"80% Correction" – Dave Collum Warns of Multiple Economic Indicators Flashing Red скачать в хорошем качестве

"80% Correction" – Dave Collum Warns of Multiple Economic Indicators Flashing Red

Host Darrell Thomas sits down with Dave Collum, Cornell professor and outspoken market bear, to dig into the paradoxes of today’s economy. Collum warns of structural fragilities in commercial real estate, student loans, and labor markets, while calling the current rally a “raging mania” driven by FOMO. He breaks down why valuations are 200% above historical norms, why passive flows distort markets and why he remains heavily positioned in gold and sees platinum as a contrarian play. Follow Dave on X: https://x.com/DavidBCollum Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF) https://linkly.link/2BWbC Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9 Sign up for Jay’s newsletter at https://2ly.link/211gx 00:00 – The paradox of today’s economy 05:00 – Academia, frozen research funding, and postdoc crisis 10:30 – Inflation: why CPI is a lie 13:00 – Commodities outlook: copper and beyond 16:30 – Why metrics no longer mean what they used to 22:00 – Lessons from 1929, 1980s, and long recoveries 24:45 – Value stocks, miners, and overlooked bargains 30:00 – Why overvaluation always reverts: the Google lesson 34:00 – Gold vs. gold miners – where Collum places his bets 36:30 – Why platinum is his contrarian play Copyright © 2025 Cambridge House International Inc. All rights reserved.