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Disaster Is Coming To Financial Markets?! | Dave Collum
Dave Collum is the Department Chair and Professor of Chemistry at Cornell University. In this conversion, we talk about the economy, inflation, stock market, investing outlook, politics, Trump, Harris, Vance, Walz, RFK Jr, geopolitical analysis, and how you can start to think more independently.
TIMESTAMPS:
0:00 - Intro
1:50 - US economy is tanking?
7:06 - How to get the real inflation number
10:10 - Economy is not creating wealth?
17:00 - Unfunded liabilities
19:10 - Does the national debt matter?
22:37 - Balancing the budget is never discussed
24:50 - Trump and Harris moving to the middle
26:55 - Trump and Harris economic plans
30:58 - President: will of people or what they actually think?
35:18 - Dave’s preferred Cabinet
36:48 - Who should be Chair of Federal Reserve?
39:08 - Are we in a recession right now?
42:51 - Economy disaster incoming?
48:20 - Understanding historical valuations
57:10 - Legendary investors
1:02:30 - Totalitarianism overview
1:05:30 - Climate change movement
1:11:15 - Spending on solar farms, wind turbines, etc.
1:14:14 - West is its own enemy?
1:19:57 - Evaluating politics today
1:22:25 - Vice president candidates: Vance & Walz
1:34:36 - History of free speech and media
1:42:15 - Elon vs. Brazil, US vs. TikTok
1:48:15 - “Never bet against the magician”
1:53:30 - Find online
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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