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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22 – The Acquirers Podcast

David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

Date: 6/26/2025Podcast: The Acquirers Podcast↗

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Key Insights

Bullish:

$GOLD - David is heavily invested in gold, attributing a significant portion of his portfolio's 28% year-to-date gains to gold holdings.
$PLATINUM - David has been actively buying platinum at multiple price points, starting from around $95-$96.

Bearish:

$SPX - David expresses a strong bearish view on the S&P 500, citing extreme overvaluation and market unresponsiveness to economic conditions.
$TECH - David suggests shorting big tech companies, particularly highlighting Google's potential vulnerability to AI disruption.
$CRE - David views commercial real estate as a disaster, likely due to broader economic concerns and changing work patterns.
$REGBANKS - David suggests shorting regional banks due to their exposure to troubled commercial real estate assets.