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
Share this post