In case you missed part one, the full version is available on X, Rumble and various Podcast apps. In part two, the discussion continues around Dave's skepticism towards various economic topics, including the Federal Reserve's rate cuts and market valuations. He argues for a return to realistic expectations and understanding debt and returns. The Professor expresses concerns about current leaders, financialization, and growing geopolitical realignments. Dave envisions gold becoming the world's reserve currency within the next decade and expresses his high conviction in gold investments, advocating for cash during market downturns and sharing past experiences. He criticizes the Bank of England's selling tactics and platinum investment opportunities despite instability in South Africa. Lastly Collum discussed his recent podcast comment experiences, the declining value of college degrees, and proposed a funding plan for student loans. Time Stamp References:0:00 - Lack of Introduction0:19 - Staying Objective & Fed Cut s10:38 - Hedonic Adjustments13:54 - Easy Money & Bad Signals22:32 - General Vs. Specialization26:13 - BRICS Realignment30:42 - 40-Year Bear Market36:16 - Commercial Real Estate40:10 - Gold & Brown's Bottom43:39 - Platinum & Miners45:23 - Travel & Impressions50:04 - Opportunity & Miners52:29 - Podcast Comments & Tops54:40 - 1925 S&P To Now & M257:00 - Ponzi Demographics1:02:09 - Constructive Comments?1:05:24 - Education is Rotting1:10:00 - Wrap Up Guest LinksTwitter: https://x.com/davidbcollumWebsite: https://collum.chem.cornell.edu/ David B. Collum is an American Chemist and professor at Cornell University. He currently teaches a graduate Chemistry and Chemical biology course. He also runs the Collum group, which focuses on how aggregation and solvation dictate the reactivity and selectivity of organolithium compounds commonly used by synthetic chemists in academia and the pharmaceutical industry. Ph.D., Columbia University, MA Columbia University, BS Cornell University.