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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In 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 around crypto, and some brilliant strategies on why to use crypto as a portfolio diversifier.

“We’re seeing from an advisor’s perspective that understanding how Bitcoin and crypto work from an education perspective is a now defense as opposed to offense. Advisors need to talk about it articulately to their clients—or their clients are gonna go somewhere else.” ~ @cjking711

In 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. So for Ryan and First Trust, the best way to help investors is to help the advisors in their ears. At First Trust, Ryan helps the firm advocate for advisors through innovative products and intellectual property.

Ryan talks with Rusty and Robyn about all things ETFs including what’s ahead for the ETF industry, whether advisors should worry about inflation, and why transparency is everything. 

“The most important thing that an economist can do isn’t that they nail the S&P end of the year number, because nobody’s really gonna do that consistently. They’re not fortune-tellers. It’s really directionally, and that’s what their team is more focused on. They’ve got their models, but what they want to make sure they get right is to say, ‘the market is too cheap or too expensive with stocks’ or ‘commodities are going to be a good place to be.’ That is the most important part.” ~ Ryan Issakainen

1757-OAS-5/28/2021

In 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 achieve their financial goals through investments.

Amy talks with Rusty and Robyn about key qualities of top investment firms, the role of behavioral finance, why the pandemic helped women in finance, and her outlook on the evolution of portfolios.

“Challenge yourself to read opposing opinions. I think that’s hard for most people. It’s hard for me. But you should really be able to. Especially when you’re thinking about making investment decisions you should really be able to have that opposing opinion and make sure your thesis is bulletproof by being able to defend it.” ~ Amy Magnotta

1689-OAS-5/20/2021

In 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 is responsible for bringing thematic and income-based strategies straight to the marketplace. 

Jay and Tom talk with Rusty and Robyn about the progression of our modern economy, why thematic investing is much more than a marketing gimmick, and exactly how much investors should allocate to thematic investing. 

“The way I think about thematic investing is trying to get a jumpstart on the next leaders. The next leaders of individual sectors, the next leaders of the S&P 500, maybe even the NASDAQ 100. Not all of these companies will succeed, but the idea is that investing in an ETF that can give you exposure to 30, 40, or 50 names in a space like Genomics or in a space like FinTech, lets you participate in the rise of that industry before it even starts to be a blip on the S&P 500.” ~ @jayjacobsCFA

1717-OAS-5/24/2021

In 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 are pushing the markets forward, the state of cryptocurrency, and what it means to be a truly tactical investor.  He also shares strategies for how to change and evolve in a fast-paced industry.

“In a goals-based framework, the way you define the return and the way you define risk mathematically changes depending on where your client is with respect to their financial plan. Is their primary objective growing assets or protecting assets? That primary objective will help inform the primary metric we use to define risk. And that combination will drive how the money ends up being managed.” @horizoninvestment

1694-OAS-5/20/2021

In 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:

Latest Books by Dr. Daniel Crosby

Rusty on The Meb Faber Show Podcast

Dr. Daniel Crosby on The Meb Faber Show Podcast

1198-OAS-04/08/2021

In 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

In 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