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

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