Orion's The Weighing Machine

Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion

Listen Later

In 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 income, equity, and cryptocurrencies.

"There are almost too many points of view—what we need to have is a cohesive strategy and not react to the latest talking head or the latest point of view. Having a strategy that gets implemented on a daily basis is so important." ~ Ken Sleeper


Main Takeaways 

  • Clients come first. The secret to staying on top is knowing what your firm is good at and sticking to it. 
  • The three main asset classes at this point are income, equity, and cryptocurrencies. Always think about your level of knowledge about your investment, your risk exposure, and your resources.
  • To be a great financial advisor and investor, you have to be tactical. Learn from others’ mistakes and keep your eyes on the market, but don’t make quick decisions because of hype.


    • Links

    • Ken Sleeper
    • I Won't Back Down by Tom Petty
    • Ocean Park Asset Management
    • Sierra Investment Management
    • Market Wizards: Interviews with Top Traders by Jack D Schwager
    • Manias, Panics, and Crashes: A History of Financial Crises by Charles P. Kindleberger
    • Investor's Business Daily
    • The Wall Street Journal
    • Reddit


      • Connect with our hosts

      • Rusty Vanneman
      • Robyn Murray


        • Subscribe and stay in touch

        • Apple Podcasts
        • Spotify
        • Google Podcasts


          • 1915-OAS-6/28/2021

          ...more
          View all episodesView all episodes
          Download on the App Store
          Orion's The Weighing MachineBy Orion Portfolio Solutions
          • 4.6
          • 4.6
          • 4.6
          • 4.6
          • 4.6

          4.6

          22 ratings

          More shows like Orion's The Weighing Machine

          View all
          WEALTHTRACK by Consuelo Mack

          WEALTHTRACK

          269 Listeners

          Investing Insights by Morningstar

          Investing Insights

          480 Listeners

          Motley Fool Money by The Motley Fool

          Motley Fool Money

          3,213 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,172 Listeners

          Top Traders Unplugged by Niels Kaastrup-Larsen

          Top Traders Unplugged

          575 Listeners

          The Meb Faber Show - Better Investing by The Idea Farm

          The Meb Faber Show - Better Investing

          928 Listeners

          Behind the Markets Podcast by Behind the Markets

          Behind the Markets Podcast

          106 Listeners

          Capital Ideas Podcast by Capital Group

          Capital Ideas Podcast

          273 Listeners

          Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

          Capital Allocators – Inside the Institutional Investment Industry

          813 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          2,003 Listeners

          Trillions by Bloomberg

          Trillions

          192 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,047 Listeners

          The Long View by Morningstar

          The Long View

          850 Listeners

          Excess Returns by Excess Returns

          Excess Returns

          69 Listeners

          The Memo by Howard Marks by Oaktree Capital Management

          The Memo by Howard Marks

          412 Listeners