Kontrarian Korner #32 - Dave Collum

Yesterday I had Dave Collum back on the podcast to discuss his 2024 Year In Review. It’s a must read every year, and goes deep into several different rabbit holes. It’s always entertaining, just like his Twitter. We had a wide ranging conversation on everything going on in the world today, from the LA fires, Trump and geopolitics, to health and financial markets.

Podcast Summary

* The LA fires and what the aftermath might look like.

* The state of the insurance industry and private equity.

* America’s lack of a frontier, a culture of honor, and the return of frontier justice.

* His thoughts on the end of NATO, the EU, and what’s going on in the world.

* The connection between vaccines and autism, and ivermectin and fenbendazole for as a cancer treatment.

* Obesity, Ozempic, poison in the food, and shifts in what is viewed as healthy.

* The false reads from the economic dashboard, from inflation, to jobs, to GDP.

* Bitcoin as the shiny object, quantum computing, and his questions on it being a sustainable asset class.

* The path of creative destruction in technology.

* His views on energy, abiotic oil, and other commodities like platinum and gold.

* The long drawn out correction that he thinks is coming, comparing the concentration in the Mag 7 to the Nifty 50.

* Book Recommendation: The Indispensable Right by Johnathan Turley

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