Joe Smith of CLS Investments - Beta & Taxes episode artwork

EPISODE · Nov 17, 2017 · 39 MIN

Joe Smith of CLS Investments - Beta & Taxes

from Orion's The Weighing Machine · host Orion Portfolio Solutions

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,...

Episode metadata supplied by the publisher feed · Published Nov 17, 2017

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,...

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Joe Smith of CLS Investments - Beta & Taxes

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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...

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