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Thursday Conversation - Dave Collum

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Dave Collum is a professor of organic chemistry at Cornell University in upstate New York. Dave's an astute follower of big picture, macro events and the author of an always-anticipated year in reveiw each December. He's also considered an old friend of the site and it was a pleasure to get caught up with him today.

So this podcast isn't so much an interview as it is two old guys shooting the bull and discussing current events. What current events do we cover? You name it:

  • today's inflation stats
  • the interventions of The Fed
  • some of Dave's own investments
  • Covid
  • creeping authoritarianism
  • and a whole lot in between

Many thanks to Dave for his time today and for all he does through the year. If you're on Twitter, I strongly urge you to follow him as his feed is a great source of information: https://twitter.com/DavidBCollum

I'm confident you'll enjoy this podcast.

TF

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Key Economic Events Week of 3/20

3/21 10:00 ET Existing Home Sales
3/22 2:00 ET FOMC Fedlines
3/22 2:30 ET Jerry presser
3/23 8:30 ET Jobless Claims
3/23 10:00 ET New Home Sales
3/24 8:30 ET Durable Goods
3/24 9:30 ET Goon Bullard, of course
3/24 9:45 ET S&P Flash PMIs March

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