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Welcome to the Plutonomix Podcast, with Barnaby Levin. Some Perspectives on Wealth & Investing (generally) 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
Friday Oct 01, 2021
Friday Oct 01, 2021
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
Monday Jul 12, 2021
Monday Jul 12, 2021
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
Monday Jun 07, 2021
Monday Jun 07, 2021
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
Thursday Apr 29, 2021
Thursday Apr 29, 2021
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