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

Time stamps - A rough guide...

(00:50) - Intro

(01:30) - Addison’s intro...

(02:50) - Omicron and the wrong way to learn the Greek alphabet

(03:50) - Morris, Alive - A novel investigation into the “Idea of America”

(04:50) - All fiction is, in the end, autobiographical - Jorge Luis Borges

(05:50) - Why it has become fashionable to denigrate America

(08:05) - A look inside American culture... from an outsider’s perspective

(10:20) - America as the home of the individual

(11:20) - From Walt Whitman to Bob Dylan, a legacy of literary independence

(12:20) - The uniqueness of the American project

(16:20) - Clear and Present Danger: A look at the threats to American culture

(19:50) - Why literature? Why draw the line in the sand here?

(24:20) - What’s wrong with Marxism anyway?

(31:35) - The second coming of Neo-Wilsonian progressivism

(37:20) - Progressivism through the 20th Century... and what’s next

(39:20) - Breaking out of the echo chamber

(47:50) - END

Time stamps - A rough guide...

(03:00) - “Helllloooooo Bill...”

(04:00) - Bill chimes in on the cult of St. Greta and the COP26 gabfest in Glasgow

(06:10) - “A lot of people are making a lot of money out of this green stuff,” Bill Bonner

(09:55) - Bill’s take on climate change: It’s a whole lot more complicated than that!

(11:10) - Would we be better off with lower CO2? What’s the cost? Nobody knows...

(12:10) - Viva la (Brown) Revolution! 7 billion people depend on industrialization

(13:10) - Supply Chain Disruptions as a result of energy breakdowns

(15:40) - Bill on the true genius of capitalism in a free and open market

(17:00) - Adam Smith’s invisible hand and the making of a single pencil

(21:10) - Nature is full of tricks and surprises... technology makes it possible to survive them

(24:25) - Top down experiments in economic mismanagement... and The Fed’s “3rd mandate”

(26:25) - Bill on untruths, public relations and environmentally friendly governance

(27:40) - “The Fed has two choices. All the rest is poppycock. They inflate, or they don’t inflate. My opinion is, they’re gonna inflate.”

(30:40) - Where is Paul Volcker when you need him? Long, long gone...

(31:40) - How the entire elite of America got rich from printing money

(33:40) - Lessons from the past... money printing and the great Faustian pact

(35:40) - Do the recent elections suggest a cultural pushback?

(38:40) - What’s in a name... or a pronoun?

(41:00) - END

01:30 - Exercise-induced boredom and economic life after the Fed’s tapering...

01:00 - Auditory enlightenment and the antidote to boredom...

02:30 - Life by subscription and the challenge of valuations in the ‘New Normal’

05:30 - Building narratives to justify any old theory...

06:30 - The Great Intergenerational Wealth Transfer, from cash flow millennials to asset rich Boomers

08:30 - Asset bubbles, suppressed interest rates and the real value of your time

13:00 - How the Fed’s abuse of its exorbitant privilege paved the way for Bitcoin

15:30 - How to build your own Atomic Bomb (and the investment takeaway)

16:30 - A guerilla army constructs a decentralized alternative to the goosed game

18:00 - The Empire strikes back - crypto bans, regulations and the future

19:30 - What to make of so-called “temporary inflation,” now projected into 2022

21:00 - People still pretty much vote with their pocket books...

24:00 - What big, historic, macro indicators are telling us about the road ahead...

25:30 - What’s really driving Supply Chain Disruptions (hint... follow the money)

28:00 - The Pandemic as de-facto boogeyman for all politically caused ills in life

31:15 - What about the Fed’s (hypothetical... and proposed) 3rd mandate, Social Justice?

33:00 - The Glasgow Hypocrisy Summit - 400 private jets convene...to stop the world burning

37:00 - Putting philosophy aside - is it better to be rich than being right?

42:40 - “The best way to preserve your freedom is not to pick the right candidate, but to be able to take care of yourself” ~ Dan Denning

Time stamps - A rough guide...

(00:50)

(02:50) - Bill Bonner

(03:00) - Advice from father of the bride - Start saving now

(04:00) - What to do when inflation hits 50% (Learn mental math!)

(05:00) - Trends in motion accelerated by a pandemic

(06:30) - The US follows Tokyo... all the way to Buenos Aires!

(08:30) - How the country is going down the tubes... let us count the ways

(12:00) - How might 2021 years of progress come to a grinding halt?

(15:00) - Out shrinking world - How the State curtails freedoms

(16:00) - “What makes progress is the ability of people to decide what to do for themselves. It’s freedom.”

(17:00) - What we learned from the 20th Century’s 3 Great Mistakes

(19:30) - Welcome to the USSA: Saule Omorova and the New World Improvers

(22:30) - Public profligacy, private snooping - Big Brother eyes your accounts

(23:30) - “The whole idea of democratic government is basically a fraud.” Bill Bonner

(24:20) - “The actual value of a single vote in America today is approximately zero.”

(29:30) - Bill weighs in on vaccine mandates and the absence of consent

(30:30) - Fake whistleblowers and Facebook’s war against competing ideas

(35:00) - The corruption of the dollar and the false signals it sends

(38:00) - A sneak peek into the future of Bill’s new private research project

(00:50) - INTRO

(02:30) - [START] Let’s get to our program...

(03:00) - Chris Mayer’s Investment Book Recommendation: Silent Investor, Silent Loser - by Martin Sosnoff

(03:30) - The case against custodial management and the concept of “skin in the game”

(03:00) - Inside ownership over time and the trend toward duel classes of stock

(07:00) - Egregious owner compensation as a potential red flag for investors

(08:20) - Lost in the Numbers: Treating money management as a conceptual exercise

(10:20) - Art as an test case for subjective value

(12:30) - Chris Mayer’s Philosophy Book Recommendation: Philosophy as Poetry by Richard Rorty

(13:00) - A look at pragmatism and how it relates to investing

(16:00) - A closer look at so-called “experts” and a new way or seeing and saying things

(17:30) - Eternal archetypes and the lessons we can learn from them

(21:55) - Chris Mayer’s Fiction Book Recommendation: Zen and the Art of Motorcycle Maintenance

(23:00) - An inquiry into the nature of quality... and a great road trip

(25:30) - A novel written by our host, Joel Bowman: Morris, Alive

(26:30) - Special mention for great holiday reads: It’s All Greek to Me by John Mole

(29:15) - END

00:50 - Intro

03:00 - Ronan McMahon

04:55 - The lure of Cabo...

05:55 - Zoom Towns - Ronan’s update on a long held trend

07:10 - Trends already in motion: The great COVID accelerator

09:10 - The global migration of the Digital Nomad generation

12:10 - International Living - The advantage of multiple passports and residencies

13:40 - Travel during the time of COVID - From New York to Panama City

17:25 - A word on home schooling and decentralized education abroad

20:40 - Ronan’s own mortgage in Portugal (see pics below)

22:40 - Time to sell high? A look at the rise and rise in US real estate prices

25:40 - Real estate investing in an era of deep negative interest rates

28:40 - The Path of Progress - How Ronan identifies deep value opportunities

29:55 - A Case Study in PoP opportunity: The Riviera Maya

34:40 - A quick look at healthcare abroad - cost, care and your options

41:00 - Healthcare vs. wellness - An international lifestyle to reduce stress and increase a happy, healthy life

42:20 - The life of an International Real Estate hunter - Where in the world will Ronan be next?

(00:50) - INTRO

(05:30) - Interview with Dan Denning

(06:00) - Told to disembark...

(07:00) - Joel’s ESTA visa revoked... or canceled... or suspended... or....not?

(09:00) - Please, sir! Don’t send me to the once and future penal colony!

(10:30) - Dan’s move to Laramie and the best DMV in the country

(11:30) - $80 billion dollars and 80,000 new IRS agents... coming to monitor YOU!!

(12:30) - Is the crackdown on physical movement turning into a crackdown on capital flows?

(14:00) - Revisiting the Australian Canary in the COVID-19 Coal Mine...

(16:30) - Beware the Mainstream Media (yes, still!)

(17:00) - Australia as a petri dish to test authoritarian dictatorial impulses

(19:00) - The “coming” police state is already here #LockedDownUnder

(20:00) - Technological surveillance tools that will be tracking you soon

(12:20) - “The most Orwellian technology app in the western world”

(23:40) - The Trojan horse the communists always wanted

(24:05) - Collective punishment and the impetus toward “safetyism”

(26:05) - The Big Media echo chamber and the war on heterodoxy

(31:05) - One Party World and the domination of opinion via control of language

(33:20) - From “Lockdowns to Lockouts”: The final transition into totalitarianism

(39:20) - Australia’s coming Great Beer Rebellion

(43:00) - The War on Cash and the assault on personal and financial privacy

(47:30) - Are “Lock Outs” coming for your capital?

(49:20) - Opportunity Outlook: Wyoming as a safe haven for digital assets

(51:00) - The Bonner Private Research Conference... stay tuned for details...

(52:00) - Timeline expectations... and why we’re in it for the long haul

(53:25) - END

Time stamps - A rough guide...

02:30 - Interview with Rob Marstrand

03:00 - Argentina, Peru and the ongoing Latin American COVID-19 disaster

05:00 - Lockdowns and military rule in Australia

07:00 - Argentina as a leader in terms of day-to-day freedoms

08:45 - De facto vs. de jour rules down on the Pampas

10:00 - Freedom of speech as an endangered animal

11:30 - Waking up in a 13th Century Venetian Cave...lessons from the past

13:45 - The coming destruction of the modern monetary regime

14:45 - A glimpse into an inflationary future

17:00 - First hand lessons in economic insanity from the developing world

20:30 - How to create an entire class of political and social dependents

22:30 - The growth and growth (and growth!) of the welfare state

28:30 - How small ‘c’ conservatism and the working class saved the UK, again

30:15 - Hooray for Socialism! (As long as someone else pays for it...)

33:30 - Brexit and the Crisis that wasn’t

34:00 - The future of the Eurozone without the UK

41:10 - Crisis vacationing for you AND your money

42:00 - Planning a trip? Come to Greece!!

42:30 - Where to invest in a world flooded with cheap money and EZ credit

43:45 - Hunting for profits in the gold:silver ratio

44:20 - Is there value to unlock in the UK markets?

45:20 - UK Independent Wealth and working with Nigel Farage

[Learn more about Rob’s work: https://pro.fortuneandfreedom.com/m/1853499 ]

49:00 - Chile, Peru and the hunt for profits in the copper markets

51:15 - The price of an unhurried lunch at the #1 rated parilla in Buenos Aires

Time stamps - A rough guide...

(00:50) - Intro

(02:00) - START

(02:15) - A marital disclaimer from Athens, Greece

(03:05) - Don’t believe everything you hear (or read in the newspapers)

(04:05) - Greece is open for business... Come visit!

(04:45) - Exploring the ancient Greek concept of Xenia

(05:45) - Time travelling to a pre-budget airline Europe

(07:15) - Public space vs. private anxieties: developing a sense of community

(09:05) - Philosophy in the time of Plague - lessons from the ancients

(13:00) - The art of cherry picking - the best of the best from the classics

(17:45) - Contemporary issues viewed through the lens of the past

(20:05) - Rome and the USA: The rise and fall of empires, then and now

(22:15) - How canceling history dooms us to repeating its mistakes

(22:55) - What can we know? The search for truth, even when we’re wrong

(25:15) - The End of Empire and Fall of Nations: A Classical Wisdom Symposium

(28:15) - Rise of the historians: Niall Ferguson on Doom Politics

(28:45) - Speaker Roster: A who’s who of the coming symposium

(31:35) - Ancient Athens... from the comfort of your own home!

(33:15) - Libate while I contemplate? Where can I register?

(35:15) - Adrift in the Aegean: Where to next?

(36:22) - END