Welcome to the fifth episode of the Bonner Private Research Podcast. I'm joined by Chris Mayer, Portfolio Manager of Woodlock House Family Capital fund and co-founder of the firm along with Bill Bonner. In this episode, we talk about what he looks for when distilling a trade of the decade, from big macro ideas down to sharp investible ones. We also touch on the mechanics of the trait itself, where he thinks we are in regards to the current credit cycle, and the inherent optimism involved in taking the long view. All that and more in my conversation with Chris Mayer.

Bullet Points
00:50 - The history of gold
07:25 – The guiding principle of the trade of the decade
09:23 - Introducing Chris Mayer
10:25 - Where was Chris in 2000?
12:00 - Approaching a trade of the decade
15:10 - Studying the track records of the great investors
21:00 - The average hold time for a 100-bagger
22:03 - A look back over the past decade
26:40 - A look at the UK FTSE100
28:27 - The resource complex
29:40 - Looking at the macro picture
34:02 - Value vs. Growth
36:45 - Different risk profiles for different age cohorts
37:14 - Cryptoassets
41:00 - Investment ideas for a 5-year old
42:56 - Investment ideas for 10 years
43:32 - The trade of the decade: an inherently optimistic thought experiment?

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.bonnerprivateresearch.com/subscribe

Welcome to the second episode of the Bonner Private Research Podcast. I'm joined by Ronan McMahon, the international dealmaker devoted to finding the very best real estate opportunities around the world. In this episode we touch on the impact of the pandemic on daily life, and how the current crisis has affected the global real estate market. We also discuss the growing desire to escape the rat race and live a more meaningful life, the benefits of working remotely from another country and how you can buy your dream home without a lot of money.
Bullet points
00:50 - Introduction: the desire for a more meaningful life
05:57 - Introducing Ronan McMahon
08:30 - The life of a real estate investor
10:23 - The impact of the pandemic
14:09 - The acceleration of the nomadic trend
16:50 - The impact of current events on real estate value
18:19 - What is a Portugal-style visa?
19:25 - How Mexico, Costa Rica and Panama could implement this program
21:55 - The benefits of working from another country
24:50 - How YourCheapDreamHome was born
32:00 - How the currency and global crisis affect the real estate market
38:57 - A brief anecdote

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.bonnerprivateresearch.com/subscribe

Welcome to the third episode of the Bonner Private Research Podcast. I'm joined by Bill Bonner, author and founder of Bonner Private Research Group. In this episode we discuss the impact of the coronavirus pandemic on the economy and why America is in decline. We also touch on the problem with printing money and examine the Argentine Paradox as an example of what not to do. Will the economy ever recover?

00:50 - Introducing Bill Bonner
07:30 - Why America is in the decline
14:05 - The impact of the coronavirus pandemic on the economy
18:50 - What not to do: The Argentine Paradox
27:53 - When the fish rots from the head: corrupted money vs honest money
32:05 - The one thing that both political parties in the U.S. agree on
35:45 - Does the Fed really know?

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.bonnerprivateresearch.com/subscribe

Welcome to the first episode of the Bonner Private Research Podcast. I'm joined by Dan Denning, coauthor of The Bonner-Denning Letter with over 18 years in the financial publishing industry. In this episode we discuss how the COVID pandemic has affected the global market. We examine the intrusions into civil liberties and the flourishing of the authoritarian mind, and touch on why investors should be aware of the consequences of unlimited government spending. What (if anything) can you do to protect yourself from the economic and the political fallout?

Bullet points
00:50 - Introduction: a thought experiment
04:22 - The pandemic
07:57 - Introducing Dan Denning
08:47 - Market update: S&P High, Apple $2T company
10:55 - Jobs update and unemployment numbers
12:15 - Why the Federal Reserve creates a moral hazard
12:48 - The Buffet Indicator: valuations
13:14 - The current global market
15:55 - The problem with unlimited government and unlimited money
16:49 - Unreal money and the great savings wipeout
17:37 - The canaries in the COVID coal mine
19:50 - Intrusions into civil liberties: Melbourne and Auckland
23:40 - The full flourishing of the authoritarian mind
26:12 - Donald Trump and Jacinda Ardern: two sides of the same authoritarian coin
30:37 - From rag to riches and back
32:57 - Why investors should be aware of the consequences of unlimited spending

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.bonnerprivateresearch.com/subscribe

Welcome to the first episode of the Bonner Private Research Podcast. We’re joined by Chris Mayer, Portfolio Manager of Woodlock House Family Capital fund and co-founder of the firm along with Bill Bonner, who I'm sure the listeners know. In this episode, we discuss Henry David Thoreau’s work and how technology reshapes the environment it enters. We also touch on the current state of the market, and whether or not the change that the pandemic brought will be permanent.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.bonnerprivateresearch.com/subscribe

Welcome to the fourth episode of the Bonner Private Research Podcast. I'm joined by Dan Denning, coauthor of The Bonner-Denning Letter with over 18 years in the financial publishing industry and frequent guest on this show. When it comes to the lessons of history, Dan reckons our present day economic and political landscape bears significant (and worrying) resemblances to those of pre-revolution France and Cultural Revolution China. In this episode we discuss the role of the Fed and the issue with money supply. We also examine why the deterioration in civil society is related to the deterioration in the soundness of the money. Are we living in a bubble?

00:50 - Where goes sound money, so too goes civil society
05:19 - Some arguments for and against money printing
10:20 - Introducing Dan Denning
13:30 - Are we living in a bubble?
17:01 - The role of the Fed and the issue with money supply
22:42 - The problem with deflation
24:30 - China and the Era of Cheap energy - The REAL reason for lower prices
25:06 - The value of money
29:26 - The one metal that has shot up ~300% in two years
32:10 - Why the deterioration in civil society is related to the deterioration in the soundness of the money
32:37 - Why 2020 America is 1968 China plus 1783 France
33:28 - COVID as a useful tool for the state

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.bonnerprivateresearch.com/subscribe