Shows
The Plutonomix PodcastPerspectiveIn this week’s episode of the Plutonomix Podcast, Barnaby's catching up with listeners -- to discuss some of the developments that have taken place since Trump's infamous "Independence Day" on April 2nd -- and since 2016, when he wrote a pivotal article, titled "Essential Context." From Portfolio Construction to Market Behavior and the "Battle between the HAVES and HAVE NOTS," he highlights some of the key milestones that have brought us to where we are today. TIMESTAMPS(01:00) Essential Context(01:15) Obama's decision to release $100 Billion in Frozen Assets to Iran(02:10) Like a big B...
2025-09-2515 minThe Plutonomix PodcastTrump's TariffsIn this week’s episode of the Plutonomix Podcast, Barnaby reminds listeners that (as he often says) "Where you STAND depends on where you SIT." Like Trump, we may have "dodged a bullet," but now is when the real work begins: to reduce our bloated Government and Deficit; root out and eliminate (perhaps Trillions of dollars in) fraudulent and wasteful spending; and (finally) figure out how best to help people make and keep more of their own money. Most important (however) is to do it in a way that it restores a sense of Pride in what it means to be...
2025-03-1713 minThe Plutonomix PodcastGOOD!In this week’s episode of the Plutonomix Podcast, Barnaby reminds listeners that (as Jean Monnet said) "People only accept Change in Necessity and see Necessity only in Crisis." Like Trump - we may have "dodged a bullet" - but now is when the real work begins: to reduce our bloated Government; root out and eliminate (perhaps Trillions of dollars in) wasteful spending; fix the Immigration situation; figure out how to help people make and keep more of their own money; and to restore a sense of Pride in what it means to be "an American."* This Epi...
2025-01-0118 minThe Plutonomix PodcastBehind the CurveIn this week’s episode of the Plutonomix Podcast, Barnaby suggests how the Fed – after remaining “On Hold” at 5 ½% since June 2023 – may be “Behind the Curve.” He explains the role the “Phillips Curve” and (now) the “Sahm Rule” have played in the Fed's decision-making process since the 70’s, even though things have changed since Paul Volcker was appointed Fed Chair in 1979. He ends with a reminder how we often base our decisions on False Assumptions -- and how the way we define and react to “Risk” (when seeking to calculate an Expected Rate of Return, years into the future) will make all the difference.
2024-08-2615 minThe Plutonomix PodcastHot Off the PressIn this week’s episode of the Plutonomix Podcast, Barnaby discusses recent, political developments and how they and some of the other key events on Tap might affect the Markets between now and the November election.Enjoy! =)TIMESTAMPS(01:00) Out of the Running(02:00) "Last Piece of the Puzzle"(03:05) Could it be Michelle?(05:30) What effect will Kamala have on the Markets?(06:30) What's next?(08:05) Election Day! and "The Battle of the Haves and Have Nots"RESOURCESWhat I Think I Know by Barnaby LevinTh...
2024-07-2910 min
The Plutonomix Podcast: There are always two sides to every issue, both of which have meritIs "Regionalization" Good or Bad?In this week’s episode of the Plutonomix Podcast, Laurie was out of town so, on his own, Barnaby discusses the shifting sands of globalization and its implications for economies and businesses worldwide. As he navigates the complexities of supply chain disruptions and the revival of domestic manufacturing, he offers listeners a nuanced perspective on the ongoing transformation to more regionalized strategies. From Boeing's cautionary tale to BlackRock CEO Larry Fink's commentary on the Ukraine crisis, the episode weaves together various threads that portray a future in which things may simply have come full circle.
TIME...
2024-05-0112 minThe Plutonomix PodcastIs Regionalization Good or Bad?In this week’s episode of the Plutonomix Podcast, Laurie was out of town so, on his own, Barnaby discusses the shifting sands of globalization and its implications for economies and businesses worldwide. As he navigates the complexities of supply chain disruptions and the revival of domestic manufacturing, he offers listeners a nuanced perspective on the ongoing transformation to more regionalized strategies. From Boeing's cautionary tale to BlackRock CEO Larry Fink's commentary on the Ukraine crisis, the episode weaves together various threads that portray a future in which things may simply have come full circle. TIME...
2024-05-0112 min
Legal 500 PodcastJason LevinBarnaby Merrill speaks to Jason Levin, an outplacement, career management, business development coach and speaker, and the founder and CEO of ReadySetLaunch.Barnaby and Jason discussed issues including the importance of relationships, the art of maintaining weak connections, and how introverts can succeed in what’s seen as an extrovert dominated-world.
2024-04-2624 minThe Plutonomix PodcastInformation Technology and the Media IndustryIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi explore the blurred lines between technology, media and telecommunications, often referred to as "TMT." They discuss the convergence of these Sectors -- and of various Industries, in general -- and, as a result, the challenges and impact they're having on investors and consumers alike. With insights into the changing landscape of content consumption -- and the need for capital and accessibility -- Barnaby and Laurie share their perspectives on investing in the evolving world of TMT. TIMESTAMPS(01:55) The blurring lines between Sec...
2024-03-2812 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritInformation Technology in the Media IndustryIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi explore the blurred lines between technology, media and telecommunications, often referred to as "TMT." They discuss the convergence of these Sectors -- and of various Industries, in general -- and, as a result, the challenges and impact they're having on investors and consumers alike. With insights into the changing landscape of content consumption -- and the need for capital and accessibility -- Barnaby and Laurie share their perspectives on investing in the evolving world of TMT.
TIMESTAMPS
(01:55) The blurring line...
2024-03-2812 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritInvestment Implications of "The Battle Between the HAVES & HAVE NOTS"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the growing wealth divide and the consequences it will have on the economic and investment landscape - including something now referred to as "Money Dysmorphia." They explore the impact the pending, $72 Trillion transfer of wealth from Boomers to younger generations might have in the midst of this and the risks associated with being the beneficiary of sudden wealth. Barnaby and Laurie also touch on the potential benefit dividends can have in stock-picking strategies and the need for alternative investments when faced with market volatility. An...
2024-03-0211 minThe Plutonomix PodcastInvestment Implications of "The Battle Between the HAVES & HAVE NOTS"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the growing wealth divide and the consequences it will have on the economic and investment landscape - including something now referred to as "Money Dysmorphia." They explore the impact the pending, $72 Trillion transfer of wealth from Boomers to younger generations might have in the midst of this and the risks associated with being the beneficiary of sudden wealth. Barnaby and Laurie also touch on the potential benefit dividends can have in stock-picking strategies and the need for alternative investments when faced with market volatility. An...
2024-03-0111 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritSocial Security and The Battle of the HAVES & HAVE NOTSIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the increasingly relevant topic of wealth management and the socioeconomic challenges facing different demographics. Barnaby and Laurie talk about issues related to Social Security's sustainability and the impending, economic consequences due to the disparity between the 'haves' and the 'have nots' (that is, those that have wealth and those who do not). They look at the urgent need for reform in government spending and how these changes could positively impact personal investment strategies, if done. They also discuss the implications of large wealth transfers fr...
2024-02-1411 minThe Plutonomix PodcastSocial Security and the Battle of the "Haves" and "Have Nots"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the increasingly relevant topic of wealth management and the socioeconomic challenges facing different demographics. Barnaby and Laurie talk about issues related to Social Security's sustainability and the impending, economic consequences due to the disparity between the 'haves' and the 'have nots' (that is, those that have wealth and those who do not). They look at the urgent need for reform in government spending and how these changes could positively impact personal investment strategies, if done. They also discuss the implications of large wealth transfers fr...
2024-02-1411 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritHOUSING & The Battle of the HAVES and HAVE NOTSIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi start with a quick recap how the emergence of Unionization may be a manifestation of the "Battle between the HAVES and HAVE NOTS." Continuing with that larger theme, their focus today is on Housing -- how it's contributing to Wealth Inequality and its impact on different age groups. They analyze statistics, trends and predictions related to housing prices, homeownership, mortgage rates and Supply & Demand dynamics. They also highlight the challenges faced by potential homebuyers and the effect Demographic shifts will have on this.
2024-01-1611 minThe Plutonomix PodcastHousing and the Battle of the "Haves" and "Have Nots"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi start with a quick recap how the emergence of Unionization may be a manifestation of the "Battle between the HAVES and HAVE NOTS." Continuing with that larger theme, their focus today is on Housing -- how it's contributing to Wealth Inequality and its impact on different age groups. They analyze statistics, trends and predictions related to housing prices, homeownership, mortgage rates and Supply & Demand dynamics. They also highlight the challenges faced by potential homebuyers and the effect Demographic shifts will have on this. TIMESTAM...
2023-12-1911 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritUnions and the Battle of the ”Haves” and ”Have Nots”In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the growing battle between the "Haves" and "Have Nots." They focus on the rise of Unions; the influence of Gen Z; and how Gen X might help. They not only explore the historical perspective of labor unions - and how their original purpose was to protect workers' rights - but also the role Management has played in exacerbating the widening, wage disparity and feelings of resentment between the two. However, they also highlight the negative impact unions can have on the 90% of the workforce wh...
2023-12-0414 minThe Plutonomix PodcastUnions and the Battle Between the "Haves and Have Nots"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the growing battle between the "Haves" and "Have Nots." They focus on the rise of Unions; the influence of Gen Z; and how Gen X might help. They not only explore the historical perspective of labor unions - and how their original purpose was to protect workers' rights - but also the role Management has played in exacerbating the widening, wage disparity and feelings of resentment between the two. However, they also highlight the negative impact unions can have on the 90% of the workforce wh...
2023-12-0414 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritThe Battle Between the ”Haves” and ”Have Nots”In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi remind listeners what three of the biggest risks facing the Market and the global economy are. They analyze the viewpoints of three, highly regarded investors and share their own insights on volatility; the conflict between the US and China over Taiwan; and the battle between the "Haves" and "Have Nots." Barnaby and Laurie then highlight the important role Generation X may play in shaping politics and the future of our country.
TIMESTAMPS
00:37 Reiterating three of the biggest risks to the...
2023-09-2213 minThe Plutonomix PodcastThe Battle Between the "Haves" and "Have Nots"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi remind listeners what three of the biggest risks facing the Market and the global economy are. They analyze the viewpoints of three, highly regarded investors and share their own insights on volatility; the conflict between the US and China over Taiwan; and the battle between the "Haves" and "Have Nots." Barnaby and Laurie then highlight the important role Generation X may play in shaping politics and the future of our country. TIMESTAMPS00:37 Reiterating three of the biggest risks to the...
2023-09-2113 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritWhat IS ”The NEXT BIG RISK”?In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the insights shared by three, highly-regarded investors in an interview on Bloomberg's "Next Big Risk." They explore the potential conflicts between the U.S and China over Taiwan; the battle between the "Haves" and "Have Nots;" and the consequence of zero interest-rate policies and Quantitative Tightening on Market behavior. Laurie and Barnaby provide their own perspectives on these issues and emphasize the importance of understanding the deeper patterns at work in order to adapt to future events.
TIMESTAMPS
02:05 US...
2023-09-1314 minThe Plutonomix PodcastWhat Is The Next Big RiskIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the insights shared by three, highly-regarded investors in an interview on Bloomberg's "Next Big Risk." They explore the potential conflicts between the U.S and China over Taiwan; the battle between the "Haves" and "Have Nots;" and the consequence of zero interest-rate policies and Quantitative Tightening on Market behavior. Laurie and Barnaby provide their own perspectives on these issues and emphasize the importance of understanding the deeper patterns at work in order to adapt to future events. TIMESTAMPS02:05 US...
2023-09-1214 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritSpeaking of Money...In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the importance of speaking openly about money, emphasizing the need for couples to align their financial goals and have regular discussions on how best to get there, together. They highlight the significance of preparing for unexpected events, such as death or divorce, by sharing passwords and ensuring all financial information is readily accessible, in such an event. And they point out the benefits -- when families do speak openly -- it can provide through reduced stress; increased understanding; and, ultimately, greater happiness.
...
2023-07-2810 minThe Plutonomix PodcastSpeaking of MoneyIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the importance of speaking openly about money, emphasizing the need for couples to align their financial goals and have regular discussions on how best to get there, together. They highlight the significance of preparing for unexpected events, such as death or divorce, by sharing passwords and ensuring all financial information is readily accessible, in such an event. And they point out the benefits -- when families do speak openly -- it can provide through reduced stress; increased understanding; and, ultimately, greater happiness.TI...
2023-07-2710 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritDodged a BulletIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the recent, bipartisan passage of the Debt Ceiling under the leadership of Kevin McCarthy in the House. With the Fed finally deciding to Pause, they say this may allow us to avoid a Recession, with the caveat Treasury will now need to sell a trillion dollars of new debt to fund current spending, which may lead to an increase in rates as well. They also highlight the challenges faced by regional banks due to commercial loans coming due and the impact vacancies will have on D...
2023-07-2513 minThe Plutonomix PodcastDodged A BulletIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the recent, bipartisan passage of the Debt Ceiling under the leadership of Kevin McCarthy in the House. With the Fed finally deciding to Pause, they say this may allow us to avoid a Recession, with the caveat Treasury will now need to sell a trillion dollars of new debt to fund current spending, which may lead to an increase in rates as well. They also highlight the challenges faced by regional banks due to commercial loans coming due and the impact vacancies will have on D...
2023-06-2913 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritRecession ResistantIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi -- after a brief discussion about the Debt Ceiling -- offer investment tips for navigating a potential Recession. They suggest raising Cash and allocating some part of that to short-term Treasuries while, from a longer-term perspective, they consider everything from Distressed and Floating-Rate debt; to Small-Cap stocks; and (for those with a contrarian bent) Commercial Real Estate. However, when it does come to Small Cap at this point of the economic cycle, they stress the importance of diversification, as there will be "blow-ups."
...
2023-05-2415 minThe Plutonomix PodcastRecession ResistantIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss investment tips for navigating a potential Recession. They suggest raising Cash and allocating some part of that to short-term Treasuries while, from a longer-term perspective, they consider everything from Distressed and Floating-Rate debt; to Small-Cap stocks; and (for those with a contrarian bent) Commercial Real Estate. However, when it does come to Small Cap at this point of the economic cycle, they stress the importance of diversification, as there will be "blow-ups."TIMESTAMPS[01:50] The Bond Market is betting on Recession
2023-05-2315 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritRegional Banks and The Lessons We’ve LearnedIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi examine the lessons they hope we've learned from the Fall of Silicon Valley Bank -- the need for new limits and greater transparency; who's really to blame; and the consequences those responsible may (in their opinion) merit. They also explore some of the alternatives available to investors looking for higher yield and Preservation of Capital, while explaining the pros and cons of each. .
TIMESTAMPS
[1:24] It wasn’t Any One Thing. But Whose Money is it Anyway!
[3:11] Speaking of First...
2023-05-1411 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritMarch Madness and The Fall of Silicon Valley BankIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi focus on the fall of Silicon Valley Bank and its impact on the industry. They discuss the factors leading to the Bank's demise, starting with poor judgement on the part of Leadership when investing Clients' On Demand Deposits. Barnaby and Laurie then explain how this and the failure of the Bank's Auditors has compromised trust -- in the Industry and the Federal Reserve -- and (hopefully) a few lessons we've all learned from it all.
TIMESTAMPS
[01:41] Credit Suisse and The...
2023-05-0919 minThe Plutonomix PodcastRegional Banks and The Lessons We've LearnedIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi examine the lessons they hope we've learned from the Fall of Silicon Valley Bank -- the need for new limits and greater transparency; who's really to blame; and the consequences those responsible may (in their opinion) merit. They also explore some of the alternatives available to investors looking for higher yield and Preservation of Capital, while explaining the pros and cons of each. TIMESTAMPS1:24 It wasn’t Any One Thing. But Whose Money is it Anyway!3:11 Speaking of First...
2023-05-0911 minThe Plutonomix PodcastMarch Madness and The Fall of Silicon Valley BankIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi focus on the fall of Silicon Valley Bank and its impact on the industry. They discuss the factors leading to the Bank's demise, starting with poor judgement on the part of Leadership when investing Clients' On Demand Deposits. Barnaby and Laurie then explain how this and the failure of the Bank's Auditors has compromised trust -- in the Industry and the Federal Reserve -- and (hopefully) a few lessons we've all learned from it all. TIMESTAMPS01:41 Credit Suisse and The...
2023-05-0219 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritThe Power of Compounding (or ”How to Retire Rich”)In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the Power of Compounding and how to maximize your savings with very little effort. "Compounding" can either refer to earning interest on your interest (by reinvesting what you earn at the same or higher rate) or by "letting your Winners Run." Either way, they show how it can have a "Snowball Effect," where small actions -- taken consistently -- can lead to big results, creating financial resilience through disciplined and deliberate planning.
TIMESTAMPS
01:15 Asset Allocation and Investment Strategy
0...
2023-03-1413 minThe Plutonomix PodcastThe Power of Compounding (or "How to Retire Rich")In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the Power of Compounding and how to maximize your savings with very little effort."Compounding" can either refer to earning interest on your interest (by reinvesting what you earn at the same or higher rate) or by "letting your Winners Run." Either way, they show how it can have a "Snowball Effect," where small actions -- taken consistently -- can lead to big results, creating financial resilience through disciplined and deliberate planning.TIMESTAMPS01:15 Asset Allocation and Investment Str...
2023-03-1313 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritAsset Allocation & Investment UpdateIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss Asset Allocation (the process of balancing a portfolio's potential for Risk versus Reward) by adjusting the percent invested in each asset or asset class according to a person's Goals; Timeline; and tolerance for Volatility. They emphasize the need to have tempered expectations -- while allowing time for the power of compounding to work its "magic" -- and to proactively maximize savings by investing consistently, through the Market's ups and downs.
TIMESTAMPS
1:06 What is Asset Allocation
3:08 Investing to...
2023-02-2414 minThe Plutonomix PodcastAsset Allocation & Investment UpdateIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss Asset Allocation (the process of balancing a portfolio's potential for Risk versus Reward) by adjusting the percent invested in each asset or asset class according to a person's Goals; Timeline; and tolerance for Volatility. They emphasize the need to have tempered expectations -- while allowing time for the power of compounding to work its "magic" -- and to proactively maximize savings by investing consistently, through the Market's ups and downs.TIMESTAMPS1:06 What is Asset Allocation3:08 Investing to achieve Lo...
2023-02-2414 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritNFTs, or ”Non Fungible Tokens”In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi delve into the world of "Non Fungible Tokens" (or "NFTs") with Jake Spinowitz, Head of Community at Courtyard IO. They explain "Smart Contracts;" share thoughts on why NFTs were initially created (and, perhaps, who they benefit most); and what the primary differences between the three categories of Open Marketplaces are. They also discuss the very real risks of investing in NFTs (including volatility in price and value), which add another layer of risk on top of the Crypto Currencies, in which they're denominated, themselves.
TIM...
2023-02-2012 minThe Plutonomix PodcastNFTs, or "Non Fungible Tokens"In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi delve into the world of "Non Fungible Tokens" (or "NFTs") with Jake Spinowitz, Head of Community at Courtyard IO. They explain "Smart Contracts;" share thoughts on why NFTs were initially created (and, perhaps, who they benefit most); and what the primary differences between the three categories of Open Marketplaces are. They also discuss the very real risks of investing in NFTs (including volatility in price and value), which add another layer of risk on top of the Crypto Currencies, in which they're denominated, themselves. TIM...
2023-02-1612 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritRisk & Reward: Where and How to Invest in Today’s EnvironmentIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi continue their conversation on “Risk & Reward,” discussing (again) the importance of understanding what risk means for you. They suggest, when it comes to defining "Risk," how it might be better to think in terms of "Acceptable" versus "Un-Acceptable" and, given the current market environment, share some thoughts where and how to invest.
TIMESTAMPS
[01:43] Understanding risk and the misleading nature of "Beta" and "Standard Deviation"
[05:29] Assessing risk in the global economy
[08:41] Exploring investment opportunities in a low-interest rate environment
[10:34] Bond market yields and forming...
2023-02-0315 minThe Plutonomix PodcastRisk and Reward: Where and How to Invest in Today's EnvironmentIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi continue their conversation on “Risk & Reward,” discussing (again) the importance of understanding what risk means for you. They suggest, when it comes to defining "Risk," how it might be better to think in terms of "Acceptable" versus "Un-Acceptable" and, given the current market environment, share some thoughts where and how to invest. TIMESTAMPS[01:43] Understanding risk and the misleading nature of "Beta" and "Standard Deviation"[05:29] Assessing risk in the global economy[08:41] Exploring investment opportunities in a low-interest rate environment[10:34] Bond market yields and forming...
2023-02-0315 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritRisk & RewardIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the need to redefine "Risk & Reward." After sharing some of the more traditional definitions, they explain how emotional considerations are just as important as monetary ones because both are critical to our well-being.
TIMESTAMPS
[00:01] Intro
[01:24] “Low Risk” no longer IS
[03:10] “Fear Of Missing Out”
[07:24] Financial planning and Expected Rates of Return
[09:32] Gen Z and Millenials: work-life balance
[10:57] Outro
RESOURCES
What I Think I Know by Barnaby Levin
The Illusion of Knowledge by Howard Marks
Closing Technique of the Week...
2023-01-2713 minThe Plutonomix PodcastRisk & RewardIn this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the need to redefine "Risk & Reward." After sharing some of the more traditional definitions, they explain how emotional considerations are just as important as monetary ones because both are critical to our well-being.TIMESTAMPS[00:01] Intro[01:24] “Low Risk” no longer IS[03:10] “Fear Of Missing Out”[07:24] Financial planning and Expected Rates of Return[09:32] Gen Z and Millenials: work-life balance[10:57] OutroRESOURCESWhat I Think I Know by Barnaby LevinThe Illusion of Knowledge by Howard MarksClosing Technique of the Week: The Ben Fr...
2023-01-2613 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritWhat’s Happening with Bitcoin?In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the current state of crypto and what the future could hold for Bitcoin. They discuss the events leading up to the recent FTX crash; the demise of Sam Bankman-Fried; and the importance of due diligence while rebuilding trust in Bitcoin and the Blockchain network.
TIMESTAMPS
[00:01] Intro
[01:04] What has happened with Bitcoin?
[04:19] Commingling explained
[11:23] Sam Bankman-Fried and the FTX bankruptcy
[12:40] Disclosure and limits to borrowing
[14:20] Outro
RESOURCES
What I Think I Know by Barnaby Levin
The Illusion of Kn...
2022-12-0216 minThe Plutonomix PodcastWhat's Happening With Bitcoin?In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the current state of crypto and what the future could hold for Bitcoin. They discuss the events leading up to the recent FTX crash; the demise of Sam Bankman-Fried; and the importance of due diligence while rebuilding trust in Bitcoin and the Blockchain network. TIMESTAMPS[00:01] Intro[01:04] What has happened with Bitcoin?[04:19] Commingling explained[11:23] Sam Bankman-Fried and the FTX bankruptcy[12:40] Disclosure and limits to borrowing[14:20] OutroRESOURCESWhat I Think I Know by Barnaby LevinThe Illusion of Knowledge by H...
2022-12-0116 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritThe Midterm Elections: Do They MatterIn this episode of the Plutonomix Podcast, it's Laurie's turn to talk about the importance of the upcoming, midterm elections on November 8th and what outcomes may already be priced into the stock and bond markets. She explains what economists are truly concerned about and -- regardless of the election outcomes -- compares predictions for the coming year to historical moments and why (as Barnaby suggested last time) the stock market often prefers a stalemate
TIMESTAMPS
[00:01] Intro
[01:19] The importance of the upcoming midterms
[03:50] Inflation, Stagflation and the threat of a Wage-Price Spiral
[06:37] De-globalization and current supply ch...
2022-11-0414 minThe Plutonomix PodcastMidtermsIn this episode of the Plutonomix Podcast, it's Laurie's turn to talk about the importance of the upcoming, midterm elections on November 8th and what outcomes may already be priced into the stock and bond markets. She explains what economists are truly concerned about and -- regardless of the election outcomes -- compares predictions for the coming year to historical moments and why (as Barnaby suggested last time) the stock market often prefers a stalemate TIMESTAMPS[00:01] Intro[01:19] The importance of the upcoming midterms[03:50] Inflation, Stagflation and the threat of a Wage-Price Spiral[06:37] De-globalization and current supply ch...
2022-11-0314 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritWhat I Think I KnowIn this episode of the Plutonomix Podcast, Barnaby Levin talks about forecasts and (given people's natural inclination to base their decisions on Assumptions) whether they can ever be of any value. Either way, he discusses the impact forecasts do have on investing and, in the end, asks whether the Fed or the upcoming, Mid-Term Election is more important, longer term.
TIMESTAMPS
[00:01] Intro
[01:02] Do forecasts really help?
[04:10] Cognitive dissonance
[06:27] The impact on investing
[13:10] What could happen with Mid-term elections
14:34] Outro
RESOURCES
What I Think I Know by Barnaby Levin
The Illusion of...
2022-10-1416 minThe Plutonomix PodcastWhat I Think I KnowIn this episode of the Plutonomix Podcast, Barnaby Levin talks about forecasts and (given people's natural inclination to base their decisions on Assumptions) whether they can ever be of any value. Either way, he discusses the impact forecasts do have on investing and, in the end, asks whether the Fed or the upcoming, Mid-Term Election is more important, longer term. TIMESTAMPS[00:01] Intro[01:02] Do forecasts really help?[04:10] Cognitive dissonance[06:27] The impact on investing[13:10] What could happen with Mid-term elections14:34] OutroRESOURCESWhat I Think I Know by Barnaby LevinThe Illusion of Knowledge by Howard M...
2022-10-1216 minThe Plutonomix PodcastTara 2, Investing in FarmlandIn 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 and cons of farm-related investments.TIMESTAMPS[00:01] Intro[02:06] Ownership transfers from farmers to institutions[05:51] The Pros and Cons of investing in farmland and other, farm-related industries[08:38] The solution lies...
2022-09-1610 minThe Plutonomix PodcastTara (or, Land as an Investment)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. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-08-2313 minThe Plutonomix PodcastAging isn't The End -- it's A BeginningHightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-08-1213 minThe Plutonomix PodcastAging in AmericaIn 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 who need a caregiver today[09:54] a Green Card and path to Citizenship, for foreign students after they graduate[11:29] OutroRESOURCESThe Aging of America: Will the Baby Boom Be Ready for Retirement? by William G. G...
2022-08-0513 minThe Plutonomix PodcastWhat to Do (When "Shift" Happens)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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-07-0113 minThe Plutonomix PodcastShift HappensIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-06-0813 minThe Plutonomix PodcastCapitulationIn 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.
Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-05-2015 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritCapitulationIn 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
2022-05-2015 minThe Plutonomix PodcastCapitulationIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-05-1915 minThe Plutonomix PodcastDemographics ReduxIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-05-0613 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritShould 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
2022-05-0611 minThe Plutonomix PodcastShould 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-04-1411 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritIs 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 F...
2022-04-0812 minThe Plutonomix PodcastIs 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-04-0412 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritWhat being the “Global Reserve Currency “ (really) MeansIn 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
2022-04-0112 minThe Plutonomix PodcastWhat Being the "Global Reserve Currency" (Really) MeansIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-2812 minThe Plutonomix PodcastWhat being the "Global Reserve Currency" (really) MeansIn 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.
Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-2812 minThe Plutonomix PodcastForeign Exchange and the USDIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-1811 minThe Plutonomix PodcastOil & the Cure for High PricesIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-0412 minThe Plutonomix PodcastBull & 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-02-2511 minThe Plutonomix PodcastBull & Bear DebateIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-02-1811 minThe Plutonomix PodcastJanuary EffectIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-02-1110 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritActive vs Passive InvestingIn 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 Fo...
2022-01-2113 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritChina‘s Syndrome, Part 2In 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
[09:16] China’s new development phase
[11:04 What do to in advance
[11:44] Outro
RESOURCES
The China Syndrome by Barnaby Levin
Contact Barnaby
Contact Laurie
2021-12-1713 minThe Plutonomix PodcastArtificial Intelligence Part 2In 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-12-1014 minThe Plutonomix PodcastArtificial IntelligenceIn 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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-12-0312 minThe Plutonomix PodcastRaising Resilient KidsIn 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-2613 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritInvestment StrategiesIn 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 humility
[10:51] Outro
RESOURCES
The Intelligent Investor by Benjamin Graham
A Random Walk Down Wall Street: Including a Life-Cycle Guide to Personal Investing by Burton Malkiel
Wile E. by Barnaby Levin
Contact Ba...
2021-11-2612 minThe Plutonomix PodcastHyperinflationIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin explore if we’re on the verge of hyperinflation.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-1913 minThe Plutonomix PodcastActive vs Passive InvestingIn 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-1213 minThe Plutonomix PodcastChanging the Education SystemIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin share their thoughts on something they both feel passionate about: education.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-0514 minThe Plutonomix PodcastFintechIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the world of financial technology (fintech) and decentralized finance.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-2911 minThe Plutonomix PodcastESG and Impact InvestingIn 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-2212 minThe Plutonomix PodcastGen ZIn 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-1512 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritGlobal InvestingIn 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 have exposure to emerging markets
[08:53] Outro
RESOURCES
Foreign Exposure by Barnaby Levin
Creative Destruction by Barnaby Levin
The World Is Flat: A Brief History of the Twenty-first Century by Thomas Friedma...
2021-10-1510 minThe Plutonomix PodcastChina’s Syndrome, Part 2In 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-0813 minThe Plutonomix PodcastChina’s Syndrome, Part 1In 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-0111 minThe Plutonomix PodcastThe ABCs of Financial PlanningIn 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-09-2412 minThe Plutonomix PodcastInvestment StrategiesIn 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.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-09-1712 minThe Plutonomix PodcastPrivate EquityIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about private equity with a primary focus on the venture side.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-09-1012 minThe Plutonomix PodcastBitcoinIn 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.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-09-0310 minThe Plutonomix PodcastPrecious MetalsIn 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.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-08-2712 minThe Plutonomix PodcastHedge FundsIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin start their series on alternative investments and talk about hedge funds.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-08-2010 minThe Plutonomix PodcastBondsIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about bonds and whether they still have a place in portfolios.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-08-1310 minThe Plutonomix PodcastGlobal InvestingIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about global investing, or international 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-08-0610 minThe Plutonomix PodcastInflation versus DeflationIn 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.
2021-07-3012 minThe Plutonomix PodcastFuture TrendsIn 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 offer insights as to how this will affect their investment decisions.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-07-2312 minThe Plutonomix PodcastBiden's Tax PlanIn 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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-07-1611 min
The Plutonomix PodcastBondsIn this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about bonds and whether they still have a place in portfolios.
TIMESTAMPS
[00:02] Intro
[00:59] Bonds
[01:37] How history relates to the bond market
[03:06] Bonds of reciprocity and US Treasury Bill
[05:27] Is now a good time to invest new money in bonds?
[07:58] Alternative investments
[08:19] A listener question on global investing
[09:28] Outro
RESOURCES
https://www.pbs.org/wgbh/americanexperience/features/establishing-national-bank/ (Alexander Hamilton’s central banking and monetary system)
https://levin.hightoweradvisors.com/barnaby-levin.html (Contact Barnaby)
https://lck.hightoweradvisors.com/laurie-kamhi.html (Contact Laurie)
Hightower Advisors, LLC is an SEC re...
2021-06-3011 minThe Plutonomix PodcastDemographicsIn 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 on the economy[05:43] Important points[07:11] Hurdles and disruptions[08:40] OutroRESOURCESAge Wave: How The Most Important Trend Of Our Time Will Change Your Future by Ken Dychtwald and Joe FlowerThe Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About A...
2021-06-3010 minThe Plutonomix PodcastAsset AllocationIn 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 episodes[08:21] OutroRESOURCESThe 7 Habits of Highly Effective People by Stephen CoveyContact BarnabyContact LaurieHightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member...
2021-06-2909 minThe Plutonomix Podcast: There are always two sides to every issue, both of which have meritBiden’s Tax PlanIn 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] Outro
RESOURCES
The Pareto Principle by Barnaby Levin
Contact Barnaby
Contact Laurie
2021-06-0712 min