Orion's The Weighing Machine
181 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 11 ratingsOrion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines.
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Episodes
The Current State of Inflation, Bond Markets, and Growth Stocks with Glenn Dorsey
October 18, 2022 07:00 - 28 minutesRecent months have been nothing short of a rollercoaster ride for the markets. We have seen a lot of ups and downs, and it doesn't seem like the volatility will subside anytime soon. As an advisor, it's important to have a game plan for when the market is going through a rough patch. In this episode, Rusty and Robyn talk with Glenn Dorsey, Senior Vice President and Head of Client Portfolio Management at Clark Capital Management Group. In this role, Glenn directs Clark Capital's Client Portfo...
A Tax-Advantaged Way to Save for Education with Paul Curley
October 11, 2022 07:00 - 30 minutesTuition inflation is not a new issue for college. Tuition fees and other related expenses tend to increase every year. As a result, many parents are looking for ways to start saving for their children's education early on. There are several alternatives for saving and paying for education. In this episode, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In his role, Paul oversees 529 and ABLE market data, research, events, and digital products a...
Dividend-Focused Investment Strategies with John Crawford and David Gilmore
October 04, 2022 07:00 - 28 minutesIncome generation is one of the primary concerns of investors today. This is especially true in light of recent market volatility. With investors always looking for new opportunities, how can dividend-focused portfolios and high-quality securities be among the best investing options, especially in today's low-yield environment? In this episode, Rusty and Robyn talk with John H. Crawford, Managing Director of Equity Investments, and David Gilmore, Senior Equity Analyst at Crawford Investment C...
Taking Financial Services to New Heights with Billy Oliverio
September 27, 2022 07:00 - 42 minutesIn recent years, new technologies, economic changes, and shifting consumer behavior have fundamentally changed how financial services are delivered. That has led to financial services firms rethinking their business models and strategies. In this episode, Rusty and Robyn talk with Billy Oliverio, Executive Vice President and Chief Marketing Officer at United Planners Financial Services. Having been in the industry for 30 years, Billy has worked in various executive capacities in small, mediu...
Trends and Innovations in Wealth Management with Lori Hardwick
September 20, 2022 07:00 - 37 minutesIn recent years, the wealth management industry has undergone many changes. The industry is ripe for disruption, and many companies are already beginning to offer new and innovative solutions. In this episode, Rusty and Robyn talk with the “swiss army knife” of financial services leadership, Lori Hardwick. Lori is the CEO of Wealth Tech at Red Rock Strategic Partners. She brings over 25 years of experience working in the financial industry as a prominent voice and is known for her passion fo...
Industry Trends, ETFs, and Model Portfolios with Michael Gates
September 13, 2022 07:00 - 32 minutesDiversification is vital to any investment portfolio. Exchange-Traded Funds (ETFs) have become one of the most popular vehicles for implementing a multi-asset strategy, as they offer broad diversification, low costs, and flexibility. As the industry trends continue to evolve, how can investors position themselves to capture potential upside in different market environments? In this episode, Rusty and Robyn talk with Michael Gates, Managing Director and Head of Model Portfolio Solutions in the...
Investing in Small-Cap Value Stocks with Michael Petro
September 06, 2022 07:00 - 25 minutesThe stock market is often seen as a place for high-risk, high-reward investments. But for those willing to do their research and take a more patient approach, there can be great rewards in investing in small-cap value stocks. Small-cap investing focuses on companies that have smaller market caps than most stocks. They tend to be more volatile but offer greater potential rewards. In this episode, Rusty talks with Michael Petro, Portfolio Manager at Putnam Investments. Michael has been in the i...
A Gold-Based Investment Strategy with Maxwell Gold
August 30, 2022 07:00 - 29 minutesThere are many different schools of thought when it comes to investment strategies. Some people invest based on stocks, others on cryptocurrency. And then some invest in gold. Gold has been used as a form of currency and investment for centuries, and it’s still a popular choice today. How can investors own gold and include it in their portfolios? In this episode, Rusty and Robyn talk with Maxwell Gold, Head of Gold Strategy at State Street Global Advisors. Before joining SSGA in July 2019, Ma...
Why Advisors Need CRM with Kate Guillen
August 23, 2022 07:00 - 28 minutesTo maintain a successful business, advisors need to have a system to manage client relationships. That is where a CRM or Customer Relationship Management system comes in. CRM provides a centralized place for advisors to store and track customer data, automate tasks, manage interaction, and cultivate relationships. In addition, CRM provides valuable insights that advisors can use to improve their business operations. In today's episode, Rusty and Robyn talk with Kate Guillen, Founder and Lead ...
A Goals-Based Approach to Retirement Spending with Colleen Jaconetti
August 16, 2022 07:00 - 20 minutesAs people live longer and market uncertainty increases, the need for informed retirement portfolio spending strategies is becoming more important than ever. In this episode, Rusty and Robyn talk with Colleen Jaconetti, a Senior Investment Analyst at Vanguard Investment Strategy Group. Colleen is responsible for establishing and overseeing the investment philosophy, methodology, and portfolio construction strategies used to support Vanguard's advisory services, products, and strategies. With ...
A Value-Based Strategy to Generating Attractive Returns with Thomas Forsha
August 09, 2022 07:00 - 36 minutesInvesting is so much more than just numbers and trends. It's about psychology and temperament. While risk management and market volatility both play an important role in investor success, the investor's overall attitude towards investing is just as important. Though financial advisors are highly regarded for their investment recommendations, what are the best ways for investors to remain invested during uncertain economic times? In this episode, Rusty and Robyn are joined by Thomas Forsha, Co...
Investing in the Face of Market Risks with Daniel Villalon
August 02, 2022 07:00 - 59 minutesDue to the many risks facing today's market, many investors wonder whether now is the time to invest or just sit on the sidelines. While diversification can minimize exposure to any single economic, political, or market event, it's important to know the market's top risks to enable investors to manage expectations and protect their portfolios. But what are today's top market risks, and how can investors move forward? In this episode, Rusty and Robyn talk with Daniel Villalon, Principal and Gl...
Investing in REITs with Matt Werner
July 26, 2022 07:00 - 28 minutesReal estate investment trusts (REITs) are one of the most popular investments for income-seeking investors. They can be a valuable addition to any portfolio as they offer high dividend yields and the potential for capital appreciation. In this episode, Rusty and Robyn talk with Matt Werner, Managing Director and Portfolio Manager at Chilton Capital Management. In his role, Matt leads the Chilton REIT Team, performs analysis, conducts property tours, and meets with REIT management teams to ass...
The State Of Wealth And Investment Management with Chip Roame
July 19, 2022 07:00 - 37 minutesChanges in technology, demographics, and the economy are having an impact on how people invest their money. New opportunities are emerging for those willing to take risks. In this episode, Rusty talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is responsible for all of Tiburon's advisory, research, service, and marketing activities, keeping him on the leading edge of strategic initiatives in the industry's fastest-growing busines...
Mid-Cap Growth Stock Investing with Cody Wheaton and Brian Demain
July 12, 2022 07:00 - 51 minutesMid-cap growth stocks are the sweet spot for many investors. They offer the potential for significant capital appreciation while providing downside protection. Despite being overlooked and under-allocated, why are mid-cap growth stocks a good investment option, and why are they an excellent addition to portfolios? In this episode, Rusty talks with Cody Wheaton and Brian Demain, Co-Portfolio Managers at Janus Henderson Investors. With more than 20 years of experience in fundamental investment ...
A Simple Guide To Liquid Alternatives with Joshua Emanuel
July 05, 2022 07:00 - 31 minutesInvestors are increasingly looking for ways to diversify their portfolios and generate alpha. One way to do this is by investing in liquid alternatives. But what exactly are liquid alternatives? How can investors use them to protect themselves from market volatility? In this episode, Rusty and Robyn talk with Joshua Emanuel, Chief Investment Officer at Wilshire. Prior to Wilshire, Joshua also served as CIO for The Elements Financial Group, where he developed and managed various multi-asset in...
Goals-Based Financial Strategies with Scott Ladner
June 28, 2022 07:00 - 37 minutesAs the financial landscape changes, so do the goals of investors. Rather than simply trying to achieve the highest return, investors are increasingly focused on achieving specific financial goals. As investors are shifting the way they view their portfolios, how can they construct a portfolio tailored to their unique circumstances and goals? In this episode, Rusty and Robyn talk with Scott Ladner, CEO and Chair of the Investment Committee at Horizon Investments. In these capacities, he overse...
ETF Investing, ESG Strategies, and Total Return with Herb Morgan
June 21, 2022 07:00 - 41 minutesAs investors continue to search for opportunities that align with their personal beliefs and goals, ESG considerations are playing an increasingly important role in the evaluation of potential investments. As such, ETFs that focus on ESG strategies are growing in popularity. In this episode, Rusty talks with Herb Morgan, Sr. Managing Director and Chief Investment Officer at Efficient Market Advisors (EMA). Prior to founding EMA in 2004, Herb was Senior VP of Advisory at Linsco/Private Ledger...
Why Advisors Should Outsource Investment Management with Kostya Etus
June 14, 2022 07:00 - 49 minutesFinancial advisors are responsible for the well-being of their clients, and with that comes a fiduciary duty to act in their clients' best interests at all times. In order to do so, they need to juggle working with clients, maintaining compliance, keeping up with market trends, performing due diligence on potential investments, and more. Advisors who attempt to manage everything on their own quickly find themselves stretched thin and overwhelmed. In this episode, Rusty talks with Kostya Etus...
Podcasting As a Revenue Generator for Financial Services with David Ledgerwood
June 07, 2022 07:00 - 37 minutesIt is no secret that content is king when it comes to marketing. Advisors looking for ways to reach and engage clients should consider starting a podcast. Podcasting is an intimate medium, providing advisors with the opportunity to connect with existing clients and build relationships with prospective clients. Podcasting is also a great way for advisors to position themselves as thought leaders in the industry. In this episode, Rusty and Robyn talk with David Ledgerwood, B2B Podcast Strategis...
The Stoic Approach to Navigating Financial Markets with William B. Irvine
May 31, 2022 07:00 - 46 minutesThe philosophy of stoicism teaches that humans are capable of enduring any hardship by focusing on what is in their control and by accepting the things they cannot change. In the investing world, this means not getting caught up in market noise and instead focusing on the long term. In this episode, Rusty and Robyn talk with William B. Irvine, professor of philosophy at Wright State University and author of several books, including A Guide to A Good Life and The Stoic Challenge. William is a...
Managing Investments That Are Built to Last with Rayna Lesser Hannaway
May 24, 2022 07:00 - 26 minutesGiven rising interest rates, slower economic growth, and geopolitical tensions, it goes without saying that the current market climate is turbulent. As a result, many investors are left wondering how they can still achieve their financial goals. While there is no one silver bullet that can guarantee success in every situation, there are a number of strategies that investors can utilize in order to put themselves in a good position to meet their targets. In today’s episode, Rusty and Robyn tal...
ESG Investing: Building A Sustainable and Socially Responsible Investment Practice with Theresa Gusman
May 17, 2022 07:00 - 44 minutesEnvironmental, Social, and Governance (ESG) investing has grown in popularity as people become more aware of sustainable and responsible investing. Investors are increasingly interested in companies that are aligned with their own personal values. How can they incorporate socially responsible investing into their portfolios? In today’s episode, Rusty and Robyn talk with Theresa Gusman, Chief Investment Officer and Chair of the Investment Committee at First Affirmative Financial Network. As Ch...
The Competitive Advantage of Working with Boutique Strategist Firms with Robert Baker
May 10, 2022 07:00 - 22 minutesIn times of political and economic uncertainty, some investors choose to stay the course, while others take a more tactical approach, seeking opportunities amid market volatility. While there is no one-size-fits-all answer for how investors should invest during uncertain times, there are ways to help navigate the market. In today’s episode, Rusty and Robyn talk with Robert Baker, President of Advanced Asset Management Advisors (AAMA). Prior to founding AAMA, Robert served as Vice President of...
Everything You Need To Know About Inflation with "The Inflation Guy", Michael Ashton
May 03, 2022 07:00 - 50 minutesInflation is an enduring economic challenge that has persisted throughout human history. Despite the many efforts of economists and governments to control it, inflation remains a problem. What can advisors do to prepare and protect their investment portfolios? In today’s episode, Rusty and Robyn talk with Michael Ashton, a.k.a. "The Inflation Guy", Managing Principal at Enduring Investments. Michael is recognized as one of the pioneers in U.S. inflation market innovation. Prior to founding En...
Event-Driven Investing Strategies with Yoav Sharon
April 26, 2022 07:00 - 34 minutesWhen it comes to investing, there are many strategies that can be employed to achieve success. One of these is event-driven investing. At its core, this type of investing focuses on capitalizing on idiosyncratic corporate events and taking advantage of catalysts that can move stock prices. In today’s episode, Rusty and Robyn talk with Yoav Sharon, Portfolio Manager at Driehaus Capital Management. Yoav has been in the investment management industry for more than 16 years. Prior to joining Dri...
Why Investors Should Consider Digital Assets with Christopher King
April 19, 2022 07:00 - 49 minutesCryptocurrencies and the underlying blockchain technology have exploded in value and popularity at an exponential rate. Despite their rapid growth, many investors remain hesitant to invest in them due to their volatility. In today’s episode, Rusty and Robyn talk with Christopher King, Founder & CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets. Originally involv...
Why Lobbying Is A Great Investment Strategy with Courtney Rosenberger
April 12, 2022 07:00 - 32 minutesLobbying is a necessary part of the political process and a powerful tool for organizations and businesses alike. If done correctly, it can be an important investment strategy as well. In today’s episode, Rusty and Robyn talk with Courtney Rosenberger, Managing Director of Policy Research at Strategas Securities, a registered investment advisor specializing in macro thematic investing. In her role, Courtney directs Strategas’ policy research efforts. This involves the construction, maintenanc...
Investment Strategies That Work In Highly Volatile Markets with David Sherman
April 05, 2022 07:00 - 1 hourInvesting takes many forms. For most people, it is a way to grow their money and protect their financial future. This means that they are more likely to invest in things they are comfortable with and believe will give them the best return on investment. But when it comes to diversification, what are the best strategies? In today’s episode, Rusty talks with David Sherman, President of Cohanzick Management and Founder & Portfolio Manager of CrossingBridge Advisors, an investment management firm...
Marketing and Branding Strategies That Work with Manish Khatta
March 29, 2022 07:00 - 28 minutesMarketing is a critical piece of any business. It is the function that focuses on bringing awareness and interest to a company, its products, and services. When done correctly, marketing can help a business achieve incredible results. In this episode, Rusty and Robyn talk with Manish Khatta, CEO & CIO of Potomac Fund Management, a boutique investment strategy firm for financial advisors. Manish is a quant, a true math geek. He has spent his career creating and refining trading strategies bui...
Megatrends: The Biggest Trends Shaping Our Future with Jeff Spiegel
March 22, 2022 07:00 - 38 minutesNew technologies, economic shifts, demographic changes, urbanization, and climate change are global trends that have a significant impact on society and the economy. They are also shaping the way people invest their money. While these megatrends offer investors a great way to tap into new markets and opportunities, how can they be effectively incorporated into portfolios? In this episode, Rusty and Robyn talk with Jeff Spiegel, Director, US Head of iShares Megatrend, Sector and International ...
Balancing Risk In Uncertain Times with Kenneth Sleeper
March 15, 2022 07:00 - 28 minutesGlobal markets have been experiencing a lot of volatility lately, leaving many investors wondering how to respond. What strategies are successful money managers using to protect their clients' investments? In today’s episode, Rusty and Robyn talk with Kenneth Sleeper, Co-Founder, Co-Managing Director, and Portfolio Manager at Ocean Park Asset Management, a firm with a unique investment approach that limits downside risk and delivers satisfying returns. Before co-founding Sierra Investment Man...
Hedging Against Inflation, and Preparing for a Potential Bear Market with Eben Burr
March 08, 2022 08:00 - 45 minutesIn this episode, Rusty and Robyn talk with Eben Burr, President of Toews Asset Management. Eben came to the financial industry with an unusual background. With degrees in architectural history and product design, he studied architecture in Paris, designed products, and worked in NYC real estate market, before eventually landing at Toews. That said, the common thread throughout Eben’s career has been a focus on user experience — a skill that turned out to be a huge asset at Toews. Eben talks ...
How to Build Global Multi-Asset Income Portfolios with Justin Christofel
March 01, 2022 08:00 - 34 minutesIn this episode, Rusty and Robyn talk with Justin Christofel, Portfolio Manager at BlackRock. For more than a decade, Justin has been overseeing and managing income-oriented multi-asset portfolios. His focus is to generate a consistent level of cash flow for clients, particularly for those who are living through retirement. Justin talks with Rusty and Robyn about active management strategies, the challenge of measuring volatility for the investing population, and the need for a disciplined a...
Managing Investment Risks through ETFs with John Davi
February 22, 2022 08:00 - 41 minutesWhen it comes to building an investment portfolio, it's important to have a diversified mix of assets in order to reduce risk. While there are a number of different options to choose from, Exchange-Traded Funds (ETFs) can be an attractive choice for investors looking to add some diversity. How can ETFs be a low-risk option for diversifying portfolios and why might they be a good option for you? In this episode, Rusty and Robyn talk with John Davi, Founder, CEO, and Chief Investment Officer o...
Managing Downside Risk, and Protecting Your Investments with Geremy van Arkel
February 15, 2022 08:00 - 1 hourRisk is inherent in any investment. It is therefore crucial to plan your investment portfolio in a way that protects you against losses. Without a solid downside risk management strategy in place, you are exposing yourself to unnecessary losses and financial instability. Taking steps to protect yourself from losses can help ensure that your portfolio remains healthy and profitable, even in difficult market conditions. In today’s episode, Rusty talks with Geremy van Arkel, Principal and Direct...
The Importance of Behavioral Finance, and the Future of the Investment Industry with Noreen Beaman
February 08, 2022 08:00 - 26 minutesFirms and investment professionals must keep up. Tech innovations, demographic shifts, redefined client-advisor engagement—you name it. The future of the investment management industry is promising. But, how can the industry keep its vision to provide continuous better outcomes for clients? In this episode, Rusty and Robyn talk with Noreen Beaman, President at Orion Advisor Solutions. Aside from oversight of the firm’s operations, Noreen serves as a leader and a mentor to almost 1200 investm...
Leveraging Tech for Better Investor Outcomes with Eric Clarke
February 01, 2022 08:00 - 30 minutesIn this episode, Rusty talks with Eric Clarke, CEO of Orion Advisor Services. Eric is a high-profile industry speaker and advocate, and has won numerous industry awards. As Orion’s CEO, he’s focused on creating a suite of technology that can fully transform every client-advisor journey for the better. Eric talks with Rusty about how tech integrations can help build meaningful and seamless client-investor connections, and what the coming months and years look like for Orion and the industry. ...
Effective Mentoring and Proactive Tax Management with Jamie Susanin
January 25, 2022 08:00 - 39 minutesIn this episode, Rusty and Robyn talk with Jamie Susanin, portfolio manager at Brinker Capital Investments, LLC. At an early age, Jamie was already learning about the basics and even foundational skills in finance from her then-advisor grandfather. While Jamie was in sales, one of the (toughest) first clients she served was her grandfather. There was pressure, but most of all there was a lot of mentoring and guidance. Currently, Jamie is part of the Tax Management Team at Orion- Brinker. App...
Thematic Investing and 2022 Investing Strategies with Kim Arthur
January 18, 2022 08:00 - 23 minutesThe start of the year is always interesting for investors and advisors. In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim has been in the finance sector for 35 years. At Main Management, he’s laser-focused on delivering beta plus strategies to clients. According to Kim, investors should keep more of their returns by having control over costs and taxes. Kim talks with Rusty and Robyn about thematic investing, active strategies, and insightful...
Smart Ways to Save for Retirement with Brian Dobbis
January 11, 2022 08:00 - 23 minutesWhen it comes to retirement, the difficult part is figuring out what retirement plan will work best for you. Many people are afraid to invest their money because they don't know how or where to start. Fortunately, there are lots of options. In today’s episode, Rusty and Robyn talk with Brian Dobbis, Director of Retirement Solutions at Lord Abbett. Having spent 19 years of his professional career carrying out various roles under the retirement umbrella, Brian has lived and breathed retirement...
Thematic Investing: Capitalizing on Trends with Jay Jacobs
January 04, 2022 08:00 - 27 minutesThe world of investing is constantly evolving. The traditional approach of diversifying portfolios is no longer the only way to go. Today, thematic investing is one of the most exciting investment strategies. The popularity of thematic investing continues to skyrocket, and for good reason. It allows investors to invest in themes or sectors that may be performing well now or have the potential for growth in the future based on current trends and market conditions. In today’s episode, Rusty and...
The Power of Women in Economic Development with Brie Williams
December 28, 2021 08:00 - 51 minutesIn today’s episode, Rusty and Robyn talk with Brie Williams, Vice President and Head of Practice Management at SPDR Exchange Traded Funds. Women make up half of the population, but they are vastly underrepresented in the investment industry. Traditionally, they have been economically disadvantaged relative to their male counterparts. In recent years, however, there has been a changing role for women as financial decision-makers. How can financial advisors help women break through the barrie...
Inflation and the Economy Today with Jeremy Schwartz
December 21, 2021 08:00 - 35 minutesIn an economy characterized by uncertainty, can decentralized finance offer a better solution to protect your money and investments? In today’s episode, Rusty and Robyn talk with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Jeremy had an innate interest in numbers as a kid, and grew up reading the Wall Street Journal and watching stock prices. He began his career as a head research assistant to Wharton finance professor, Jeremy Siegel. Their work, The Futur...
An Unconventional Approach to Building Your Portfolio with Brian Selmo
December 14, 2021 08:00 - 34 minutesThe economy is changing. Markets are shifting. As you make decisions about retirement or other long-term goals, it's important to think about the types of investments that will be appropriate for those goals. How does focusing on conventional investment strategies limit your potential to succeed? In today’s episode, Rusty and Robyn talk with Brian Selmo, Partner and Portfolio Manager at First Pacific Advisors (FPA). Prior to joining FPA, Brian was the founder and managing member of Eagle Lake...
Maximizing Your Investment Returns with Scott Henderson
December 07, 2021 08:00 - 26 minutesInflation is one of the many things that can erode your investment returns, leaving you with far less than you anticipated. How can you protect yourself from inflation and maximize your yield? In today’s episode, Rusty and Robyn talk with Scott Henderson, Senior Vice President and Portfolio Specialist at Calamos Investments. Being with Calamos Investments since the beginning of his career, Scott has gained a deep understanding of alternative investments and convertible funds. Because of the ...
Market Conditions, Our Favorite Books and Podcasts, and a Look Back at The Weighing Machine with Ben Vaske
November 30, 2021 08:00 - 34 minutesIn today’s episode, Rusty and Robyn talk with Ben Vaske, Investment Research Analyst at Orion Portfolio Solutions. They discuss current market conditions, The Weighing Machine podcast, digital assets, and plenty of podcast and book suggestions. Key Takeaways Five market factors to pay attention to for the remainder of the year: earnings, interest rates, valuations, liquidity, and technical. The Weighing Machine Walk-Up Song Playlist is nearing three hours long, and is proving to be an ecle...
Investing in the Face of a Global Economic Downturn with Dirk Hofschire
November 23, 2021 08:00 - 46 minutesThe world is changing and it's time to change with it. As global debt and inflation rise, how can investors navigate the challenges of the global economy? In today’s episode, Rusty and Robyn talk with Dirk Hofschire, Senior Vice President of Asset Allocation Research at Fidelity Investments. Prior to joining Fidelity, Dirk was a foreign service officer for the U.S. Department of State and a financial economist for the Bureau of Western Hemisphere Affairs. As he traveled the world, he develope...
Decoding the Hype Behind Direct Indexing with Frank Nickel
November 16, 2021 08:00 - 22 minutesIn today’s episode, Rusty and Robyn talk with Frank Nickel, Head of Quantitative Strategies and Investments at Brinker Capital. Frank oversees the setup of the investment process that drives direct investing strategies and risk mitigation across various platforms at Brinker. Prior, Frank spent 27 years in various roles at Morgan Stanley—from asset allocation strategist to director of investment strategy to portfolio manager. Frank talks with Rusty and Robyn about the ins and outs of direct ...
Diversifying with BITO and Bitcoin ETFs with Simeon Hyman
November 09, 2021 09:00 - 21 minutesIn today’s episode, Rusty and Robyn talk with Simeon Hyman, Global Investment Strategist at ProShares. From the initial idea of an ETF to product development to the roll-out, Simeon creates—and even customizes—a smooth product strategy to ensure every client and prospect understands the ETF's scope. Prior to creating successful ETFs with ProShares, Simeon held investment leadership roles at Bloomberg Wealth and UBS. Simeon talks with Rusty and Robyn about all things Bitcoin Futures ETF, and t...