All episodes
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