Why Does our World Feel More Dangerous? With Dave Collum

Nov 2, 2022

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Interview recorded - 27th of October, 2022

On todays episode of the WTFinance podcast I had the pleasure of speaking with Dave "True Disbeliever" Collum, Professor of Organc Chemistry &leading thinker on markets and the larger world around us.

During the conversation we talked about how are world has become more dangerous, the Ukraine/Russian conflict, the current state of China and impacts these macroeconomic events have on the market.

0:00 - Introduction
0:30 - How have we gotten to this dangerous world we live in today?
2:20 - Shouldn’t be worried about East vs West?
3:16 - You are with us or you are against us
6:20 - Post Collapse of the Berlin War
7:40 - Most interesting thing in your research?
9:12 - How does this Ukraine/Russia conflict end?
12:30 - Best thing is a stalemate in Ukraine?
15:20 - Russian support in Ukraine?
22:30 - Russia is not a military superpower?
24:40 - Lots of complexities in life
25:45 - Opinion on the current state of China?
35:10 - Return to value investing over performance?
40:15 - Will we see a recession and impact on S&P500?
43:45 - Austerity or growth faster than inflation
48:55 - Issues with pipelines in North East US
52:48 - One message to take away from our conversation?

David Collum received a BS in biology from Cornell in 1977 and an MA, MS, and PhD in chemistry from Columbia University in 1980. Dave currently is the Betty R. Miller Professor of Chemistry at Cornell University. While at Cornell Dave has served as Director of Undergraduate Studies, Director of Graduate Studies, associate chairman, and chairman while running a research program in organic chemistry for forty years, which include collaborations with a host of large-cap pharmaceutical companies exemplified by Merck and Pfizer. In recent years he has become interested in the interface where politics and markets meet. He compiles an annual Year in Review, does several dozen podcasts per year, and occasionally stirs up trouble on more mainstream media sources.

Dave Collum -

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