Bonner Private Research
Bonner Private Research Podcast
#43 - Dan Denning On Supply Chain Disruptions
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#43 - Dan Denning On Supply Chain Disruptions

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

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Bonner Private Research
Bonner Private Research Podcast
The Fatal Conceits Podcast is show about money, markets, mobs, and manias.