Guest: Kevin Zlomke, CLS Institutional Trading Manager. [2:20] A discussion with CLS Senior Portfolio Manager/Co-Director of Research Grant Engelbart on how investors benefit from having time on their side, a major change to the financial market classification, and how different asset classes have different seasons. [13:50] Plus, we break down three myths and three key...

Guest: Kevin Zlomke, CLS Institutional Trading Manager. [2:20] A discussion with CLS Senior Portfolio Manager/Co-Director of Research Grant Engelbart on how investors benefit from having time on their side, a major change to the financial market classification, and how different asset classes have different seasons. [13:50] Plus, we break down three myths and three key truths of ESG investing, how the evolution of ETFs and smart beta is driving changes in international markets, and whether now the time to buy or sell emerging markets. [25:06] Lastly, CLS Institutional Trading Manager Kevin Zlomke talks about proper and successful ETF Trading.

1975-CLS-10/5/2018

Guest: Case Eichenberger, CIMA, and Jeovany Zelaya, Client Portfolio Managers. [3:45] How CLS has evolved as an ETF strategist since the early 2000’s. [7:28] Why international markets are a great place to be investing right now. [10:53] Are investors worrying too much about the next bear market? [13:07] Rusty interviews CLS Client Portfolio Managers Case...

Guest: Case Eichenberger, CIMA, and Jeovany Zelaya, Client Portfolio Managers. [3:45] How CLS has evolved as an ETF strategist since the early 2000’s. [7:28] Why international markets are a great place to be investing right now. [10:53] Are investors worrying too much about the next bear market? [13:07] Rusty interviews CLS Client Portfolio Managers Case Eichenberger and Jeovany Zelaya on how they help advisors build and maintain relationships with clients.

1926-CLS-9/21/2018

Guest: Dawn Batho, CLS Director of Inside Sales & Service. [4:06] CLS Senior Portfolio Manager & Co-Director of Research Grant Engelbart, CFA, CAIA, discusses how market sentiment is impacting short-term equity. [8:15] Plus, three factors that have driven Warren Buffett’s remarkable success for decades and how we take advantage of his lessons. [11:23] Also, a...

Guest: Dawn Batho, CLS Director of Inside Sales & Service. [4:06] CLS Senior Portfolio Manager & Co-Director of Research Grant Engelbart, CFA, CAIA, discusses how market sentiment is impacting short-term equity. [8:15] Plus, three factors that have driven Warren Buffett’s remarkable success for decades and how we take advantage of his lessons. [11:23] Also, a discussion on how our CLS Investment Themes have performed so far this year and why we continue to like smart beta. [33:58] Dawn Batho, CLS Director of Inside Sales & Service, shares her hiring and management strategies. Bonus: Grant shares a Nebraska delicacy with Rusty and Robyn.

1882-CLS-9/6/2018

Guest: Chelsey Duncan, CLS Director of Marketing. [4:29] Headlines can be deceiving and hidden risk may be preying on your “safe” investment. [10:33] Plus, Senior Market Strategist Joe Smith talks about why now might not be the time to accelerate into U.S. stocks and how to take advantage of market jitters to reduce the tax...

Guest: Chelsey Duncan, CLS Director of Marketing. [4:29] Headlines can be deceiving and hidden risk may be preying on your “safe” investment. [10:33] Plus, Senior Market Strategist Joe Smith talks about why now might not be the time to accelerate into U.S. stocks and how to take advantage of market jitters to reduce the tax burden. [21:06] And CLS Director of Marketing Chelsey Duncan discusses the valuable tools and resources we provide for advisors.

1848-CLS-8/25/2018

Guest: Meb Faber. [4:02] How much should we care about GDP, is now the time to buy FANG stocks, and the role of “expectations” in the markets. [16:41] CLS Portfolio Manager Kostya Etus discusses tariffs, two beautiful countries, and evaluating risk. [36:07] And a very special interview with Meb Faber, Co-Founder/Chief Investment Officer of Cambria...

Guest: Meb Faber. [4:02] How much should we care about GDP, is now the time to buy FANG stocks, and the role of “expectations” in the markets. [16:41] CLS Portfolio Manager Kostya Etus discusses tariffs, two beautiful countries, and evaluating risk. [36:07] And a very special interview with Meb Faber, Co-Founder/Chief Investment Officer of Cambria Investment Management and the author of five books. [1:41] Plus, Robyn again hosts from South Africa and shares some exciting sightings from The Bush!

1773-CLS-8/3/2018