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David Cerf

The Cerf Report

The Cerf Report delivers clear, critical analysis of issues that often lack depth or rigor. Each episode examines the forces shaping economic power, public policy, technology, and institutional change — separating signal from noise. Audio editions are adapted from written research published on Substack, preserving the original analysis in a format designed for listening. thecerfreport.substack.com

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Auteur

David Cerf

Catégorie

Business

Site du podcast

thecerfreport.substack.com

Dernier épisode

17 oct. 2026

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Épisodes

The men in the room 17.10.2026

On February 20, 1933, about twenty-five of Germany’s leading industrialists met Hermann Göring at his official residence in Berlin. Hitler told them private enterprise could not survive democracy and that this would be the last election. Then he left the room, and Hjalmar Schacht asked for three million Reichsmarks. They were not buying fascism. They were buying the destruction of the left, and th...

Nothing here is new 15.10.2026

Show Notes Dwight D. Eisenhower, Farewell Address to the Nation, January 17, 1961. National Archives: https://www.archives.gov/milestone-documents/president-dwight-d-eisenhowers-farewell-address Full text, Avalon Project, Yale Law School: https://avalon.law.yale.edu/20th_century/eisenhower001.asp Audio recording and drafts, Eisenhower Presidential Library: https://www.eisenhowerlibrary.gov/index%2...

The bidding never stops until the money does 07.10.2026

Rome did not fall because someone bribed a voter. It fell when the next bid cost more than the money was worth. This episode follows that structure from the men who financed Caesar, to the guard that sold the throne, to a president who has put the same offer in front of the American crowd. Not a crime. A price. And a question Rome answered too late. If this kind of clear-eyed analysis cuts through...

The Gift That Keeps on Grifting 02.10.2026

The White House built a television channel in three days. On the fourth, the president’s private company applied to own its name. What that filing actually buys. Show Notes: Source article: Part I: “Trademarking the Presidency for Private Profit,” February 19, 2026. The four-day sequence * September 21, 2026 — The White House strips press passes from CNN, MS NOW and Politico. NBC, ABC, CBS and Fox...

China Speed 30.09.2026

Show Notes: China Speed is not cheap labor. It is the time from a known idea to a product you can buy, update, and dump onto the world at a price that resets the industry. This episode is about productization: who owns the stack under the car, the battery, the ship, and the chip — and what happens when AI gets bolted onto that machine. Full text and sources: TheCerfReport.com The Cerf Report is a...

The Grand Design: What If the Chaos Is the Strategy? 27.09.2026

Most commentary treats this year as noise: a raid in Caracas, a war with Iran, Russian refineries burning, diesel shortages, allies hedging. On Macro Voices , Rabobank global strategist Michael Every called it design — a contest with China fought through energy. This episode takes that case seriously. Then it asks the two questions the theory leaves open: who pays for the time it buys, and whether...

The Peace President: Did Strength Deliver Peace? 24.09.2026

Trump says he has ended eight wars. One of them, Iran, is in its seventh month. The world recorded 65 armed conflicts in 2025, the most since 1946. I measure his peace record by his own standard. Did strength deliver peace? Show Notes Sources: * See full details at TheCerfReport.com * Peace Research Institute Oslo, “Conflict Trends: A Global Overview, 1946-2025” (June 2026). State-based conflict c...

America in Crisis: Epilogue 24.07.2026

For six episodes, this series turned over one coin at a time — a plane, a fortune, an energy bet, a career, a memecoin, the office itself — and found the same thing every time: two Americas looking at identical facts and seeing opposite countries. The Epilogue asks the question all the others were pointing at. Forget whether any single deal was good or bad. What is it costing us — in dollars, in y...

America in Crisis - Part 6 - What He's Actually Selling 22.07.2026

A plane, a fortune, an energy bet, a career, a memecoin — and finally the office itself. In the last part of America in Crisis, we turn over the clearest coin of all: the president’s crypto fortune, read two opposite ways from the identical facts. Nobody disputes the numbers. A token launched three days before the inauguration, 80% of the supply kept in-house, a fee on every trade. Nearly a millio...

America in Crisis - Part 5 21.07.2026

The energy bet, traced from where it actually started — not a policy judgment but a purchase, made at a Mar-a-Lago dinner and promised from a stage. Part Five follows the money in and the money back out: at least seventy-five million from the oil and gas industry, and roughly eighteen billion in tax breaks returned in one legislative package. Then the audit a builder would run — what a hundred-and...

America in Crisis - Part 4 20.07.2026

One deal is an anecdote. A pattern is an argument. This episode pulls back from the jet to the full record — Atlantic City casinos, the airline, the university fraud settlement, steaks, vodka, and the long trail of branded ventures that carried the name and failed. The country had the file the entire time. Why did it hand the office to a man whose business history was public for decades? The answe...

America in Crisis - Part 3 19.07.2026

A foreign government handed the President of the United States a Boeing 747 valued at $400 million. He called it free. This episode turns the coin over: the billion-dollar retrofit (partly funded by pulling money from the nuclear modernization budget), the plan to transfer the jet to his presidential library foundation when he leaves office, and the telling detail that he refused to fly it home fr...

America in Crisis Part 2 15.07.2026

Extending charity to the other side doesn't mean surrendering your judgment. This episode builds the one tool the rest of the series runs on: a test anyone can apply to tell a genuine disagreement from a lie. A real disagreement survives inspection — grant the other side its best case and it still holds, because it was never about the facts. A counterfeit fails the instant you check; it depends on...

America in Crisis Part 1 13.07.2026

Two Americas watched the same year and saw opposite countries. Not different facts — the same jet, the same disclosure forms, the same speeches — read by one side as a rescue and the other as a wrecking. Are We in a Crisis? is a multi-part series that takes that split seriously. It hands you a simple tool for telling an honest disagreement from a con, then turns over the biggest coins of this pres...

The Enemy Is Never Discovered. It Is Chosen. 29.06.2026

The President ranked communism above two world wars and 9/11. So where is the communist country we’re supposedly becoming? Nowhere that fits the definition. The man warning that communists will seize industry is seizing it himself. Show Notes / Sources Trump Truth Social post ranking communism as “the Greatest Threat to our Country since World War I, World War II, Pearl Harbor, or 9/11”: Trump’s T...

The Meeting That Never Happened: How America Accidentally Supercharged the Clean Energy Boom 15.06.2026

A government can decide what it wants. It cannot decide what is cheapest. Over the past year the United States pulled back from clean energy, propped up coal, and treated wind and solar as ideology to defeat. It didn’t work. Solar just outproduced coal for the first month on record, three-quarters of the new build is going up in red states, and the AI boom the administration champions is force-fee...

Trial by Accusation 04.06.2026

Margaret Chase Smith, “Declaration of Conscience,” delivered on the floor of the U.S. Senate, June 1, 1950. Full text and audio: American Rhetoric, https://www.americanrhetoric.com/speeches/margaretchasesmithconscience.html U.S. Senate historical account of the speech and McCarthy’s subway exchange with Smith: https://www.senate.gov/artandhistory/history/common/generic/Speeches_Smith_Declaration.h...

The 1.776 Billion Dollar Question 19.05.2026

Sources and Further Reading The Anti-Weaponization Fund settlement (announced May 18, 2026) DOJ press release on the $1.776 billion fund and Trump's IRS lawsuit dismissal — primary source for the settlement structure https://www.justice.gov/ ABC News: "DOJ announces $1.7B 'Anti-Weaponization Fund' as part of Trump IRS lawsuit settlement" — fund details, eligibility, $1.776B figure https://abcnews....

Jimmy Lai and the Limits of Flattery 17.05.2026

Show Notes Topic: Hong Kong's One Country, Two Systems framework; the detention of Jimmy Lai; Trump-Xi diplomacy and the limits of leader-to-leader relationship building. Key figures referenced: Jimmy Lai: founder of Apple Daily, Hong Kong pro-democracy media figure, convicted under National Security Law, imprisoned; age 78 at time of this episode One Country, Two Systems: the framework under whic...

Where Is Our Daniel Ellsberg? 12.05.2026

For more articles, visit TheCerfReport.com Historical sources: Truman's commitment of U.S. forces to Korea, June 25-30, 1950: Council on Foreign Relations, "TWE Remembers: Truman's Decision to Intervene in Korea"; Lawfare, "The Korea War Powers Precedent"; Truman Library, "The United Nations in Korea" Truman "police action" press conference, June 29, 1950: Honor Flight Chicago, "June 27, 1950: Tru...

The Word “86” Isn’t the Threat — The Reaction Is 30.04.2026

86 isn’t a threat. It’s slang. So why is it suddenly being treated like a crime? In this episode of The Cerf Report , we examine the history of the word “86,” the legal standard for true threats, and how ambiguous language can be reframed to create fear. When words are treated as weapons, the real casualty may be the First Amendment. Get full access to The Cerf Report at thecerfreport.substack.com...

The Cost of Great Causes 14.04.2026

Great causes have always demanded leaders willing to carry visible weight. Today, that gravity gives way to spectacle. Lavish gatherings. Public celebrations. Fundraisers continuing even as tensions rise. Not isolated moments. Patterns. Citizens understand sacrifice. What they will not tolerate indefinitely is sacrifice demanded without seriousness, without restraint, without the visible burden th...

The Peak Before the Fall: When “Greatness” Becomes a Warning Sign 11.04.2026

When leaders begin to proclaim their own greatness—is that the rise of strength, or the signal that the fall has already begun? History has an answer. We should pay attention. Get full access to The Cerf Report at thecerfreport.substack.com/subscribe

The FBI’s New “Pre-Crime” Center: Proactive Protection or Ideological Policing? 07.04.2026

When does counterterrorism become thought policing? The FBI's new NSPM-7 Joint Mission Center — funded in Trump's FY2027 budget — is a 10-agency hub built to "proactively" identify domestic terrorists based on ideological indicators: anti-capitalism, anti-Christianity, "extremism" on migration or gender, hostility to "traditional values." Not plots. Not violence. Viewpoints. I break down how Charl...

The Oldest Play in the Book 29.03.2026

Every war the United States has fought in the Middle East traces back to the same calculation: who controls the oil. From Kissinger's 1974 petrodollar deal with Saudi Arabia to the capture of Maduro in Venezuela to Operation Epic Fury in Iran — the playbook is the same. The justifications change. The beneficiaries don't. In this episode, I connects the dots: the $63 billion windfall for U.S. oil c...

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