Orion's The Weighing Machine cover art

All Episodes

Orion's The Weighing Machine — 291 episodes

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Title
1

Phil Voelker of AAMA - Black and White in a Gray Market

2

Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market Risk

3

James St. Aubin of Ocean Park Asset Management - Winning by Not Losing

4

Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets

5

Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101

6

Michelle Cluver of Global X ETFs - The Long Game of AI

7

Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026

8

Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner

9

Kim Arthur of Main Management - The Ethos of Client Service

10

Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine

11

Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing

12

Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living

13

Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer

14

Dustin Haygood of Aristotle - Value Investing and the Power of Patience

15

Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains

16

Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career

17

Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters

18

Frank Trotter of Battle Bank - The Inside Story of Online Banking

19

Morris Chen of DoubleLine Capital - Commercial Real Estate

20

Daryl Clements of AllianceBernstein - It's All About Municipal Bonds

21

Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book

22

Wade Pfau of Retirement Researcher - Retirement Income and RISA

23

Anmol Sinha of Capital Group - The Fixed Income Market and ETFs

24

Russ Koesterich of BlackRock - Global Strategies and Market Outlook

25

Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free

26

Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds

27

Sue Thompson of Women in ETFs - The Keys to Leadership and Much More

28

David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans

29

Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025

30

Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?

31

Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important

32

Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine

33

Jack Sharry of LifeYield - Technology and Tax Efficient Investing

34

Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing

35

Nate Conrad of LifeX - A New Approach to Retirement Planning

36

Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing

37

Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of Creativity

38

Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms

39

Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative Approach

40

Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them

41

John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?

42

Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors

43

Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now

44

Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees

45

Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More

46

Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch

47

The Brinker Due Diligence Team - Due Diligence and How to Do it Right

48

Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing

49

Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?

50

Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History

51

Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities

52

Adam Abbas of Harris Associates - It’s All About Fixed Income

53

David Ricci of William Blair - The Future of Growth Investing

54

Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?

55

Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t

56

James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry?

57

Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits

58

Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them

59

Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets

60

Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?

61

Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management

62

Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It

63

Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios

64

Alex Fink - Leadership Advice from a US Army General

65

Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace

66

Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets

67

Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?

68

Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management

69

Ricky Schneider of Fort Washington Investment Advisors - Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them

70

Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market

71

Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024

72

Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry

73

Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?

74

Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it

75

Chris King of Eaglebrook Advisors - Let’s Talk Crypto

76

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

77

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

78

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

79

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

80

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

81

Phil Toews of Toews Asset Management - What's Ahead in 2024?

82

Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023

83

Kim Arthur of Main Management - Market Outlooks

84

Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm

85

Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry

86

David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry

87

Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth

88

Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets

89

Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships

90

Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks

91

Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives

92

Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management

93

Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values

94

George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business

95

John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing

96

Mike Akins with ETF Action - How to Navigate the ETF Marketplace

97

Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios

98

Julie Cane of Democracy Investments - Investing in Freedom

99

Dr. Daniel Crosby of Orion - What's on Your Bookshelf

100

Brian Ferguson of Newton Investment Management Group - Investing in Value

101

Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)

102

Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks

103

Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks

104

Charles Goldman of Orion - The Future of Holistic Wealth Management

105

Chris Ryan of BlackRock - Exploring Fixed Income SMAs

106

Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success

107

Bruce Bond of Innovator ETFs - Defined Outcome ETFs

108

Doug Lennick of think2perform - Why Behavioral Finance Is Important

109

Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing

110

Sean O'Hara of Pacer ETFs - Rethinking Value Investing

111

Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing

112

Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics

113

Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models

114

Alex Oxenham of Hilton Capital Management - Tactical Income Strategies

115

Philipp Hecker of Bento Engine - Advice Beyond Investing

116

Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors

117

Bryan Keller of Dakota Wealth Management - The Future of RIAs

118

Phil Voelker of AAMA - Understanding the State of the Economy and Markets

119

Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor

120

Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients

121

Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments

122

Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt

123

Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success

124

Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat

125

Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan

126

Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments

127

Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)

128

Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts

129

Paula Wieck of Commerce Trust Company - What Investors Need to Know About Today's Economy

130

Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds

131

David Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023

132

Venk Reddy of Osterweis Capital Management - Sustainable Credit Strategies

133

Kim Arthur of Main Management - The Economic Outlook for 2023

134

Kurt Brown of TownSquare Capital - Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms

135

Shawn Reynolds of VanEck - The Unique Benefits of Investing in Natural Resources and Commodities

136

Jeff DeMaso of The Independent Vanguard Investor and Adviser Investments- An Independent Voice on Vanguard

137

Paul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better Portfolio

138

Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors

139

Colleen Ambrose of Capital Group - The Possibility of a Global Recession

140

James St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment Strategies

141

Samuel Lau of DoubleLine - Fixed Income Asset Allocation

142

Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors

143

Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention

144

Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks

145

Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education

146

John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies

147

Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights

148

Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management

149

Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios

150

Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks

151

Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy

152

Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM

153

Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending

154

Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns

155

Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks

156

Matt Werner of Chilton Capital Management - Investing in REITs

157

Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management

158

Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing

159

Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives

160

Scott Ladner of Horizon Investments - Goals-Based Financial Strategies

161

Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return

162

Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management

163

David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services

164

William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets

165

Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last

166

Robert Baker of Advanced Asset Management Advisors - The Competitive Advantage of Working with Boutique Strategist Firms

167

Michael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"

168

Yoav Sharon of Driehaus Capital Management - Event-Driven Investing Strategies

169

Christopher King of Eaglebrook Advisors - Why Investors Should Consider Digital Assets

170

Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy

171

David Sherman of CrossingBridge Advisors - Investment Strategies That Work In Highly Volatile Markets

172

Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work

173

Jeff Spiegel of BlackRock - Megatrends: The Biggest Trends Shaping Our Future

174

Kenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain Times

175

Eben Burr of Toews Asset Management - Hedging Against Inflation, and Preparing for a Potential Bear Market

176

Justin Christofel of BlackRock - How to Build Global Multi-Asset Income Portfolios

177

John Davi of Astoria Portfolio Advisors - Managing Investment Risks through ETFs

178

Geremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your Investments

179

Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry

180

Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes

181

Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management

182

Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies

183

Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement

184

Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends

185

Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development

186

Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today

187

Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio

188

Scott Henderson of Calamos Investments - Maximizing Your Investment Returns

189

Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn

190

Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing

191

Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs

192

Mike Van Wyk of Capital Group - Pathways to Business Growth

193

Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn

194

Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets

195

Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation

196

Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management

197

Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management

198

Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability

199

Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing

200

Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing

201

Vance Howard of Howard Capital Management - Quantifying Risk and Tactical Investing

202

Harin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative Investing

203

Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency

204

Skip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary Standards

205

Scott Helfstein of ProShares - How to Leverage and Position Thematic Funds

206

Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification

207

Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion

208

Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style

209

Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios

210

Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors

211

Ryan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFs

212

Amy Magnotta of Brinker Capital - The Future of Portfolios, and Women in Finance

213

Jay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based Investing

214

Scott Ladner of Horizon Investments - Income Investing and Risk Management

215

Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices

216

Klaus Thuerbach of PIMCO - Commodities Uncovered

217

Jeff Spiegel of iShares - Investing in Megatrends

218

Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design

219

Kim Arthur of Main Management - Investing in Disruption & Innovation

220

Tom Lydon of ETF Flows - Past, Present & Future of ETFs

221

Matthew Goulet of Fidelity Investments - Understanding The Model Marketplace

222

Chris Romano of Orion - Cybersecurity & The Power of Direct Indexing

223

Tim Holland of Brinker Capital - What Really Matters: Politics or Policy?

224

Jeff Mueller of Polen Capital - Different Take on Long Term Investing

225

Episode 69: A Modern Day Golden Era?

226

Rob Arnott of Research Affiliates - Suggestions For Today’s Market

227

Episode 67: Is Your Portfolio Good As Gold?

228

Bob Baker of Advanced Asset Management Advisors - Tailwinds Propelling Market Momentum

229

Episode 65: Staying Balanced Plus Big News From Orion

230

Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches

231

Case Eichenberger of CLS Investments - The End of Value Investing?

232

Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities

233

Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash

234

Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil

235

Sean Clark of Clark Capital - Economic Recovery Prospects

236

Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19

237

Peter Sousa of Litman Gregory - Weathering the Storm

238

Erin Leighty of PIMCO - Pandemic Impact

239

Terri Spath of Ocean Park - USA! USA!

240

Kim Arthur of Main Management - Market Volatility

241

Phil Toews of Toews Corp - The Orion Due Diligence Process

242

Grant Engelbart of CLS Investments - The State of ETFs

243

Marc Pfeffer of CLS Investments - The Value of Financial Planning

244

Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine

245

Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions

246

Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion

247

Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master

248

Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut

249

Dr. Nicholas Arreola of CLS - Resilience & Inflation

250

Michael Arone of State Street Global Advisors - How Likely is a Recession?

251

Mike Forker of Orion Advisor Tech - Value Investing & The Importance of Global

252

Bill Hoyt of Lattice Strategies - Sell in May and Go Away? Not so Fast!

253

Kray Zeller of CLS Investments- March Madness & Construction Management

254

Todd Clarke of NorthStar - True Value of Financial Advice

255

Eric Clarke of Orion - Trading Lessons from the NBA

256

Mike Zarren of CLS Investments - Staying Disciplined & What’s New with Brexit

257

Michael Hadden, Dustin Dorhout, and Aleck Liu of CLS Investments - Reasons to be Optimistic

258

Dean Cook of FTJ FundChoice - Staying Focused in the New Year

259

Paul Baiocchi of Fidelity - Defense Wins Championships

260

John Diehl of Hartford Funds - The October “Correction” & A New Vision of Retirement

261

Kevin Zlomke and Grant Engelbart of CLS Investments - Time is on Our Side & Myths of ESG

262

Case Eichenberger and Jeovany Zelaya of CLS Investments - Worried About the Next Bear Market?

263

Dawn Batho of CLS Investments - The Drivers of Warren Buffett's Success & Importance of Market Sentiment

264

Chelsey Duncan of CLS Investments - Hidden Risk & Taking Advantage of Volatility

265

Meb Faber of Cambria - Importance of “Expectations” & Is it Time to Buy FANG Stocks?

266

Gene Frerichs of CLS Investments - Our #1 Concern & Risks of Tariffs

267

Bill Wostoupal and Marc Pfeffer of CLS Investments - Trade Wars & Market Timing

268

Grant Engelbart of CLS Investments - A.I. and Shark Bites

269

Todd Clarke of Northstar - Be Different

270

Chad Boyer of CLS Investments - Better to Row or Sail

271

Paul Curbo of Invesco - The Loser's Curse: Market Timing & the NFL Draft

272

Ryan Beach of CLS Investments - Tariffs, Tech Wrecks and How to Improve Performance

273

Kostya Etus of CLS Investments - Stay Calm and Invest On

274

Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch of CLS Investments - Special Edition (Part 2): Words of Wisdom from the CLS Sales Team

275

Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

276

Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing

277

Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10

278

Brian Ragle of CLS Investments - The Comeback of Volatility

279

Josh Jenkins of CLS Investments - Coming in 2018: Volatility?

280

Paula Wieck of CLS Investments - Taxes and Trends in 2018

281

Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania

282

Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?

283

Joe Smith of CLS Investments - Beta & Taxes

284

Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries

285

Kostya Etus of CLS Investments - Fears and Expectations

286

Q&A with Chris Davis

287

Q&A with Chris Davis

288

Case Eichenberger of CLS Investments - Bullish or Bearish – Does It Matter?

289

Joseph Smith of CLS - CLS Weekly 3: September 20, 2017

290

CLS Weekly 3: August Market Review

291

Reference Guide Webinar – August 2017