All Episodes
Orion's The Weighing Machine — 291 episodes · page 1 of 3
Phil Voelker of AAMA - Black and White in a Gray Market
Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market Risk
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