Soar Financially, Released on 3/27/25 (Recorded on 3/26/25)

Renowned market commentator and Cornell professor Dave Collum joins us for an unfiltered, no-holds-barred conversation on the forces tearing through the global economy. From the deliberate demolition of economic structures to the speculative insanity around AI and private equity, Dave breaks down why he believes we’re living in a financial illusion, and what comes next. We cover distorted markets, fake job booms, recession denial, and the misunderstood gold narrative. It’s punchy, provocative, and packed with hard truths every investor should hear.

00:00 – Intro: Welcome Back Dave Collum
01:50 – Fake Jobs, Real Hangover: Is a Recession the Goal?
05:20 – We’ve Been in Recession for 15 Years?
07:10 – The Hidden Risk in Private Debt & Equity
10:45 – Are Markets “Bitcoinized”? Revenue Doesn’t Matter Anymore
14:30 – Buffet, Coke & the Fallacy of Ignoring Valuations
17:40 – How Overvalued Are We Really? (Spoiler: 200% Above Normal)
22:05 – Slicing the S&P Pizza: Too Many Buyers, Not Enough Value
23:45 – The Case for a Deliberate Recession
27:17 – Trump’s “Demolition Phase” — Burn it Down to Rebuild
32:45 – The Möbius Strip From Hell: You Can’t Stop Playing
35:04 – AI Boom or Bust? Creative Destruction Is Expensive
39:00 – Private Equity Is Eating the Economy From the Inside
46:10 – The Gold Revaluation Myth — “It’s a Lot of Hooey”
48:00 – Where Would Dave Put $1M Today?
50:40 – Platinum: The Zombie Metal Might Wake Up
54:00 – Germany’s DAX vs. Reality: Why Markets Are Lying
57:10 – The Valley of Death Before the Promised Land

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, gold, recession