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Dave Collum, professor and financial commentator at Cornell University (Emeritus), discusses a conversation between Joe Moore and Meb Faber about the history of investing and its impact on contemporary investment perspectives.
Collum also points readers to the research of Ed McQuarry, who has conducted multi-century analyses on similar topics.
Collum has previously analyzed the AI market's capital expenditure compared to the dot-com era. He has also reported on the persistent global platinum supply deficit expected through 2026. Both topics reflect Collum’s focus on detailed sector trends and historical parallels.