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

29 - Chris Mayer on Headline Distractions, Investing for the Long Haul and the “Cicada Portfolio”

(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

29 - Chris Mayer on Headline Distractions, Investing for the Long Haul and the “Cicada Portfolio”

Bonner Private Research

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