178 episodes

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, BFA, 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.

Orion's The Weighing Machine Orion Portfolio Solutions

    • Business
    • 4.7 • 18 Ratings

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, BFA, 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.

    The Future of FinTech, WealthTech, and Wealth Management with Eric Clarke

    The Future of FinTech, WealthTech, and Wealth Management with Eric Clarke

    The future of fintech, wealthtech, and wealth management is exciting and rapidly evolving. With the advent of new technologies and changes in consumer behavior, the possibilities for growth and innovation are endless. As the industry adapts to these changes, investors are shifting towards more personalized, efficient, and accessible financial services.
    In this episode, Rusty and Robyn talk with Eric Clarke, CEO of Orion Advisor Services. In his role, Eric helps advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization's brand entities: Orion Advisor Tech, Orion Wealth Management, and Orion OCIO.
    As an industry-recognized thought leader and advocate for advisory professionals, Eric talks with Rusty and Robyn about the future of fintech, wealthtech, and wealth management industries, the emerging needs of advisors, and how to build an RIA.

    Key Takeaways

    [04:21] - How Orion Advisor Services came to be.

    [06:11] - Among Orion's highlights in 2022.

    [08:14] - How Orion adapts to the changes in the FinTech, wealthtech, and wealth management industries.

    [11:20] - What excites Eric in the technology space.

    [13:26] - The role of the OCIO in an organization.

    [14:47] - The thing that excites Eric most about wealth management.

    [17:03] - Eric's vision for the investment industry in the future.

    [19:30] - The emerging solvable needs of RIAs and how Orion helps solve them.

    [20:57] - How Eric would build an RIA today.

    [23:18] - What to look forward to at Orion’s National Ascent Conference.

    [25:58] - Eric's favorite investment idea.

    [27:45] - How Eric maintains his energy to perform at a high level.

    [30:18] - Among the people Eric is grateful for on a professional level.

    [31:26] - Eric's recommendation for content.


    Quotes
    [17:19] - "We've made acquisitions to connect the prospect, plan, invest, and achieve a framework for our advisors. We're creating a great client experience by connecting these four strategic pillars and driving operational efficiencies for our advisors." ~ Eric Clarke
    [22:52] - "There's an incredible opportunity as we see many baby boomers still approaching or in retirement. They need help extending the years that the wealth can provide income, and advisors are well-positioned to add value to help them achieve their goals." ~ Eric Clarke
    [26:56] - "There's an incredible opportunity to build active indexed strategies at scale, leveraging the optimization algorithm technology." ~ Eric Clarke

    Links 

    Eric Clarke on LinkedIn

    Eric Clarke on Twitter

    Cold Heart by Elton John and Dua Lipa

    Redtail Technology

    Brian McLaughlin

    Orion Advisor Technology

    TownSquare Capital

    Orion Risk Intelligence

    BasisCode Compliance

    Orion Ascent

    Skip Schweiss

    Chip Roame

    Standard Deviations with Dr. Daniel Crosby

    Eric Clarke Email


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    Rusty Vanneman

    Robyn Murray


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    0074-OPS-1/11/2023

    • 36 min
    The Beauty of Investing in Municipal Bonds with Stanley Sattler

    The Beauty of Investing in Municipal Bonds with Stanley Sattler

    As we move into 2023, the global economy remains in flux. Despite some signs of recovery, uncertainty continues to dominate the financial markets, and investors are increasingly looking for a safe haven to protect their money. What are some of the investment strategies that can help investors manage risk and maximize returns?
    In this episode, Rusty and Robyn talk with Stanley Sattler, Director of Investment Solutions at Belle Haven Investments. In his role, Stanley is responsible for operating as a liaison between the investment team and Belle Haven's strategic partners. His primary duties are business development through supporting advisors and consultants across the country. Stanley is motivated by learning about clients' needs and wants to help ensure that their investments receive the attention they deserve.
    As a fixed-income expert, Stanley talks with Rusty and Robyn about what's in store for bonds and the fixed-income market in 2023, his outlook for bonds, Fed policy, and interest rates, and why municipal bonds are a unique investment opportunity.

    Key Takeaways

    [02:59] - Stanley's journey to becoming an investment solutions director.

    [03:47] - What Belle Haven does for its clients.

    [04:59] - Belle Haven's outlook on inflation.

    [06:38] - Stanley's perspective on how the Fed deals with interest rates.

    [09:21] - What Stanley thinks about the current recession risk.

    [13:57] - Belle Haven's view of municipal bonds.

    [17:17] - Why municipal bonds are a unique investment opportunity.

    [20:19] - Other fixed-income markets Stanley is interested in.

    [21:11] - Stanley's favorite investment strategy.

    [22:49] - How Stanley maintains his physical and mental health to perform at his best.

    [24:15] - The people Stanley is grateful to professionally.

    [25:52] - Stanley's recommendation for content.

    [28:36] - The best time to invest in fixed-income funds and laddered portfolios.


    Quotes
    [10:12] - "Recession probability is high to significantly high this calendar year, but it's just a scary word that's frowned upon. Recession is a natural part of the business cycle and a natural part of investing over long periods to grow and preserve wealth." ~ Stanley Sattler
    [15:19] - "For investors looking for a place to step out a few years on the yield curve and get incremental income and yield, you can do that in the municipal marketplace because the municipal bond space is 80+ percent individual investor driven." ~ Stanley Sattler
    [25:21] - "It's exciting to be involved and learn from a culture of entrepreneurship and service and putting the client first rather than what you typically see in the industry where ego or selfishness is involved." ~ Stanley Sattler

    Links 

    Stanley Sattler on LinkedIn

    Belle Haven Investments

    Eye of the Tiger

    Fidelity Investments

    The Handbook of Fixed Income Securities

    Belle Haven Email


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    Rusty Vanneman

    Robyn Murray


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    0073-OPS-1/11/2023

    • 34 min
    Technical Analysis Strategies and Market Outlook for 2023 with David Lundgren

    Technical Analysis Strategies and Market Outlook for 2023 with David Lundgren

    Investing in the stock market can be tricky. With so many different strategies available, it can be difficult to know where to start. Considering the current rollercoaster scenario in the market, how can investors make informed decisions about buying and selling assets and maximize their returns?
    In this episode, Rusty and Robyn talk with David Lundgren, Founder and Chief Market Strategist at MOTR Capital Management and Research. David is a 30-year investment industry veteran focusing on technical analysis strategies, particularly momentum and trend following. He is the former Director of Technical Research at Wellington Management and held senior analyst positions at Fidelity & Thomson Financial.
    With a demonstrated history of working in the investment management industry, David talks about technical analysis, momentum and trend following, and his outlook for stocks, bonds, cryptocurrencies, and commodities for 2023.

    Key Takeaways

    [04:29] - David's career history in the investment management industry.

    [07:54] - How David defines technical analysis.

    [10:48] - What it takes to be a successful technical analyst.

    [12:21] - The strengths and weaknesses of technical analysis.

    [14:45] - The different schools of thought in technical analysis.

    [17:11] - What to do when trend following fails.

    [19:42] - The best allocation of trend following and technical analysis in a portfolio.

    [23:41] - How a CMT differs from a CFA.

    [26:09] - What is the CMT Association?

    [27:21] - A sneak peek at this year's CMT Symposium.

    [28:57] - The top charts to watch in 2023.

    [31:38] - How David's multiframework approach works.

    [33:06] - Among David's favorite equity stocks for 2023.

    [35:48] - David's outlook for the bond market.

    [39:27] - What Dave thinks about bitcoin and cryptocurrencies.

    [43:13] - David's favorite investment idea for 2023.

    [45:25] - How David maintains his energy to perform at a high level.

    [47:31] - The people David is thankful for professionally.

    [49:07] - David's recommendations for content.


    Quotes
    [08:18] - "Most money managers are schooled in the principles of fundamental analysis, capital asset pricing theory, dividend discount models, and other traditional fundamental analysis techniques. Unfortunately, almost 90% of active managers underperform their benchmark using the tools they learn in business school." ~ David Lundgren
    [09:30] - "The market is the best fundamental analyst on the planet. Listen to what the market's trying to tell. And the best way to do that is to identify trend change and stay with the trend as long as the trend changes and goes in the other direction." ~ David Lundgren
    [26:58] - "There's a big hole in the body of knowledge of most investors, which contributes to their difficulty in keeping pace with the benchmark. That hole can be filled with a better understanding of technical analysis." ~ David Lundgren

    Links 

    David Lundgren on LinkedIn

    David Lundgren on Twitter

    MOTR Capital Management & Research

    Charting My Interruption

    Tick Tick Boom by The Hives

    Fidelity Investments

    Wellington Management

    Fill The Gap Podcast

    CMT Association

    The 2023 Annual Symposium

    Ralph Acampora

    Reminiscences of a Stock Operator

    How I Made $2,000,000 in the Stock Market

    Stocks on the Move: Beating the Market with Hedge Fund Momentum Strategies

    The Art of Execution: How the World’s Best Investors Get It Wrong and Still Make Millions

    No One Would Listen: A True Financial Thriller


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    0032-OPS-1/6/2023

    • 57 min
    Sustainable Credit Strategies with Venk Reddy

    Sustainable Credit Strategies with Venk Reddy

    Sustainable investing has gained significant traction as more investors integrate environmental, social, and governance (ESG) factors into their investment decision-making process. Although there are many different sustainable investing strategies that investors can choose from, they are all intended to generate long-term financial returns while creating a positive impact on society and the environment.
    In this episode, Rusty and Robyn talk with Venk Reddy, Chief Investment Officer of Sustainable Credit at Osterweis Capital Management. Venk joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition, where he brings knowledge and experience in credit investing and absolute return investing. 
    Also a portfolio manager for sustainable credit strategies, Venk talks with Rusty and Robyn about what sustainable investing means, how sustainable credit differs from green bonds, and what catalysts could make sustainable investments a hit.

    Key Takeaways

    [01:06] - The top things to watch in 2023.

    [02:45] - What brought Venk to Osterweis.

    [04:48] - What sustainable investing means.

    [07:12] - How sustainable credit differs from green bonds.

    [10:38] - Venk's insights into the future growth of the ESG market.

    [12:30] - How investors should allocate their funds to ESG investments.

    [14:12] - The catalysts that could make sustainable investments a hit.

    [19:42] - Venk's outlook on interest rates and sustainable income.

    [27:44] - One of Venk's favorite investments.

    [29:47] - How Venk maintains his physical and mental health to perform at a high level.

    [32:27] - What Venk has to say about the people he works with.

    [34:16] - Content recommendations from Venk.


    Quotes
    [06:41] - "Our goal is to align performance and progress. But to align performance and progress, you need a situation in which the investments you're making are truly impacted by the management team's decision to make more progress and improve their standing along the categories of risk that they have." ~ Venk Reddy
    [12:17] - "The more investors focus on ESG as a risk, the larger that market becomes. Not because the market's getting bigger but because people realize that this approach is as appropriate for traditional portfolios as it is for mission-driven ones." ~ Venk Reddy
    [18:02] - "Security selection matters when people think it matters, and risk is a long-term concept. Once we get to a place where that's the discussion around ESG, risks, and sustainability, the market will grow substantially." ~ Venk Reddy
     
    Links 

    Venk Reddy on LinkedIn

    Osterweis Capital Management

    It's The End Of The World As We Know It (And I Feel Fine)

    Zeo Capital Advisors

    Carl Kaufman

    Howard Marks

    Michaels Stores

    The Intelligent Investor by Benjamin Graham


    Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts


    Mindset: The New Psychology of Success

    Blindspot: Hidden Biases of Good People


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    Robyn Murray


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    0034-OPS-1/6/2023

    • 39 min
    The Economic Outlook for 2023 with Kim Arthur

    The Economic Outlook for 2023 with Kim Arthur

    It’s that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage?
    In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida. He has been profiled in Index Universe articles and referenced in Barron’s, Wall Street Journal, Business Week, and Fortune Magazine. 
    Kim talks with Rusty and Robyn about his outlook on inflation, the U.S. economy and corporate earnings, and the U.S. and international markets. As a portfolio manager, Kim also speaks about how investors should allocate their funds to international stocks and what advice he gives to investors in times of geopolitical crisis.

    Key Takeaways

    [03:24] - Kim's role at Main Management and what the firm is all about.

    [05:39] - Main Management's outlook on inflation.

    [07:20] - How investors should treat their bond allocations.

    [08:47] - Kim's outlook for the U.S. economy and corporate earnings.

    [11:01] - Kim's views on the U.S. and non-U.S. stock markets.

    [18:35] - How investors should allocate their funds to international stocks.

    [20:36] - Kim's advice to investors in times of geopolitical crisis.

    [22:40] - Kim's favorite investment strategy.

    [24:55] - A regimen that keeps Kim on top of his game.

    [26:57] - The people Kim is grateful to professionally.

    [28:42] - Kim's recommendation for content.


    Quotes
    [15:52] - "The U.S. dollar is the number one predictor of the international stock market outperforming the U.S. stock market. So if you're in a strong U.S. dollar environment, no matter how much you stomp your feet and want the U.S. market to underperform, it will not." ~ Kim Arthur
    [21:26] - "Investors need to realize that when geopolitical crises happen, you want to be putting money into the market because almost 12 or 24 months later, you're up significantly from those periods when they went down. It shows the tenacity and the growth mindset of the globe that when these things happen, everybody gets together and works to find a solution to that problem." ~ Kim Arthur
    [22:10] - "In the equity market, fear is temporary, and greed is permanent." ~ Kim Arthur

    Links 

    Kim Arthur on LinkedIn

    Main Management

    Main Management on Twitter

    Zombie (Miley Cyrus Rendition)

    Howard Marks

    Breath: The New Science of a Lost Art


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    Robyn Murray


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    2450-OPS-12/19/2022

    • 33 min
    Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms with Kurt Brown

    Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms with Kurt Brown

    As the need for sophisticated investment management has grown, OCIO has become an increasingly popular solution for institutional investors and advisory firms looking for comprehensive, turnkey investment management. Partnering with an OCIO team connects investment strategies and products directly to investors' unique financial goals, risk targets, and plans. It is a powerful model to increase operational efficiencies and drive growth.
    In this episode, Rusty and Robyn talk with Kurt Brown, Chief Investment Officer at TownSquare Capital and Head of OCIO at Orion. In his role, Kurt oversees the firm’s bespoke, high-touch services that power advisory practices, family offices, and institutions to more efficiency and higher growth. His team has consistently helped advisor practices accelerate their growth rates while enhancing investor returns, tax efficiency, and client retention.
    An Outsourced CIO for institutions and advisory firms, Kurt talks with Rusty and Robyn about how TownSquare Capital started the OCIO trend, what the role of the OCIO entails, and why advisors that should consider an OCIO's services.

    Key Takeaways

    [04:14] - An overview of Kurt's professional background.

    [05:33] - How Town Square Capital started the OCIO trend.

    [07:41] - What the Ballard Center for Social Impact is all about.

    [09:08] - What the role of the OCIO entails.

    [12:32] - Why advisors should consider an OCIO's services.

    [14:15] - The opportunity for OCIO in the market.

    [15:23] - Why Kurt chose Orion for his OCIO efforts.

    [16:18] - Why custom indexing is so popular today.

    [18:37] - Kurt's outlook for wealth management.

    [20:00] - What advisors and their clients want most these days.

    [24:47] - The qualities of a high-performing financial advisor.

    [28:26] - Kurt's outlook for the global economy.

    [32:48] - The advice Kurt has for aspiring entrepreneurs.

    [35:21] - Kurt's secret to success.

    [37:29] - One of Kurt's favorite investments.

    [40:04] - How Kurt maintains his physical and mental health to perform at his best.

    [41:24] - The people Kurt is grateful to professionally.

    [42:52] - Kurt's recommendation for content.


    Quotes
    [19:41] - "If you're an advisor living and dying by just having a basket of ETFs, it will be a much more challenging environment in the future. You have to be able to provide these other elements of customization, service, and sophistication." ~ Kurt Brown
    [27:10] - "It's difficult to build a great business without partners. It is possible, but partnership models are incredibly powerful." ~ Kurt Brown
    [33:27] - "The faster you can learn what you're exceptional at, the easier and quicker your career and income will grow." ~ Kurt Brown

    Links 

    Kurt Brown on LinkedIn

    Kurt Brown on Twitter

    TownSquare Capital on Twitter

    Narco by Timmy Trumpet

    Brigham Young University

    Montgomery Securities

    Ballard Center for Social Impact

    Charles Schwab

    Fidelity Investments

    Brinker Capital

    Andy Rosenberger

    Vanguard

    Bank of America

    Eric Clarke

    Goldman Sachs


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    2443-OPS-12/16/2022

    • 47 min

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