Coffee and a Mike

Dave Collum and Michael Yon #1372

May 2, 2026
Dave Collum, a chemist and academic commentator, offers sharp takes on geopolitics, economics, and public-health policy. They probe demographic warfare, routes and resource chokepoints, and risks of global famine by 2027. The conversation also covers market manipulation, AI-driven population pressures, and how strategic control of canals and straits could reshape global security.
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ADVICE

Prepare For A Major Market Reckoning Not Typical Corrections

  • Expect market distortions from coordinated policy and central messaging; don't assume current valuations reflect fundamentals.
  • Plan for major corrections: Collum warns portfolios, pensions, and housing prices can collapse when speculative 'buy the dip' flows stop.
INSIGHT

Liquidity In Markets Is Often Inflation Disguised As Stability

  • Collum argues much apparent 'liquidity' is just inflation and debt; policy fixes often paper over real weakness with accounting and coordinated intervention.
  • He cites past regulatory changes (e.g., FASB adjustments) as triggers that reveal underlying fragility.
INSIGHT

Visible Suffering Might Re-teach That War Is Hell

  • Collum argues a painful, visible war outcome would teach the public war's true cost; he controversially says an Iranian win that imposes suffering on consumers might force hard lessons.
  • He connects this to the idea that sanitized modern wars hide human cost via economic externalities.
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