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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 10/3

10/3 9:45 ET S&P Manu PMI
10/3 10:00 ET ISM Manu PMI
10/3 3:10 ET Goon Williams
10/4 10:00 ET JOLTS
10/4 10:00 ET Factory Orders
10/5 8:15 ET ADP jobs report
10/5 9:45 ET S&P Services PMI
10/5 10:00 ET ISM Services PMI
10/6 8:50 ET Goon Mester
10/7 8:30 ET BLSBS
10/7 10:00 ET Goon Williams
10/7 11:25 ET Goon Kashnkari

Forum Discussion

by ag1969, Oct 3, 2022 - 7:25pm
by argentus maximus, Oct 3, 2022 - 12:16pm
by argentus maximus, Oct 3, 2022 - 8:32am
by Fish, Oct 1, 2022 - 8:36pm