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Showing episodes and shows of
Laurie Kamhi And Barnaby Levin
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The Plutonomix Podcast
Information Technology and the Media Industry
In 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...
2024-03-28
12 min
The Plutonomix Podcast
Investment 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...
2024-03-01
11 min
The Plutonomix Podcast
Social 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...
2024-02-14
11 min
The Plutonomix Podcast
Housing 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...
2023-12-19
11 min
The Plutonomix Podcast
Unions 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...
2023-12-04
14 min
The Plutonomix Podcast
The 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...
2023-09-21
13 min
The Plutonomix Podcast
What 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. TIMESTAMPS02:05 US...
2023-09-12
14 min
The Plutonomix Podcast
Speaking 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.TI...
2023-07-27
10 min
The Plutonomix Podcast
Dodged A Bullet
In 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...
2023-06-29
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Lunch with Stephanie Link & Laurie Kamhi: April 2023, How to Invest for the Long-Term
Stephanie Link, Chief Investment Officer at Hightower Advisors, joins host Laurie Kamhi in a Plutonomics episode to discuss the state of the world economy in 2023, addressing rising interest rates, bank failures, inflation, and the potential for a recession. Stephanie emphasizes the need for long-term investing, and monitoring data points related to housing and manufacturing. Stephanie and Laurie discuss opportunities both domestically and internationally while stressing the importance of diversifying investment portfolios. TIMESTAMPS 01:53 Stephanie’s Intro 09:14 Potential for Recession and How it Impacts Investments 25:18 Gyration in Th...
2023-06-02
53 min
The Plutonomix Podcast
Recession Resistant
In 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
2023-05-23
15 min
The Plutonomix Podcast
Regional Banks and The Lessons We've Learned
In 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...
2023-05-09
11 min
The Plutonomix Podcast
March Madness and The Fall of Silicon Valley Bank
In 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...
2023-05-02
19 min
The Plutonomix Podcast
The 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...
2023-03-13
13 min
The Plutonomix Podcast
Asset Allocation & Investment Update
In 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...
2023-02-24
14 min
The Plutonomix Podcast
NFTs, 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...
2023-02-16
12 min
The Plutonomix Podcast
Risk and Reward: Where and How to Invest in Today's Environment
In 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...
2023-02-03
15 min
The Plutonomix Podcast
Risk & Reward
In 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...
2023-01-26
13 min
The Plutonomix Podcast
What'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...
2022-12-01
16 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Tara (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. TIMESTAMPS (00:01) Intro (03:59) Roots of an Uprising (05:02) Who owns our Farmland (06:03) Investing in Farmland – is it worth it (07:31) The Problem with Ethanol (09:15) Risks of Foreign Ownership (10:42) Other than CFIUS... (11:53) Outro RESOURCES Adopt-A-Sa...
2022-08-26
13 min
The Plutonomix Podcast
Tara (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.
2022-08-23
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Aging isn’t “The End” -- it’s A Beginning
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 retirement age [03:30] Retirees can help solve social challenges [06:18] Planning for retirement [09:33] Another area of interest: farming and farmland [11:18] Investing in certain venture capital and non-profit organizations [12:04] Outro RESOURCES Adopt-A-Safta Contact Barnaby Contact La...
2022-08-20
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Aging in America
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 who need a caregiver today [09:54] a Green Card and path to Citizenship, for foreign students after they graduate [11:29] Outro RESOURCES The Aging of America: Will the Baby Boom Be Ready for Retirement? by...
2022-08-05
13 min
The Plutonomix Podcast
Aging in America
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 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...
2022-08-05
13 min
The Plutonomix Podcast
What 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.
2022-07-01
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
What 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. TIMESTAMPS [00:01] Intro [02:09] Look forward, not backward [06:10] The best cure for high prices [11:27] Outro RESOURCES What you're not hearing about what caused today's inflation, and where it's going by Donald L. Luskin Trading Plac...
2022-07-01
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Habi...
2022-06-17
13 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-06-08
13 min
The Plutonomix Podcast
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. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-05-20
15 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-05-20
15 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-05-19
15 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Th...
2022-05-13
13 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-05-06
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-05-06
11 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-04-14
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 F...
2022-04-08
12 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-04-04
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-04-01
12 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-28
12 min
The Plutonomix Podcast
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. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-28
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-03-25
11 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-18
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-03-18
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Wil...
2022-03-11
11 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-03-04
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Rend...
2022-03-04
11 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-02-25
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-02-25
10 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-02-18
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-02-18
14 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2022-02-11
10 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Barn...
2022-02-11
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Desc...
2022-02-04
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-01-28
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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 Fo...
2022-01-21
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-01-14
14 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2022-01-07
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2021-12-31
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
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
2021-12-24
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
China‘s Syndrome, Part 2
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 [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
2021-12-17
13 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-12-10
14 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
China‘s Syndrome, Part 1
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’s Kyle Bass on investing in China The Art of War by Sun Tzu Destined for War: Can America and China Escape Thucydides's Trap? by Graham T. Allison Confucius Contact Barnaby Contact Laurie
2021-12-10
11 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-12-03
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
The ABCs of Financial Planning
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
2021-12-03
12 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-26
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Investment Strategies
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 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...
2021-11-26
12 min
The Plutonomix Podcast
Hyperinflation
In 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.
2021-11-19
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Private Equity
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 funds generally [07:56] Investing in a SPAC [10:38] Outro RESOURCES Berkshire Hathaway Unconventional Success: A Fundamental Approach to Personal Investment by David F. Swensen Contact Barnaby Contact Laurie
2021-11-19
12 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-12
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Bitcoin
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 hacking [07:49] A listener question on precious metals [09:12] Outro RESOURCES Contact Barnaby Contact Laurie
2021-11-12
10 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-11-05
14 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Precious Metals
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] Too much debt can lead to serious problems [06:26] The Taylor rule [10:44] Outro RESOURCES The Taylor rule Contact Barnaby Contact Laurie
2021-11-05
12 min
The Plutonomix Podcast
Fintech
In 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.
2021-10-29
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Hedge Funds
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 Board of Trade of 1848 A Retrospective on the Demise of Long-Term Capital Management Israel Englander at Millennium Management Ray Dalio at Bridgewater Associates Contact Barnaby Contact Laurie
2021-10-29
10 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-22
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Bonds
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 [08:08] A listener question on global investing [09:18] Outro RESOURCES Alexander Hamilton’s central banking and monetary system Contact Barnaby Contact Laurie
2021-10-22
10 min
The Plutonomix Podcast
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-15
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Global Investing
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 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...
2021-10-15
10 min
The Plutonomix Podcast
China’s Syndrome, Part 2
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-08
13 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Inflation versus Deflation
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] We might get higher rates [10:35] What are we to do about it? [11:25] Outro RESOURCES Contact Barnaby Contact Laurie
2021-10-08
13 min
The Plutonomix Podcast
China’s Syndrome, Part 1
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-10-01
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Future Trends
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 private sector [09:39] A listener question on asset allocation [10:56] Outro RESOURCES Strauss–Howe generational theory How We Got to Now: Six Innovations that Made the Modern World by Steven Johnson Boston Globe: Bill Gates-backed Vicario...
2021-10-01
12 min
The Plutonomix Podcast
The ABCs of Financial Planning
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-09-24
12 min
The Wealth Stream Podcast
Investment Strategies
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. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-09-17
12 min
The Plutonomix Podcast
Investment Strategies
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.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-09-17
12 min
The Plutonomix Podcast
Private Equity
In 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.
2021-09-10
12 min
The Plutonomix Podcast
Bitcoin
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.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-09-03
10 min
The Plutonomix Podcast
Precious Metals
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.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
2021-08-27
12 min
The Plutonomix Podcast
Hedge Funds
In 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.
2021-08-20
10 min
The Plutonomix Podcast
Bonds
In 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.
2021-08-13
10 min
The Plutonomix Podcast
Global Investing
In 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.
2021-08-06
10 min
The Plutonomix Podcast
Inflation versus Deflation
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.
2021-07-30
12 min
The Plutonomix Podcast
Future Trends
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 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.
2021-07-23
12 min
The Plutonomix Podcast
Biden's Tax Plan
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.Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
2021-07-16
11 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Demographics
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 disruptions [08:40] Outro RESOURCES Age Wave: How The Most Important Trend Of Our Time Will Change Your Future by Ken Dychtwald and Joe Flower The Fourth Turning: An American Prophecy - What the Cycles of History Te...
2021-07-12
10 min
The Plutonomix Podcast
Demographics
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 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...
2021-06-30
10 min
The Plutonomix Podcast
Bonds
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 [00:02] 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...
2021-06-30
11 min
The Plutonomix Podcast
Asset Allocation
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 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...
2021-06-29
09 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Biden’s Tax Plan
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] Outro RESOURCES The Pareto Principle by Barnaby Levin Contact Barnaby Contact Laurie
2021-06-07
12 min
The Plutonomix Podcast: Proz & Conz - A Study of Wealth & Investing
Asset Allocation
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 episodes [08:21] Outro RESOURCES The 7 Habits of Highly Effective People by Stephen Covey Contact Barnaby Contact Laurie
2021-04-30
10 min