The Battle Between the ”Haves” and ”Have Nots”

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" 

 

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