Navigating Controversy and Cancel Culture

Dave Collum, Professor of organic chemistry at Cornell University and Zero Hedge Contributor, joins The Julia La Roche to share his views on the economy and markets. In this episode, Professor Collum makes a case that the market today looks “more insane than the dot-com bubble” and why we could be headed for a 40-year bear market.

Links: 

Twitter/X: https://x.com/DavidBCollum

Year-end review: https://peakprosperity.com/dave-collums-2023-year-in-review-down-some-dark-rabbit-holes/

Timestamps: 

0:00 Intro and welcome Dave Collum 

1:18 Lessons in chemistry 

7:00 Investing — bonds, equities, gold 

9:10 Gold 

14:47 Elizabeth Warren 

17:15 Financial crisis 

20:13 Case for a 40-year bear market 

21:30 Macro view — about to start a serious downturn and we’ve had no pain 

29:30 Demographics 

30:58 Tailwinds 

33:20 BRICs

36:40 Election 

42:02 How do you prepare for this macro environment + bear market thesis + end of American experiment 

45:00 Prepper

47:19 Bitcoin 

49:08 Performance this year — ‘an old man’s portfolio’ 

51:23 Not your typical Ivy League professor + campus culture today as someone who is “Trump tolerant” + cancel culture 

1:04:37 Optimism  

1:11:58 Closing