
Dave Collum
Professor and commentator on markets and macroeconomics, offering analysis of valuations, inflation, market structure, and historical comparisons during the discussion.
Best podcasts with Dave Collum
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May 10, 2026 • 1h 14min
Dave Collum and Ed Dowd #1377
Dave Collum, a market-savvy professor, and Ed Dowd, founder of Phinance Technologies, unpack private credit, opaque lending risks, and shaky real estate trends. They debate passive investing’s harm to price discovery and corporate discipline. They explore inflation peaking into a deflationary unwind, narrow AI-driven market leadership, and the political and macro forces that could shape 2026.


