In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi explore the blurred lines between technology, media and telecommunications, often referred to as "TMT." They discuss the convergence of these Sectors -- and of various Industries, in general -- and, as a result, the challenges and impact they're having on investors and consumers alike. With insights into the changing landscape of content consumption -- and the need for capital and accessibility -- Barnaby and Laurie share their perspectives on investing in the evolving world of TMT. 

TIMESTAMPS

(01:55) The blurring lines between Sectors and Industries

(03:45) Questions raised by this Convergence

(04:55) My, how things have changed

(06:00) First Principles and doing your Due Diligence

(06:50) Shakeups that don't always end well

(08:15) The Genie's out of the bottle for Artificial Intelligence

(09:05) The need for capital and accessibility in technology

(09:50) The Value of investing in the Media and Social Media sectors

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

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.