The Plutonomix Podcast: There are always two sides to every issue, both of which have merit

The Plutonomix Podcast: There are always two sides to every issue, both of which have merit

By blevinBusinessInvesting
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The Plutonomix Podcast: There are always two sides to every issue, both of which have merit episodes

  • Shift Happens

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss one of the core tenets of financial planning: the fact that things change. They explain why it’s important to anticipate and monitor the world around us, so we can learn to adapt quickly when they do. And they share a few books that can help build the mindset to do so.

     

    TIMESTAMPS

    • [00:01] Intro
  • [02:24] Two impactful books
  • [03:16] When do we know Change is coming?
  • [05:13] Begin with the End in Mind
  • [10:06] Be ready for change
  • [12:06] Outro

    •  

    RESOURCES

    • The 7 Habits of Highly Effective People by Stephen Covey
  • Who Moved My Cheese? by Spencer Johnson
  • Extraordinary Popular Delusions and The Madness of Crowds by Charles MacKay
  • Reminiscences of a Stock Operator by Edwin Lefèvre
  • Contact Barnaby
  • Contact Laurie
    • 14 min
  • Capitulation

    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
  • [00:58] Capitulation: Why and Why Not
  • [05:51] What the Bond Rout means
  • [10:37] It's Human Nature
  • [13:56] Outro

    •  

    RESOURCES

    • The Wealth of Nations by Adam Smith
  • Fund Managers Holding Most Cash Since 2001: Bank of America
  • The Pareto Principle by Barnaby Levin
  • Contact Barnaby
  • Contact Laurie
    • 16 min
  • Demographics Redux

    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
  • [01:51] Demographics may help to predict the future
  • [05:26] Younger generations will decide
  • [05:45] What makes them different
  • [08:50] Shift towards Unionization
  • [11:59] Outro

    •  

    RESOURCES

    • The Plutonomix Podcast: Demographics
  • The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny by William Strauss and Neil Howe
  • The Roaring 2000s: Building The Wealth And Lifestyle You Desire In The Greatest Boom In History by Harry S. Dent
  • The Plutonomix Podcast: Gen Z
  • San Fransicko: Why Progressives Ruin Cities by Michael Shellenberger
  • Contact Barnaby
  • Contact Laurie
    • 14 min
  • Should We (Just) Stay Home?

    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
  • [01:50] Regionalization: a massive shift is underway
  • [04:24] What does it all mean to investing?
  • [10:10] Outro

    •  

    RESOURCES

    • The World Is Flat by Thomas Friedman
  • Creative Destruction by Barnaby Levin
  • Contact Barnaby
    • Contact Laurie
    12 min
  • Is This The End of Globalization?

    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
  • [01:35] Is Globalization itself dead?
  • [04:44] Globalization may be even more important to China
  • [06:51] Taking a look at Vertical Integration
  • [08:19] Doesn’t mean the "end" of Globalization
  • [10:36] Outro

    •  

    RESOURCES

    • Larry Fink’s 2022 Chairman’s Letter
  • The World Is Flat by Thomas Friedman
  • Creative Destruction by Barnaby Levin
  • Contact Barnaby
  • Contact Laurie
    • 13 min
  • What being the “Global Reserve Currency “ (really) Means

    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
  • [01:57] The US Dollar as the world’s “Reserve Currency”
  • [06:13] What IS a “Reserve Currency”
  • [07:36] Why isn’t China closer (yet) to becoming it?
  • [10:24] Outro

    •  

    RESOURCES

    • “The dollar’s international role: An ‘exorbitant privilege’?” by Ben S. Bernanke
  • Why Shouldn’t Gold? by Barnaby Levin
  • Contact Barnaby
  • Contact Laurie
    • 13 min
  • Foreign Exchange and the USD

    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
  • [02:01] How the exchange process affects profit
  • [05:14] An “exorbitant privilege”
  • [08:14] Why hedging is important
  • [09:35] Outro

    •  

    RESOURCES

    • “The dollar’s international role: An ‘exorbitant privilege’?” by Ben S. Bernanke
  • Contact Barnaby
  • Contact Laurie
    • 12 min
  • Oil & The Cure for High Prices

    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
  • [01:46] The effects of The Ukraine-Russia crisis
  • [05:16] What could make a difference long term
  • [08:05] Why Diversification is an important part of Financial Planning
  • [11:00] Outro

    •  

    RESOURCES

    • Contact Barnaby
    • Contact Laurie
    13 min
  • Bull & Bear Debate (Part 2)

    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
  • [01:38] “Fourth Turning” in the not so distant future
  • [04:40] Big picture Demographics
  • [08:14] Focusing on Alternative Investments
  • [09:42] Outro

    •  

    RESOURCES

    • Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio
  • The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny by William Strauss and Neil Howe
  • Contact Barnaby
    • Contact Laurie
    12 min
  • Bull & Bear Debate

    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
  • [01:49] Bearish Predictions from Jeremy Grantham and Ray Dalio
  • [05:40] For every Seller, there’s a Buyer
  • [8:00] More than just "Valuation"
  • [8:30] What are the alternatives?
  • [09:41] Outro

    •  

    RESOURCES

    • Jeremy Grantham
  • Ray Dalio
  • Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio
  • The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny by William Strauss and Neil Howe
  • Contact Barnaby
    • Contact Laurie
    12 min

About The Plutonomix Podcast: There are always two sides to every issue, both of which have merit

From the publisher's feed

Welcome to the Plutonomix Podcast, with Barnaby Levin. Some Perspectives on Wealth & Investing (generally) in 10 minutes or less.

The word “Plutonomics” means the “Study of Wealth” and it is our Mission to educate; to help Clients think about their goals and how they might benefit from working with an Advisor to achieve them.  But more importantly, it’s to make sure our listeners understand both the Pros and Cons of any issue so they can make Informed Decisions and increase the odds of finding the “right” answer, for them.

You see, it’s not who’s “Right” or “Wrong” but, knowing there are NO “unbiased” opinions – and that “Where you Stand depends on where you Sit” – the challenge to making good Decisions is to start by questioning one’s Assumptions and breaking free of our “prejudices,” because the truth usually lies somewhere in between.