#173 Dave Collum On Why We’re Headed For A 40-Year Bear Market

The Julia La Roche Show

Julia La Roche द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Julia La Roche या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

8M ago 1:14:51

MP3•एपिसोड होम

Dave Collum, Professor of organic chemistry at Cornell University and Zero Hedge Contributor, joins The Julia La Roche to share his views on the economy and markets. In this episode, Professor Collum makes a case that the market today looks “more insane than the dot-com bubble” and why we could be headed for a 40-year bear market.

Links:

Twitter/X: https://x.com/DavidBCollum

Year-end review: https://peakprosperity.com/dave-collums-2023-year-in-review-down-some-dark-rabbit-holes/

Timestamps:

0:00 Intro and welcome Dave Collum

1:18 Lessons in chemistry

7:00 Investing — bonds, equities, gold

9:10 Gold

14:47 Elizabeth Warren

17:15 Financial crisis

20:13 Case for a 40-year bear market

21:30 Macro view — about to start a serious downturn and we’ve had no pain

29:30 Demographics

30:58 Tailwinds

33:20 BRICs

36:40 Election

42:02 How do you prepare for this macro environment + bear market thesis + end of American experiment

45:00 Prepper

47:19 Bitcoin

49:08 Performance this year — ‘an old man’s portfolio’

51:23 Not your typical Ivy League professor + campus culture today as someone who is “Trump tolerant” + cancel culture

1:04:37 Optimism

1:11:58 Closing

227 एपिसोडस

#Trading #Business #Julia La Roche