Joel Bowman and Chris Mayer On Quality
Oct 08, 2021•29 min
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Episode description
(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
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
(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
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
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