Coffee and a Mike

Dave Collum #1299

Jan 28, 2026
Dave Collum, a Cornell organic chemistry professor and commentator on geopolitics and markets. They dive into civil unrest and Minneapolis timing, geopolitical moves in Venezuela and Greenland, and surges in gold, silver and platinum. Conversations touch on tech power, lawfare risks, labor shifts, and where people park wealth amid possible systemic strain.
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INSIGHT

Modern Silver Move Differs From 1980s

  • Collum contrasts the Hunt brothers era with today's silver market, noting much of old supplies were already mined out.
  • He warns a modern short squeeze could snap paper contracts and sharply raise demand for physical silver.
INSIGHT

Platinum's Strong Fundamental Case

  • Collum highlights platinum's tight above-ground supply and multi-year production deficits.
  • He views platinum as a fundamentally bullish play given short projected supply longevity.
INSIGHT

Complacency Bubble Across Asset Classes

  • Collum calls the current equity and debt situation a 'complacency bubble' spanning many asset classes.
  • He believes a large unavoidable price correction is coming despite hopes the Fed will save markets.
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