Investing Counterpoint

Federal Reserve Chairman Powell roiled the markets with his press conference. After the 75 bps rate hike market participants thought that the pivot is near and tightening will be paused. Power cold water or rather ice buckets on that notion. Yon and Daniel discuss how you can protect your portfolio in the case of continuing inflation and rising interest rates. Daniel also brings up the amazing case of silver inventory hemorrhage from the London Vaults.

Biden administration punched China in the microchip solar plexus with unexpectedly tough sanctions. This happened at the same time Yuan is under pressure and political power is consolidated in China. What does this mean for your portfolio?

Is Bitcoin going to become a truly diversifying asset? Will it become true stable money? Or will it falter through mistakes and/or government intervention? Join this lively discussion with portfolio risk experts and learn what you need to know about crypto.

We see multiple crises playing out simultaneously. Europe imploding over lack of energy, British pound and gilts (equivalent of treasuries) imploding, US dollar causing pain for anyone with USD denominated debt and Japanese yen is under pressure. How is this going to impact your clients' portfolios? It will in a big way, even if they don't hold any of those regions directly.

Find out by watching the show!

Investing Counterpoint Show: New Episode

In this shocking episode you will see that many of the concepts that financial advisors take for granted are no longer true in today's markets. We will examine the dangers to your clients' portfolios and show you proof that diversification by asset allocation is about to fail big time.

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.

Flying solo today, I am in sunny San Diego for the annual RPAG conference. In this episode I’ll be talking about all the cool stuff I learnt from the best in retirement advisory business.

3:42 - Main Takeaways From San Diego RPAG.

The evolution of target date funds now specified by date.

6:50 - Managed Accounts.

Asset allocation in target date funds are heading in interesting directions-Managed accounts for example.

7:42 - Defining Risk.

One thing missing, this year, was that none one defined risk. But, it’s important to get specific...

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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Investing Counterpoint: New Episode

Everyone pays attention to Jerome Powell and the Fed. But ECB has now joined the anti-party, effectively announcing 75 basis points rate increase and signaling more to come. This will do nothing to fight inflation, which is created by supply shocks, but will derail businesses in Europe. How is it going to affect your client portfolios? Watch and find out.

Fed Reserve Chairman Powell delivered remarks confirming that there is "pain" ahead and"forceful" rates increases will not stop. We discuss the consequences of this for your client portfolio risk management. Yon shows some interesting housing charts. Do you need to stress test housing for your clients now? Watch the show and find out

Investing Counterpoint Episode:

As the market roars higher and many experts are surprised, we take a look at how financial adivsors can discusss these events with clients. Markets are going up with recession in the economy, declining oil price, declining housing and significant softness in the data out of China. Given all this data we show you how to stress test Emerging Markets Hard Landing and how to discuss it with your clients.

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 Episode 4

In the prior three episodes we discussed various stress tests financial advisors should run on their client's portfolios to model effects of possible stagflation, yield curve inversion and deterioration in the tech sector. For the last week we have seen an exuberant market ripping higher. How to communicate with your clients and properly manage risk without sacrificing returns during this time?