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 Barnaby
• Contact Laurie

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

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

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

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

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

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 Friedman
• European Commission’s A Europe fit for the digital age
• Contact Barnaby
• Contact Laurie

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

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 Vicarious Surgical to go public in $1.1 billion SPAC deal
• Impact: Reshaping Capitalism to Drive Real Change by Sir Ronald Cohen
• Contact Barnaby
• Contact Laurie

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 Tell Us About America's Next Rendezvous with Destiny by William Strauss and Neil Howe
• Contact Barnaby
• Contact Laurie