8 episodes

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

Investing Counterpoint Investing Counterpoint

    • Business
    • 5.0 • 2 Ratings

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

    ⚡How To Construct The Perfect Portfolio (2023) (Ep. 23)

    ⚡How To Construct The Perfect Portfolio (2023) (Ep. 23)

    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.

    • 26 min
    ⚡Black Swan in Oil Coming? Will OPEC+ break up or break US?

    ⚡Black Swan in Oil Coming? Will OPEC+ break up or break US?

    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 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.

    • 20 min
    Good Technology leads to happy clients (Ep. 20)

    Good Technology leads to happy clients (Ep. 20)

    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 trying to solve.

    • 29 min
    ⚠️ Where does Bitcoin & USD go from here? Opportunity of a lifetime? (Ep. 21)

    ⚠️ Where does Bitcoin & USD go from here? Opportunity of a lifetime? (Ep. 21)

    ✌ 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 written huge tomes on how and why they will destroy Bitcoin.
    Dan is our resident crypto expert, Yon is still holding out as our skeptic, can he be persuaded?

    🔥Watch Investing Counterpoint Now to Find out!📈

    • 24 min
    Which bank blows up next and what blowback follows? Stress testing your portfolio (Ep. 19)

    Which bank blows up next and what blowback follows? Stress testing your portfolio (Ep. 19)

    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.

    • 23 min
    Fed's Powell Crushes It (the middle class) ? Inflation monster is back. (Ep. 18)

    Fed's Powell Crushes It (the middle class) ? Inflation monster is back. (Ep. 18)

    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/

    • 15 min

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5.0 out of 5
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