In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss Capitulation ("the act of surrendering or ceasing to resist") given what's going on in Markets today.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• The Wealth of Nations by Adam Smith

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin revisit their discussion on Demographics -- and how they may help us predict the future.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• The Plutonomix Podcast: Demographics

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin reiterate a few key points they’ve made in previous episodes, including globalization and foreign exchange, to consider the impact this will have on investments. They also share where they feel people might want to turn their focus going forward as a result.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• The World Is Flat by Thomas Friedman

• Contact Laurie

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin explore the question: Is "Globalization" itself Dead? Countries are beginning to question -- not only their currency dependencies -- but (given the strain on the world's Supply Chains and fact we’re running out of key, raw materials) their Dependencies in general.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• Larry Fink’s 2022 Chairman’s Letter

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss what it means to be the “Global Reserve Currency” -- and the advantages that has for the Dollar.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• “The dollar’s international role: An ‘exorbitant privilege’?” by Ben S. Bernanke

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss foreign exchange, currency risk and ultimately the dollar’s role as the world’s reserve currency.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• “The dollar’s international role: An ‘exorbitant privilege’?” by Ben S. Bernanke

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the potential effects of the current Ukraine-Russia crisis; consider the short term risks; and what the impact will be of cutting off 40% of Europe’s gas and energy supplies.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• Contact Barnaby

• Contact Laurie

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their discussion on the predictions that are making the rounds from well-known and highly respected portfolio managers, Jeremy Grantham and Ray Dalio.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio

• Contact Laurie

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin share predictions from well-known and highly respected portfolio managers, Jeremy Grantham and Ray Dalio.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• Jeremy Grantham

• Contact Laurie

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the "January Effect," which can create opportunities in stocks at the start of the new year.

TIMESTAMPS

• [00:01] Intro

RESOURCES

• The Build Back Better Framework

• Contact Laurie