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

In this episode of the Plutonomix Podcast, Barnaby Levin continues his and Laurie's discussion on land on his own, while she's traveling. He recaps the history and transfer of ownership between farmers and institutions and why (in this case) it's important for government to get more involved, so we don't lose control of our own food and water supply to other nations. He also talks about the pros a...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin begin with a reminder of the pending collapse of our Social Security and Medicare systems. They recommend a few, incremental actions they hope we'll take as a Country and some things in which to invest -- turning, today, to farming and farmland, where they first address some key issues for context.  TIMESTAMPS (00:01)  Intro...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their discussion on the Aging of the Baby Boomers. This week, they discuss the financial impact that 10,000 "Boomers" reaching retirement age, every day until 2030, will have and what they see as opportunities, as a Country and as Investors.   TIMESTAMPS [00:01] Intro [01:59] Easy steps, like Congress deferring reti...

In the next two episodes of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin focus on the critical consequences of one of the country's more-important, demographic trends: the Aging of the Baby Boomers. This week, they discuss some of the problems and challenges this transition will pose.    TIMESTAMPS [00:01] Intro [02:34] Are the Baby Boomers ready for retirement? [06:06] Elderly Americans...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their conversation about what's going on in the world around us, discussing what to do when "shift" happens. They share how to discern the "facts," amidst all the claims and statements being made, with advice that follows the Carpenter’s Rule: measure twice, cut once.   TIMESTAMPS [00:01] Intro [02:09] Look forward,...

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...

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 Cas...

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:...

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...

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 de...

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 internat...

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 pri...

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 Diversif...

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]...

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   RESO...

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...

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...

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   RESO...

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 in...

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...

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 W...

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

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...

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 categori...

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