Natural Resource Stocks, Released on 12/15/24

In this engaging conversation, David Collum discusses recent global events, market dynamics, and economic predictions with a focus on his personal experiences and insights. They explore the potential impact of geopolitical developments, economic policies, and financial market trends. David also delves into the challenges of maintaining a stable currency, the implications of inflation, and the long-term outlook for the equity market. Join this thought-provoking discussion for a comprehensive analysis of the current global and economic landscape.

00:00 Introduction and Initial Thoughts
00:30 Reflecting on Recent Events
01:56 The Blind Spot of Missing a Week
05:10 Historical Perspectives and Market Analysis
08:31 The Subprime Crisis and Predictions
11:40 The Collapse of the Banking System
17:54 Valuations and Market Trends
34:53 The Bear Case and Future Outlook
40:51 Economic Predictions and Deflation Concerns
41:32 Consumer Resilience and Economic Realities
44:30 Inflation and Real Costs
48:57 The Role of Passive Investing
51:32 Federal Reserve and Economic Policies
53:42 International Politics and Conflicts
59:08 Education and Future Generations
01:02:25 Parenting in the Digital Age
01:07:39 Final Thoughts and Contact Information

David B. Collum is an economic commentator, chemist, Betty R. Miller Professor of Chemistry and Chemical Biology at Cornell University. He holds a PhD, Columbia University, MS, Columbia University, MA, Columbia University and BS, Cornell University.

  dave collum, economy, geopolitics, investing, markets