What IS ”The NEXT BIG RISK”?

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 

 

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
• Stanley Druckenmiller says he'd be 'stunned' if a recession doesn't happen in 2023
• Contact Barnaby
• Contact Laurie