Dave Collum is a Professor at Cornell University and is a leading thinker on markets and the larger world around us.
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.
The Pod Pro Cover by Eight Sleep is the most advanced solution on the market for thermoregulation. It pairs dynamic cooling and heating with biometric tracking. Go to https://eightsleep.com/pomp to check out the Pod Pro Cover and save $150 at checkout. Eight Sleep currently ships within the USA, Canada, and the UK.
The Nano S Plus + and Nano X offer the safest and easiest way to manage and maintain full control over your crypto and NFTs. Visit https://bit.ly/ledger_pomp to put your self-custody first with Ledger
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 https://pomp.substack.com/
View open jobs in crypto: https://pompcryptojobs.com/
Enroll in my crypto academy: https://www.pompscryptocourse.com/
Follow Pomp on social media:
Twitter: https://twitter.com/APompliano
Instagram: https://www.instagram.com/pompglobal/
LinkedIn: https://www.linkedin.com/in/anthonypompliano/
Website: https://anthonypompliano.com/
#AnthonyPompliano #Pomp #Bitcoin #Finance #Business #crypto
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
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.
The Pod Pro Cover by Eight Sleep is the most advanced solution on the market for thermoregulation. It pairs dynamic cooling and heating with biometric tracking. Go to https://eightsleep.com/pomp to check out the Pod Pro Cover and save $150 at checkout. Eight Sleep currently ships within the USA, Canada, and the UK.
The Nano S Plus + and Nano X offer the safest and easiest way to manage and maintain full control over your crypto and NFTs. Visit https://bit.ly/ledger_pomp to put your self-custody first with Ledger
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 https://pomp.substack.com/
View open jobs in crypto: https://pompcryptojobs.com/
Enroll in my crypto academy: https://www.pompscryptocourse.com/
Follow Pomp on social media:
Twitter: https://twitter.com/APompliano
Instagram: https://www.instagram.com/pompglobal/
LinkedIn: https://www.linkedin.com/in/anthonypompliano/
Website: https://anthonypompliano.com/
#AnthonyPompliano #Pomp #Bitcoin #Finance #Business #crypto
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
