# Dave Collum and Everything Under the Sun

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/dave-collum-and-everything-under-the-sun
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/dave-collum-and-everything-under-the-sun.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2026-01-21T12:23:32+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/Dave-Collum-and-Everything-Under-the-Sun-e3dvn4t
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/114334301/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-21%2F416549698-44100-2-b8c7abf2b6715.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/dave-collum-and-everything-under-the-sun
Duration seconds: 4026

## Resource

In this podcast, Tony Greer is joined by Dave Collum of Cornell University for a wide-ranging conversation that blends markets, politics, culture, and big-picture thinking.They debate the idea of a “Trump boom,” rate cuts versus higher rates, housing affordability, generational wealth gaps, and why monetary policy has distorted asset prices for decades. The discussion moves into AI as the next great bubble, Nvidia valuations, capital intensity, and why natural resources, gold, silver, platinum, and uranium may be better positioned than tech. They also cover valuation risk, secular bear markets, the debasement trade, and how traders and long-term investors must think very differently to survive what comes next. We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠ https://tgmacro.com/conference/

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## Transcript

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