I Don’t Know How to Price Gold, I Just Know I Don’t Trust Central Bankers: Dave Collum

Commodity Culture, Released on 9/1/23

Dave Collum doesn’t trust the vast majority of the world’s institutions, governments, media, and certainly not central bankers, but he does trust gold. Dave explains why and also makes a case for commodities as an asset class that may outperform in the years ahead.

00:00 Introduction
00:34 Dave Collum Origin Story
08:19 State of the Broad Market
16:28 Gold and Gold Mining Stocks
21:58 Commodities Supercycle
28:41 International Equities
33:37 Does RFK Have a Shot?
38:25 WHO Rabbit Hole

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.

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