Profile image
By silveristhenew (Reporter)
Contributor profile | More stories
Story Views

Last Hour:
Last 24 Hours:

How Do You Invest In The ‘New Normal’?

Wednesday, October 19, 2016 15:10
% of readers think this story is Fact. Add your two cents.

By Chris at

Today I spoke with an old friend, Chris Mayer. Chris is the investment director at the Bonner family office. We covered a lot of things including:
  • The rise of passive investing and the inevitable consequences of what is almost certainly a bubble.
  • How investors are increasingly buying equities and treating them as bond proxies.
  • How it’s harder to say which sector is cheap and which isn’t – more than at any time in Chris’ 25 years of investing and why this is the case.
  • How we’re in a market which rewards companies for buying back stock and increasing dividends (even to the detriment of the overall financial position of the company) and what Chris focuses on as a consequence.
  • Why holding cash is exactly what companies should be doing in this market environment (despite being penalised for it).
  • How index weighting is perversely penalising stronger companies relative to their peers.
  • Two short ideas he took away from Jim Grant’s recently concluded conference.
  • Thoughts on investing in frontier markets.

Chris Mayer Interview

(Click on the image to listen to the podcast)


– Chris

“Balance sheet strength is more important than price paid. It does no good to get a bargain on a zero.” — Chris Mayer


Liked this podcast? Don’t miss our future articles and podcasts, and

get access to free subscriber-only content here.



We encourage you to Share our Reports, Analyses, Breaking News and Videos. Simply Click your Favorite Social Media Button and Share.

Report abuse


Your Comments
Question   Razz  Sad   Evil  Exclaim  Smile  Redface  Biggrin  Surprised  Eek   Confused   Cool  LOL   Mad   Twisted  Rolleyes   Wink  Idea  Arrow  Neutral  Cry   Mr. Green

Top Stories
Recent Stories



Top Global


Top Alternative




Email this story
Email this story

If you really want to ban this commenter, please write down the reason:

If you really want to disable all recommended stories, click on OK button. After that, you will be redirect to your options page.