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
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5.0(2 reviews)
8 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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
Language
🇺🇲
Publishing Since
1/16/2023
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Recent Episodes
April 25, 2023
⚡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.
April 20, 2023
⚡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.
March 24, 2023
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.
8 total episodes available
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Frequently asked questions
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- What is Investing Counterpoint?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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