Contrarian investor and Cornell professor Dave Collum delivers one of his starkest warnings yet: the “everything bubble” has left markets more fragile than at any point in modern history, and the Fed can’t save us this time. In this explosive interview with James Connor, Collum explains why he believes the S&P 500 could face a 70% correction, and why the next downturn won’t be a quick “V-shaped recovery.”
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Chapters:
1:49 - Market Euphoria: How Worried Should We Be?
8:34 - Déjà Vu 1999: Are Mega-Caps the New Bubble?
15:47 - If the Bubble Bursts: How Ugly Could It Get?
20:07 - Central Banks to the Rescue? Why “Different This Time” Might Be Dangerous
25:23 - Powell vs. Politics: Who Really Runs the Fed?
26:57 - The Crash Trigger: Higher-for-Longer Rates
32:35 - Economic Illusion: Strong Headlines, Weak Reality
39:30 - From Chemist to Mayor? Dave’s NYC Politics Curveball
40:23 - Banks Soar, Canada Slows: What’s the Disconnect?
46:29 - ⭐️Wealthion Golden Nugget - Dave’s Portfolio Playbook: T-Bills, Gold & Platinum
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