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August 17, 2022

Dave Collum is a Professor at Cornell University and is a leading thinker on markets and the larger world around.

In this conversation, we discuss why he's so bearish about the current market and how he's preparing for the next 12 months. We also get into various controversial topics including Putin, the election, and the virus.

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Pomp writes a daily letter to over 200,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at pomp.substack.com/

View open jobs in crypto: pompcryptojobs.com/
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LinkedIn: linkedin.com/in/anthonypompliano/
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0:00 - Trailer
0:35 - The Fed, Interest Rate Tightening
3:30 - Inflation
4:30 - Which Metric Should We Pay Attention To?
7:15 - Broken Labor Market
9:30 - Wage Growth At Public Companies, Not Keeping Up With Inflation
11:40 - Great Resignation
13:45 - Shelter Price Increase
20:15 - Fed Pivot?
24:30 - Economy Is In Stage 4 Cancer? Is It Game Over?
27:30 - Election Concerns
34:30 - Dave’s Political Leanings
36:15 - Sixth Day of The First Month
37:45 - Populism On Both Sides Fighting Each Other - Political Extremists
40:15 - Protecting Yourself & Family
45:30 - Ukraine
54:00 - Diplomacy
01:02:00 - The Press - Media Narratives
1:07:30 - Criminals, Mass Events, Dave Has Questions
01:15:30 - Finding Rationality
1:20:20 - Fraud In Financial Market?
1:25:45 - Dave’s Portfolio
1:28:40 - Preparing For The Next 12 Months
1:33:30 - 40 year cycle is over - Are We In A Depression?
1:38:30 - Unemployment, Fake Wealth In 2020
1:51:30 - S&P BELOW $1,200?!
2:00:30 - Navigating The Current Market
2:03:30 - What Does Pomp Disagree With What Dave Said Today?
2:10:30 - Final Thoughts On V's & Medical Companies
2:24:30 - Where To Find Dave Online

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