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
Episode 58: Economic Impact of COVID-19| Guest: Cougar Global Investments’ Abe Sheikh
March 30, 2020 18:19 - 1 hourIn this episode, we review the economic impact of the coronavirus pandemic. Will the historic stimulus package and unprecedented steps by the Fed be enough to stem the damage? Special guest: Cougar Global Investments’ Abe Sheikh (33:37) 0801-OPS-3/30/2020
Episode 57: Weathering the Storm | Guest: Litman Gregory’s Peter Sousa
March 23, 2020 19:56 - 57 minutesIn today’s episode we review the market turmoil — what’s crashing, what’s surviving, and is anything thriving? We also discuss what we’re doing to combat the crisis and keep your portfolios safe. Special guest: Litman Gregory’s Perter Sousa (29:37) 0712-OPS-3/23/2020
Episode 56: Pandemic Impact | Guest: PIMCO’s Erin Leighty
March 16, 2020 17:22 - 45 minutesIn this episode, we discuss the market impact of the coronavirus, as the implications of the outbreak reverberate around the world. Special guest: PIMCO’s Erin Leighty (24:21) 0624-OPS-3/16/2020
Episode 55: USA! USA! | Guest: Ocean Park’s Terri Spath
March 02, 2020 14:51 - 54 minutesIn this episode, we discuss the current risk-off environment, Americans’ approach to saving money, the benefits of international diversification and why we may appear to have a “bias” against the U.S. market. Along with CLS Investment Research Analysts Michael Hadden and Nick Codola, we also discuss which sectors are making money and our newest publication: The Snapshot....
Episode 54: Market Volatility | Guest: Kim Arthur, Main Management
February 20, 2020 15:28 - 46 minutesIn this episode, CLS Investments’ Chief Investment Officer, Marc Pfeffer, discusses the reasons for the market’s recent sell-off (including the coronavirus and U.S. elections), insights on market volatility, whether Tesla is a good buy, and income strategies for the current market environment. In addition, (at the 17:30 mark) Rusty talks to the CEO and president...
Episode 53: Introducing Orion’s The Weighing Machine
February 03, 2020 02:55 - 1 hour - 85.7 MBWe 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...
Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp
February 03, 2020 02:55 - 1 hourWe 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...
Episode 52: The State of ETFs
January 17, 2020 20:00 - 57 minutesA look at the state of the ETF marketplace, important changes to retirement planning, and the market impact of recent military action in Iran. CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to discuss the most attractive areas of the market and improvements made to CLS’s Risk Budgeting methodology. This week’s...
Episode 51: A Decade In Review and a Look at the 20s
January 08, 2020 15:34 - 30 minutesRusty looks back at the markets over the past year and the past decade. Plus, a look ahead at what could be in store for the 20’s, including “megatrends” set to shape the decade. CLS Client Portfolio Manager Case Eichenberger discusses the best performing stocks of 2019, Risk Budgeting in the U.S. and global markets,...
Episode 50: The Value of Financial Planning
December 18, 2019 20:40 - 28 minutesThis week, Orion CIO Rusty Vanneman, CFA, CMT, digs into the value of outsourcing investment management, the importance of due diligence, and how news headlines have driven markets in 2019. Rusty is joined by CLS CIO Marc Pfeffer who shares his take on recent market news, including a “phase one” trade deal between the U.S....
Episode 49: Active Management’s Time to Shine
December 06, 2019 21:49 - 52 minutesRusty is joined by CLS Directors of Research and Senior Portfolio Managers Grant Engelbart, CFA, CAIA, and Kostya Etus, CFA, to discuss the return of active management, lingering fears of a recession, how to measure risk, and finding diamonds in the rough. This week’s guest is Orion Chief Operating Officer Ryan Beach. Ryan talks about...
Episode 48: Common Investor Questions
November 15, 2019 18:02 - 47 minutesThis week, we answer some of the most common recent questions we’ve been hearing from investors, and we share our expectations for the rest of 2019. Plus, CLS Client Portfolio Manager Jeovany Zelaya and analysts Michael Hadden and Nick Codola sit down to discuss the importance of diversification, connecting with new generations of investors, and...
Episode 47: Yield Curve Un-Inversion
October 31, 2019 18:11 - 23 minutesAs the U.S. and China seem to be making progress on trade negotiations – we’re discussing what the latest developments could mean for investors. Plus, after the recent un-inversion of the yield curve – is there still a possibility of an impeding recession? And, CLS Chief Investment Officer Marc Pfeffer discusses why bonds have had...
Episode 46: The Race to Zero Version 2.0
October 09, 2019 19:18 - 48 minutesAs competition rises, more firms are cutting trading fees. CLS Co-director of Research & Senior Portfolio Manager Kostya Etus discusses how this can help investors and what it means for the industry as a whole. Plus, a review of what has helped and what has hurt CLS performance. This week’s guest is Chris Romano, Quantitative...
Episode 45: Is the Comeback of Value Here?
September 30, 2019 15:31 - 33 minutesHas the long-awaited value comeback finally arrived? Plus, the best stock markets you’ll never invest in. CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to discuss market sentiment and the status of the global bond market. This week’s guest is Marc Pfeffer, the new Chief Investment Officer of CLS Investments. Marc...
Episode 44: Tweet-Sized Insights & A Sales Master
September 10, 2019 21:15 - 50 minutesLessons from a volatile month, Tweet-sized answers to your top questions, and is Warren Buffett’s investing style still relevant? [2:05] CLS Chief Investment Strategist Marc Pfeffer talks about moves by the Federal Reserve, trade tensions, and President Trump’s Tweets that have prompted recent market volatility. [33:15] This week’s guest is Bruce Bischoff, CLS’s head of...
Episode 43: Trade Tension & Buying the Dip
August 20, 2019 19:11 - 29 minutesAs the U.S.-China trade war continues, we look at how the back-and-forth between the two countries is impacting investors. [4:38] Plus, a discussion on opportunities created by the recent dip in the markets and what we’re watching for with the yield curve. [14:33] This episode’s guest is David Braun, Managing Director and Generalist Portfolio Manager...
Episode 42: Implications of the Fed Rate Cut
August 08, 2019 15:10 - 52 minutesIn this jam-packed episode, Rusty discusses the Fed’s rate cut, ETF performance, and the surprising relationship between ETFs and expense ratios. [14:20] Plus, CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to talk about the power of compounding, small-cap stocks, and highlights from CLS’s recent Investment Committee meeting. [27:59] This episode’s...
Episode 41: Resilience & Inflation | Guest: Dr. Nicholas Arreola
July 25, 2019 15:06 - 56 minutes[2:23] A lot has changed since the birth of our nation, but one thing that has persevered is inflation! [5:02] Plus, CLS Senior Client Portfolio Manager Case Eichenberger talks about why investors should learn to love their bonds and the importance of being resilient. [24:04] Rusty interviews CLS Chief Behavioral Scientist and Analytics Officer Nicholas...
Episode 40: How Likely is a Recession? | Guest: Michael Arone
July 08, 2019 14:30 - 46 minutesCLS President & CIO Rusty Vanneman answers some of the top questions he has been hearing from investors – including “how likely is a recession?”. [6:20] CLS Deputy Chief Investment Officer Joe Smith breaks down how we’re helping investors search for yield in a low-rate environment. [21:26] Plus, a discussion on investing opportunities in artificial...
Episode 39: Predicting the Fed & an Opportunity in Corn | Guest: Rick Hook
June 14, 2019 20:13 - 50 minutesWill the Federal Reserve raise rates? CLS Portfolio Manager Shana Sissel breaks down three possible reasons they will and three possible reasons they won’t. [14:06] Find out how we’re tapping into the opportunity presented by corn amid a tough planting season for this important agricultural commodity. [26:30] In this week’s interview, Rusty is joined by...
Episode 38: Value Investing & The Importance of Global | Guest: Mike Forker
June 03, 2019 20:56 - 46 minutes[1:15]Rusty reviews the markets, what to expect from the negative investor sentiment, and the highly bullish bond sentiment. [3:00] Plus, key points to keep in mind when evaluating earnings data. [4:40] Senior Portfolio Manager Kostya Etus covers the importance of global investing for a smoother investment ride, and [15:35] is value investing dead? [22:08]Why are...
Episode 37: Tariff Talk & Reasons Not to Invest | Guest: Ben Keating
May 16, 2019 21:09 - 37 minutes[2:23] Rusty is joined by CLS Deputy CIO Joe Smith & Senior Client Portfolio Manager Case Eichenberger to talk about the latest news on tariff talks and U.S. China trade tensions. [4:40] Plus, a discussion on the most recent Berkshire Hathaway shareholders meeting and Warren Buffett’s wisdom on competitive advantage. [10:24] Joe explains the power...
Episode 36: Sell in May and Go Away? Not so Fast! | Guest: Bill Hoyt
May 08, 2019 20:12 - 37 minutes[3:08] We debunk the old saying “Sell in May and go away.” [5:41] CLS Deputy Chief Investment Officer Joe Smith explains why healthcare stocks have lagged behind the rest of the U.S. market lately. [7:27] Plus, we check in on past returns and future expectations. [23:17] Rusty interviews Bill Hoyt, Head of Research and Portfolio...
Episode 35: Disruptions & Alternatives | Guest: John Davidson
May 01, 2019 20:29 - 39 minutes[3:00] Rusty and CLS Deputy Chief Investment Officer Joe Smith talk about industry disruptors, from a golfing great to self-driving cars. [9:16] How investment managers can use alternatives to enhance diversification in portfolios. [15:27] What advisors can do to tap into the massive amounts of wealth that women are leaving on the sidelines. [19:28] In...
Episode 34: March Madness & Construction Management | Guest: Kray Zeller
March 29, 2019 14:01 - 51 minutesRusty is joined by CLS Director of Research and Senior Portfolio Manager Grant Engelbart for a discussion on recent market activity and sentiment. [4:19] Many parallels exist between March Madness and the way some people select their investments. We look at lessons from the sports world that can help lead to better investing choices. [6:57]...
Episode 33: True Value of Financial Advice | Guest: Todd Clarke
March 08, 2019 20:18 - 44 minutesGuest: Todd Clarke, NorthStar Financial Services Board Member & Former CEO of CLS. [4:44] Why long-term investors should avoid the pitfall of chasing performance. [6:45] CLS Client Portfolio Manager Jeovany Zelaya discusses the true value of a financial advisor in the ever-changing financial environment. [24:52] NorthStar Board Member & former CLS CEO Todd Clarke sits...
Episode 32: Trading Lessons from the NBA & A Chat with Eric Clarke
February 14, 2019 19:41 - 40 minutesGuest: CEO of Orion Advisor Services Eric Clarke. [2:14] When will the market reward its most attractive segments? It’s actually already happening. [6:12] Plus, CLS Chief Investment Strategist Marc Pfeffer discusses how the NBA can teach investors a lesson of avoiding bad trading partners. [19:23] Orion Advisor Services CEO sits down with Rusty to discuss...
Episode 31: Staying Disciplined & What’s New with Brexit
January 31, 2019 22:48 - 51 minutesGuest: CLS Senior Vice President of National Accounts Mike Zarren. [1:27] What’s happening with Brexit, do we think a bear market is on the horizon, and lessons learned from John C. Bogle, founder of The Vanguard Group. [8:15] CLS Portfolio Manager Shana Sissel discusses where we are in the economic cycle and potential diversification benefits...
Episode 30: Reasons to be Optimistic
January 09, 2019 18:36 - 45 minutesGuests: CLS Analysts Michael Hadden, Dustin Dorhout, and Aleck Liu. [2:30] A play-by-play of some of the wildest swings in December, starting with the yield curve inversion, and major factors that sparked the increase in market volatility. [11:04] What we think about a potential looming recession, and reasons investors should be optimistic in 2019. [18:50]...
Episode 29: Staying Focused in the New Year
December 28, 2018 16:07 - 37 minutesGuests: Dean Cook, CEO of FTJ FundChoice and Julie Lane, Head of Human Resources at Northstar Financial Services. [1:36] We dig into some of the biggest reasons 2018 was a tough year in the markets and how we’re staying focused in the new year. [3:55] CLS Chief Investment Strategist Marc Pfeffer explains what the yield...
Episode 28: Keeping the Faith
December 11, 2018 21:13 - 1 hourGuest: Shana Sissel, CLS Portfolio Manager. [2:15] We still have many reasons to keep the faith in global investing despite a rough year in some segments of the market. Also, we break down the opportunities that come with market volatility. [18:47] A discussion on how the growing financial influence of women is creating new opportunities...
Episode 27: Defense Wins Championships
November 26, 2018 19:22 - 53 minutesGuest: Paul Baiocchi, VP, ETF Business Development at Fidelity Institutional Asset Management. [1:23] Why we believe the markets could finish the year on a strong note. [4:26] CLS Senior Portfolio Manager Kostya Etus discusses how we can focus on controlling risk during choppy markets – why a globally balanced portfolio can benefit investors – and...
Episode 26: The October “Correction” & A New Vision of Retirement
November 06, 2018 22:51 - 36 minutesGuest: John Diehl, Senior Vice President of Strategic Markets for Hartford Funds. [1:25] How CLS portfolios fared in a rough month for the markets and what we expect moving forward. [9:00] CLS Senior Portfolio Manager Case Eichenberger discusses whether the October correction fits the technical definition of a “correction.” Plus, is CLS interested in including...
Episode 25: All About Bonds & Valuable Language
October 25, 2018 17:57 - 31 minutesGuest: Scott West, Head of Invesco Consulting. [2:27] At the 2018 CLS Advisor Insight Conference, Chief Investment Officer Rusty Vanneman is joined by Marc Pfeffer, Chief Investment Strategist, for a discussion on why it still makes sense to include bonds in portfolios. [11:45] How to navigate investments in a rising rate environment. [17:24] Is now...
Episode 24: Time is on Our Side & Myths of ESG
October 08, 2018 14:00 - 43 minutesGuest: Kevin Zlomke, CLS Institutional Trading Manager. [2:20] A discussion with CLS Senior Portfolio Manager/Co-Director of Research Grant Engelbart on how investors benefit from having time on their side, a major change to the financial market classification, and how different asset classes have different seasons. [13:50] Plus, we break down three myths and three key...
Episode 23: Worried About the Next Bear Market?
September 21, 2018 16:22 - 26 minutesGuest: Case Eichenberger, CIMA, and Jeovany Zelaya, Client Portfolio Managers. [3:45] How CLS has evolved as an ETF strategist since the early 2000’s. [7:28] Why international markets are a great place to be investing right now. [10:53] Are investors worrying too much about the next bear market? [13:07] Rusty interviews CLS Client Portfolio Managers Case...
Episode 22: The Drivers of Warren Buffett's Success & Importance of Market Sentiment
September 06, 2018 15:54 - 54 minutesGuest: Dawn Batho, CLS Director of Inside Sales & Service. [4:06] CLS Senior Portfolio Manager & Co-Director of Research Grant Engelbart, CFA, CAIA, discusses how market sentiment is impacting short-term equity. [8:15] Plus, three factors that have driven Warren Buffett’s remarkable success for decades and how we take advantage of his lessons. [11:23] Also, a...
Episode 21: Hidden Risk & Taking Advantage of Volatility
August 27, 2018 13:18 - 39 minutesGuest: Chelsey Duncan, CLS Director of Marketing. [4:29] Headlines can be deceiving and hidden risk may be preying on your “safe” investment. [10:33] Plus, Senior Market Strategist Joe Smith talks about why now might not be the time to accelerate into U.S. stocks and how to take advantage of market jitters to reduce the tax...
Episode 20: Importance of “Expectations” & Is it Time to Buy FANG Stocks?
August 03, 2018 20:27 - 59 minutesGuest: Meb Faber. [4:02] How much should we care about GDP, is now the time to buy FANG stocks, and the role of “expectations” in the markets. [16:41] CLS Portfolio Manager Kostya Etus discusses tariffs, two beautiful countries, and evaluating risk. [36:07] And a very special interview with Meb Faber, Co-Founder/Chief Investment Officer of Cambria...
Episode 19: Our #1 Concern & Risks of Tariffs
July 20, 2018 20:15 - 40 minutesGuest: Gene Frerichs. [4:14] Our view on emerging markets, why advisors get fired for outperforming, and whether stock buybacks can benefit investors. [14:43] Plus the pros and cons of dynasties and the biggest risks of new tariffs with CLS Senior Portfolio Manager, Marc Pfeffer. [22:59] Special interview with CLS Senior Performance Analyst, Gene Frerichs. And...
Episode 18: Trade Wars & Market Timing
July 03, 2018 14:51 - 52 minutesGuest: Bill Wostoupal. [2:34] Trade wars, volatility in emerging markets, and the link between smart beta ETFs and taxes. [8:07] Plus the record-breaking economic expansion and what’s new at the Fed with CLS Portfolio Manager, Marc Pfeffer. [20:52] Special interview with NorthStar’s EVP of Sales, Bill Wostoupal. 1674-CLS-7/3/2018
Episode 17: A.I. and Shark Bites
June 15, 2018 19:30 - 44 minutesGuest: Robyn Murray. The rise of artificial intelligence, where to find value, and how to add tax alpha to returns. Plus: the race to zero, how to evaluate active managers, and how to avoid a shark bite! Special guest: Grant Engelbart, CFA, CLS Portfolio Manager. 1607-CLS-6/14/2018
Episode 16: Be Different
June 06, 2018 15:39 - 1 hourGuest: Todd Clarke, Managing Director of NorthStar. To succeed as investors, we must be different! A look at CLS’s contrarian views: why we like commodities and emerging markets before anyone else did. Plus: What’s keeping investors up at night and why is smart beta so smart? 1576-CLS-6/6/2018
Episode 15: Better to Row or Sail
May 23, 2018 18:18 - 33 minutesGuest: Chad Boyer, Chief Technology Officer at CLS. As investors, should we sail, or should we row? And is it time to sell and go away? Plus the benefits of bonds, a hidden gem: emerging market tech stocks, and a look back at Berkshire’s shareholder’s meeting with guest Joe Smith, CLS Portfolio Manager. 1541-CLS-5/22/2018
Episode 14: The Loser's Curse: Market Timing & the NFL Draft
May 08, 2018 15:11 - 30 minutesGuest: Invesco’s Paul Curbo with a deep dive into real estate. This is a jam-packed episode covering market timing, the NFL draft, Risk Budgeting, and bargain shopping with our guests, CLS portfolio managers Grant Engelbart and Josh Jenkins. 1493-CLS-5/4/2018 Not FDIC Insured | May Lose Value | No Bank Guarantee There are risks involved with...
Episode 13: Tariffs, Tech Wrecks and How to Improve Performance
April 17, 2018 18:48 - 45 minutesGuest: CLS CEO Ryan Beach. How can we improve performance during this lackluster time for returns? And are smart people better investors? We also discuss tariffs, technology, and managing for the next black swan with our guest, CLS Client Portfolio Manager Case Eichenberger. 1422-CLS-4/17/2018
Episode 12: Stay Calm and Invest On
April 05, 2018 20:50 - 46 minutesGuest: CLS Portfolio Manager, Kostya Etus. A look back at a volatile first quarter and how investors should respond. We also discuss the impact of tariffs, the down sides of ETFs, and the new face of values-based investing. CLS Investments, LLC was selected as a winner for ETF.com’s ETF Investor of the Year – 2017. ETF.com...
Special Edition (Part 2): Words of Wisdom from the CLS Sales Team
March 29, 2018 19:23 - 57 minutesGuests: Regional Vice President of Sales Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch. CLS’s Chief Investment Officer, Rusty Vanneman, continues his discussion on sales best-practices and experiences. 1346-CLS-3/21/2018
Special Edition: Words of Wisdom from the CLS Sales Team
March 21, 2018 22:15 - 46 minutesGuests: Regional Vice President of Sales: Shari Rash, Mark Soukup, and Jon Trbovich. And CLS’s Executive Vice President of Sales, Bruce Bischoff, sits with Chief Investment Officer, Rusty Vanneman, to discuss sales best-practices and experiences. Part 2 of this special series will release next week. 1346-CLS-3/21/2018