Yesterday I had Dave Collum and John Polomny on the podcast for a great three way conversation about financial markets, the economy, and the future of the US. If you want to hear us rant about the SpaceX bagholders that will be created, or the asset stripping that has been going on in America, or the various problems in the medical and food systems, you will enjoy this one. It was a great combination and one that I hope to do again in the future. You can find Dave on Twitter, or under his desk. You can find John’s Substack below, but you can also find him on Twitter, and his weekly market updates on YouTube are a must watch.

Podcast Summary

* The insanity in financial markets, future SpaceX bagholders, and what Warsh means for the Federal Reserve.

* The asset stripping and rent seeking design of our economy, and how we have moved away from an economy that produces real goods and services.

* How many investors don’t know what they own, and what it means that many investors are now in a position where they can sell their entire portfolio with one click.

* Why college is going out of favor, and some examples of jobs that will be more important in coming years.

* How a secular society led to religious movements around climate change and DEI.

* Why the Strait of Hormuz is going to lead to significant supply chain disruptions after we burn through the inventories.

* The COVID psyop, how it damaged people, and led to an acceleration of the asset stripping of small businesses and the middle class.

* How all vaccines are a scam.

* Why the only way the elites get punished is through frontier justice, outside of the legal system.

* How to survive an American system that could be in the process of breaking apart.

* The data center buildout and if AI is an investable technology.

* Why they are both defensive in this current market environment.

* Book Recommendations: Vaccines, Amen: The Religion of Vaccines by Aaron Siri & The Moth in the Iron Lung: A Biography of Polio by Forrest Maready.

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Kontrarian Korner #119 - Dave Collum & John Polomny

Kontrarian Korner

Kontrarian Korner #119 - Dave Collum & John Polomny