#530: Real Inflation and Compounding Valuations with Dave Collum
Episode description
Marty sits down with Dave Collum to discuss inflation, the election and the twisted networks influencing politics and entertainment.
Dave on Twitter: https://x.com/DavidBCollum
0:00 - Intro
1:09 - Truflation is BS
9:18 - Hardware collateralized debt
11:08 - Deflation and money supply
14:13 - River & Unchained
16:06 - Yen carry trade and US buybacks
19:36 - Compounding valuations
25:32 - Gradually, Then Suddenly & Zaprite
27:38 - Narrative control and war drums
34:04 - Kamala’s campaign
40:19 - The assassination memory hole
43:47 - Elon
48:51 - Propaganda whirlwind
59:54 - Dark and disturbing networks
1:23:05 - Free speech
1:29:51 - Trump’s second term
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Unchained
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Gradually, Then Suddenly
https://thesaifhouse.com/gradually
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