Orion's The Weighing Machine

By Orion Portfolio Solutions

Orion’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 b... more

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FAQs about Orion's The Weighing Machine:

How many episodes does Orion's The Weighing Machine have?

The podcast currently has 371 episodes available.

Orion's The Weighing Machine episodes:

January 17, 2020 Grant Engelbart of CLS Investments - The State of ETFs
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...
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58min
January 08, 2020 Episode 51: A Decade In Review and a Look at the 20s
Rusty looks back at the markets over the past year and the past decade. Plus, a look ahead at what could be in store for the 20’s, including “megatrends” set to shape the decade. CLS Client Portfolio Manager Case Eichenberger discusses the best performing stocks of 2019, Risk Budgeting in the U.S. and global markets,...
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31min
December 18, 2019 Marc Pfeffer of CLS Investments - The Value of Financial Planning
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....
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29min
December 06, 2019 Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine
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...
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53min
November 15, 2019 Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions
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...
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48min
October 31, 2019 Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion
As the U.S. and China seem to be making progress on trade negotiations – we’re discussing what the latest developments could mean for investors. Plus, after the recent un-inversion of the yield curve – is there still a possibility of an impeding recession? And, CLS Chief Investment Officer Marc Pfeffer discusses why bonds have had...
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24min
October 09, 2019 Episode 46: The Race to Zero Version 2.0
As competition rises, more firms are cutting trading fees. CLS Co-director of Research & Senior Portfolio Manager Kostya Etus discusses how this can help investors and what it means for the industry as a whole. Plus, a review of what has helped and what has hurt CLS performance. This week’s guest is Chris Romano, Quantitative...
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50min
September 30, 2019 Episode 45: Is the Comeback of Value Here?
Has the long-awaited value comeback finally arrived? Plus, the best stock markets you’ll never invest in. CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to discuss market sentiment and the status of the global bond market. This week’s guest is Marc Pfeffer, the new Chief Investment Officer of CLS Investments. Marc...
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35min
September 10, 2019 Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master
Lessons from a volatile month, Tweet-sized answers to your top questions, and is Warren Buffett’s investing style still relevant? [2:05] CLS Chief Investment Strategist Marc Pfeffer talks about moves by the Federal Reserve, trade tensions, and President Trump’s Tweets that have prompted recent market volatility. [33:15] This week’s guest is Bruce Bischoff, CLS’s head of...
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51min
August 20, 2019 Episode 43: Trade Tension & Buying the Dip
As the U.S.-China trade war continues, we look at how the back-and-forth between the two countries is impacting investors. [4:38] Plus, a discussion on opportunities created by the recent dip in the markets and what we’re watching for with the yield curve. [14:33] This episode’s guest is David Braun, Managing Director and Generalist Portfolio Manager...
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30min

FAQs about Orion's The Weighing Machine:

How many episodes does Orion's The Weighing Machine have?

The podcast currently has 371 episodes available.