Skip to main content
Orion's The Weighing Machine

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 balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines.
Where to listen
Apple Podcasts Logo

Apple Podcasts

Google Podcasts Logo

Google Podcasts

Overcast Logo


Pocket Casts Logo

Pocket Casts

RadioPublic Logo


Spotify Logo


Currently playing episode

Episode 55: USA! USA! | Guest: Ocean Park’s Terri Spath

Orion's The Weighing Machine

Episode 81: Behavioral Finance Strategies & Best Practices with Orion’s Dr. Daniel Crosby
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: TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast. Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU Latest Books by Dr. Daniel Crosby The Laws of Wealth: Psychology and the secret to investing success The Behavioral Investor Rusty on The Meb Faber Show Podcast Dr. Daniel Crosby on The Meb Faber Show Podcast 1198-OAS-04/08/2021
April 08, 2021
Episode 80: Commodities Uncovered丨Guest: PIMCO’s Klaus Thuerbach
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
March 29, 2021
Episode 79: The Value of Value Investing丨Guest: Hotchkis & Wiley Capital Management’s Scott McBride
In today’s episode, we discuss everything you need to know about value investing, what goes into making an attractive value-oriented strategy and how advisors can best incorporate such approaches into their portfolios. Guest: Hotchkis & Wiley Capital Management’s Scott McBride. 0970-OAS-3/23/2021
March 23, 2021
Episode 78: Investing in Megatrends丨Guest: iShares’ Jeff Spiegel
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
March 08, 2021
Episode 77: The Inflation Debate | Guest: Enduring Investments' Michael Ashton
In today’s episode, inflation takes center stage. We discuss what investors should grasp about inflation in 2021, its impact on the global market landscape and how advisors can adapt their portfolios accordingly. We also discuss the role of the Federal Reserve and how other key macroeconomic factors affect inflation expectations. Guest: Michael Ashton, Managing Partner at Enduring Investments Show Notes: Michael Ashton’s book: Maestro, My Ass 0527-OAS-02/16/2021
February 17, 2021
Episode 76: The Behavioral Portfolio Design | Guest: Toews Asset Management's Felipe Toews
In today’s episode, we discuss the major headwinds impacting the market landscape in 2021, investing in fixed income today and risk management strategies. We also discuss how advisors can utilize behavioral finance to build client relationships and help navigate market uncertainty along with the practical implication of both strategies. Guest: Felipe Toews, Founder and CEO of Toews Asset Management. Show Notes: IWI White Paper: New Investor Research by Investments & Wealth Institute and Toews Asset Management Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions. Behavioral Investing Institute website. Past Episode: Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp 0217-OAS-01/25/2021
January 25, 2021
Episode 75: Investing in Disruption & Innovation丨Guest: Main Management’s Kim Arthur
In today’s episode, we discuss how advisors can tap into the growth of disruptive technologies and areas of innovation around the world. We also give an in-depth look at how these investment opportunities could remain attractive over the long-term. Guest: Main Management’s Kim Arthur. Show notes: Kim Arthur on The Weighing Machine - February 20, 2020. Main Management and Orion Webinar: “‘Four Legs of the Stool’ with Main Management's CEO and Portfolio Manager, Kim D. Arthur” 0007-CLS-01/04/2021
January 05, 2021
Episode 74: Past, Present & Future of ETFs丨Guest: ETF Flows’ Tom Lydon
In today’s episode, we dive head-first into the ETF landscape and what the future could hold for thematic, non-transparent and actively managed ETF strategies. We also discuss the tailwinds and potential headwinds facing these investments today, like direct indexing. Guest: ETF Flows’ Tom Lydon. Show notes: ETF Trends Working From Home FA Survey 3314-OAS-12/09/2020
December 11, 2020
Episode 73: Understanding The Model Marketplace丨Guest: Fidelity Investments’ Matthew Goulet
In today’s episode, we give an in-depth look at the model marketplace, why more advisors are using model portfolios today and how these investment products can help advisors scale their business and enhance client relationships. Guest: Fidelity Investments’ Matthew Goulet. 3037-OAS-11/12/2020
November 13, 2020
Episode 72: Cybersecurity & The Power of Direct Indexing丨Guest: Orion Advisor Tech’s Chris Romano
In today’s episode, we discuss why the cybersecurity sector is an attractive investment play as the digital age continues to take shape, where advisors can find opportunities to hedge inflation in today’s market and how to position portfolios during and after election season. We also provide an indepth look at direct indexing and how it can help provide superior client service. Guest: Orion Advisor Tech’s Chris Romano. 2774-OAS-10/27/2020
October 29, 2020
Episode 71: What Really Matters: Politics or Policy?丨Guest: Brinker Capital Investments' Tim Holland
In today's episode, we discuss the upcoming election and its impact on the market, what headwinds face advisors during this time, how to address them, and tips to encourage investors to stay the course. Guest: Tim Holland of Binker Capital Investments. 2601-OAS-10/13/2020
October 13, 2020
Episode 70: Different Take on Long Term Investing | Guest: Polen Capital’s Jeff Mueller
On today’s episode, we’re joined by Jeff Mueller, portfolio manager at Polen Capital, who explains how his career in the Marines inspired him to get into the investing business. Jeff also gives an in-depth look at Polen Capital’s unique investment strategies, which are available on the Orion platform and how they work in today’s environment. 2514-OAS-10/01/2020
October 02, 2020
Episode 69: A Modern Day Golden Era?
On the podcast today, we discuss how advisors should diversify their portfolios as volatility returns, inflation increases and Big Tech’s dominance is tested. We also share our economic outlook on the market & Orion’s latest wins at the 2020 Wealth Management Awards. 2452-OAS-09/24/2020
September 24, 2020
Suggestions For Today’s Market | Guest: Rob Arnott
In this episode, we discuss whether or not a market bubble is on the horizon, why value is more attractive than growth, and the limitations of a traditional 60/40 portfolio. Plus, we cover the “Three ‘D’ Hurricanes” that can impact global asset classes. Special guest: Rob Arnott, founder and chairman of the board of Research Affiliates. 2170-OAS-08/20/2020
August 21, 2020
Episode 67: Is Your Portfolio Good As Gold?
In this episode, we provide an up-to-date market outlook and discuss the importance of due diligence. Plus, the largest antitrust investigation in 50 years, opportunities in fixed income and why investors should own gold. 2114-OAS-08/14/2020
August 17, 2020
Episode 66: Tailwinds Propelling Market Momentum | Guest: Bob Baker, Advanced Asset Management Advisors
In this episode, we discuss the market's steady, yet choppy incline and what advisors need to know when navigating the market environment. Special guest: Advanced Asset Management Advisors Bob Baker (3:20). 1896-OPS-7/24/2020
July 24, 2020
Episode 65: Staying Balanced Plus Big News From Orion
In this episode, we find some positivity in a sea of negative news. We also discuss balanced portfolios — and how we might want to change them — and what will the election mean for the markets? Plus, big news from Orion and Brinker Capital. 1778-CLS-07/14/2020
July 14, 2020
Episode 64: Second Half 2020 Expectations Plus New Strategy Launches
In this episode, we discuss what the future could hold for investors in the second half of 2020; Robyn asks some tough questions to Rusty; Rusty turns the tables on Robyn; and we get an in-depth look into Orion's new biotech, metals & mining strategies. Special guest: Orion Portfolio Solutions' Horacio Carias. 1677-OPS-6/29/2020
June 29, 2020
Episode 63: The End of Value Investing?
In this episode, will value investing ever come back? Or are traditional market cycles being upended in a new world order? We tackle your most common questions as the economy reopens. Special guest: CLS Investments' Case Eichenberger. 1529-OAS-6/11/2020
June 11, 2020
Episode 62: Bear Market Optimism & Overlooked Opportunities 
In this episode, we discuss several reasons why investors should be optimistic about the market going forward, the potential for a market recovery, and major takeaways from the digital Berkshire Hathway meeting. Special guest: Brandywine Global's Jack McIntrye (33:38). 1369-OAS-5/21/2020
May 22, 2020
Episode 61: Earnings Season and The Coronavirus Crash | Guest: State Street Global Advisors Michael Arone
In this episode, we evaluate the economic environment heading into earnings season as the market recovery continues and share five key takeaways from the COVID-19 outbreak. Special guest: State Street Global Advisors Michael Arone (11:47).   1196-OPS-5/5/2020
May 06, 2020
Episode 60: Global Markets' Reaction to Turm-Oil | Guest: Capital Group's Marc Nabi
In this episode, we discuss how the price war between Saudi Arabia and Russia oil has impacted the global market environment, the impact of a major cash drawdown, and how economies are restarting around the world. Special guest: Capital Group's Marc Nabi (16:58).    1133-CLS-4/28/2020
April 29, 2020
Episode 59: Economic Recovery Prospects | Guest: Clark Capital’s CIO Sean Clark
In this episode, we recap the worst Q1 in market history and the odds of an economic recovery in the near-term. We also explain how advisors can rebalance their portfolios to prepare for what's ahead and how ETFs have fared during the COVID-19 outbreak. Special guest: Clark Capital's Sean Clark (34:16) Clark Capital is not affiliated with Orion and does not explicitly approve or endorse any services, information, recommendation, or other opinions expressed or presented by Orion as part of these materials. Compliance Code: 1055-OPS-4/21/2020
April 24, 2020
Episode 58: Economic Impact of COVID-19| Guest: Cougar Global Investments’ Abe Sheikh
In this episode, we review the economic impact of the coronavirus pandemic. Will the historic stimulus package and unprecedented steps by the Fed be enough to stem the damage? Special guest: Cougar Global Investments’ Abe Sheikh (33:37)   0801-OPS-3/30/2020
March 30, 2020
Episode 57: Weathering the Storm | Guest: Litman Gregory’s Peter Sousa
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
March 23, 2020
Episode 56: Pandemic Impact | Guest: PIMCO’s Erin Leighty
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
March 16, 2020
Episode 55: USA! USA! | Guest: Ocean Park’s Terri Spath
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....
March 02, 2020
Episode 54: Market Volatility | Guest: Kim Arthur, Main Management
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...
February 20, 2020
Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp
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...
February 03, 2020
Episode 52: 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...
January 17, 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,...
January 08, 2020
Episode 50: 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....
December 18, 2019
Episode 49: 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...
December 06, 2019
Episode 48: 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...
November 15, 2019
Episode 47: 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...
October 31, 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...
October 09, 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...
September 30, 2019
Episode 44: 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...
September 10, 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...
August 20, 2019
Episode 42: Implications of the Fed Rate Cut
In this jam-packed episode, Rusty discusses the Fed’s rate cut, ETF performance, and the surprising relationship between ETFs and expense ratios. [14:20] Plus, CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to talk about the power of compounding, small-cap stocks, and highlights from CLS’s recent Investment Committee meeting. [27:59] This episode’s...
August 08, 2019
Episode 41: Resilience & Inflation | Guest: Dr. Nicholas Arreola
[2:23] A lot has changed since the birth of our nation, but one thing that has persevered is inflation! [5:02] Plus, CLS Senior Client Portfolio Manager Case Eichenberger talks about why investors should learn to love their bonds and the importance of being resilient. [24:04] Rusty interviews CLS Chief Behavioral Scientist and Analytics Officer Nicholas...
July 25, 2019
Episode 40: How Likely is a Recession? | Guest: Michael Arone
CLS President & CIO Rusty Vanneman answers some of the top questions he has been hearing from investors – including “how likely is a recession?”. [6:20] CLS Deputy Chief Investment Officer Joe Smith breaks down how we’re helping investors search for yield in a low-rate environment. [21:26] Plus, a discussion on investing opportunities in artificial...
July 08, 2019
Episode 39: Predicting the Fed & an Opportunity in Corn | Guest: Rick Hook
Will the Federal Reserve raise rates? CLS Portfolio Manager Shana Sissel breaks down three possible reasons they will and three possible reasons they won’t. [14:06] Find out how we’re tapping into the opportunity presented by corn amid a tough planting season for this important agricultural commodity. [26:30] In this week’s interview, Rusty is joined by...
June 14, 2019
Episode 38: Value Investing & The Importance of Global | Guest: Mike Forker
[1:15]Rusty reviews the markets, what to expect from the negative investor sentiment, and the highly bullish bond sentiment. [3:00] Plus, key points to keep in mind when evaluating earnings data. [4:40] Senior Portfolio Manager Kostya Etus covers the importance of global investing for a smoother investment ride, and [15:35] is value investing dead? [22:08]Why are...
June 03, 2019
Episode 37: Tariff Talk & Reasons Not to Invest | Guest: Ben Keating
[2:23] Rusty is joined by CLS Deputy CIO Joe Smith & Senior Client Portfolio Manager Case Eichenberger to talk about the latest news on tariff talks and U.S. China trade tensions. [4:40] Plus, a discussion on the most recent Berkshire Hathaway shareholders meeting and Warren Buffett’s wisdom on competitive advantage. [10:24] Joe explains the power...
May 16, 2019
Episode 36: Sell in May and Go Away? Not so Fast! | Guest: Bill Hoyt
[3:08] We debunk the old saying “Sell in May and go away.” [5:41] CLS Deputy Chief Investment Officer Joe Smith explains why healthcare stocks have lagged behind the rest of the U.S. market lately. [7:27] Plus, we check in on past returns and future expectations. [23:17] Rusty interviews Bill Hoyt, Head of Research and Portfolio...
May 08, 2019
Episode 35: Disruptions & Alternatives | Guest: John Davidson
[3:00] Rusty and CLS Deputy Chief Investment Officer Joe Smith talk about industry disruptors, from a golfing great to self-driving cars. [9:16] How investment managers can use alternatives to enhance diversification in portfolios. [15:27] What advisors can do to tap into the massive amounts of wealth that women are leaving on the sidelines. [19:28] In...
May 01, 2019
Episode 34: March Madness & Construction Management | Guest: Kray Zeller
Rusty is joined by CLS Director of Research and Senior Portfolio Manager Grant Engelbart for a discussion on recent market activity and sentiment. [4:19] Many parallels exist between March Madness and the way some people select their investments. We look at lessons from the sports world that can help lead to better investing choices. [6:57]...
March 29, 2019
Episode 33: True Value of Financial Advice | Guest: Todd Clarke
Guest: Todd Clarke, NorthStar Financial Services Board Member & Former CEO of CLS. [4:44] Why long-term investors should avoid the pitfall of chasing performance. [6:45] CLS Client Portfolio Manager Jeovany Zelaya discusses the true value of a financial advisor in the ever-changing financial environment. [24:52] NorthStar Board Member & former CLS CEO Todd Clarke sits...
March 08, 2019
Episode 32: Trading Lessons from the NBA & A Chat with Eric Clarke
Guest: CEO of Orion Advisor Services Eric Clarke. [2:14] When will the market reward its most attractive segments? It’s actually already happening. [6:12] Plus, CLS Chief Investment Strategist Marc Pfeffer discusses how the NBA can teach investors a lesson of avoiding bad trading partners. [19:23] Orion Advisor Services CEO sits down with Rusty to discuss...
February 14, 2019
Episode 31: Staying Disciplined & What’s New with Brexit
Guest: CLS Senior Vice President of National Accounts Mike Zarren. [1:27] What’s happening with Brexit, do we think a bear market is on the horizon, and lessons learned from John C. Bogle, founder of The Vanguard Group. [8:15] CLS Portfolio Manager Shana Sissel discusses where we are in the economic cycle and potential diversification benefits...
January 31, 2019
Episode 30: Reasons to be Optimistic
Guests: CLS Analysts Michael Hadden, Dustin Dorhout, and Aleck Liu. [2:30] A play-by-play of some of the wildest swings in December, starting with the yield curve inversion, and major factors that sparked the increase in market volatility. [11:04] What we think about a potential looming recession, and reasons investors should be optimistic in 2019. [18:50]...
January 09, 2019
Episode 29: Staying Focused in the New Year
Guests: Dean Cook, CEO of FTJ FundChoice and Julie Lane, Head of Human Resources at Northstar Financial Services. [1:36] We dig into some of the biggest reasons 2018 was a tough year in the markets and how we’re staying focused in the new year. [3:55] CLS Chief Investment Strategist Marc Pfeffer explains what the yield...
December 28, 2018
Episode 28: Keeping the Faith
Guest: Shana Sissel, CLS Portfolio Manager. [2:15] We still have many reasons to keep the faith in global investing despite a rough year in some segments of the market. Also, we break down the opportunities that come with market volatility. [18:47] A discussion on how the growing financial influence of women is creating new opportunities...
December 11, 2018
Episode 27: Defense Wins Championships
Guest: Paul Baiocchi, VP, ETF Business Development at Fidelity Institutional Asset Management. [1:23] Why we believe the markets could finish the year on a strong note. [4:26] CLS Senior Portfolio Manager Kostya Etus discusses how we can focus on controlling risk during choppy markets – why a globally balanced portfolio can benefit investors – and...
November 26, 2018
Episode 26: The October “Correction” & A New Vision of Retirement
Guest: John Diehl, Senior Vice President of Strategic Markets for Hartford Funds. [1:25] How CLS portfolios fared in a rough month for the markets and what we expect moving forward. [9:00] CLS Senior Portfolio Manager Case Eichenberger discusses whether the October correction fits the technical definition of a “correction.” Plus, is CLS interested in including...
November 06, 2018
Episode 25: All About Bonds & Valuable Language
Guest: Scott West, Head of Invesco Consulting. [2:27] At the 2018 CLS Advisor Insight Conference, Chief Investment Officer Rusty Vanneman is joined by Marc Pfeffer, Chief Investment Strategist, for a discussion on why it still makes sense to include bonds in portfolios. [11:45] How to navigate investments in a rising rate environment. [17:24] Is now...
October 25, 2018
Episode 24: Time is on Our Side & Myths of ESG
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...
October 08, 2018
Episode 23: Worried About the Next Bear Market?
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...
September 21, 2018
Episode 22: The Drivers of Warren Buffett's Success & Importance of Market Sentiment
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...
September 06, 2018
Episode 21: Hidden Risk & Taking Advantage of Volatility
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...
August 27, 2018
Episode 20: Importance of “Expectations” & Is it Time to Buy FANG Stocks?
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...
August 03, 2018
Episode 19: Our #1 Concern & Risks of Tariffs
Guest: Gene Frerichs. [4:14] Our view on emerging markets, why advisors get fired for outperforming, and whether stock buybacks can benefit investors. [14:43] Plus the pros and cons of dynasties and the biggest risks of new tariffs with CLS Senior Portfolio Manager, Marc Pfeffer. [22:59] Special interview with CLS Senior Performance Analyst, Gene Frerichs. And...
July 20, 2018
Episode 18: Trade Wars & Market Timing
Guest: Bill Wostoupal. [2:34] Trade wars, volatility in emerging markets, and the link between smart beta ETFs and taxes. [8:07] Plus the record-breaking economic expansion and what’s new at the Fed with CLS Portfolio Manager, Marc Pfeffer. [20:52] Special interview with NorthStar’s EVP of Sales, Bill Wostoupal. 1674-CLS-7/3/2018
July 03, 2018
Episode 17: A.I. and Shark Bites
Guest: Robyn Murray. The rise of artificial intelligence, where to find value, and how to add tax alpha to returns. Plus: the race to zero, how to evaluate active managers, and how to avoid a shark bite! Special guest: Grant Engelbart, CFA, CLS Portfolio Manager. 1607-CLS-6/14/2018
June 15, 2018
Episode 16: Be Different
Guest: Todd Clarke, Managing Director of NorthStar. To succeed as investors, we must be different! A look at CLS’s contrarian views: why we like commodities and emerging markets before anyone else did. Plus: What’s keeping investors up at night and why is smart beta so smart? 1576-CLS-6/6/2018
June 06, 2018
Episode 15: Better to Row or Sail
Guest: Chad Boyer, Chief Technology Officer at CLS. As investors, should we sail, or should we row? And is it time to sell and go away? Plus the benefits of bonds, a hidden gem: emerging market tech stocks, and a look back at Berkshire’s shareholder’s meeting with guest Joe Smith, CLS Portfolio Manager. 1541-CLS-5/22/2018
May 23, 2018
Episode 14: The Loser's Curse: Market Timing & the NFL Draft
Guest: Invesco’s Paul Curbo with a deep dive into real estate. This is a jam-packed episode covering market timing, the NFL draft, Risk Budgeting, and bargain shopping with our guests, CLS portfolio managers Grant Engelbart and Josh Jenkins. 1493-CLS-5/4/2018 Not FDIC Insured | May Lose Value | No Bank Guarantee There are risks involved with...
May 08, 2018
Episode 13: Tariffs, Tech Wrecks and How to Improve Performance
Guest: CLS CEO Ryan Beach. How can we improve performance during this lackluster time for returns? And are smart people better investors?  We also discuss tariffs, technology, and managing for the next black swan with our guest, CLS Client Portfolio Manager Case Eichenberger. 1422-CLS-4/17/2018
April 17, 2018
Episode 12: Stay Calm and Invest On
Guest: CLS Portfolio Manager, Kostya Etus. A look back at a volatile first quarter and how investors should respond. We also discuss the impact of tariffs, the down sides of ETFs, and the new face of values-based investing. CLS Investments, LLC was selected as a winner for’s ETF Investor of the Year – 2017.
April 05, 2018
Special Edition (Part 2): Words of Wisdom from the CLS Sales Team
Guests: Regional Vice President of Sales Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch. CLS’s Chief Investment Officer, Rusty Vanneman, continues his discussion on sales best-practices and experiences. 1346-CLS-3/21/2018
March 29, 2018
Special Edition: Words of Wisdom from the CLS Sales Team
Guests: Regional Vice President of Sales: Shari Rash, Mark Soukup, and Jon Trbovich. And CLS’s Executive Vice President of Sales, Bruce Bischoff, sits with Chief Investment Officer, Rusty Vanneman, to discuss sales best-practices and experiences.   Part 2 of this special series will release next week. 1346-CLS-3/21/2018
March 21, 2018
Episode 11: Active Investing and a Bumpy Ride for Income Investing
Guests: Brian Kelleher, Senior Vice President, ETF Strategy, for PIMCO, and Bobby Brooks, Managing Director, National Sales Manager, for Deutche Asset Management. CLS announces a new investment theme: Be Active! We also take a look at the hidden risks in income investing and discuss the bond market’s bumpy ride with our guest, CLS Portfolio Manager Josh...
March 13, 2018
Episode 10: Sal Gilbertie and Brent Leadbetter
Guests: Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Series Producer – Sadie Brewer, Producer & Engineer – Nicholas Harnack, Artwork – Gary Withrow 1252-CLS-2/20/2018
February 21, 2018
Episode 9: The Comeback of Volatility
Guest: Brian Ragle, Senior Regional Vice President of Sales. Volatility finally returns in 2018. We’ll look back at last week’s market slide and review the U.S. dollar, emerging markets, and lessons from 2017 with Case Eichenberger, CLS Client Portfolio Manager. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray –...
February 20, 2018
Episode 8: Coming in 2018: Volatility?
Guest: Josh Jenkins, CFA – Portfolio Manager. Will volatility make a comeback in 2018? A closer look at CLS’s outlook for the new year, a review of the bond market, and tips on how to prepare for a rising-rate environment. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer...
January 18, 2018
Episode 7: Taxes and Trends in 2018
Guest: Paula Wieck, CFA – Portfolio Manager. A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer –...
January 04, 2018
Episode 6: Millennials & Bitcoin Mania
Guests: CLS portfolio managers Kostya Etus and Grant Engelbart. How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer...
December 18, 2017
Episode 5: Could Tax Reform Impact the Housing Market?
Guest: Marc Pfeffer – CLS Senior Portfolio Manager. A look at the housing market and the ever-present influences of politics and taxes. CLS’s Marc Pfeffer discusses two favorite topics – fixed income ETFs and Bitcoin. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 3271-CLS-12/4/2017
December 04, 2017
Episode 4: Beta & Taxes
Guest: Joe Smith – CLS Senior Market Strategist. What do we mean by investment theme? And just what – again – is smart beta?? Plus special guest Joe Smith, portfolio manager and human computer, discusses the impact of tax reform on your portfolio and whether machines are going to replace us all! Hosts:  Rusty Vanneman,...
November 17, 2017
Episode 3: Halloween and Unhappy Anniversaries
Guest: Reggie Browne – Senior Managing Director – ETF Group, Cantor Fitzgerald. Just how much money are we going to spend on Halloween? What’s happening with cash, and is the strength of the market’s positive returns all that durable? Plus an interview with Marc Pfeffer, senior portfolio manager and resident East Coaster at CLS. Investments Hosts:...
November 02, 2017
Episode 2: Fears and Expectations
Guest: Kostya Etus – CLS portfolio manager. How might President Trump’s tax cuts impact your portfolio? And what are some of the behavioral biases that get investors off track? With special guest Kostya Etus, we’ll discuss unwarranted fears, managing expectations, and, of course, movies. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments...
October 18, 2017
Q&A with Chris Davis
Chris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017
October 09, 2017
Q&A with Chris Davis
Chris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017
October 09, 2017
Episode 1: Bullish or Bearish – Does It Matter?
Guest: Case Eichenberger, CLS client portfolio manager. Are we heading for a bear market? Or will this bull keep going? On this episode, we review investor sentiment and how we can prepare for either scenario. We’ll also discuss commodities, factor investing, and why we might have it totally wrong on dividends. Hosts: Rusty Vanneman, CFA,...
October 04, 2017
CLS Weekly 3: September 20, 2017
Guest: Joseph Smith, CFA – CLS Senior Market Strategist Episode topic: September Fed meeting, Future of bitcoin, and Current inflation breakdown Hosts: Rusty Vanneman, CFA, CMT – CLS Chief Investment Officer and Robyn Murray
September 20, 2017
CLS Weekly 3: August Market Review
Diversification is working. CLS & behavioral analysis. Why benchmark construction is important.
September 01, 2017
Reference Guide Webinar – August 2017
Reference guide:
August 18, 2017