All Episodes
Orion's The Weighing Machine — 289 episodes
James St. Aubin of Ocean Park Asset Management - Winning by Not Losing
Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101
Michelle Cluver of Global X ETFs - The Long Game of AI
Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner
Kim Arthur of Main Management - The Ethos of Client Service
Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine
Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing
Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer
Dustin Haygood of Aristotle - Value Investing and the Power of Patience
Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career
Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters
Frank Trotter of Battle Bank - The Inside Story of Online Banking
Morris Chen of DoubleLine Capital - Commercial Real Estate
Daryl Clements of AllianceBernstein - It's All About Municipal Bonds
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book
Wade Pfau of Retirement Researcher - Retirement Income and RISA
Anmol Sinha of Capital Group - The Fixed Income Market and ETFs
Russ Koesterich of BlackRock - Global Strategies and Market Outlook
Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free
Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds
Sue Thompson of Women in ETFs - The Keys to Leadership and Much More
David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans
Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025
Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?
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
Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine
Jack Sharry of LifeYield - Technology and Tax Efficient Investing
Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing
Nate Conrad of LifeX - A New Approach to Retirement Planning
Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing
Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of Creativity
Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms
Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative Approach
Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them
John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?
Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors
Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch
The Brinker Due Diligence Team - Due Diligence and How to Do it Right
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History
Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities
Adam Abbas of Harris Associates - It’s All About Fixed Income
David Ricci of William Blair - The Future of Growth Investing
Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?
Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t
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?
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It
Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios
Alex Fink - Leadership Advice from a US Army General
Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace
Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets
Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?
Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management
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
Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market
Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024
Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry
Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?
Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it
Chris King of Eaglebrook Advisors - Let’s Talk Crypto
Fritz Folts of 3EDGE Asset Management - What Happened to the Markets in 2023 and What’s Ahead for 2024
Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due Diligence
Jeff Sherman of DoubleLine Capital - The Goldilocks Economy: How Long Can it Last
Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends
Alex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients?
Phil Toews of Toews Asset Management - What's Ahead in 2024?
Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023
Kim Arthur of Main Management - Market Outlooks
Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm
Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry
David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry
Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth
Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets
Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships
Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks
Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives
Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management
Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values
George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business
John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing
Mike Akins with ETF Action - How to Navigate the ETF Marketplace
Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios
Julie Cane of Democracy Investments - Investing in Freedom
Dr. Daniel Crosby of Orion - What's on Your Bookshelf
Brian Ferguson of Newton Investment Management Group - Investing in Value
Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)
Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks
Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks
Charles Goldman of Orion - The Future of Holistic Wealth Management
Chris Ryan of BlackRock - Exploring Fixed Income SMAs
Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success
Bruce Bond of Innovator ETFs - Defined Outcome ETFs
Doug Lennick of think2perform - Why Behavioral Finance Is Important
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing
Sean O'Hara of Pacer ETFs - Rethinking Value Investing
Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing
Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics
Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models
Alex Oxenham of Hilton Capital Management - Tactical Income Strategies
Philipp Hecker of Bento Engine - Advice Beyond Investing
Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors
Bryan Keller of Dakota Wealth Management - The Future of RIAs
Phil Voelker of AAMA - Understanding the State of the Economy and Markets
Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor
Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients
Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments
Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt
Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success
Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat
Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan
Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments
Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)
Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts
Paula Wieck of Commerce Trust Company - What Investors Need to Know About Today's Economy
Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds
David Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023
Venk Reddy of Osterweis Capital Management - Sustainable Credit Strategies
Kim Arthur of Main Management - The Economic Outlook for 2023
Kurt Brown of TownSquare Capital - Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms
Shawn Reynolds of VanEck - The Unique Benefits of Investing in Natural Resources and Commodities
Jeff DeMaso of The Independent Vanguard Investor and Adviser Investments- An Independent Voice on Vanguard
Paul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better Portfolio
Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors
Colleen Ambrose of Capital Group - The Possibility of a Global Recession
James St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment Strategies
Samuel Lau of DoubleLine - Fixed Income Asset Allocation
Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors
Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention
Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks
Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education
John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies
Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights
Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management
Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios
Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks
Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy
Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM
Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending
Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns
Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks
Matt Werner of Chilton Capital Management - Investing in REITs
Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management
Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing
Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives
Scott Ladner of Horizon Investments - Goals-Based Financial Strategies
Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return
Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management
David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services
William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets
Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last
Robert Baker of Advanced Asset Management Advisors - The Competitive Advantage of Working with Boutique Strategist Firms
Michael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"
Yoav Sharon of Driehaus Capital Management - Event-Driven Investing Strategies
Christopher King of Eaglebrook Advisors - Why Investors Should Consider Digital Assets
Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy
David Sherman of CrossingBridge Advisors - Investment Strategies That Work In Highly Volatile Markets
Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work
Jeff Spiegel of BlackRock - Megatrends: The Biggest Trends Shaping Our Future
Kenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain Times
Eben Burr of Toews Asset Management - Hedging Against Inflation, and Preparing for a Potential Bear Market
Justin Christofel of BlackRock - How to Build Global Multi-Asset Income Portfolios
John Davi of Astoria Portfolio Advisors - Managing Investment Risks through ETFs
Geremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your Investments
Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry
Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes
Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management
Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies
Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement
Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends
Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development
Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today
Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio
Scott Henderson of Calamos Investments - Maximizing Your Investment Returns
Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn
Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing
Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs
Mike Van Wyk of Capital Group - Pathways to Business Growth
Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn
Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets
Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation
Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management
Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management
Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability
Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing
Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing
Vance Howard of Howard Capital Management - Quantifying Risk and Tactical Investing
Harin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative Investing
Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency
Skip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary Standards
Scott Helfstein of ProShares - How to Leverage and Position Thematic Funds
Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification
Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion
Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style
Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios
Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors
Ryan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFs
Amy Magnotta of Brinker Capital - The Future of Portfolios, and Women in Finance
Jay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based Investing
Scott Ladner of Horizon Investments - Income Investing and Risk Management
Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices
Klaus Thuerbach of PIMCO - Commodities Uncovered
Jeff Spiegel of iShares - Investing in Megatrends
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design
Kim Arthur of Main Management - Investing in Disruption & Innovation
Tom Lydon of ETF Flows - Past, Present & Future of ETFs
Matthew Goulet of Fidelity Investments - Understanding The Model Marketplace
Chris Romano of Orion - Cybersecurity & The Power of Direct Indexing
Tim Holland of Brinker Capital - What Really Matters: Politics or Policy?
Jeff Mueller of Polen Capital - Different Take on Long Term Investing
Episode 69: A Modern Day Golden Era?
Rob Arnott of Research Affiliates - Suggestions For Today’s Market
Episode 67: Is Your Portfolio Good As Gold?
Bob Baker of Advanced Asset Management Advisors - Tailwinds Propelling Market Momentum
Episode 65: Staying Balanced Plus Big News From Orion
Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches
Case Eichenberger of CLS Investments - The End of Value Investing?
Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities
Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash
Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil
Sean Clark of Clark Capital - Economic Recovery Prospects
Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19
Peter Sousa of Litman Gregory - Weathering the Storm
Erin Leighty of PIMCO - Pandemic Impact
Terri Spath of Ocean Park - USA! USA!
Kim Arthur of Main Management - Market Volatility
Phil Toews of Toews Corp - The Orion Due Diligence Process
Grant Engelbart of CLS Investments - The State of ETFs
Marc Pfeffer of CLS Investments - The Value of Financial Planning
Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine
Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions
Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion
Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master
Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut
Dr. Nicholas Arreola of CLS - Resilience & Inflation
Michael Arone of State Street Global Advisors - How Likely is a Recession?
Mike Forker of Orion Advisor Tech - Value Investing & The Importance of Global
Bill Hoyt of Lattice Strategies - Sell in May and Go Away? Not so Fast!
Kray Zeller of CLS Investments- March Madness & Construction Management
Todd Clarke of NorthStar - True Value of Financial Advice
Eric Clarke of Orion - Trading Lessons from the NBA
Mike Zarren of CLS Investments - Staying Disciplined & What’s New with Brexit
Michael Hadden, Dustin Dorhout, and Aleck Liu of CLS Investments - Reasons to be Optimistic
Dean Cook of FTJ FundChoice - Staying Focused in the New Year
Paul Baiocchi of Fidelity - Defense Wins Championships
John Diehl of Hartford Funds - The October “Correction” & A New Vision of Retirement
Kevin Zlomke and Grant Engelbart of CLS Investments - Time is on Our Side & Myths of ESG
Case Eichenberger and Jeovany Zelaya of CLS Investments - Worried About the Next Bear Market?
Dawn Batho of CLS Investments - The Drivers of Warren Buffett's Success & Importance of Market Sentiment
Chelsey Duncan of CLS Investments - Hidden Risk & Taking Advantage of Volatility
Meb Faber of Cambria - Importance of “Expectations” & Is it Time to Buy FANG Stocks?
Gene Frerichs of CLS Investments - Our #1 Concern & Risks of Tariffs
Bill Wostoupal and Marc Pfeffer of CLS Investments - Trade Wars & Market Timing
Grant Engelbart of CLS Investments - A.I. and Shark Bites
Todd Clarke of Northstar - Be Different
Chad Boyer of CLS Investments - Better to Row or Sail
Paul Curbo of Invesco - The Loser's Curse: Market Timing & the NFL Draft
Ryan Beach of CLS Investments - Tariffs, Tech Wrecks and How to Improve Performance
Kostya Etus of CLS Investments - Stay Calm and Invest On
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
Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team
Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing
Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10
Brian Ragle of CLS Investments - The Comeback of Volatility
Josh Jenkins of CLS Investments - Coming in 2018: Volatility?
Paula Wieck of CLS Investments - Taxes and Trends in 2018
Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania
Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?
Joe Smith of CLS Investments - Beta & Taxes
Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries
Kostya Etus of CLS Investments - Fears and Expectations
Q&A with Chris Davis
Q&A with Chris Davis
Case Eichenberger of CLS Investments - Bullish or Bearish – Does It Matter?
Joseph Smith of CLS - CLS Weekly 3: September 20, 2017
CLS Weekly 3: August Market Review
Reference Guide Webinar – August 2017