Explorez tous les épisodes du podcast The Plutonomix Podcast: There are always two sides to every issue, both of which have merit
| Titre | Date | Durée | |
|---|---|---|---|
| Perspective | 27 Sep 2025 | 00:15:45 | |
In this week’s episode of the Plutonomix Podcast, Barnaby's catching up with listeners -- to discuss some of the developments that have taken place since Trump's infamous "Independence Day" on April 2nd -- and since 2016, when he wrote a pivotal article, titled "Essential Context." From Portfolio Construction to Market Behavior and the "Battle between the HAVES and HAVE NOTS," he highlights some of the key milestones that have brought us to where we are today. TIMESTAMPS (01:00) Essential Context (01:15) Obama's decision to release $100 Billion in Frozen Assets to Iran (02:10) Like a big Bathtub (02:30) Adding Non-Correlated Asset Classes (03:20) The Battle between the HAVES and HAVE NOTS (04:00) Teach a Man to Fish (05:05) Small Caps (06:30) Concentration and the Power of Compounding (08:05) That which doesn't kill us, makes us stronger (09:00) The End of the World (10:00) People do have Alternatives (11:10) "A cold, dark night on the side of Everest" (12:20) Returning to First Principles (13:20) Charlie Kirk RESOURCES | |||
| TRUMP’S TARIFFS | 18 Mar 2025 | 00:13:07 | |
In this week’s episode of the Plutonomix Podcast, Barnaby reminds listeners that (as he often says) "Where you STAND depends on where you SIT." Like Trump, we may have "dodged a bullet," but now is when the real work begins: to reduce our bloated Government and Deficit; root out and eliminate (perhaps Trillions of dollars in) fraudulent and wasteful spending; and (finally) figure out how best to help people make and keep more of their own money. Most important (however) is to do it in a way that it restores a sense of Pride in what it means to be an "American." TIMESTAMPS (01:00) China's Syndrome (02:45) Mao Zedong and the PRC (03:45) In a Trap (05:00) The Irony of TikTok (05:45) Our "Allies" (06:20) The EU's "European Commissioner for Competition" (07:55) But, what about Canada...? (09:08) RECIPROCITY (10:20) So here's My Question (11:05) "Say It Wasn't You" RESOURCES | |||
| The Battle Between the ”Haves” and ”Have Nots” | 22 Sep 2023 | 00:13:36 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi remind listeners what three of the biggest risks facing the Market and the global economy are. They analyze the viewpoints of three, highly regarded investors and share their own insights on volatility; the conflict between the US and China over Taiwan; and the battle between the "Haves" and "Have Nots." Barnaby and Laurie then highlight the important role Generation X may play in shaping politics and the future of our country.
TIMESTAMPS 00:37 Reiterating three of the biggest risks to the Market 02:03 Conclusions regarding two of them, including the potential conflict over Taiwan 04:40 The importance of Demographics and generational shifts 06:05 The significance of Generation X 08:17 Neil Howe's "Fourth Turning" and the Battle of the "Haves" and "Have Nots" 10:39 "Where you Sit depends on where you Stand"
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| What IS ”The NEXT BIG RISK”? | 13 Sep 2023 | 00:14:44 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the insights shared by three, highly-regarded investors in an interview on Bloomberg's "Next Big Risk." They explore the potential conflicts between the U.S and China over Taiwan; the battle between the "Haves" and "Have Nots;" and the consequence of zero interest-rate policies and Quantitative Tightening on Market behavior. Laurie and Barnaby provide their own perspectives on these issues and emphasize the importance of understanding the deeper patterns at work in order to adapt to future events.
TIMESTAMPS 02:05 US-China conflict; Wealth Inequality; and Market sell-offs 03:35 Zero interest-rate policies; debt; and their impact on the Market 06:00 Historical context of China's perspective on Taiwan (and why it matters) 10:15 The Impact of younger generations on Social Change 11:40 "The Shadow our Past projects in Front of Us" and the importance of recognizing patterns
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| Speaking of Money... | 28 Jul 2023 | 00:10:16 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the importance of speaking openly about money, emphasizing the need for couples to align their financial goals and have regular discussions on how best to get there, together. They highlight the significance of preparing for unexpected events, such as death or divorce, by sharing passwords and ensuring all financial information is readily accessible, in such an event. And they point out the benefits -- when families do speak openly -- it can provide through reduced stress; increased understanding; and, ultimately, greater happiness.
TIMESTAMPS 02:00 Raising resilient, self-reliant kids 03:45 The importance of open communication about money in relationships 04:50 "Begin with the End in Mind" when discussing finances 06:20 It's never too early or too late to develop good money habits 06:50 Preparing for unexpected events, like death or divorce 07:35 Keeping financial information safe, but available
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| Dodged a Bullet | 25 Jul 2023 | 00:13:47 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss the recent, bipartisan passage of the Debt Ceiling under the leadership of Kevin McCarthy in the House. With the Fed finally deciding to Pause, they say this may allow us to avoid a Recession, with the caveat Treasury will now need to sell a trillion dollars of new debt to fund current spending, which may lead to an increase in rates as well. They also highlight the challenges faced by regional banks due to commercial loans coming due and the impact vacancies will have on Debtors ability to service their debt. Finally, they look back on a few of their more recent predictions, which have proven prescient.
TIMESTAMPS 01:25 The McCarthy Compromise 03:25 Pent up Demand 03:45 The Notion of Rolling Recessions 05:50 Dispersion Among the Pundits 06:40 The PEG Ratio: Focus on Price to Earnings Growth 08:25 A Stock Picker's Market 09:25 Ahead of the Curve with Some of Their Biggest Predictions
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| Recession Resistant | 24 May 2023 | 00:15:05 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi -- after a brief discussion about the Debt Ceiling -- offer investment tips for navigating a potential Recession. They suggest raising Cash and allocating some part of that to short-term Treasuries while, from a longer-term perspective, they consider everything from Distressed and Floating-Rate debt; to Small-Cap stocks; and (for those with a contrarian bent) Commercial Real Estate. However, when it does come to Small Cap at this point of the economic cycle, they stress the importance of diversification, as there will be "blow-ups." TIMESTAMPS [01:50] The Bond Market is betting on Recession [03:20] Giving Voice to the Minority [05:00] A true Balanced Budget Amendment [06:00] The notion of a "Rolling" Recession [08:45] Start by Building a Reserve {11:00] From Affordable Housing and Healthcare to Small-Business Lending
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| Regional Banks and The Lessons We’ve Learned | 14 May 2023 | 00:11:57 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi examine the lessons they hope we've learned from the Fall of Silicon Valley Bank -- the need for new limits and greater transparency; who's really to blame; and the consequences those responsible may (in their opinion) merit. They also explore some of the alternatives available to investors looking for higher yield and Preservation of Capital, while explaining the pros and cons of each. .
TIMESTAMPS [1:24] It wasn’t Any One Thing. But Whose Money is it Anyway! [3:11] Speaking of First Republic [4:38] Protecting your Deposits [6:32] Should we Stick With (or Short) the Dollar? [6:58] Stick with The Dollar? [8:47] Like Stan says
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| March Madness and The Fall of Silicon Valley Bank | 09 May 2023 | 00:19:40 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi focus on the fall of Silicon Valley Bank and its impact on the industry. They discuss the factors leading to the Bank's demise, starting with poor judgement on the part of Leadership when investing Clients' On Demand Deposits. Barnaby and Laurie then explain how this and the failure of the Bank's Auditors has compromised trust -- in the Industry and the Federal Reserve -- and (hopefully) a few lessons we've all learned from it all.
TIMESTAMPS [01:41] Credit Suisse and The Fall of Silicon Valley Bank [04:03] When Things Started to go Wrong - and Who was to Blame [12:04] FDIC Insurance and the Bank Deposit Program [14:37] The Role of the Federal Reserve in Maintaining Financial Stability [16:19] Dealing with the Financial Turmoil by taking a Pause and Raising the Limit
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| The Power of Compounding (or ”How to Retire Rich”) | 14 Mar 2023 | 00:13:43 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the Power of Compounding and how to maximize your savings with very little effort. "Compounding" can either refer to earning interest on your interest (by reinvesting what you earn at the same or higher rate) or by "letting your Winners Run." Either way, they show how it can have a "Snowball Effect," where small actions -- taken consistently -- can lead to big results, creating financial resilience through disciplined and deliberate planning. TIMESTAMPS 01:15 Asset Allocation and Investment Strategy 01:33 The Eighth Wonder of the World 02:11 The Rule of 72 05:12 The Pareto Principle 09:59 Perks in the Tax Code
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| Asset Allocation & Investment Update | 24 Feb 2023 | 00:14:22 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi discuss Asset Allocation (the process of balancing a portfolio's potential for Risk versus Reward) by adjusting the percent invested in each asset or asset class according to a person's Goals; Timeline; and tolerance for Volatility. They emphasize the need to have tempered expectations -- while allowing time for the power of compounding to work its "magic" -- and to proactively maximize savings by investing consistently, through the Market's ups and downs.
TIMESTAMPS 1:06 What is Asset Allocation 3:08 Investing to achieve Long-Term Goals 6:31 Concentration, Focus and the Power of Compounding 9:27 Valuation and Investment Strategies in a Low-Interest Rate Environment
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| NFTs, or ”Non Fungible Tokens” | 20 Feb 2023 | 00:12:29 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi delve into the world of "Non Fungible Tokens" (or "NFTs") with Jake Spinowitz, Head of Community at Courtyard IO. They explain "Smart Contracts;" share thoughts on why NFTs were initially created (and, perhaps, who they benefit most); and what the primary differences between the three categories of Open Marketplaces are. They also discuss the very real risks of investing in NFTs (including volatility in price and value), which add another layer of risk on top of the Crypto Currencies, in which they're denominated, themselves. TIMESTAMPS [1:02] Introduction to Jake Spinowitz, Head of Community at Courtyard IO [2:27] What is an NFT? [3:13] The value of Non-Fungible Tokens [7:10] NFT marketplaces and giving artists more control [9:23] Using technology as proof of ownership and identity
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| Good! | 09 Jan 2025 | 00:18:47 | |
In this week’s episode of the Plutonomix Podcast, Barnaby reminds listeners that (as Jean Monnet said) "People only accept Change in Necessity and see Necessity only in Crisis." Like Trump - we may have "dodged a bullet" - but now is when the real work begins: to reduce our bloated Government; root out and eliminate (perhaps Trillions of dollars in) wasteful spending; fix the Immigration situation; figure out how to help people make and keep more of their own money; and to restore a sense of Pride in what it means to be "an American." * This Episode runs a bit longer than usual TIMESTAMPS (01:55) Paul Harvey's "If I were the Devil" (03:30) "The Fountainhead" (05:00) The "Preference Cascade" - a change in Public Opinion (06:55) "DOGE" versus "The Deep State" (11:00) It's Time to step on the Accelerator (14:15) The Will of the People (16:00) Jensen Huang's "Resilience" - the Key to Success RESOURCES | |||
| Risk & Reward: Where and How to Invest in Today’s Environment | 03 Feb 2023 | 00:15:24 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi continue their conversation on “Risk & Reward,” discussing (again) the importance of understanding what risk means for you. They suggest, when it comes to defining "Risk," how it might be better to think in terms of "Acceptable" versus "Un-Acceptable" and, given the current market environment, share some thoughts where and how to invest. TIMESTAMPS
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| Risk & Reward | 27 Jan 2023 | 00:13:01 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the need to redefine "Risk & Reward." After sharing some of the more traditional definitions, they explain how emotional considerations are just as important as monetary ones because both are critical to our well-being. TIMESTAMPS
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| What’s Happening with Bitcoin? | 02 Dec 2022 | 00:16:00 | |
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi talk about the current state of crypto and what the future could hold for Bitcoin. They discuss the events leading up to the recent FTX crash; the demise of Sam Bankman-Fried; and the importance of due diligence while rebuilding trust in Bitcoin and the Blockchain network. TIMESTAMPS
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| The Midterm Elections: Do They Matter | 04 Nov 2022 | 00:14:33 | |
In this episode of the Plutonomix Podcast, it's Laurie's turn to talk about the importance of the upcoming, midterm elections on November 8th and what outcomes may already be priced into the stock and bond markets. She explains what economists are truly concerned about and -- regardless of the election outcomes -- compares predictions for the coming year to historical moments and why (as Barnaby suggested last time) the stock market often prefers a stalemate TIMESTAMPS
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| What I Think I Know | 14 Oct 2022 | 00:16:13 | |
In this episode of the Plutonomix Podcast, Barnaby Levin talks about forecasts and (given people's natural inclination to base their decisions on Assumptions) whether they can ever be of any value. Either way, he discusses the impact forecasts do have on investing and, in the end, asks whether the Fed or the upcoming, Mid-Term Election is more important, longer term.
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| Tara 2, Investing in Farmland | 16 Sep 2022 | 00:10:58 | |
In this episode of the Plutonomix Podcast, Barnaby Levin continues his and Laurie's discussion on land on his own, while she's traveling. He recaps the history and transfer of ownership between farmers and institutions and why (in this case) it's important for government to get more involved, so we don't lose control of our own food and water supply to other nations. He also talks about the pros and cons of farm-related investments.
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| Tara (or, Land as an Investment) | 26 Aug 2022 | 00:13:34 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin begin with a reminder of the pending collapse of our Social Security and Medicare systems. They recommend a few, incremental actions they hope we'll take as a Country and some things in which to invest -- turning, today, to farming and farmland, where they first address some key issues for context. TIMESTAMPS
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| Aging isn’t “The End” -- it’s A Beginning | 20 Aug 2022 | 00:13:44 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their discussion on the Aging of the Baby Boomers. This week, they discuss the financial impact that 10,000 "Boomers" reaching retirement age, every day until 2030, will have and what they see as opportunities, as a Country and as Investors.
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| Aging in America | 05 Aug 2022 | 00:13:09 | |
In the next two episodes of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin focus on the critical consequences of one of the country's more-important, demographic trends: the Aging of the Baby Boomers. This week, they discuss some of the problems and challenges this transition will pose.
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| What to Do (when ”Shift” happens) | 01 Jul 2022 | 00:13:06 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their conversation about what's going on in the world around us, discussing what to do when "shift" happens. They share how to discern the "facts," amidst all the claims and statements being made, with advice that follows the Carpenter’s Rule: measure twice, cut once.
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| Behind the Curve | 27 Aug 2024 | 00:15:00 | |
In this week’s episode of the Plutonomix Podcast, Barnaby suggests how the Fed – after remaining “On Hold” at 5 ½% since June 2023 – may be “Behind the Curve.” He explains the role the “Phillips Curve” and (now) the “Sahm Rule” have played in the Fed's decision-making process since the 70’s, even though things have changed since Paul Volcker was appointed Fed Chair in 1979. He ends with a reminder how we often base our decisions on False Assumptions -- and how the way we define and react to “Risk” (when seeking to calculate an Expected Rate of Return, years into the future) will make all the difference. TIMESTAMPS (01:35) The “Sahm Rule” (02:35) An Exception to the Rule? (03:43) The Rise in the Unemployment Rate: Supply & Demand (04:45) Comparisons to the 1981-82 Recession and The Phillips Curve (07:35) Volcker versus Draghi: Doing Whatever It Takes (08:35) The Fed as “Lender of Last Resort” (10:35) Our Mission -- and defining what “Risk” Truly means
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| Shift Happens | 17 Jun 2022 | 00:13:46 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss one of the core tenets of financial planning: the fact that things change. They explain why it’s important to anticipate and monitor the world around us, so we can learn to adapt quickly when they do. And they share a few books that can help build the mindset to do so.
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| Capitulation | 20 May 2022 | 00:15:36 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss Capitulation ("the act of surrendering or ceasing to resist") given what's going on in Markets today.
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| Demographics Redux | 13 May 2022 | 00:13:39 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin revisit their discussion on Demographics -- and how they may help us predict the future.
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| Should We (Just) Stay Home? | 06 May 2022 | 00:11:49 | |
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.
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| Is This The End of Globalization? | 08 Apr 2022 | 00:12:16 | |
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.
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| What being the “Global Reserve Currency “ (really) Means | 01 Apr 2022 | 00:12:04 | |
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.
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| Foreign Exchange and the USD | 25 Mar 2022 | 00:11:15 | |
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.
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| Oil & The Cure for High Prices | 18 Mar 2022 | 00:12:40 | |
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.
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| Bull & Bear Debate (Part 2) | 11 Mar 2022 | 00:11:22 | |
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.
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| Bull & Bear Debate | 04 Mar 2022 | 00:11:21 | |
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.
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| Hot Off the Press | 29 Jul 2024 | 00:10:57 | |
In this week’s episode of the Plutonomix Podcast, Barnaby discusses recent, political developments and how they and some of the other key events on Tap might affect the Markets between now and the November election. Enjoy! =) TIMESTAMPS (01:00) Out of the Running (02:00) "Last Piece of the Puzzle" (03:05) Could it be Michelle? (05:30) What effect will Kamala have on the Markets? (06:30) What's next? (08:05) Election Day! and "The Battle of the Haves and Have Nots"
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| January Effect | 25 Feb 2022 | 00:10:08 | |
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.
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| Artificial Intelligence (Part 2) | 18 Feb 2022 | 00:14:16 | |
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.
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| Artificial Intelligence | 11 Feb 2022 | 00:11:59 | |
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.
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| Raising Resilient Kids | 04 Feb 2022 | 00:13:50 | |
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.
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| Hyperinflation | 28 Jan 2022 | 00:13:38 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin explore if we’re on the verge of hyperinflation.
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| Active vs Passive Investing | 21 Jan 2022 | 00:13:24 | |
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.
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| Changing the Education System | 14 Jan 2022 | 00:14:43 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin share their thoughts on something they both feel passionate about: education.
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| Fintech | 07 Jan 2022 | 00:11:11 | |
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the world of financial technology (fintech) and decentralized finance.
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| ESG and Impact Investing | 31 Dec 2021 | 00:12:28 | |
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
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| Gen Z | 24 Dec 2021 | 00:12:09 | |
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.
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| Is "Regionalization" Good or Bad? | 01 May 2024 | 00:12:36 | |
In this week’s episode of the Plutonomix Podcast, Laurie was out of town so, on his own, Barnaby discusses the shifting sands of globalization and its implications for economies and businesses worldwide. As he navigates the complexities of supply chain disruptions and the revival of domestic manufacturing, he offers listeners a nuanced perspective on the ongoing transformation to more regionalized strategies. From Boeing's cautionary tale to BlackRock CEO Larry Fink's commentary on the Ukraine crisis, the episode weaves together various threads that portray a future in which things may simply have come full circle.
TIMESTAMPS (01:00) Is Globalization Dead? (01:58) The Pendulum has Swung, driving the Need to Reassess (03:00) The Lessons of Boeing: You're only as Strong as your Weakest Link (05:10) Vertical Integration versus "Just in Time" (06:50) Coming Full Circle: Reshaping "Globalization" (07:45) The Unintended Consequences of California's Minimum Wage Hike (09:55) Finding the Balance
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| China‘s Syndrome, Part 2 | 17 Dec 2021 | 00:13:23 | |
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.
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| China‘s Syndrome, Part 1 | 10 Dec 2021 | 00:11:57 | |
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.
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| The ABCs of Financial Planning | 03 Dec 2021 | 00:12:37 | |
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.
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| Investment Strategies | 26 Nov 2021 | 00:12:31 | |
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.
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