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 Descendants
• Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Orville Williams and Vic Preisser
• Money, Meaning & Choices (MMC) Institute
• 21/64
• Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna Goldseker and Michael Moody
• Ackerman Institute for the Family
• Contact Barnaby
• Contact Laurie

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

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 Force in the Universe: Is the power of compound interest really the 8th Wonder of the World?
• Contact Barnaby
• Contact Laurie

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

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

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

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

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

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

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