Bonner Private Research Podcast 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