Orion's The Weighing Machine

Guests: Brian Kelleher, Senior Vice President, ETF Strategy, for PIMCO, and Bobby Brooks, Managing Director, National Sales Manager, for Deutche Asset Management. CLS announces a new investment theme: Be Active! We also take a look at the hidden risks in income investing and discuss the bond market’s bumpy ride with our guest, CLS Portfolio Manager Josh...

Guests: Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Series Producer – Sadie Brewer, Producer & Engineer – Nicholas Harnack, Artwork – Gary Withrow 1252-CLS-2/20/2018

Guest: Brian Ragle, Senior Regional Vice President of Sales. Volatility finally returns in 2018. We’ll look back at last week’s market slide and review the U.S. dollar, emerging markets, and lessons from 2017 with Case Eichenberger, CLS Client Portfolio Manager. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray –...

Guest: Josh Jenkins, CFA – Portfolio Manager. Will volatility make a comeback in 2018? A closer look at CLS’s outlook for the new year, a review of the bond market, and tips on how to prepare for a rising-rate environment. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer...

Guest: Paula Wieck, CFA – Portfolio Manager. A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer –...

Guests: CLS portfolio managers Kostya Etus and Grant Engelbart. How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer...

Guest: Marc Pfeffer – CLS Senior Portfolio Manager. A look at the housing market and the ever-present influences of politics and taxes. CLS’s Marc Pfeffer discusses two favorite topics – fixed income ETFs and Bitcoin. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 3271-CLS-12/4/2017

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,...

Guest: Reggie Browne – Senior Managing Director – ETF Group, Cantor Fitzgerald. Just how much money are we going to spend on Halloween? What’s happening with cash, and is the strength of the market’s positive returns all that durable? Plus an interview with Marc Pfeffer, senior portfolio manager and resident East Coaster at CLS. Investments Hosts:...

Guest: Kostya Etus – CLS portfolio manager. How might President Trump’s tax cuts impact your portfolio? And what are some of the behavioral biases that get investors off track? With special guest Kostya Etus, we’ll discuss unwarranted fears, managing expectations, and, of course, movies. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments...

Chris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017

Chris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017

Guest: Case Eichenberger, CLS client portfolio manager. Are we heading for a bear market? Or will this bull keep going? On this episode, we review investor sentiment and how we can prepare for either scenario. We’ll also discuss commodities, factor investing, and why we might have it totally wrong on dividends. Hosts: Rusty Vanneman, CFA,...

Guest: Joseph Smith, CFA – CLS Senior Market Strategist Episode topic: September Fed meeting, Future of bitcoin, and Current inflation breakdown Hosts: Rusty Vanneman, CFA, CMT – CLS Chief Investment Officer and Robyn Murray

Diversification is working. CLS & behavioral analysis. Why benchmark construction is important.

Reference guide: https://clsinvest.com/referenceguide