10.9K
Downloads
62
Episodes
Welcome to the Plutonomix Podcast, with Laurie Kamhi and Barnaby Levin. Two Perspectives on Wealth and Investing in 10 Minutes or Less. The word “Plutonomics” means the “Study of Wealth” and it is our Mission to educate; to help Clients think about their goals and how they might benefit from working with an Advisor to achieve them. But more importantly, it’s to make sure our listeners understand both the Pros and Cons of any issue so they can make Informed Decisions and increase the odds of finding the “right” answer, for them. You see, it’s not who’s “Right” or “Wrong” but, knowing there are NO “unbiased” opinions – and that “Where you Sit depends on where you Stand” – the challenge to making good Decisions is to start by questioning one’s Assumptions and breaking free of our “prejudices” because the truth usually lies somewhere in between. There are always two sides, both of which have merit.
Episodes
Wednesday May 24, 2023
Wednesday May 24, 2023
In 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."
TIMESTAMPS
[01:50] The Bond Market is betting on Recession
[03:20] Giving Voice to the Minority
[05:00] A true Balanced Budget Amendment
[06:00] The notion of a "Rolling" Recession
[08:45] Start by Building a Reserve
{11:00] From Affordable Housing and Healthcare to Small-Business Lending
RESOURCES
- What I Think I Know by Barnaby Levin
- The Illusion of Knowledge by Howard Marks
- Closing Technique of the Week: The Ben Franklin Close
- CNBC: The Fed has not made a compelling case for taming inflation by crushing demand, says Judy Shelton
- Stanley Druckenmiller says he'd be 'stunned' if a recession doesn't happen in 2023
- Contact Barnaby
- Contact Laurie
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.