Commodity Culture, Released on 4/5/24

Dave Collum thinks massive overvaluation in the broad market means we need a massive correction just to reach fair value, and he sees the inevitable reversion to the mean resulting in a catastrophic bear market that could last for decades. Dave discusses the main drivers he sees behind an inevitable market collapse, why hard assets could provide an escape hatch, his forecast for gold and silver, and much more.

00:00 Introduction
01:19 We’re in For Decades of Pain
07:53 Allocating Capital in a Bear Market
11:36 Black Swan Events
15:59 When the Fed Cuts, Run
18:21 Gold at All-Time Highs
20:29 Outlook For Silver
23:08 Platinum is a Contrarian Play
26:57 Is ESG Coming to an End?
29:22 Can Javier Milei Save Argentina?
33:19 Is the US Losing its Hold on Power?
37:31 What Should Investors Be Paying Attention To?

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.

  bear market, dave collum, gold, investing, recession, silver