Hedgeye Investing Summit Fall 2026 | Dave Collum, Professor of Chemistry at Cornell University

To watch more "Hedgeye Investing Summit" interviews visit Hedgeye.com 00:00 - Introduction: Keith McCullough & David Collum 01:34 - Why the 40-Year Credit Cycle Is Over 05:23 - Stock Market Valuations: A Generational Reckoning? 11:09 - Why Collum Stopped Shorting the Market 13:58 - The Coming Generational Bear Market 19:47 - Bubbles Everywhere: Stocks, Private Credit & Real Estate 24:44 - Collum's Investing History: Tech, Gold & Platinum 27:52 - Gold, Inflation and the Threat of Stagflation 33:21 - Why Younger Generations Need an Asset Price Reset 41:22 - How to Protect Capital Before the Next Market Crash