Orion's The Weighing Machine artwork

Episode 53: Introducing Orion’s The Weighing Machine

Orion's The Weighing Machine

English - February 03, 2020 02:55 - 1 hour - 85.7 MB - ★★★★★ - 11 ratings
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Previous Episode: Episode 52: The State of ETFs
Next Episode: Episode 54: Market Volatility | Guest: Kim Arthur, Main Management

We are excited to introduce a new format for The Weighing Machine podcast. From now on, in addition to hearing market insights from the investment team at CLS Investments, you will also hear an in-depth interview with a strategist at Orion Portfolio Solutions, CLS’s sister company. In this episode, Orion Director of Investment Due Diligence...

We are excited to introduce a new format for The Weighing Machine podcast. From now on, in addition to hearing market insights from the investment team at CLS Investments, you will also hear an in-depth interview with a strategist at Orion Portfolio Solutions, CLS’s sister company. In this episode, Orion Director of Investment Due Diligence and Senior Portfolio Manager Shana Sissel, CAIA, discusses the potential benefits of direct indexing, investing in liquid alternatives, and our enhanced due diligence process. Plus, this week’s guest – Phil Toews, Portfolio Manager & CEO of Toews Corporation – shares insights into behavioral finance and discusses what it means to be a tactical investment manager.


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