"If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum

Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress.

The AI bubble has the life expectancy of a soufflé, the 30-year Treasury is being drawn to 6% like a magnet, and Dave Collum thinks the whole thing reprices within a year. This is the macro conversation most people are too polite to have.

In this episode, chemistry professor and macro commentator Dave Collum breaks down why the decades-long credit cycle is over, why the inverse correlation between gold and interest rates is about to break, and why boomer asset liquidation guarantees a repricing no dip-buyer can stop. You'll learn why he calls Jensen Huang's share buybacks a bell-ringing top, why he puts the AI capex build-out on a one-year clock, and why he thinks a rare double bear market in bonds AND equities is teeing up — the setup where 60/40 offers no protection. You'll also hear his contrarian take that AI will make the world worse without destroying civilization, plus his read on Warsh, the Fed, and why gold and Bitcoiners could be the ones left standing.

⏱️ Timestamps: 0:00 - Intro 0:50 - Gold Silver Recent Price Action 1:27 - End of the Long Credit Cycle 1:49 - Central Bankers Driving Rates to Zero 4:50 - Treasury Rates Pulled Toward Six Percent 6:32 - Seven Percent Mortgages Housing Trap 9:46 - Kevin Warsh Rate Hikes and Collapse 11:55 - Economy Needs Real Assets Not Data Centers 12:48 - Jensen Huang Nvidia Buyback Signal 14:17 - AI Threat to Civilization Examined 17:46 - Sneaky Behaviors Observed in AI 20:48 - Bitcoin Proof of Work Constrains AI 25:59 - Nuclear Risks Middle East Conflict 27:47 - Putin Iran Restraint in Geopolitics 40:52 - Israel Palestine Historical Context 45:11 - Iran Nuclear Strike Questions Raised 50:40 - Yen Carry Trade Stability Analysis 59:06 - Boomers Driving Boom and Bust 59:33 - Median Boomer Retirement Savings Shortfall 1:03:19 - Boomer Wealth Transfer Needs Repricing 1:08:08 - Lindsay Clancy Case Maternal Tracking 2:01:32 - System Collapse Worse Than Historical 2:03:16 - AI Bubble in Fifteenth Inning 2:04:31 - Market Regression Eighty Five Percent Drop 2:36:45 - Nasdaq Rollover Sudden Bid Support 2:39:15 - Gamma Squeeze Pushing Markets Higher 2:42:07 - Potential Correction Impact on Saylor

🔗 Links & Resources → Dave Collum on X: https://x.com/DavidBCollum

If you want the macro conversations the rest of the space won't touch, this is the show. Subscribe for weekly Bitcoin and macro interviews, and drop your take on Collum's one-year AI clock in the comments.

⚡Previous Episode: Jack Mallers: https://youtu.be/LpwGHzUTQ7A

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