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

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

  • January Effect

    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
  • [02:16] The January effect
  • [03:34] Threat of the Build Back Better plan
  • [05:14] Rebound may be delayed
  • [07:22] A couple of warnings
  • [08:28] Outro

    •  

    RESOURCES

    • The Build Back Better Framework
  • Contact Barnaby
    • Contact Laurie
    11 min
  • Artificial Intelligence (Part 2)

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their conversation on artificial intelligence (AI) and share ways investors can participate in the space.

     

    TIMESTAMPS

    • [00:01] Intro
  • [01:13] A critical step forward
  • [02:44] Opportunities in semiconductors and smartphones
  • [05:56] A look into aerospace and the defense industry
  • [08:48] Unintended consequences can lead to regulation
  • [11:12] We are making progress
  • [12:37] Outro

    •  

    RESOURCES

    • Team Builds the First Living Robots
  • Why Google thinks we need to regulate AI
  • Contact Barnaby
  • Contact Laurie
    • 15 min
  • Artificial Intelligence

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin give an introduction on artificial intelligence (AI) to provide context and a framework to discuss some of the opportunities and ways an investor can participate.

     

    TIMESTAMPS

    • [00:01] Intro
  • [02:03] The current integration of AI
  • [06:02] The future of human and machine interaction
  • [08:36] A word of warning
  • [10:19] Outro

    •  

    RESOURCES

    • Monty Python and The Holy Grail - Lancelot Running
  • Nvidia CEO: Omniverse Is One Of Our ‘Largest Graphics Opportunities’ Yet
  • Apple CEO Tim Cook: AR Is “Critically Important” For The Company’s Future
  • Contact Barnaby
    • Contact Laurie
    12 min
  • Raising Resilient Kids

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the challenge many of their clients are facing as they raise their children in the age of anxiety. They discuss The Scaffold Effect and how to establish a trust fund.

     

    TIMESTAMPS

    • [00:01] Intro
  • [02:05] The pending transfer of wealth
  • [03:51] The Scaffold Effect
  • [06:04] Establishing a trust
  • [09:43] The importance of including professionals
  • [11:03] Organizations they’ve worked with on both coasts
  • [12:10] Outro

    •  

    RESOURCES

    • The Scaffold Effect: Raising Resilient, Self-Reliant and Secure Kids in an Age of Anxiety by Harold S. Koplewicz
  • The Descendants
  • Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Orville Williams and Vic Preisser
  • Money, Meaning & Choices (MMC) Institute
  • 21/64
  • Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna Goldseker and Michael Moody
  • Ackerman Institute for the Family
  • Contact Barnaby
  • Contact Laurie
    • 14 min
  • Hyperinflation

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin explore if we’re on the verge of hyperinflation.

     

    TIMESTAMPS

    • [00:01] Intro
  • [01:57] The argument for either sides
  • [03:35] Supply-demand mismatch
  • [06:32] The attention to wages
  • [11:59] Outro

    •  

    RESOURCES

    • Fed Chief Jerome Powell Says Inflation Is Elevated but Likely to Moderate
  • Supply chain issues add to stagflationary winds by Mohamed El-Erian
  • Jack Dorsey’s tweet about hyperinflation
  • Is Inflation Still “Transitory”? by Donald Luskin
  • Insana and Santelli on whether stagflation is a real concern
  • Contact Barnaby
  • Contact Laurie
    • 14 min
  • Active vs Passive Investing

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about the pros and cons of active versus passive investing, focusing primarily on stock investing.

     

    TIMESTAMPS

    • [00:01] Intro
  • [01:56] What is indexing?
  • [05:02] The Capital Asset Pricing Model (CAPM)
  • [06:33] Choosing which approach is best for you
  • [10:22] So which is better?
  • [11:44] Outro

    •  

    RESOURCES

    • A Random Walk Down Wall Street: Including a Life-Cycle Guide to Personal Investing by Burton Malkiel
  • Capital Asset Pricing Model (CAPM)
  • AQR Capital Management
  • The Pareto Principle by Barnaby Levin
  • Why Einstein Considered Compound Interest the Most Powerful Force in the Universe: Is the power of compound interest really the 8th Wonder of the World?
  • Contact Barnaby
  • Contact Laurie
    • 14 min
  • Changing the Education System

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin share their thoughts on something they both feel passionate about: education.

     

    TIMESTAMPS

    • [00:01] Intro
  • [02:11] Why men are skipping or dropping out of college
  • [05:34] Why it’s not the same with women
  • [09:06] How to bend the curve again
  • [13:03] Outro

    •  

    RESOURCES

    • Contact Barnaby
    • Contact Laurie
    15 min
  • Fintech

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the world of financial technology (fintech) and decentralized finance.

     

    TIMESTAMPS

    • [00:01] Intro
  • [01:45] Starting with crypto and blockchain
  • [05:37] Digital wallets and cash apps
  • [08:35] Crypto is an entirely new economy
  • [09:32] Outro

    •  

    RESOURCES

    • Financial crisis of 2007–2008
  • Bitcoin: A Peer-to-Peer Electronic Cash System by Satoshi Nakamoto
  • JPMorgan Chase CEO Jamie Dimon: Fintech is an ‘enormous competitive’ threat to banks
  • Contact Barnaby
  • Contact Laurie
    • 12 min
  • ESG and Impact Investing

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss Environmental, Social, and Corporate Governance (ESG) and impact investing that have evolved into some of the most important trends for businesses, consumers and investors alike

     

    TIMESTAMPS

    • [00:01] Intro
  • [01:45] ESG investing and greenwashing
  • [03:02] One of the most urgent issues: water 
  • [05:15] Three broad categories to consider
  • [08:53] Inclusion rather than exclusion
  • [10:48] Outro

    •  

    RESOURCES

    • Wells Fargo Fined $250 Million for Problems in Its Mortgage Business
  • Our Legacy - The Nathan Cummings Foundation
  • SALT
  • Contact Barnaby
  • Contact Laurie
    • 13 min
  • Gen Z

    In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss Gen Z, currently between the ages of 9 to 25, to consider the impact they’re having on the global economy.

     

    TIMESTAMPS

    • [00:01] Intro
  • [01:53] The Internet Generation
  • [03:44] Gen Z’s seeming paradoxes
  • [08:31] The next generation of entrepreneurs
  • [10:29] Outro

    •  

    RESOURCES

    • Contact Barnaby
    • Contact Laurie
    13 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.