The American Compass Podcast

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

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

Artificial intelligence continues to advance, but the debate over its economic consequences takes place mostly in two separate spheres: amongst the technologists developing the technology and the workers whose jobs may be transformed by it. As technology gets deployed, the question is no longer whether it will reshape the labor market, but who will benefit and who will bear the costs.

American Compass co-hosted a recent Labor + AI Summit in Washington, D.C., where Oren moderated a conversation between Alex Karp, CEO of Palantir, and Sean O’Brien, General President of the International Brotherhood of the Teamsters. 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.

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.

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.