In 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

In 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

In 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....

In 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...

We 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...

A 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...

This 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....

Rusty 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...

This 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...