⚡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 con...
25 Apr 202326min
⚡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...
20 Apr 202320min
⚠️ 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 ...
24 Mar 202324min
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.
16 Mar 202323min
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. Sig...
16 Mar 202315min
How you may fail in portfolio risk (what to do about it) (Ep. 17)
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 ...
9 Feb 202317min
Why is silver leaving London Vaults? And is gold joining in?
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, b...
16 Jan 202322min
