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The Plutonomix Podcast: There are always two sides to every issue, both of which have merit
15 minutes
2 months ago
Perspective
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
What I Think I Know by Barnaby Levin
The Illusion of Knowledge by Howard Marks
Closing Technique of the Week: The Ben Franklin Close
CNBC: The Fed has not made a compelling case for taming inflation by crushing demand, says Judy Shelton
Contact Barnaby
The Plutonomix Podcast: There are always two sides to every issue, both of which have merit
