Bull & Bear Debate (Part 2)

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.   TIMESTAMPS [00:01] Intro [01:38] “Fourth Turning” in the not so distant future [04:40] Big picture Demographics [08:14] Focusing on Alternative Investments [09:42] Outro   RESOURCES 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