Kontrarian Korner #73 - Dave Collum

In episode 73 of Kontrarian Korner, Ben Kelleran interviews Dave Collum, a professor from Cornell, about markets, current events, and a conversation Collum had with Tucker Carlson. They discuss market valuations, AI, and opportunities in assets like platinum and uranium. Collum expresses bearish sentiment, noting the overvaluation of markets and a "complacency bubble," and anticipates a long period of market stagnation. They delve into inflation, the Fed's policies, and the potential for a significant market correction. The conversation shifts to current events, including the situation in Ukraine, Israel's activities in the Middle East, and US-China relations. They also discuss the Charlie Kirk shooting, touching on various theories and the oddities surrounding the event. The episode concludes with a discussion on AI, crypto, and the potential for government overreach in the private sector.