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

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their discussion on China and the prospects of working with China either as frienemies or if that is even possible. They discuss the implications of either outcome on investing.   TIMESTAMPS [00:01] Intro [01:45] If China sneezes, everyone catches a cold [04:01] An economic disruption would bother us more than them...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss China and its history and ideology to provide context for the next episode which will discuss how this will affect long-term investment strategies.   TIMESTAMPS [00:01] Intro [01:17] Understanding China [04:48] Its history with war [08:46] What are we to do? [10:16] Outro   RESOURCES CNBC’s full interview with Hayman...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss financial planning and how to create a framework in which investing can and should occur.   TIMESTAMPS [00:01] Intro [01:18] How to increase the odds to get to where you need to be [04:34] Questions to ask a financial advisor [06:33] Looking at your cash flow [10:57] Outro   RESOURCES Contact Barnaby Contact Laurie

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about investment strategies in general. They quote some of their favorite portfolio managers to share a few of the most important rules and lessons on managing money.   TIMESTAMPS [00:01] Intro [01:27] Principles to help stay on track [05:59] How to reconcile this economy [07:50] The market never tires of teaching humil...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about private equity with a primary focus on the venture side.   TIMESTAMPS [00:01] Intro [01:24] What is private equity, venture capital and buyouts [02:00] The history of Berkshire Hathaway [03:08] A caution about private equity and venture capital [04:21] The endowment model [05:32] The best time to invest in venture...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about bitcoin explaining just what Bitcoin IS – and how it’s both like and unlike other “Precious Metals,” like Gold and Silver.   TIMESTAMPS [00:01] Intro [01:21] What is bitcoin [02:33] The world of cryptocurrency [03:28] Why it’s important to take one step at a time [06:23] How to buy and hold bitcoin without fear of...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their series on alternative investments with a discussion on precious metals, focusing on gold. They discuss the background and context on the global monetary system in which gold and other precious metals play a role.   TIMESTAMPS [00:01] Intro [01:19] The history of gold [01:56] Assessing the value of gold [05:24]...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin start their series on alternative investments, starting with hedge funds.   TIMESTAMPS [00:01] Intro [01:14] A history about hedge funds [02:58] The purpose of hedging and the concept of convergence [04:36] What is a hedge fund [06:38] Should one add hedge funds to their asset allocations? [09:01] Outro   RESOURCES Chicago B...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about bonds and whether they still have a place in portfolios.   TIMESTAMPS [00:01] Intro [00:59] Do bonds still have a place in portfolios? [01:37] How history relates to the bond market [02:58] Reciprocity and US Treasury Bill [05:17] Is now a good time to invest new money in bonds? [07:48] Alternative investments [08...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about global investing --  and the geopolitics and risk factors to consider. They also discuss the four Ps and why it’s important to have exposure to emerging markets.   TIMESTAMPS [00:01] Intro [00:59] Global investing [02:41] The Four Ps [02:56] Geopolitics and risk factors to consider [06:39] Why it’s important to ha...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about inflation and deflation and why it’s important to know how these factor into the value and purchasing power of our money and investments.   TIMESTAMPS [00:01] Intro [01:20] The difference between inflation and deflation [05:03] One notable exception with credit cards [06:06] The biggest concern with bonds [08:47]...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about what they think will be some of the biggest trends over the next decade. They will offer insights as to how these will affect their investment decisions.   TIMESTAMPS [00:01] Intro [01:28] Strauss–Howe generational theory [04:03] Advancement with AI, genetics and brain implants [06:32] Paradigm shifts [08:56] The...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about how demographics can determine how the economy will fare. They discuss the role that demographics play in creating predictable trends which can then help them advise their clients.   TIMESTAMPS [00:01] Intro [01:12] Demographics [03:05] How it can impact the economy [05:43] Important points [07:11] Hurdles and dis...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about President Joe Biden’s tax plan and the potential impacts on investments.    TIMESTAMPS [00:01] Intro [01:30] Nothing is certain except death and taxes [03:53] How the first proposed changes come into play [06:38] A few things to discuss with your advisor [08:59] Legitimate ways to reduce or avoid taxes [10:24] Out...

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about asset allocation, why it’s important and things to consider when you invest.   TIMESTAMPS [00:01] Intro [01:05] What is asset allocation and why it’s important [02:47] Three primary drivers in a person’s asset allocation [04:24] Moving a football down the field [06:56] A summary and what to expect in future episod...