Kontrarian Korner #119 - Dave Collum & John Polomny
About this episode
A discussion on financial markets, the economy, and various systemic issues in the US with guests Dave Collum and John Polomny.
Yesterday I had Dave Collum and John Polomny on the podcast for a great three way conversation about financial markets, the economy, and the future of the US. If you want to hear us rant about the SpaceX bagholders that will be created, or the asset stripping that has been going on in America, or the various problems in the medical and food systems, you will enjoy this one. It was a great combination and one that I hope to do again in the future. You can find Dave on Twitter , or under his desk. You can find John’s Substack below, but you can also find him on Twitter , and his weekly market updates on YouTube are a must watch. Podcast Summary * The insanity in financial markets, future SpaceX bagholders, and what Warsh means for the Federal Reserve. * The asset stripping and rent seeking design of our economy, and how we have moved away from an economy that produces real goods and services. * How many investors don’t know what they own, and what it means that many investors are now in a position where they can sell their entire portfolio with one click. * Why college is going out of favor, and some examples of jobs that will be more important in coming years. * How a secular…
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