(00:50) - Intro
(03:10) - [START]
(03:50) - The Greatest Financial Crisis in American History...
(06:20) - Half a century into the modern monetary experiment and where it’s headed
(07:50) - What does Bonner Private Research mean for YOU?
(08:50) - Bill Bonner, Dan Denning, Tom Dyson and Joel Bowman, direct to you
(10:50) - Daily musings, weekly podcasts, deep dive investment insights
(13:20) - Welcome to Bill’s personal network of investors, analysts and thinkers
(14:20) - What you’ll get with your new BPR subscription...
(16:50) - The world is changing... this is how we’re changing to keep you informed
(20:50) - Sharing is caring! Please invite your friends and family along for the ride...
(23:50) - Nimble, dynamic and responsive... a new way forward for a new year.
(25:50) - A look at the days to come... and a big thankyou to everyone
(26:00) - END
All content for Bonner Private Research Podcast is the property of Bonner Private Research Podcast and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
(00:50) - Intro
(03:10) - [START]
(03:50) - The Greatest Financial Crisis in American History...
(06:20) - Half a century into the modern monetary experiment and where it’s headed
(07:50) - What does Bonner Private Research mean for YOU?
(08:50) - Bill Bonner, Dan Denning, Tom Dyson and Joel Bowman, direct to you
(10:50) - Daily musings, weekly podcasts, deep dive investment insights
(13:20) - Welcome to Bill’s personal network of investors, analysts and thinkers
(14:20) - What you’ll get with your new BPR subscription...
(16:50) - The world is changing... this is how we’re changing to keep you informed
(20:50) - Sharing is caring! Please invite your friends and family along for the ride...
(23:50) - Nimble, dynamic and responsive... a new way forward for a new year.
(25:50) - A look at the days to come... and a big thankyou to everyone
(26:00) - END
29 - Chris Mayer on Headline Distractions, Investing for the Long Haul and the “Cicada Portfolio”
Bonner Private Research Podcast
46 minutes 7 seconds
4 years ago
29 - Chris Mayer on Headline Distractions, Investing for the Long Haul and the “Cicada Portfolio”
Time stamps - A rough guide...
(00:50) - Intro
(05:13) - Talking with Chris Mayer
(08:15) - American hospitality - how the travel industry is rebounding after a dreadful 2020
(09:30) - TSA throughput numbers approach pre-COVID levels again
(11:20) - Consumerism rebounds - high end stores see roaring demand
(12:10) - Savings rates go vertical - a global phenomenon
(12:25) - The Big 3 - Rising Inflation, Rising Interest Rates and Rising Taxes
(19:20) - The coffee can portfolio - a rewarding exercise in patience
(22:20) - College Funds as Cicada Portfolios
(23:50) - Profit per Employee - a new metric for dynamic companies of the digital age
(25:00) - Evolution Gaming and viewing profitability in a whole new way
(28:00) - Following (and investing in) the Great Digital Migration into the 21st Century
(31:00) - Questioning the value (and the price tag!) of traditional college education
(33:30) - The rise and rise of Rappi and the food delivery phenomenon
(39:00) - Mayer’s Top Ten - Running a tight portfolio and concentrating on winners
(40:35) - Traveling light - a metaphor for keeping space tight and standards high
(43:20) - Mental exercises for avoiding panic selling and FOMO buying
Bonner Private Research Podcast
(00:50) - Intro
(03:10) - [START]
(03:50) - The Greatest Financial Crisis in American History...
(06:20) - Half a century into the modern monetary experiment and where it’s headed
(07:50) - What does Bonner Private Research mean for YOU?
(08:50) - Bill Bonner, Dan Denning, Tom Dyson and Joel Bowman, direct to you
(10:50) - Daily musings, weekly podcasts, deep dive investment insights
(13:20) - Welcome to Bill’s personal network of investors, analysts and thinkers
(14:20) - What you’ll get with your new BPR subscription...
(16:50) - The world is changing... this is how we’re changing to keep you informed
(20:50) - Sharing is caring! Please invite your friends and family along for the ride...
(23:50) - Nimble, dynamic and responsive... a new way forward for a new year.
(25:50) - A look at the days to come... and a big thankyou to everyone
(26:00) - END
