0:00
/
0:00
Transcript

Kontrarian Korner #32 - Dave Collum

The LA Fire, The Overton Window On Health, Creative Economic Destruction & Views On Financial Markets And Commodities

Yesterday I had Dave Collum back on the podcast to discuss his 2024 Year In Review. It’s a must read every year, and goes deep into several different rabbit holes. It’s always entertaining, just like his Twitter. We had a wide ranging conversation on everything going on in the world today, from the LA fires, Trump and geopolitics, to health and financial markets.



Podcast Summary

  • The LA fires and what the aftermath might look like.

  • The state of the insurance industry and private equity.

  • America’s lack of a frontier, a culture of honor, and the return of frontier justice.

  • His thoughts on the end of NATO, the EU, and what’s going on in the world.

  • The connection between vaccines and autism, and ivermectin and fenbendazole for as a cancer treatment.

  • Obesity, Ozempic, poison in the food, and shifts in what is viewed as healthy.

  • The false reads from the economic dashboard, from inflation, to jobs, to GDP.

  • Bitcoin as the shiny object, quantum computing, and his questions on it being a sustainable asset class.

  • The path of creative destruction in technology.

  • His views on energy, abiotic oil, and other commodities like platinum and gold.

  • The long drawn out correction that he thinks is coming, comparing the concentration in the Mag 7 to the Nifty 50.

  • Book Recommendation: The Indispensable Right by Johnathan Turley


Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.


Discussion about this podcast