In 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 great career development opportunities it offered were just a bonus.

Aaron and Rusty discuss the impact of sustainable investing in our future, different sustainable investing themes, and the effect of sustainable investing on portfolio performance.

"Investing is something you do that seems like a small decision. But it can have a profound impact on society and the environment, depending on how you invest." ~ Aaron Scully

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2149-OAS-7/28/2021

In 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 tactical investing and defensive investing, using trend indicators to quantify risk, and the overall benefits of the mathematical quantitative approach.

"By having that mathematical mechanism that we've built and that we trade-off of, it took all that emotion out of the equation. You did what the market was doing. The market had turned, the market was going up. And if it didn't go up, the byline would have kicked us back out anyway." ~ Vance Howard

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2110-OAS-7/26/2021

In 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 Analysis Group, Inc.

Harin talks with Rusty and Robyn about factor-based investing, long/short funds, perspectives on risk analysis, and incorporating big data in investing.

"Our role as quantitative investors is to take what people are doing from a fundamental standpoint and then apply that systematically across a wide range of stocks. And technology is what allows us to do that." ~ Harin de Silva

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2041-OAS-7/19/2021

In 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 non-financial skills needed in finance.

"One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart

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2011-OAS-7/13/2021

In 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 importance of personal finance education, and the impact of recent legislative developments and emerging secular trends on the financial planning industry.

"My philosophy is maximum consumer protections, consistent with a reasonable regulatory level of regulatory burden on the providers. If you burden the providers so heavily that they can't even provide the services, you haven't done consumers any good. So, you've got to balance those out." ~ Skip Schweiss

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2002-OAS-7/13/2021

In 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.

Scott talks with Rusty and Robyn about the benefits of thematic investing, the positioning of thematic funds in portfolios, and the four themes to look out for when investing in the long-term.

Themes give people things they experience in the everyday world that they associate with. And I think that's really what's driven the growth. That’s part one. Part two is that most of the themes that are put out in the market are future-forward." ~ Scott Helfstein

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1941-OAS-7/1/2021

In 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, launched his own firm. 

Sal talks with Rusty and Robyn about agriculture-focused portfolio diversification, the challenges to the agriculture industry, and the future of the commodity market.

"There's so much innovation going on. It's astounding. What's happening now is I'd say, in 10 years, big grains are the place that money's going to flow—as it has been doing." ~ Sal Gilbertie

1940-OAS-6/30/2021

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

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1915-OAS-6/28/2021

In 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 following momentum, the role of sentiment in stock valuation, and how to master your investment style. 

“It's not about finding the holy grail—finding the style that makes money all the time. It's about finding the style that fits you, and knowing that style inside and out so that when things are going wrong, you don't take it personally." ~ Dave Lundgren

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In 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-financial capital shifts over time and what that means for risk tolerance. 

“If you do the right thing for clients with a multi-asset class portfolio or any other service that truly helps them, you can help a lot of people that you’ll never meet eye-to-eye, and that’s something really powerful about our industry.” ~ Jake Gilliam

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