The Plutonomix Podcast: There are always two sides to every issue, both of which have merit

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

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

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

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

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