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Kontrarian Korner #58 On Wednesday, I had Dave Collum back on the podcast. As always, it was an entertaining and wide ranging conversation. It’s worth a listen if you have the time this weekend. We talked the overvaluation in financial markets, some of the non-fundamental drivers, commodities, and private equity. We also covered different problems facing society, from changes coming for the university system, demographics, and more. We didn’t even have time to dive into some of the rabbit holes he has been going down lately, so I will definitely be having him back on the podcast sooner rather than later. I’m already looking forward to his 2025 Year In Review. Dave's Twitter: https://x.com/DavidBCollum My Substack: https://www.kontrariankorner.com My Twitter: https://x.com/BR_Kelleran