AN UNMISSABLE INTERVIEW WITH CALLUM NEWMAN – THE LAND CYCLE, FRED HARRISON AND THE AI BOOM
Callum Newman has been researching and writing about the 18-year land cycle since 2014, long before it became the subject of widespread discussion.
He was one of the early writers helping bring Phil Anderson's research to a much wider audience.
Callum also has an extraordinary understanding of stock markets, commodities, economic history and the forces driving investment cycles.
I've known Callum for years – we worked together for a period as co-editors at Fat Tail Investment Research – and one of the things I've always admired about him is his appetite for knowledge.
Callum's favourite place to go is the library!
Yes, that's right. In the age of AI, Callum one of those increasingly rare people who still spends hours reading actual, physical books!
He even brought two along to our interview to wave in front of the camera! Both particularly pertinent to the research I've been covering this week.
He's forever reading, researching and uncovering historical connections that most people would never think to look for. It's part of what makes him such an intelligent and interesting person to talk to.
And in this interview, we really get our teeth into the subjects I've been exploring in this week's report.
Fred Harrison's extraordinary forecast that house prices may never recover in real terms.
The AI revolution and the enormous speculative boom in data centres. The parallels with the railway mania of the 1870s. What could finally burst the AI bubble, and whether that might provide the final trigger for the collapse of the present land cycle.
We also get into energy, inflation, government spending, economic rent, the stock market and what investors should be watching as we move towards 2027.
As I mentioned during our conversation, Callum ran one of the most successful investment advisory portfolios at Fat Tail Investment Research.
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