"If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum
Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress.
The AI bubble has the life expectancy of a soufflé, the 30-year Treasury is being drawn to 6% like a magnet, and Dave Collum thinks the whole thing reprices within a year. This is the macro conversation most people are too polite to have.
In this episode, chemistry professor and macro commentator Dave Collum breaks down why the decades-long credit cycle is over, why the inverse correlation between gold and interest rates is about…
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