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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Pathways to Business Growth with Mike Van Wyk
November 02, 2021 08:00 - 22 minutesIn today’s episode, Rusty and Robyn talk with Mike Van Wyk, Vice President of Research and Insights for Capital Group. Mike has studied human behavior throughout his two-decade career to better understand what truly drives consumer behavior and business growth. Whether it be packaged goods or financial services, Mike brings game-changing insights to the table. His research helps others skyrocket the growth of their business or their professional career. Mike talks with Rusty and Robyn about t...
Understanding the Behavior Gap and Reducing Client Churn with Maria Quinn
October 26, 2021 08:00 - 36 minutesIn today’s episode, Rusty and Robyn talk with Maria Quinn, national spokesperson and thought leadership ambassador at Vanguard. Maria provides her expertise in Vanguard’s largest business line by working externally with financial advisors and intermediaries. Before starting her journey with the firm, Maria was involved with non-profit organizations that provide marginalized people with access to education. Maria talks with Rusty and Robyn about what causes the behavior gap in investing, how ...
The Essentials of 529 Plans and Investing in College with Mike Dunlop
October 19, 2021 08:00 - 32 minutesIn today’s episode, Rusty and Robyn talk with Mike Dunlop, CEO of Intuition College Savings Solutions, LLC. Before his 25-year stint in the financial services industry, Mike served in the Royal Navy for 12 years. Out of the Navy, he took several roles in the financial services industry including financial advising and portfolio managing. Mike’s current organization is at the leading edge of the prepaid and college savings industry and he continues to push education and training initiatives a...
Rising Inflation and Changing Markets with Carl Kaufman
October 12, 2021 08:00 - 31 minutesIn today’s episode, Rusty and Robyn talk with Carl Kaufman, Co-CEO, Co-President, and Managing Director of Fixed Income at Osterwise Management in San Francisco. Before it was the norm, Carl was designing flexible fixed income strategies for his firm’s clients. His decades of industry experience built the trust necessary to switch to the brokerage industry and start work on some game-changing advancements. Carl talks with Rusty and Robyn about the difference between investment-grade and high-...
Legend Jeremy Siegel Shares his Market Outlook and his Concerns about Inflation
October 05, 2021 08:00 - 24 minutesIn today’s episode, we’re sharing Rusty’s recent live interview with Jeremy Siegel from Orion’s Ascent conference. Jeremy Siegel is a professor of finance at the Wharton School of Business and a Senior Investment Strategy Advisor at WisdomTree Asset Management. Jeremy’s opinion on the economy and the financial markets has long been trusted and sought after by Wall Street firms because of his decisive and evidence-based approach. His view on inflation is notable and provides valuable insight i...
Holistic Wealth Planning and Outsourcing Money Management with Suzanne Daly
September 28, 2021 08:00 - 37 minutesIn today’s episode, Rusty and Robyn talk with Suzanne Daly, Vice President of Model Portfolios at Fidelity Investments. After working with brokers, dealers, RIAs, and multi-family offices at Fidelity for more than 18 years, Suzanne now oversees the managed account model portfolios and managed accounts distribution efforts. Together with her team, she helps firms optimize their tech stacks, assembling efficient workflows, and outsource investment management. Suzanne talks with Rusty and Robyn...
Managing Portfolios During a Pandemic with Glenn Dorsey
September 21, 2021 08:00 - 37 minutesIn today’s episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group. By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-known firms for more than three decades, putting Clark Capital’s client advisor service on an explosi...
The Importance of Client Portfolio Management with Clark Capital’s Glenn Dorsey
September 21, 2021 08:00 - 37 minutesIn today’s episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group. By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-known firms for more than three decades, putting Clark Capital’s client advisor service on an explosi...
Evidence-Based Investing and Sustainability with Larry Swedroe
September 14, 2021 08:00 - 1 hourIn today’s episode, Rusty talks with Larry Swedroe, the director of research for Buckingham Strategic Wealth. Larry finished his MBA in Finance and Investment from NYU. Larry stays connected to the financial industry by spearheading research for Buckingham and the BAM Alliance, but he’s also a prolific writer who has authored or co-authored 16 books. His mission is to explain investing theories to investors in an accessible and straightforward way. Larry talks with Rusty about evidence-based ...
How to Conquer Risk Through Quantitative Investing with Manish Khatta
September 07, 2021 08:00 - 22 minutesIn today’s episode, Rusty and Robyn talk with Manish Khatta, President and CIO at Potomac Fund Management, Inc. Manish is a quantitative analyst and a self-professed math geek. His love for mathematical algorithms and finance blossomed from what was supposed to be a summer job with Potomac before entering law school. Now, a lifelong Protomac employee, he continues to lead and share his expertise in quantitative trading systems. Manish talks with Rusty and Robyn about conquering risks through ...
The Promise of Sustainable Investing with Aaron Scully
August 31, 2021 08:00 - 28 minutesIn today’s episode, Rusty talks with Aaron Scully, Portfolio Manager on the Global Sustainable Equity Team at Janus Henderson Investors. Aaron has been with Janus Henderson Investors for more than two decades. Since the beginning, he has helped with implementing the best investment strategies to move sustainability forward. When not at his desk, Aaron enjoys climbing Colorado's 14ers. As a person who grew up in the Midwest, he remembers falling in love with Colorado's scenic environment. The ...
Quantifying Risk and Tactical Investing with Vance Howard
August 24, 2021 08:00 - 22 minutesIn today’s episode, Rusty and Robyn talk to Vance Howard, CEO and Portfolio Manager of Howard Capital Management. Vance's professional money management career started in 1992 when he founded Chartered Financial Services, Inc. Before founding Howard Capital Management, Vance was also elected four times to Huntsville, Texas City Council and twice as mayor pro tem. His expertise lies in the implementation of various trading systems. Vance talks with Rusty and Robyn about the difference between t...
The Role of Big Data in Quantitative Investing with Harin de Silva
August 17, 2021 08:00 - 34 minutesIn today’s episode, Rusty and Robyn talk with Harin de Silva, Portfolio Manager for the Analytics Investors Group at Wells Fargo Asset Management. Harin's focus as a portfolio manager is on equities and factor-based asset allocation strategies. He is also regarded as one of the top quantitative managers in the US and has received the prestigious Graham and Dodd Award of Excellence for his research. Before joining Wells Fargo, Harin also provided economic research services to investors through...
The Future of ETFs and Cryptocurrency with Grant Engelbart
August 10, 2021 08:00 - 35 minutesIn today’s episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital. Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions. Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the ...
The Merits of CFP Credentials and Fiduciary Standards with Skip Schweiss
August 03, 2021 08:00 - 43 minutesIn today’s episode, Rusty and Robyn talk to Skip Schweiss, President of the Financial Planning Association (FPA). Skip has long been passionate about educating financial planners on how they can increase the value they provide to consumers. Before FPA, Skip oversaw TD Ameritrade’s retirement plan services business and public policy advocacy efforts among others. When not in his office, he's hiking somewhere in Colorado. Skip talks with Rusty and Robyn about the merits of a CFP credential, the...
How to Leverage and Position Thematic Funds with Scott Helfstein
July 27, 2021 08:00 - 32 minutesIn today’s episode, Rusty and Robyn talk to Scott Helfstein, Executive Director of Thematic Investing at ProShares. Scott's military background and investing expertise paved the way for understanding the complexity of decision-making and resource allocation for individuals, especially in times of uncertainty. Recently, his focus has been on helping people build thematic portfolios that can boost long-term returns. Together with Proshares, Scott brings cutting-edge innovation to the ETF space....
The Future of Commodity Markets and Creative Diversification with Sal Gilbertie
July 20, 2021 08:00 - 33 minutesIn today’s episode, Rusty and Robyn talk to Sal Gilbertie, President and Chief Investment Officer at Teucrium Trading, LLC. Sal’s first experience in trading and brokering was at Cargill in the early 80’s. After getting some reps in, he realized that trading securities stocks wasn’t a long-term venture for him. He moved on from there to an ethanol futures desk, which traded about 30 different commodities. Building on his experience, Sal created ETFs on agricultural products, and consequently,...
Tactical Investing and Rejecting Popular Opinion with Ken Sleeper
July 13, 2021 08:00 - 31 minutesIn today’s episode, Rusty and Robyn talk to Ken Sleeper, Co-Founder and Managing Director of Sierra Investment Management. Ken has been the industry’s go-to expert for advanced risk and portfolio management for decades. Unswayed by hype, Ken is known for making company decisions based on relevant information and remaining firm in his choices. Ken talks with Rusty and Robyn about the secret behind Sierra’s decades of success, tactical rules-based investing, and the current market outlook on i...
Mastering Your Investment Style with Dave Lundgren
July 06, 2021 07:00 - 56 minutesIn today's episode, Rusty and Robyn talk with Dave Lundgren, a 30-year investment veteran who is now the co-host of the Fill The Gap podcast. Dave is an expert in technical analysis strategies. He’s especially adept at watching trends and momentum swings in stock valuation. Currently, Dave serves on the CMT Association’s board of directors and is a private investor. Dave talks with Rusty and Robyn about the wonders of technical analysis, the difference between following trends and the follow...
Reimagining Asset Allocation and Building Investment Portfolios with Jake Gilliam
June 29, 2021 07:00 - 21 minutesIn today’s episode, Rusty and Robyn talk with Jake Gilliam, Head of Multi Asset Solutions at Charles Schwab & Co. Inc. Jake is a 20-year veteran at Charles Schwab, who has taken on a lot of different positions in his tenure, eventually landing in the multi-asset solutions group. The investment bug bit him early on as an intern with Schwab, and he never looked back. Jake talks with Rusty and Robyn about fundamental weighting, what it means to be strategic and tactical, and how human-to-financ...
Understanding the Urgency of Crypto for Advisors with Christopher King
June 22, 2021 07:00 - 37 minutesIn today’s episode, Rusty and Robyn talk to Christopher King, Founder and CEO of Eaglebrook Advisors. Christopher King is a seasoned financial advisor who’s based in Jersey City, New Jersey. Together with his team at Eaglebrook Advisors, they provide digital asset-focused investment management solutions to wealth managers, RIAs, private banks, and institutions. Chris talks with Rusty and Robyn about the role of bitcoin as an emerging store value, why advisors need to educate themselves aroun...
Inflation Concerns and a Deep-Dive on ETFs with Ryan Issakainen
June 15, 2021 07:00 - 31 minutesIn today’s episode, Rusty and Robyn talk with Ryan Issakainen, ETF strategist and SVP at First Trust Portfolios. When Ryan graduated college, he spent nine weeks traveling Europe and hopped from temp job to temp job before landing at First Trust Portfolios. He realized pretty quickly that First Trust was a place he could happily grow into professionally. 22 years later, he’s certainly done so. Investors succeed as a result of the advice and conviction presented by investment professionals. S...
The Future of Portfolios, and Women in Finance with Amy Magnotta
June 08, 2021 07:00 - 20 minutesIn today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments. Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brinker in 2006 and hasn’t looked back. Today Amy manages active and diversified portfolios, constantly focusing on helping advisors and clients achiev...
Thematic ETFs and Income-Based Investing with Jay Jacobs and Tom Driscoll
May 31, 2021 07:00 - 26 minutesIn today’s episode, Rusty and Robyn talk with Jay Jacobs & Tom Driscoll of Global X ETFs in New York City. Jay is the Head of Research & Global Strategy while Tom leads model portfolio sales. Jay’s goal at Global X ETFs is to develop a deep understanding of new industry products and share those insights with clients as products are released. In doing so, his team works to strategize the implementation of advances in technology and integrate new products into clients’ overall portfolios. Tom ...
Income Investing and Risk Management with Scott Ladner
May 21, 2021 20:30 - 40 minutesIn today’s episode, Rusty and Robyn talk with Scott Ladner, Chief Investment Officer at Horizon Investments in North Carolina. After majoring in economics and Russian literature in college, Scott decided that the financial industry was a better career path for him. He started as a derivatives and volatility trader for banks and hedge funds, before starting his own arbitrage hedge fund that eventually folded into Horizon Investments. Scott talks with Rusty and Robyn about the tailwinds that ...
Episode 81: Behavioral Finance Strategies & Best Practices with Orion’s Dr. Daniel Crosby
April 08, 2021 17:15 - 50 minutesIn today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby. Show Notes: Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach Ted Talks from Dr. Daniel Crosby: TEDxHuntsville - Daniel Cros...
Episode 80: Commodities Uncovered丨Guest: PIMCO’s Klaus Thuerbach
March 29, 2021 13:51 - 27 minutesIn today’s episode, we discuss all things commodities along with the risk and reward associated with this asset class and a few of the best ways advisors can invest in the market. We also recap the recent volatility in the fixed income markets and how those market moves could impact portfolios going forward. Guest: PIMCO’s Klaus Thuerbach 0956-OPS-3/22/2021
Episode 79: The Value of Value Investing丨Guest: Hotchkis & Wiley Capital Management’s Scott McBride
March 23, 2021 14:20 - 35 minutesIn today’s episode, we discuss everything you need to know about value investing, what goes into making an attractive value-oriented strategy and how advisors can best incorporate such approaches into their portfolios. Guest: Hotchkis & Wiley Capital Management’s Scott McBride. 0970-OAS-3/23/2021
Episode 78: Investing in Megatrends丨Guest: iShares’ Jeff Spiegel
March 08, 2021 19:03 - 19 minutesIn today’s episode, we analyze various megatrends impacting global economies, how advisors can tap into these movements through ETFs and what goes into a good story. We also discuss monumental trends on the horizon and how/when these trends become investable. Guest: iShares’ Jeff Spiegel. 3194-OAS-11/24/2020
Episode 77: The Inflation Debate | Guest: Enduring Investments' Michael Ashton
February 17, 2021 13:31 - 53 minutesIn today’s episode, inflation takes center stage. We discuss what investors should grasp about inflation in 2021, its impact on the global market landscape and how advisors can adapt their portfolios accordingly. We also discuss the role of the Federal Reserve and how other key macroeconomic factors affect inflation expectations. Guest: Michael Ashton, Managing Partner at Enduring Investments Show Notes: Michael Ashton’s book: Maestro, My Ass 0527-OAS-02/16/2021
Episode 76: The Behavioral Portfolio Design | Guest: Toews Asset Management's Felipe Toews
January 25, 2021 20:51 - 42 minutesIn today’s episode, we discuss the major headwinds impacting the market landscape in 2021, investing in fixed income today and risk management strategies. We also discuss how advisors can utilize behavioral finance to build client relationships and help navigate market uncertainty along with the practical implication of both strategies. Guest: Felipe Toews, Founder and CEO of Toews Asset Management. Show Notes: IWI White Paper: New Investor Research by Investments & Wealth Institute and Toe...
Episode 75: Investing in Disruption & Innovation丨Guest: Main Management’s Kim Arthur
January 05, 2021 15:45 - 28 minutesIn today’s episode, we discuss how advisors can tap into the growth of disruptive technologies and areas of innovation around the world. We also give an in-depth look at how these investment opportunities could remain attractive over the long-term. Guest: Main Management’s Kim Arthur. Show notes: Kim Arthur on The Weighing Machine - February 20, 2020. Main Management and Orion Webinar: “‘Four Legs of the Stool’ with Main Management's CEO and Portfolio Manager, Kim D. Arthur” 0007-CLS-01/0...
Episode 74: Past, Present & Future of ETFs丨Guest: ETF Flows’ Tom Lydon
December 11, 2020 15:45 - 36 minutesIn today’s episode, we dive head-first into the ETF landscape and what the future could hold for thematic, non-transparent and actively managed ETF strategies. We also discuss the tailwinds and potential headwinds facing these investments today, like direct indexing. Guest: ETF Flows’ Tom Lydon. Show notes: ETF Trends Working From Home FA Survey 3314-OAS-12/09/2020
Episode 73: Understanding The Model Marketplace丨Guest: Fidelity Investments’ Matthew Goulet
November 13, 2020 20:44 - 24 minutesIn today’s episode, we give an in-depth look at the model marketplace, why more advisors are using model portfolios today and how these investment products can help advisors scale their business and enhance client relationships. Guest: Fidelity Investments’ Matthew Goulet. 3037-OAS-11/12/2020
Episode 72: Cybersecurity & The Power of Direct Indexing丨Guest: Orion Advisor Tech’s Chris Romano
October 29, 2020 17:39 - 28 minutesIn today’s episode, we discuss why the cybersecurity sector is an attractive investment play as the digital age continues to take shape, where advisors can find opportunities to hedge inflation in today’s market and how to position portfolios during and after election season. We also provide an indepth look at direct indexing and how it can help provide superior client service. Guest: Orion Advisor Tech’s Chris Romano. 2774-OAS-10/27/2020
Episode 71丨What Really Matters: Politics or Policy? Guest: Brinker Capital Investments' Tim Holland
October 13, 2020 20:28 - 22 minutes - 30.4 MBIn today's episode, we discuss the upcoming election and its impact on the market, what headwinds face advisors during this time, how to address them, and tips to encourage investors to stay the course. Guest: Tim Holland of Binker Capital Investments. 2601-OAS-10/13/2020
Episode 71: What Really Matters: Politics or Policy?丨Guest: Brinker Capital Investments' Tim Holland
October 13, 2020 20:28 - 22 minutesIn today's episode, we discuss the upcoming election and its impact on the market, what headwinds face advisors during this time, how to address them, and tips to encourage investors to stay the course. Guest: Tim Holland of Binker Capital Investments. 2601-OAS-10/13/2020
Episode 70: Different Take on Long Term Investing | Guest: Polen Capital’s Jeff Mueller
October 02, 2020 16:19 - 44 minutesOn today’s episode, we’re joined by Jeff Mueller, portfolio manager at Polen Capital, who explains how his career in the Marines inspired him to get into the investing business. Jeff also gives an in-depth look at Polen Capital’s unique investment strategies, which are available on the Orion platform and how they work in today’s environment. 2514-OAS-10/01/2020
Episode 69: A Modern Day Golden Era?
September 24, 2020 17:45 - 24 minutesOn the podcast today, we discuss how advisors should diversify their portfolios as volatility returns, inflation increases and Big Tech’s dominance is tested. We also share our economic outlook on the market & Orion’s latest wins at the 2020 Wealth Management Awards. 2452-OAS-09/24/2020
Suggestions For Today’s Market | Guest: Rob Arnott
August 21, 2020 14:26 - 59 minutesIn this episode, we discuss whether or not a market bubble is on the horizon, why value is more attractive than growth, and the limitations of a traditional 60/40 portfolio. Plus, we cover the “Three ‘D’ Hurricanes” that can impact global asset classes. Special guest: Rob Arnott, founder and chairman of the board of Research Affiliates. 2170-OAS-08/20/2020
Episode 68: Investment Strategies & Suggestions For Today’s Market | Guest: Rob Arnott of Research Affiliates
August 21, 2020 14:26 - 59 minutes - 82.3 MBIn this episode, we discuss whether or not a market bubble is on the horizon, why value is more attractive than growth, and the limitations of a traditional 60/40 portfolio. Plus, we cover the “Three ‘D’ Hurricanes” that can impact global asset classes. Special guest: Rob Arnott, founder and chairman of the board of Research Affiliates. 2170-OAS-08/20/2020
Episode 67: Is Your Portfolio Good As Gold?
August 17, 2020 14:31 - 20 minutesIn this episode, we provide an up-to-date market outlook and discuss the importance of due diligence. Plus, the largest antitrust investigation in 50 years, opportunities in fixed income and why investors should own gold. 2114-OAS-08/14/2020
Episode 66: Tailwinds Propelling Market Momentum | Guest: Bob Baker, Advanced Asset Management Advisors
July 24, 2020 19:21 - 24 minutesIn this episode, we discuss the market's steady, yet choppy incline and what advisors need to know when navigating the market environment. Special guest: Advanced Asset Management Advisors Bob Baker (3:20). 1896-OPS-7/24/2020
Episode 65: Staying Balanced Plus Big News From Orion
July 14, 2020 19:19 - 24 minutesIn this episode, we find some positivity in a sea of negative news. We also discuss balanced portfolios — and how we might want to change them — and what will the election mean for the markets? Plus, big news from Orion and Brinker Capital. 1778-CLS-07/14/2020
Episode 64: Second Half 2020 Expectations Plus New Strategy Launches
June 29, 2020 21:16 - 52 minutesIn this episode, we discuss what the future could hold for investors in the second half of 2020; Robyn asks some tough questions to Rusty; Rusty turns the tables on Robyn; and we get an in-depth look into Orion's new biotech, metals & mining strategies. Special guest: Orion Portfolio Solutions' Horacio Carias. 1677-OPS-6/29/2020
Episode 63: The End of Value Investing?
June 11, 2020 18:50 - 19 minutesIn this episode, will value investing ever come back? Or are traditional market cycles being upended in a new world order? We tackle your most common questions as the economy reopens. Special guest: CLS Investments' Case Eichenberger. 1529-OAS-6/11/2020
Episode 62: Bear Market Optimism & Overlooked Opportunities
May 22, 2020 15:47 - 1 hourIn this episode, we discuss several reasons why investors should be optimistic about the market going forward, the potential for a market recovery, and major takeaways from the digital Berkshire Hathway meeting. Special guest: Brandywine Global's Jack McIntrye (33:38). 1369-OAS-5/21/2020
Episode 61: Earnings Season and The Coronavirus Crash | Guest: State Street Global Advisors Michael Arone
May 06, 2020 14:12 - 37 minutesIn this episode, we evaluate the economic environment heading into earnings season as the market recovery continues and share five key takeaways from the COVID-19 outbreak. Special guest: State Street Global Advisors Michael Arone (11:47). 1196-OPS-5/5/2020
Episode 60: Global Markets' Reaction to Turm-Oil | Guest: Capital Group's Marc Nabi
April 29, 2020 11:45 - 39 minutesIn this episode, we discuss how the price war between Saudi Arabia and Russia oil has impacted the global market environment, the impact of a major cash drawdown, and how economies are restarting around the world. Special guest: Capital Group's Marc Nabi (16:58). 1133-CLS-4/28/2020
Episode 59: Economic Recovery Prospects | Guest: Clark Capital’s CIO Sean Clark
April 24, 2020 14:39 - 1 hourIn this episode, we recap the worst Q1 in market history and the odds of an economic recovery in the near-term. We also explain how advisors can rebalance their portfolios to prepare for what's ahead and how ETFs have fared during the COVID-19 outbreak. Special guest: Clark Capital's Sean Clark (34:16) Clark Capital is not affiliated with Orion and does not explicitly approve or endorse any services, information, recommendation, or other opinions expressed or presented by Orion as part of th...