Investing Counterpoint is a weekly show for financial advisors about portfolio risk management. Follow us if you want to get better at managing risk and become a trusted risk advisor
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⚡How To Construct The Perfect Portfolio (2023) (Ep. 23)
26:26
26:26
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This week how to pick stocks and bonds in 2023, the old fashioned way. Yon talks to Max Wasserman, CEO and founder of Miramar Capital in Chicago, about how to tailor risk to individual clients and construct a portfolio.Par Investing Counterpoint
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⚡Black Swan in Oil Coming? Will OPEC+ break up or break US?
20:26
20:26
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20:26
This Week, Saudi Arabia and the OPEC cartel. By forcing the supply/demand equation of oil,Saudi Arabia wields enormous power over the global economy; by keeping production costs low and prices high. So, will the latest cuts trigger a black swan event and can the U.S finally break up the cartel? Daniel and Yon assess the risks-Watch Now!Investing Co…
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Good Technology leads to happy clients (Ep. 20)
29:10
29:10
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Circle Black CEO, Lincoln Ross, joins us this week to discuss how his company uses technology to help advisors serve client needs, something that has a lot of overlap with Rixtrema’s product. Yon and Lincoln break down how advisors go about getting a holistic picture of a client’s finances and the tech challenges Circle Black and Rixtrema are tryin…
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⚠️ Where does Bitcoin & USD go from here? Opportunity of a lifetime? (Ep. 21)
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✌ Episode 21.🕵Big governments hate crypto, but can they defeat it?Are we witnessing the great decoupling of crypto from the mainstream financial markets? This is the question that Dan and Yon are wrestling with this week. One thing is clear: the Whitehouse and the IMF are certainly not going to make it easy for Bitcoin, both institutions have writt…
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Which bank blows up next and what blowback follows? Stress testing your portfolio (Ep. 19)
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23:20
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Investing Counterpoint is a weekly show for financial advisors about portfolio risk management. Follow us if you want to get better at managing risk and become a trusted risk advisor.Par Investing Counterpoint
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Fed's Powell Crushes It (the middle class) ? Inflation monster is back. (Ep. 18)
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Chairman Powell essentially repeated his mantra "higher for longer", which somehow surprised the markets. In this video we examine history and consequences of this policy for your portfolio.P.S. Sign up for a FREE "10 Stress for 23" challenge and elevate your prepaparedness for portfolio shocks https://rixtrema.net/10for23/…
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How you may fail in portfolio risk (what to do about it) (Ep. 17)
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17:13
Most financial advisors are using portfolio risk measures that are just extensions of a discredited method to measure risk; risks that led to several financial collapses. These risk numbers only work in normal conditions; like an umbrella that opens only when there is no rain. Watch the show to understand why and how to solve the problem.…
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Why is silver leaving London Vaults? And is gold joining in?
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22:48
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Thousands of tons of silver left LBMA vaults leading up to the end of 2022. This hemorrhage is historically unprecedented and gold is now joining in. This bodes very well for precious metals prices, but what does it mean for risks in the financial markets in 2023? Watch to find out...Par Investing Counterpoint
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