regulation versus enforcement, the rise of non-bank financial products, and the growing concentration of credit markets. They also consider whether novel activities like online sports betting and prediction represent genuine innovation or simply new ways to extract more money from consumers.

Want to End Illegal Immigration? Hire American, with Daniel Kishi

Oren Cass — Fri, 20 Mar 2026 18:31:41 GMT

Immigration enforcement has long been framed as a question of border security, but the Trump administration’s success at stopping illegal crossings has turned the public’s attention toward removing illegal aliens who have become enmeshed in communities across America. Now, the administration’s challenge will be enforcing immigration law in our labor market.

Daniel Kishi, senior policy advisor at American Compass, joins Oren to discuss what effective immigration enforcement actually requires. They explore why targeting employers may be more effective than high-profile raids, how weak enforcement distorts labor markets and suppresses wages, and what the administration’s shifting strategy reveals about the politics of immigration. They also examine the structural flaws in the H-1B visa program, from below-market wage rules to the lottery system, and consider whether temporary worker programs can truly serve the national interest. Finally, they turn to the trucking industry, assessing how relaxed standards and unauthorized labor reshaped the market and how recent crackdowns from the administration are beginning to restore wages, safety, and the rule of law.

Further Reading:

“Fix the H1-B Visa Program“ by Daniel Kishi

Escaping the College-For-All Trap with Dan Currell

Oren Cass — Fri, 13 Mar 2026 10:03:30 GMT

For decades, Americans were told that success was simple: graduate high school, enroll in a four-year college, and launch a career from there. But as college enrollment has expanded and costs have skyrocketed, the results have become increasingly difficult to justify. Many students never complete a degree, others graduate without meaningful skills, all while the system continues to push young people into a single pathway that often fails to match their talents.

Dan Currell, author of The College Question, joins Oren to discuss how the college-for-all approach came to dominate Americans' jump from high school to adulthood. They discuss the incentives that keep the system expanding, the gap between what colleges promise and what many students actually gain, and how cultural expectations push families toward this path even when better options might exist for their children. They close by considering what it would take to rebuild credible alternatives, from technical education and apprenticeships to employer-led training, that could offer young Americans more reliable routes into productive work.

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Further Reading:

“One Big Question: Hands-On Training or a Free Ride on Campus?” Oren Cass, Commonplace

Palantir's Alex Karp, the Teamsters' Sean O'Brien, and Oren Walk into a Bar...

Oren Cass — Fri, 06 Mar 2026 11:04:39 GMT

On this week’s episode of the American Compass podcast, watch or listen as Oren moderates a conversation between Alex Karp, CEO of Palantir, and Sean O’Brien, General President of the International Brotherhood of the Teamsters, at the Labor + AI Summit in Washington, D.C., which was co-hosted by American Compass. They discuss how AI may shift labor demand away from white-collar professions, the risks of deepening economic inequality if workers are excluded from the conversation, and why labor must have a “seat at the table” as new technologies are implemented. They also explore the role of unions, the pressures globalization and immigration have placed on wages, and what it would take to ensure that AI strengthens rather than destabilizes the American middle class.

If you’re new to the American Compass podcast, please subscribe wherever you watch or listen to your favorite shows. It’s available on YouTube, Apple, Spotify, Substack, and beyond. Each Friday, we talk with the best economic analysts and the people shaping the future of the American Right and American politics generally. If you like this episode, we think you’ll really enjoy the conversation every week.

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The Future of Trump's Tariffs with Mark DiPlacido

Oren Cass — Fri, 27 Feb 2026 11:03:04 GMT

The Supreme Court’s recent decision to limit the president’s use of emergency tariff authority set off a wave of commentary declaring the end of Trump’s trade agenda. But one week later, the reality looks far more complicated than what the chattering class might lead you to think. If IEEPA is off the table, what tools remain? What happens to the deals already struck? And does this ruling mark a retreat from tariff policy, or will the administration simply a shift to firmer legal ground?

Mark DiPlacido, senior political economist at American Compass, joins Oren to assess where things stand. They delve into the alternative authorities available to the administration—Sections 232, 301, and 122; what a “balance of payments” means in practice; and how sectoral tariffs on steel, semiconductors, pharmaceuticals, and critical minerals might reshape the next phase of trade policy. They also explore what a stable endpoint for Trump’s tariff strategy would actually look like and what Congress would need to do to make a better system of global trade permanent.

What Economists Get Wrong with Luigi Zingales

Oren Cass — Fri, 20 Feb 2026 11:03:10 GMT

For decades, economists, armed with elegant models, powerful data, and firm conclusions about how markets should work, have claimed to be practitioners of a hard science. Yet in an era of financialization, political backlash, and rising skepticism of any “expert” consensus, many Americans are wondering whether the profession has grown too insular, too ideological, or simply too detached from reality.

Luigi Zingales, professor at the University of Chicago’s Booth School of Business and director of the Stigler Center, joins Oren Cass to discuss what’s gone wrong. They explore the hierarchy of and conformity within the field, the temptation to defend models because of the conclusions they produce, and the gap between theoretical assumptions and real-world outcomes. The conversation closes with a look at whether a younger generation of economists is prepared to rethink the orthodoxy, and what it would take for economics to regain both its rigor and its relevance.

Saving Capitalism from the Capitalists with Oren Cass

Oren Cass — Fri, 13 Feb 2026 11:03:03 GMT

Capitalism has undergone a profound shift, as our financial system has moved away from its primary role of channeling capital into productive investments. Corporate priorities have instead turned toward maximizing short-term shareholder returns and deploying complex financial engineering that boosts firms’ bottom lines. In the process, American communities and long-term economic growth have paid the price.

Oren joins guest host Chris Griswold to discuss how this process of financialization is distorting the American economy and undermining capitalism itself. He explains how practices like leveraged buyouts, stock buybacks, and speculative financial activity have reshaped corporate incentives, why critics often conflate profit with value creation, and how these trends affect Americans and their communities.

Further Reading:

“The Finance Industry Is a Grift. Let’s Start Treating It That Way” by Oren Cass, New York Times.
“Actually, the U.S. Financial Sector Is Good for the Economy“ by Judge Glock, City Journal.
“‘The Finance Industry Is a Grift,’ Oren Cass Claims in the New York Times. Look Who’s Talking” by Ira Stoll, Washington Free Beacon.
“The Oren Cass Case for Central Planning Does Not Indict Wall Street for Anything” by Capital Record with David Bahnsen.

What Happened to the Starter Home? with Bobby Fijan

Oren Cass — Fri, 06 Feb 2026 11:41:16 GMT

America’s housing shortage is often framed as a simple supply problem, but building the kinds of homes families actually need has proven far more complicated. While capital continues to flow into large suburban developments and luxury apartment buildings, the market has stopped producing the modest, family-friendly housing that once anchored stable communities and enabled young families to remain in thriving cities.

Bobby Fijan, co-founder of the American Housing Corporation, joins Oren to discuss why the “starter home” has largely disappeared and how development incentives, zoning rules, and capital markets have reshaped what gets built. They explore why current housing designs increasingly favor singles and roommates over families, how housing supply shapes family formation, urban vitality, and economic mobility, and how prefab manufacturing and vertically integrated construction start-ups like the American Housing Corporation could help deliver row homes in established neighborhoods and begin to change the culture.

Solving the Welfare Fraud Crisis with Shad White

Oren Cass — Fri, 30 Jan 2026 09:29:58 GMT

America’s welfare programs have long operated on the assumption that states and nonprofits could responsibly steward federal dollars with minimal oversight. But a series of explosive fraud cases—from California to Mississippi to Minnesota—have exposed just how broken that system has become, with lax oversight and minimal accountability leading to billions of dollars stolen from taxpayers.

Shad White, Mississippi’s state auditor and author of Mississippi Swindle, joins Oren to explain how his office uncovered one of the largest welfare scandals in modern history and what it reveals about America’s safety net. They discuss why grant-based welfare programs are uniquely vulnerable to abuse, how federalism often undermines accountability, and how practical reforms like stronger enforcement, clearer metrics, and simpler program design can restore public trust while helping the families who need support most.

Dispatches from Davos with Oren Cass

Oren Cass — Fri, 23 Jan 2026 19:31:20 GMT

The annual gathering of the world’s leadership class at the World Economic Forum in Davos bills itself as high-minded forum for increased global cooperation in the now-struggling old international order. But, in practice, it’s more of a concentrated mass of industry titans flexing with their various status badges, “bilaterals,” and AI slogans all while anxiously refreshing their phones for the latest updates on the Trump administration’s next moves.

Filming from his hotel room in the Alps, Oren, our intrepid correspondent in Davos, joins Drew to report what he heard and saw from these often panic-stricken elites. They discuss how the Davos crowd is really reacting to Trump’s approach to alliances and American leadership, why episodes like Greenland trigger outsized panic among our allies, and where legitimate concerns about trust and cooperation get lost in elite groupthink.

Further Reading:

“A Sharp Break over a Piece of Ice,” Oren Cass, Commonplace.

How to Solve the Affordability Crisis with Daniel Kishi

Oren Cass — Fri, 16 Jan 2026 21:23:19 GMT

Inflation may have cooled, but Americans still feel squeezed. Groceries are still expensive, housing and health care costs continue to outpace wages, and consumer credit debt continues to balloon, leaving a gap between encouraging economic data and the daily experience of the average American. Voters continue to express concern, and the Trump administration has responded with a flurry of proposals aimed at bringing prices down.

Daniel Kishi, senior policy advisor at American Compass, joins Oren to make sense of what’s actually driving the affordability crisis and how policymakers should respond. They examine recent, sometimes unconventional, ideas from the administration to expand housing supply, cap credit card rates, overhaul health care, and empower more aggressive antitrust enforcement. Plus, they discuss the necessary role that Congress must play in codifying workable, populist solutions if the affordability crisis is to be solved.

Further Reading:

“Trump's New Volcker Shock" by Henry Olsen
“Our Concentrated Health Care Markets Are Anything but ‘Free’" by Chris Griswold

How to Rebuild American Industry with Mike Schmidt

Oren Cass — Fri, 09 Jan 2026 11:04:25 GMT

The CHIPS Act was billed as a once-in-a-generation effort to rebuild America’s manufacturing base in a strategically vital industry. But turning legislation into functioning factories and good paying jobs requires far more than slogans about “onshoring” or wish-casting. It demands a state-sponsored investment outside of America’s typical comfort zone.

Mike Schmidt, former director of the CHIPS Program Office and co-author of Factory Settings, joins Oren to discuss what it actually took to stand up the largest industrial policy initiative in decades. They explore how the government negotiated with global chipmakers, why grants and tax credits were combined, what critics missed in the “everything bagel” debate, and how permitting, labor, and geopolitical risk shaped their efforts. They close by discussing how we’ll know if the CHIPS Act ultimately succeeds and the way the U.S. should think about future reindustrialization efforts.

Further Reading:

“Chipping Away“ by Chris Griswold

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Be sure to also subscribe to Schmidt’s Factory Settings newsletter, where this episode is crossposted, and where you’ll find compelling commentary on chips, how to build state capacity, and everything else at the intersection of technology and government.

Subscribe to Factory Settings

Is Venezuela the Return of Regime Change? with Michael Brendan Dougherty

Oren Cass — Tue, 23 Dec 2025 11:38:22 GMT

After running on a campaign centered on ending forever wars, the Trump administration has become increasingly aggressive toward Venezuela—and rumors are abuzz that the administration may soon attempt to topple the Maduro regime.

Michael Brendan Dougherty, senior writer at National Review, joins Oren to discuss why Venezuela has reemerged as a focal point in Washington and what that says about the state of American foreign policy. They examine how this pressure campaign, ostensibly over fentanyl, looks increasingly like an attempt at regime change, and the risks of escalation without public buy-in or strategic clarity. They also broaden the conversation to consider how this same lack of focus appears in debates over trade, affordability, and energy, and undermines the administration’s ability to explain its policies to the public.

Further reading:

“The Next Foreign Misadventure“ by Michael Brendan Dougherty