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

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 Flat by Thomas Friedman
• Creative Destruction by Barnaby Levin
• Contact Barnaby
• Contact Laurie

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

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

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

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 William Strauss and Neil Howe
• Contact Barnaby

• Contact Laurie

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 Rendezvous with Destiny by William Strauss and Neil Howe
• Contact Barnaby

• Contact Laurie

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

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

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 Barnaby

• Contact Laurie