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Meeting of Minds Podcast: Daily Summaries Delivered
by Salem Podcast Network
Meeting of Minds brings together the top minds in history, theology, finance, economics, language, mathematics and science. Host Jerry Bowyer invites guests to be both intelligent and clear and to follow truth wherever it leads.
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- 2 days ago4 min
Detransitioner Soren Aldaco at Amex: Take Transition Coverage Risk Seriously
At American Express' annual meeting of shareholders, the company faced a shareholder proposal from Inspire Investing over its perfect score on the Human Rights Campaign's Corporate Equality Index, one of the primary corporate activist rating systems for LGBTQ+ issues. Presenting at that meeting, along with Inspire's director of corporate engagement Tim Schwarzenberger, was Soren Aldaco, a detransitioner (someone who undergoes gender transition surgery and later regrets it). Aldaco talked to the company about the risks and ramifications of covering gender transition surgery in its healthcare, particularly for children as it appears that Amex does. This was a powerful example of the real human consequences of corporate policies that aid or adopt radical, activist social agendas - and why the corporate move away from such policies and back to sanity cannot come quickly enough. Learn more about Inspire at inspireinvesting.com, and watch Soren's video here. Follow Tim at: https://www.linkedin.com/in/timschwarzenbergercfa/.See omnystudio.com/listener for privacy information.
- 2 days ago3 min
Inspire Investing: Docusign, Don't Sign off on Non-Fiduciary Executive Pay
At Docusign's 2026 annual meeting, the company faced a shareholder proposal from Inspire Investing over the use of non-fiduciary metrics in executive compensation. Listen to Inspire's presentation from director of corporate engagement Tim Schwarzenberger, urging the company to prioritize executive clarity and business performance over diversity incentives. "The reputational risks of ESG and DEI elements in executive compensation are well-demonstrated — and the rapidly evolving legal & regulatory landscape around such elements is an additional point in favor of fiduciary duty above all else. We are asking Docusign to defend, and fully commit, to its most critical form of inclusion: including every employee, shareholder, and customer as part of its mission of a growing company and a healthier world. Learn more about Inspire at inspireinvesting.com. Follow Tim at: https://www.linkedin.com/in/timschwarzenbergercfa/.See omnystudio.com/listener for privacy information.
- 3 days ago2 min
The Heritage Foundation: Drop Politicization at S&P Global
At S&P Global's annual meeting, the company faced a shareholder proposal from the Heritage Foundation via its Free Enterprise Initiative, asking the company to report on the risks of the company’s work with activist groups like the Human Rights Campaign. Meanwhile, the company became once again embroiled in controversy over its ESG rating policies while this engagement was going on, underscoring politicization concerns. As Heritage’s Stefan Padfield told the company at its annual meeting: Another red flag calling into question the Company’s status quo is a recent letter from a coalition of 23 states questioning the lawfulness of the ESG policies of S&P Global Ratings. This letter was led in part by Nebraska Attorney General Mike Hilgers and raises the specter of undisclosed and unlawful material conflicts of interest, as well as concerns related to antitrust violations and deceptive trade practices – all connected to the Company’s embrace of politically charged ESG. The foregoing list of red flags suggesting biased decision-making at S&P Global should make it difficult for shareholders to trust the status quo. Learn more about Heritage's Free Enterprise Initiative here.See omnystudio.com/listener for privacy information.
- 1 weeks ago3 min
David Bahnsen: Cummins, Power America - Not Activism
At Cummins' 2026 annual meeting, the company faced a shareholder proposal from David Bahnsen, founder of The Bahnsen Group, over the company's participation in activist rating systems like the Human Rights Campaign's Corporate Equality Index. Listen to David's presentation, urging the company to prioritize core business over activist scorecards. "Cummins’ rating from the Human Rights Campaign does not indicate political neutrality. It indicates alignment with highly controversial medical interventions, including hormone regimens and gender transition surgery. Further, Cummins’ active participation in activist indices is concerning for shareholders who expect the company to avoid political controversy. Cummins should not be grabbing headlines for political stances. And it does not need to seek applause from activists. Its core business, meeting the needs of humanity by building the diesel engines and the generators that help power our world, is a noble, commendable, and vital business model that every investor can and ought to be proud of." Learn more about The Bahnsen Group at thebahnsengroup.com.See omnystudio.com/listener for privacy information.
- 1 weeks ago25 min
Ridgeline’s Tom Carter: Blue State Corporate Exodus and Defeating Wokeness
In Ep. #128, Jerry talks with Tom Carter, president and co-founder of Ridgeline Research. Join us for a conversation on: Why companies like Exxon and Starbucks are moving to business-friendly red states Navigating corporate impact as part of a conservative coalition How Ridgeline’s American Conservative Values ETF handles corporate engagement See omnystudio.com/listener for privacy information.
- 2 weeks ago3 min
David Bahnsen: Gilead, Prioritize Business Performance
At Gilead Sciences' 2026 annual meeting, the company faced a shareholder proposal from David Bahnsen, founder of The Bahnsen Group over the use of ESG and DEI metrics in executive compensation. Listen to David's presentation, urging the company to prioritize executive clarity and business performance over activist incentives. "Gilead does not need to be grabbing headlines or seeking activist plaudits over inclusion initiatives. Its core business, meeting the needs of humanity by combatting the world’s deadliest diseases, is a noble, commendable, and lifesaving model that every investor can and ought to be proud of. Gilead has done it so very well." Learn more about The Bahnsen Group at thebahnsengroup.com.See omnystudio.com/listener for privacy information.
- 2 weeks ago3 min
The Heritage Foundation: Truist, Reject Brand Misalignment
At Truist's annual meeting, the company faced a shareholder proposal from the Heritage Foundation via its Free Enterprise Initiative over brand politicization. Stefan Padfield presented for Heritage, urging the company to choose political neutrality in key areas, including charitable policies. "While our nation has come to realize that nice-sounding phrases like “diversity, equity, and inclusion” apparently routinely mean discrimination in practice, Truist has unfortunately been associated with such initiatives. Truist scores 100 on the HRC’s CEI. And while the green energy transition has arguably been exposed as a utopian endeavor that leaves Americans poorer and vulnerable to foreign adversaries, Truist apparently maintains commitments furthering that agenda." Learn more about Heritage's Free Enterprise Initiative here.See omnystudio.com/listener for privacy information.
- 2 weeks ago3 min
BR’s Isaac Willour: HPE, Reexamine Controversial Charitable Partnerships
At HPE’s annual meeting of shareholders, the company faced a shareholder proposal from a BR client over political neutrality in the company’s charitable partnerships. Presenting at that meeting was Bowyer Research's director of corporate engagement Isaac Willour, who laid out (1) the case for risk mitigation around controversial corproate partnerships, (2) what activist ratings indicate about the company's policy stances on critical issues like gender transition surgery, and (3) why peer companies, and the Fortune 500 is broadly moving away from these sorts of partnerships and choosing political neutrality.See omnystudio.com/listener for privacy information.
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About Meeting of Minds Podcast
Meeting of Minds brings together the top minds in history, theology, finance, economics, language, mathematics and science. Host Jerry Bowyer invites guests to be both intelligent and clear and to follow truth wherever it leads.
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