216 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 Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.

Orion's The Weighing Machine Orion Portfolio Solutions

    • Business
    • 4.6 • 20 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.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.

    What Happened to the Markets in 2023 and What’s Ahead for 2024 With Fritz Folts of 3EDGE Asset Management

    What Happened to the Markets in 2023 and What’s Ahead for 2024 With Fritz Folts of 3EDGE Asset Management

    This week, Rusty Vanneman and Robyn Murray talk with Fritz Folts, Chief Investment Strategist at 3EDGE Asset Management. We discuss both the bull and bear case for 2024, The Federal Reserve, the presidential election and much more. In addition, we take a look back at the year that was and a look forward at the year to come.

    • 42 min
    It’s All About Due Diligence with Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital

    It’s All About Due Diligence with Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital

    This week, Rusty Vanneman and Robyn Murray talk with Ron Ahluwalia, Mili Rosen and Will Girton, three members from Brinker Capital’s award winning due diligence team. Ron Ahluwalia is Director of Due Diligence at Brinker, Mili Rosen is a Senior Investment Analyst and Will Girton is an Investment Analyst. We will discuss why money manager due diligence is important, what is required for building a “supermarket” of strategies, how to find the best money managers and much more.

    • 54 min
    The Goldilocks Economy: How Long Can it Last with Jeff Sherman of DoubleLine Capital

    The Goldilocks Economy: How Long Can it Last with Jeff Sherman of DoubleLine Capital

    This week, Rusty Vanneman and Robyn Murray talk with Jeff Sherman, the Deputy Chief Investment Officer at DoubleLine Capital. We take a look at the Goldilocks economy and how long it may last, as well as: inflation, interest rates, fixed income investing, ETFs, preparing for the presidential election and much more.

    • 1 hr 2 min
    The Market Outlook for 2024 and Top Geopolitical Trends with Ron Temple of Lazard Asset Management

    The Market Outlook for 2024 and Top Geopolitical Trends with Ron Temple of Lazard Asset Management

    This week, Rusty Vanneman and Robyn Murray talk with Ron Temple, Chief Marketing Strategist at Lazard Asset Management. In this episode, we look ahead at inflation, economic growth, international markets and more. In addition, we discuss artificial intelligence, biotech and other trends to watch. Ron will also walk us through some of the pressing questions of the moment, such as: when will small caps outperform again, when will diversified portfolios start to outperform on a risk adjusted basis again and when will bonds generate positive 3 year returns again?

    • 51 min
    Protective Investing: What Is It and Can It Work for Your Clients with Alex Rabinovich of Halo Investing

    Protective Investing: What Is It and Can It Work for Your Clients with Alex Rabinovich of Halo Investing

    This week, Rusty Vanneman and Robyn Murray talk with Alex Rabinovich, Head of Enterprise Sales at Halo Investing. In this episode, we take a closer look at the Defined Outcome landscape including: structured notes, buffered ETFs, annuities and more. We also take stock of how the 2024 market is going thus far.

    • 38 min
    What's Ahead in 2024 with Phil Toews of Toews Asset Management

    What's Ahead in 2024 with Phil Toews of Toews Asset Management

    This week, Rusty Vanneman and Robyn Murray talk with Phil Toews, Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. For our first interview of 2024, we wanted to take this moment to look ahead at what may be in store for 2024. In this episode we will discuss: market outlooks, the odds for a recession, inflation waves, tactical & hedge strategies and how best to use them. We will also learn about a new holiday that the team at Toews helped start.

    • 45 min

Customer Reviews

4.6 out of 5
20 Ratings

20 Ratings

Scromer17 ,

Awesome weekly market review

Great information weekly from experts in the field.

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