Ore Goup sponsored this video, making it free of ads. Find out more about their European event here: https://oreday.com/By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caaTimestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:01 Will the Fed keep raising rates?00:03:32 What would change David market crash view?00:10:01 Is the US taking directions from others?00:13:02 Does David Collum expect a 90% crash?00:20:50 Which crash scenario is more likely?00:23:09 Is productivity being miscalculated?00:26:15 What would Dave buy before the crash?00:33:39 Why is gold falling despite ETF inflows?00:40:27 Is China gaining control of critical minerals?00:43:34 Is the copper bull case overdone?00:45:05 What is David Collum buying?In this conversation Mark and David B. Collum discuss why the Fed may need to keep rates high to preserve credibility, whether Kevin Warsh could become a Volcker-style Fed chair, whether Trump is really directing economic policy, why David still sees the risk of an 80–90% equity correction, whether extreme valuations and productivity claims justify today’s markets, how investors can position while waiting for a correction that may take years, why David remains heavily exposed to gold despite falling prices and ETF inflows, whether China’s control of critical minerals is shifting geopolitical power, why the AI-driven copper bull case may be overdone, and why he would sell leveraged gold exposure and put the money into platinum.

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