Dave Collum: The Dangerous World
WTFinance, Released on 11/2/22
On todays episode of the WTFinance podcast I had the pleasure of speaking with Dave "True Disbeliever" Collum, Professor of Organc Chemistry &leading thinker on markets and the larger world around us. During the conversation we talked about how are world has become more dangerous, the Ukraine/Russian conflict, the current state of China and impacts these macroeconomic events have on the market.
0:00 - Introduction0:30 - How have we gotten to this dangerous world we live in today?2:20 - Shouldn't be worried about East vs West?3:16 - You are with us or you are against us6:20 - Post Collapse of the Berlin War7:40 - Most interesting thing in your research?9:12 - How does this Ukraine/Russia conflict end?12:30 - Best thing is a stalemate in Ukraine?15:20 - Russian support in Ukraine?22:30 - Russia is not a military superpower?24:40 - Lots of complexities in life25:45 - Opinion on the current state of China?35:10 - Return to value investing over performance?40:15 - Will we see a recession and impact on S&P500?43:45 - Austerity or growth faster than inflation48:55 - Issues with pipelines in North East US52:48 - One message to take away from our conversation?
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: The Dangerous World added by Herman James on 11/01/2022View all posts by Herman James ?+'