Fatal Conceits Podcast

(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

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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?

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