The Macro Dirt Podcast Dave Collum and Everything Under the Sun
25 snips
Jan 21, 2026 In this engaging conversation, Dave Collum, a chemistry professor and insightful commentator, shares his macro insights and cultural analysis. He discusses the dynamics of the housing market and advocates for higher rates to improve affordability for young buyers. Dave critically evaluates AI, suggesting it's more of a bubble than a true innovation. He also highlights the value in natural resources and warns about the risks of overvaluation in markets, emphasizing the need for different mindsets between value investors and traders.
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Compiling 17 Years Of Yearly Reviews
- Dave described compiling and binding 17 years of his Year In Review into 3,500 pages.
- He called the final draft cathartic but said writing a big document 'sucks until the very last draft.'
When A Computer Wipe Almost Ended A Year
- Dave shared a technical glitch anecdote where his wife wiped his computer and disrupted his writing.
- He nearly quit writing until he regained momentum to finish the financial section.
Trump As A Multi‑Generational Pivot
- Trump could initiate a multi-generational political and economic shift rather than a short-term boom.
- Dave Collum expects change to play out slowly and possibly reshape geopolitics over decades.
