EPISODE · Mar 4, 2022 · 11 MIN

Bull & Bear Debate

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

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. TIMESTAMPS [00:01] Intro [01:49] Bearish Predictions from Jeremy Grantham and Ray Dalio [05:40] For every Seller, there’s a Buyer [8:00] More than just "Valuation" [8:30] What are the alternatives? [09:41] Outro RESOURCES Jeremy Grantham Ray Dalio Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio 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

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