Best CLS Investments Podcasts (2024)

1
Aspira Women’s Health CEO Nicole Sandford on OvaWatch Progress and Recent Financing 36:22

1h ago36:22

36:22

Send us a Text Message. Aspira CEO and Director Nicole Sandford joins the Water Tower Hour Podcast to discuss recent updates on OvaSuite, including preliminary 2Q24 OvaWatch volume growth and the launch of mass monitoring. She walks us through what is driving OvaWatch growth and the messaging to physicians and patients around the value of proper ma…

1
An Introduction to CLS Holdings with COO Joseph Ramalho and WTR’s Jesse Redmond 32:18

1d ago32:18

32:18

Send us a Text Message. CLS Holdings COO Joseph Ramalho and WTR’s Head of Cannabis Jesse Redmond join the show to discuss how CLS is winning in Nevada and expanding nationally. Joseph starts the show by sharing how cannabis has helped him personally overcome challenging medical issues and how this journey led him to join CLS. We examine how the com…

1
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits 35:14

41m ago35:14

35:14

Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive exper…

1
111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply Chain 16:42

5d ago16:42

16:42

Send us a Text Message. In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the 111, Inc (NASDAQ: YI) initiation of coverage report with WTR senior healthcare and special situations analyst Robert Sassoon. The discussion includes 111's role in the digital transformation of China's healthcare supply chain, the comp…

1
Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

7d ago20:42

20:42

Send us a Text Message. CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activ…

1
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them 1:01:45

4d ago1:01:45

1:01:45

Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, por…

1
Envoy Medical – Developing a Disruptive Fully Implanted Cochlear Implant for Patients with Severe Hearing Loss 31:57

16d ago31:57

31:57

Send us a Text Message. Envoy’s CEO Brent Lucas and Envoy’s CFO David Wells join WTR’s Thierry Wuilloud and Tim Regan to discuss the company’s Acclaim cochlear implant. The Acclaim has two key differentiating characteristics compared to the current market leading cochlear implants: First, it uses the ear to capture sound, unlike the current standar…

1
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets 49:31

12d ago49:31

49:31

Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…

1
Consumer Products Conference Recap : Resumption of Top-Line Growth Could Be a Powerful Catalyst 18:22

21d ago18:22

18:22

Send us a Text Message. In this week’s Water Tower Hour Podcast, Consumer Products analyst, Doug Lane, discusses our recent Consumer Products Virtual Investor Conference, as companies navigate the post-pandemic landscape with new strategies and management teams. We heard about Vera Bradley's Project Restoration, Medifast's innovative GLP-1 Lifestyl…

1
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy 11:34

23d ago11:34

11:34

Send us a Text Message. In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop s…

1
Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? 48:49

19d ago48:49

48:49

Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…

1
Ainos Initiation of Coverage Review – AI Nose Tech and Veldona Drug in Pipeline 13:06

24d ago13:06

13:06

Send us a Text Message. In this FlashCast Podcast, WTR CEO & Co-Founder Shawn Severson and Healthcare Analyst Do Kim recap the recent IOC of Ainos, Inc., discussing the company’s lead pipeline products and innovative AI Nose technologyBy Water Tower Research

1
Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets 29:59

28d ago29:59

29:59

Send us a Text Message. In this episode of the Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The…

1
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management 34:21

29d ago34:21

34:21

This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…

1
Recapping the 2024 Louisiana Energy Conference and Looking Ahead to 2025 22:18

1M ago22:18

22:18

Send us a Text Message. In this episode of the Water Tower Hour Podcast Al Petrie, host of the Louisiana Energy Conference, and Jeff Robertson, WTR’s Managing Director for Natural Resources, recap the 2024 Louisiana Energy Conference, which was held in New Orleans May 28 – 30, 2024. The conference featured a diverse set of panel discussions focusin…

1
Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It 28:52

1M ago28:52

28:52

Today Rusty & Robyn are joined by Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking and Investment Science, and minored in Management. In 2012, she received a Mast…

1
Cody Shandraw – An Investor’s Perspective on the Psychedelics Landscape 37:48

1M ago37:48

37:48

Send us a Text Message. Cody Shandraw, a serial entrepreneur and seasoned investor in unconventional opportunities, joins WTR's Robert Sassoon and Tim Regan to share his insights on the investing landscape in the psychedelics sector. He discusses the challenges and the opportunities, and on how to best play the psychedelics growth story going forwa…

1
Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios 45:39

1M ago45:39

45:39

Today Rusty & Robyn are joined by Greg Wilensky and Jeremiah Buckley, head of US Fixed Income and Portfolio Manager at JanusHenderson respectively. Greg Wilensky is Head of US Fixed Income and a portfolio manager at Janus Henderson Investors, a position he has held since 2020. Prior to joining the firm, Greg served as senior vice president, directo…

1
Discussion with UK-list US Bitcoin Miner Vinanz’s Chairman David Lenigas 27:44

2M ago27:44

27:44

Send us a Text Message. Join WTR’s Tim Regan and Dr. John Roy as they chat with Vinanz Chairman David Lenigas about this Bitcoin miner’s differentiated business model and its moves to make is shares more tradeable in the US.By Water Tower Research

1
Alex Fink - Leadership Advice from a US Army General 50:43

2M ago50:43

50:43

Today Rusty & Robyn are joined by Alex Fink, Retired US Army Major General and former Chief Marketing Officer for the US Army. General Fink last served as the Army’s Chief Marketing Officer and is credited with reinventing the classic “Be All You Can Be” campaign. General Fink served for over 33 years in a variety of domestic and overseas operation…

1
Consumer Products Conference Preview 12:15

2M ago12:15

12:15

Send us a Text Message. Chief Revenue Officer, Tim Regan, and Head of Consumer Products, Doug Lane, discuss the upcoming WTR Virtual Consumer Products Conference, June 5-6th.By Water Tower Research

1
Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace 52:24

2M ago52:24

52:24

Today Rusty & Robyn are joined by Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors in Denver, CO. Paul Baiocchi is the Chief ETF Strategist at SS&C ALPS Advisors, spearheading the firm’s distribution strategy and execution for the ETF suite as well as the Select Sector SPDRs lineup of ETFs. Paul works closely with the distribution, researc…

1
Louisiana Energy Conference Preview 18:57

2M ago18:57

18:57

Send us a Text Message. Ahead of the Louisiana Energy Conference (May 28-30), Tim Gerdeman interviews the WTR team that will be attending, including Shawn Severson, Jeff Robertson, Chris Degner, and Peter Gastreich. The team discusses what to watch for, including at the conference panels, and also addresses the broader implications of energy evolut…

1
Discussion with Pineapple Financial CEO Shubha Dasgupta 28:00

2M ago28:00

28:00

Send us a Text Message. Canada-based Pineapple Financials’ CEO and Co-Founder Shubha Dasgupta joins WTR's Tim Regan and Curtis Shauger to provide an overview of Pineapple’s business model, market opportunity, product pipeline and Maui, its recent AI product launch.

1
Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets 40:28

2M ago40:28

40:28

Today Rusty & Robyn are joined by Harry Hartford, a Portfolio Manager at Causeway Capital Management in Los Angeles, CA. Mr. Hartford is the president at Causeway, fundamental portfolio manager, and head of fundamental research. Mr. Hartford co-founded the firm in June 2001 and is a member of the operating committee. From 1996 to June 2001, Mr. Har…

1
Cannabis Rescheduling Review with Emily and Morgan Paxhia of Poseidon 44:07

2M ago44:07

44:07

Send us a Text Message. Emily and Morgan Paxhia are the co-founders of Poseidon, one of the most experienced cannabis investment managers. They joined WTR’s head of cannabis, Jesse Redmond, to discuss the recent news that the DEA has agreed with the HHS’ recommendation to move cannabis from Schedule I to Schedule III. The conversation covers implic…

1
Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare? 38:13

2M ago38:13

38:13

Today Rusty & Robyn are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through …

1
BioLargo recipe for Success - Clean Water, Clean Air and Advanced Antimicrobial Technology for Healthcare 40:36

3M ago40:36

40:36

Send us a Text Message. BLGO’s CEO Dennis Calvert joins Dmitry Silversteyn and Tim Gerdeman to discuss the company’s science-driven approach to developing and commercializing innovative solutions to address critical environmental problems such as “forever chemicals”, air and water quality and cost-effective power storage.…

1
Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management 51:00

2M ago51:00

51:00

Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively. Key Takeaways [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions. [09:05] - Who have provided some of their key philosophic…

1
WTR AI & Technology Hybrid Investor Conference Recap 13:46

3M ago13:46

13:46

Send us a Text Message. Join WTR’s Tim Regan, Curtis Shauger, Dr. John Roy and as they chat about Crypto, AI, and the recent WTR AI and Technology Investor Conference.By Water Tower Research

1
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 32:34

3M ago32:34

32:34

Today Rusty & Robyn are joined by Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors. He is responsible for the commercial mortgage-backed securities portfolios for both Western & Southern Financial Group and third-party institutional clients. Schneider joined the firm in 2019. Prior to Fort Washingt…

1
Nicole Sandford of Aspira Women’s Health and WTR’s Tim Regan and Tim Gerdeman 23:58

3M ago23:58

23:58

Send us a Text Message. In this special episode, Nicole is joined by industry experts Tim Regan and Tim Gerdeman from Water Tower Research. Together, they embark on a dynamic conversation delving into the latest trends, challenges, and opportunities in women's health. They discuss continued progress on the markets adoption of the Company’s OvaSuite…

1
Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market 33:38

3M ago33:38

33:38

Today Rusty & Robyn are joined by Matt Brown, Founder and CEO of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage an…

1
TMC and Deep-Sea Mining’s Role in Electrifying the Planet 43:39

3M ago43:39

43:39

Send us a Text Message. TMC’s CFO Craig Shesky and the company’s Head of Stakeholder Engagement Corey McLachlan join WTR’s Dmitry Silversteyn and Tim Gerdeman to discuss the importance of deep-sea mining as a source of critical metals for global energy transition with the least possible negative impact on the planet and the people, and look at the …

1
Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024 38:16

3M ago38:16

38:16

Today Rusty & Robyn are joined by Jason Mertz, Director and Fixed Income Investment Strategist at AllianceBernstein. Jason works extensively with the firm’s portfolio management, credit research and trading team to monitor and communicate portfolio positioning and analysis to clients around the US. Prior to joining AB in 2016, Mertz worked at Black…

1
AI and Crypto Companies Presenting at the WTR’s AI and Technology Investor Conference on April 10 and 11th 18:08

4M ago18:08

18:08

Send us a Text Message. Join WTR’s Tim Regan and Dr. John Roy and as they chat about Crypto and AI, and the hype surrounding it, and which Crypto and AI companies are presenting at the WTR AI and Technology Investor Conference on April 10 and 11th.By Water Tower Research

1
Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry 39:57

3M ago39:57

39:57

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive…

1
PharmAla Biotech's MDMA focus and Recipe for Success in the Psychedelics Space 30:21

4M ago30:21

30:21

Send us a Text Message. Canada-based PharmAla Biotech's Founding CEO and President Nick Kadysh joins WTR's Tim Regan and Robert Sassoon to discuss PharmAla's focus on MDMA, the regulatory environment, and the company's recipe for success in the psychedelics space. Founded three years ago, the company reported annualized revenue of C$3 million and a…

1
Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them? 37:00

4M ago37:00

37:00

This week, Rusty is joined by Josh Flade from Orion to discuss diversifying asset classes. Joshua is the Deputy Chief Investment Officer of Orion OCIO where he chairs the investment committee and oversees the firm’s four investment verticals: Public Equities, Fixed Income, ETF/Mutual Fund Models, and Private Investments. Previously, Joshua speciali…

1
Consumer Products Analyst Doug Lane Discusses How Direct Selling Stocks Have Performed in 2024 16:12

4M ago16:12

16:12

Send us a Text Message. Doug talks about factors impacting the very soft start to 2024 for the publicly traded direct selling stocks, with forward earnings being sharply reduced coming out of the 2023 4Q earnings cycle and forward multiples remaining at generational lows. However, Doug notes that these companies have been around for a while and hav…

1
Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it 32:30

4M ago32:30

32:30

This week, Rusty and Robyn are joined by Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions to discuss Direct Indexing. Frank is an experienced investment professional known for his expertise in portfolio management and a history of contributing positively to performance outcomes.. He believes that a rigorously designed, flexible and rob…

1
Drilling into Colombia’s Oil & Gas Industry and the Rise of Independent Upstream Operators 31:29

4M ago31:29

31:29

Send us a Text Message. Tim Regan is joined by Peter Gastreich and Chris Degner to discuss the changing landscape for the oil & gas industry in Latin America and Colombia. Among the key themes discussed include strategies of onshore independent operators and natural gas in the context of energy transition.…

1
Chris King of Eaglebrook Advisors - Let’s Talk Crypto 55:09

4M ago55:09

55:09

Chris King is the founder and CEO of Eaglebrook Advisors. Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed acc…

1
California Cannabis Spotlight with Benzinga’s Elliot Lane and WTR’s Jesse Redmond 25:23

4M ago25:23

25:23

Send us a Text Message. WTR’s Tim Regan and Jesse Redmond were joined by Benzinga’s Elliot Lane to recap the company’s recent Cannabis Spotlight event in Los Angeles. This was Benzinga’s first regional event, and the group discussed the sentiment among operators, favorite moments, and biggest takeaways. The episode concludes by looking forward to B…

1
Why Rare Cannabinoids Are In Demand with WTR's Jesse Redmond and BayMedica's Jerry Griffin 39:02

5M ago39:02

39:02

Send us a Text Message. BayMedica is the commercial business arm of rare cannabinoids-based drug developer InMed Pharmaceuticals (NASDAQ: INM). BayMedica produces and sells synthesized high purity and consistent rare cannabinoid ingredients to the Health & Wellness sector. BayMedica’s business has quickly grown its annual revenues to more than $5 m…

1
Fritz Folts of 3EDGE Asset Management - What Happened to the Markets in 2023 and What’s Ahead for 2024 42:20

5M ago42:20

42:20

In this episode, Rusty Vanneman and Robyn Murray are joined by Fritz Folts from 3EDGE Asset Management. Fritz has over 20 years of experience at the investment committee level in the investment management industry. He was one of the co-founders of 3EDGE Asset Management, where he serves as the Chief Investment Strategist and Member of the Investmen…

1
Grown Rogue with CEO Obie Strickler and Jesse Redmond 53:58

5M ago53:58

53:58

Send us a Text Message. Grown Rogue CEO Obie Strickler joined WTR’s Jesse Redmond to discuss how it grows low-cost craft cannabis at scale. The company has found success in historically different markets like Oregon and Michigan and Strickler shared the steps it has taken to compete in these open-license states. Grown Rogue is expanding, and he exp…

1
Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due Diligence 54:20

5M ago54:20

54:20

In this episode, Rusty Vanneman and Robyn Murray are joined by Ron Ahluwalia, Mili Rosen and Will Girton from Brinker Capital’s award winning due diligence team. Ron Ahluwalia is a Vice President, Senior Portfolio Manager at Brinker Capital, an Orion Company. In this role, he is responsible for the portfolio management, strategy planning, and commu…

1
LifeVantage with CEO Steve Fife and CFO Carl Aure 23:24

5M ago23:24

23:24

Send us a Text Message. LifeVantage CEO Steve Fife and CFO Carl Aure join WTR’s Tim Regan and Doug Lane to talk about the company’s recent Global Kickoff event, featuring the introduction of this year’s “Rise ERA” theme to its Consultant base worldwide. Also covered is the announcement of Phase 2 of its LV360 initiatives this year, as well as a rec…

1
Jeff Sherman of DoubleLine Capital - The Goldilocks Economy: How Long Can it Last 1:02:16

5M ago1:02:16

1:02:16

As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’…

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