What Dave Collum is saying
Professor of Chemistry, Cornell University
6 dated public stances tracked since 2025-08-25, most recently 2025-08-25. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Dave Collum's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Dave Collum is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2025-08-25
SPX
bearish
Wealthion · video
Shiller CAPE at 38-39 versus 110-year historical average of 12-13 implies a 65-70% regression-to-mean correction, and without the 40-year declining-rate tailwind, there is no V-bounce mechanism to arrest it
“The S&P's got a 70% correction in it”
90d -4.4% · 180d -6.8% · 1y -20.5%
Dave Collum: The Fed Can’t Save Us from a 70% Market Crash!
2025-08-25
PPLT
bullish
Wealthion · video
Platinum's total above-ground supply (roughly $3B) will be exhausted in ~3 years at current consumption rates, 90% of production is concentrated in increasingly unstable South Africa with Russia as the only backup supplier, and hybrid vehicle growth increases…
“At the present rate of consumption, the total above ground supply of platinum will run out in about three years”
90d +15.0% · 180d +61.4% · 1y +37.9%
Dave Collum: The Fed Can’t Save Us from a 70% Market Crash!
2025-08-25
USTS
neutral
Wealthion · video
Capital preservation in T-bills out to 2 years provides liquidity and optionality to deploy into assets after the expected 70% market correction without sacrificing meaningful yield
“My two biggest positions are T bills, short duration. I'll go up to two years”
Dave Collum: The Fed Can’t Save Us from a 70% Market Crash!
2025-08-25
GOOGL
bearish
Wealthion · video
Google's apparently impenetrable search moat has been shattered by AI, forcing it to spend hundreds of billions defensively — the certainty that justified premium valuation is gone
“two years ago Google looked like it had a moat 100 feet wide... And now they're fighting for their lives”
90d -52.9% · 180d -49.6% · 1y -66.9%
Dave Collum: The Fed Can’t Save Us from a 70% Market Crash!
2025-08-25
BITCOIN
bearish
Wealthion · video
Bitcoin faces binary black-swan risks — a superior competing crypto or coordinated government suppression — and given enough time governments will crush it as they have crushed dissent historically
“is Bitcoin going to dominate the globe or is it going to be zero? I think you'd have to say zero”
90d +21.2% · 180d +38.3% · 1y +28.7%
Dave Collum: The Fed Can’t Save Us from a 70% Market Crash!
2025-08-25
SILVER
owns
Wealthion · video
Same monetary debasement and inflation thesis as gold; silver held alongside gold as a core speculative position and mentioned as a major holding without differentiation
“my biggest position of speculative asset is gold and silver”
90d +33.2% · 180d +130.1% · 1y +78.0%
Dave Collum: The Fed Can’t Save Us from a 70% Market Crash!
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