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 11: Active Investing and a Bumpy Ride for Income Investing
March 13, 2018 14:22 - 1 hourGuests: Brian Kelleher, Senior Vice President, ETF Strategy, for PIMCO, and Bobby Brooks, Managing Director, National Sales Manager, for Deutche Asset Management. CLS announces a new investment theme: Be Active! We also take a look at the hidden risks in income investing and discuss the bond market’s bumpy ride with our guest, CLS Portfolio Manager Josh...
Episode 10: Sal Gilbertie and Brent Leadbetter
February 21, 2018 15:06 - 38 minutesGuests: Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Series Producer – Sadie Brewer, Producer & Engineer – Nicholas Harnack, Artwork – Gary Withrow 1252-CLS-2/20/2018
Episode 9: The Comeback of Volatility
February 20, 2018 14:58 - 38 minutesGuest: Brian Ragle, Senior Regional Vice President of Sales. Volatility finally returns in 2018. We’ll look back at last week’s market slide and review the U.S. dollar, emerging markets, and lessons from 2017 with Case Eichenberger, CLS Client Portfolio Manager. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray –...
Episode 8: Coming in 2018: Volatility?
January 18, 2018 21:20 - 29 minutesGuest: Josh Jenkins, CFA – Portfolio Manager. Will volatility make a comeback in 2018? A closer look at CLS’s outlook for the new year, a review of the bond market, and tips on how to prepare for a rising-rate environment. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer...
Episode 7: Taxes and Trends in 2018
January 04, 2018 17:00 - 42 minutesGuest: Paula Wieck, CFA – Portfolio Manager. A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer –...
Episode 6: Millennials & Bitcoin Mania
December 18, 2017 14:00 - 43 minutesGuests: CLS portfolio managers Kostya Etus and Grant Engelbart. How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer...
Episode 5: Could Tax Reform Impact the Housing Market?
December 04, 2017 15:48 - 49 minutesGuest: Marc Pfeffer – CLS Senior Portfolio Manager. A look at the housing market and the ever-present influences of politics and taxes. CLS’s Marc Pfeffer discusses two favorite topics – fixed income ETFs and Bitcoin. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 3271-CLS-12/4/2017
Episode 4: Beta & Taxes
November 17, 2017 12:00 - 39 minutesGuest: Joe Smith – CLS Senior Market Strategist. What do we mean by investment theme? And just what – again – is smart beta?? Plus special guest Joe Smith, portfolio manager and human computer, discusses the impact of tax reform on your portfolio and whether machines are going to replace us all! Hosts: Rusty Vanneman,...
Episode 3: Halloween and Unhappy Anniversaries
November 02, 2017 15:23 - 59 minutesGuest: Reggie Browne – Senior Managing Director – ETF Group, Cantor Fitzgerald. Just how much money are we going to spend on Halloween? What’s happening with cash, and is the strength of the market’s positive returns all that durable? Plus an interview with Marc Pfeffer, senior portfolio manager and resident East Coaster at CLS. Investments Hosts:...
Episode 2: Fears and Expectations
October 18, 2017 14:49 - 36 minutesGuest: Kostya Etus – CLS portfolio manager. How might President Trump’s tax cuts impact your portfolio? And what are some of the behavioral biases that get investors off track? With special guest Kostya Etus, we’ll discuss unwarranted fears, managing expectations, and, of course, movies. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments...
Q&A with Chris Davis
October 09, 2017 19:49 - 4 minutesChris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017
Q&A with Chris Davis
October 09, 2017 19:49 - 4 minutes - 5.85 MBChris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017
Episode 1: Bullish or Bearish – Does It Matter?
October 04, 2017 18:46 - 31 minutesGuest: Case Eichenberger, CLS client portfolio manager. Are we heading for a bear market? Or will this bull keep going? On this episode, we review investor sentiment and how we can prepare for either scenario. We’ll also discuss commodities, factor investing, and why we might have it totally wrong on dividends. Hosts: Rusty Vanneman, CFA,...
CLS Weekly 3: September 20, 2017
September 20, 2017 18:04 - 32 minutesGuest: Joseph Smith, CFA – CLS Senior Market Strategist Episode topic: September Fed meeting, Future of bitcoin, and Current inflation breakdown Hosts: Rusty Vanneman, CFA, CMT – CLS Chief Investment Officer and Robyn Murray
CLS Weekly 3: August Market Review
September 01, 2017 17:00 - 32 minutesDiversification is working. CLS & behavioral analysis. Why benchmark construction is important.
Reference Guide Webinar – August 2017
August 18, 2017 18:50 - 29 minutesReference guide: https://clsinvest.com/referenceguide
April 2017
May 02, 2017 17:47 - 6 minutes - 8.24 MBApril performance & market review. Two key meetings in May. Value trumps growth.
February 2017
March 07, 2017 19:01 - 4 minutes - 6.55 MBA bear market is coming. Response to the State of the Union. Ignore the Dow Jones.
January 2017
January 31, 2017 21:39 - 5 minutes - 8.16 MBA good start to the new year. Portfolio performance questions. Active money management success.
January 10, 2017
January 10, 2017 19:00 - 8 minutes - 11.6 MBBeginning of year performance Use ETFs to outperform benchmarks Financial New Year resolutions
November 2016
November 29, 2016 22:58 - 6 minutes - 105 MBGlobal market movement Choose Mr. Market Gratitude is key
November 1, 2016
November 01, 2016 16:14 - 5 minutes - 60.2 MBDo what you say you will What gets measured gets managed Global value
September 2016
October 04, 2016 19:07 - 9 minutes - 18.6 MBThe elections impact on markets. Investment Committee guests. Evaluation of S&P 500 returns.
August 30, 2016
August 30, 2016 17:31 - 9 minutes - 17.1 MBManage expectations Don’t go tactical! Good active management
August 2, 2016
August 02, 2016 18:15 - 6 minutes - 12.9 MBMarket Performance Income Strategies The Road Ahead
June 7, 2016
June 07, 2016 15:28 - 6 minutes - 12.5 MBBe optimistic Review Mr. Market Global Investing
March 1, 2016
March 01, 2016 14:00 - 12 minutes - 22.6 MBCommodity Update. Diversification – it still works! CLS Benchmarks – they work too!
February 2, 2016
February 02, 2016 17:04 - 12 minutes - 22.7 MBWhat happened in January? Recap the Inside ETFs conference. Review the benefits of smart beta.
December 1, 2015
December 01, 2015 17:42 - 15 minutes - 22.1 MBCLS Market Outlook The Presidential Election Cycle CLS’s 2016 Investment Themes
November 3, 2015
November 03, 2015 20:09 - 12 minutes - 4.24 KBOctober was the best month for stocks in four years CLS Investment Committee – what it is and what it did last quarter Update on CLS Investment Themes