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Podcast by Alexander Polen
Die Alternative im Radio.
Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
Break the Norm is a podcast designed to create conversation around what it means to have an unconventional career and life on the path to fulfillment. It's an amazing time to pursue your big dreams and create a career path on your own terms. Each week, I'll be giving real life applicable tips & strategies to help you to start breaking the norm right away. Break the Norm so you can have the life & job you want and deserve!
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FluxFM
Der EU droht eine neue Zerreißprobe: Ungarn und Polen starten mitten in der Pandemie so was wie einen Erpressungsversuch – und haben diese Woche gegen den geplanten EU-Haushalt gestimmt. Grund für den Streit ist der sogenannte Rechtsstaatsmechanismus. Ob die EU klare Kante zeigen, oder einen Kompromiss erarbeiten sollte, darüber haben wir mit Europ…
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Value Investing with Legends
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Howard Marks - Successful Investing Through Buying Things Well
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The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades. Today’s conversation is with Howard Marks, the Co-Founder and Co-Chairman of Oaktree Capital Management, which is one of the largest credit…
Glaubt man dem Partner uneingeschränkt? Begibt man sich ohne Angst in die Hände eines neuen Friseurs? Hört man auf die eigenen Körpersignale, wenn man sich nicht gut fühlt? Vertrauen ist ein Thema, das uns in allen Lebensbereichen begegnet. Svenja Flaßpöhler ist Autorin zahlreicher Bücher und Essays. Wenn sie nicht gerade in ihrem Schrebergarten en…
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Episode 73: Understanding The Model Marketplace丨Guest: Fidelity Investments’ Matthew Goulet
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In today’s episode, we give an in-depth look at the model marketplace, why more advisors are using model portfolios today and how these investment products can help advisors scale their business and enhance client relationships. Guest: Fidelity Investments’ Matthew Goulet. 3037-OAS-11/12/2020
Dienstag, 10. November 2020 Hier findet ihr weiterführende Links und Informationen rund um das tagesaktuelle FluxFM-Programm. FluxFM informiert zum Coronavirus Informationsseite des Robert Koch-Instituts zu COVID-19 (Coronavirus SARS-CoV-2) Entwicklungen und Entscheidungen der Bundesregierung zum Thema Coronavirus Die Entwicklungen zum Thema Corona…
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Episode 72: Cybersecurity & The Power of Direct Indexing丨Guest: Orion Advisor Tech’s Chris Romano
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In today’s episode, we discuss why the cybersecurity sector is an attractive investment play as the digital age continues to take shape, where advisors can find opportunities to hedge inflation in today’s market and how to position portfolios during and after election season. We also provide an indepth look at direct indexing and how it can help pr…
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Value Investing with Legends
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The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
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Today’s conversation is with Henry Ellenbogen and Anouk Dey from Durable Capital Partners. Henry founded Durable in 2019 and serves as Managing Partner and Chief Investment Officer. Before that, he was a Vice President of T. Rowe Price, T. Rowe Price Group Chief Investment Officer for U.S. Equity Growth, the lead Portfolio Manager for the U.S. Smal…
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Episode 71: What Really Matters: Politics or Policy?丨Guest: Brinker Capital Investments' Tim Holland
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In today's episode, we discuss the upcoming election and its impact on the market, what headwinds face advisors during this time, how to address them, and tips to encourage investors to stay the course. Guest: Tim Holland of Binker Capital Investments. 2601-OAS-10/13/2020
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Episode 70: Different Take on Long Term Investing | Guest: Polen Capital’s Jeff Mueller
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On today’s episode, we’re joined by Jeff Mueller, portfolio manager at Polen Capital, who explains how his career in the Marines inspired him to get into the investing business. Jeff also gives an in-depth look at Polen Capital’s unique investment strategies, which are available on the Orion platform and how they work in today’s environment. 2514-O…
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Rishi Renjen - Evolving Your Investment Process
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Today’s conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. Rishi earned a Bachelor of Science in Economics, with a concentration in …
On the podcast today, we discuss how advisors should diversify their portfolios as volatility returns, inflation increases and Big Tech’s dominance is tested. We also share our economic outlook on the market & Orion’s latest wins at the 2020 Wealth Management Awards. 2452-OAS-09/24/2020
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Richard Lawrence - Investing in Superior Businesses
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With the COVID-19 crisis dominating our spring semester, the focus of the podcast shifted slightly, and we had several conversations with distinguished investors talking about the impact of the crisis on financial markets. For this season, in addition to the essential lessons about investing and good asset management practices, we are going to expl…
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Value Investing with Legends
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Learning from Five Years of the 5x5x5 Russo Student Investment Fund
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Welcome back to a new season of the show! Our first conversation is going to be a little different as we’ll be talking about this year’s picks for the 5x5x5 Russo Student Investment Fund. Joining me today is Tom Russo, who designed and funded this first-ever student investment fund at Columbia Business School in 2014, and students James Shen and Fr…
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Suggestions For Today’s Market | Guest: Rob Arnott
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In this episode, we discuss whether or not a market bubble is on the horizon, why value is more attractive than growth, and the limitations of a traditional 60/40 portfolio. Plus, we cover the “Three ‘D’ Hurricanes” that can impact global asset classes. Special guest: Rob Arnott, founder and chairman of the board of Research Affiliates. 2170-OAS-08…
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Episode 67: Is Your Portfolio Good As Gold?
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In this episode, we provide an up-to-date market outlook and discuss the importance of due diligence. Plus, the largest antitrust investigation in 50 years, opportunities in fixed income and why investors should own gold. 2114-OAS-08/14/2020
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Episode 66: Tailwinds Propelling Market Momentum | Guest: Bob Baker, Advanced Asset Management Advisors
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In this episode, we discuss the market's steady, yet choppy incline and what advisors need to know when navigating the market environment. Special guest: Advanced Asset Management Advisors Bob Baker (3:20). 1896-OPS-7/24/2020
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Episode 65: Staying Balanced Plus Big News From Orion
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In this episode, we find some positivity in a sea of negative news. We also discuss balanced portfolios — and how we might want to change them — and what will the election mean for the markets? Plus, big news from Orion and Brinker Capital. 1778-CLS-07/14/2020
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Orion's The Weighing Machine
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Episode 64: Second Half 2020 Expectations Plus New Strategy Launches
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In this episode, we discuss what the future could hold for investors in the second half of 2020; Robyn asks some tough questions to Rusty; Rusty turns the tables on Robyn; and we get an in-depth look into Orion's new biotech, metals & mining strategies. Special guest: Orion Portfolio Solutions' Horacio Carias. 1677-OPS-6/29/2020…
In this episode, will value investing ever come back? Or are traditional market cycles being upended in a new world order? We tackle your most common questions as the economy reopens. Special guest: CLS Investments' Case Eichenberger. 1529-OAS-6/11/2020
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Episode 62: Bear Market Optimism & Overlooked Opportunities
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In this episode, we discuss several reasons why investors should be optimistic about the market going forward, the potential for a market recovery, and major takeaways from the digital Berkshire Hathway meeting. Special guest: Brandywine Global's Jack McIntrye (33:38). 1369-OAS-5/21/2020
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Value Investing with Legends
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Kim Shannon - Value Investing - Bringing it All Together
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Today’s conversation is with Kim Shannon President and Co-Chief Investment Officer at Sionna Investment Managers. Kim founded Sionna Investment Managers in 2002 and has more than 35 years of industry experience, and previously served as the Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. Kim is also a…
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Episode 61: Earnings Season and The Coronavirus Crash | Guest: State Street Global Advisors Michael Arone
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In this episode, we evaluate the economic environment heading into earnings season as the market recovery continues and share five key takeaways from the COVID-19 outbreak. Special guest: State Street Global Advisors Michael Arone (11:47). 1196-OPS-5/5/2020
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Episode 60: Global Markets' Reaction to Turm-Oil | Guest: Capital Group's Marc Nabi
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In this episode, we discuss how the price war between Saudi Arabia and Russia oil has impacted the global market environment, the impact of a major cash drawdown, and how economies are restarting around the world. Special guest: Capital Group's Marc Nabi (16:58). 1133-CLS-4/28/2020
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Episode 59: Economic Recovery Prospects | Guest: Clark Capital’s CIO Sean Clark
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In this episode, we recap the worst Q1 in market history and the odds of an economic recovery in the near-term. We also explain how advisors can rebalance their portfolios to prepare for what's ahead and how ETFs have fared during the COVID-19 outbreak. Special guest: Clark Capital's Sean Clark (34:16) Clark Capital is not affiliated with Orion and…
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Value Investing with Legends
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Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
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Today’s conversation is with Dan Davidowitz and Jeff Mueller of Polen Capital, which is a firm that is dedicated to researching and analyzing the highest-quality companies around the globe and investing for the long haul and with a business owner’s mindset. Dan is the co-head of the Large Company Growth Team and the lead portfolio manager of the fi…
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C.T. Fitzpatrick: Value Investing in Times of Deep Distress
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Today’s conversation is with C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer at Vulcan Value Partners. C.T. founded Vulcan in 2007 and since then, all five strategies have peer rankings in the top 1% of value managers in their respective categories. Before starting Vulcan Value Partners, C.T. worked as a principal and p…
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Episode 58: Economic Impact of COVID-19| Guest: Cougar Global Investments’ Abe Sheikh
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In this episode, we review the economic impact of the coronavirus pandemic. Will the historic stimulus package and unprecedented steps by the Fed be enough to stem the damage? Special guest: Cougar Global Investments’ Abe Sheikh (33:37) 0801-OPS-3/30/2020By CLS Investments
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Episode 57: Weathering the Storm | Guest: Litman Gregory’s Peter Sousa
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In today’s episode we review the market turmoil — what’s crashing, what’s surviving, and is anything thriving? We also discuss what we’re doing to combat the crisis and keep your portfolios safe. Special guest: Litman Gregory’s Perter Sousa (29:37) 0712-OPS-3/23/2020By CLS Investments
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Value Investing with Legends
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Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
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Today’s conversation is with Michael Mauboussin, Head of Consilient Research at Counterpoint Global. Before joining Counterpoint Global, Michael was the Director of Research at BlueMountain Capital Management in New York and previously the Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Man…
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Value Investing with Legends
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Francisco García Paramés - Value Investing for the Long Term Guest
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Today’s conversation is with Francisco García Paramés, chairman and chief investment officer at Cobas Asset Management, which he founded in 2016. Before founding Cobas, Francisco was with Bestinver for over 25 years. During that time, he built a legendary record and posted an average annual return of 15%, outperforming the reference benchmark by …
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Episode 56: Pandemic Impact | Guest: PIMCO’s Erin Leighty
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In this episode, we discuss the market impact of the coronavirus, as the implications of the outbreak reverberate around the world. Special guest: PIMCO’s Erin Leighty (24:21) 0624-OPS-3/16/2020By CLS Investments
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Value Investing with Legends
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David Samra - Leveraging Fundamentals to Remain Relevant
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Today’s conversation is with David Samra, managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is the lead portfolio manager of the Artisan International Value Fund, which he has managed since its inception in September 2002. Mr. Samra also was co-portfolio manager for the Global Value Fund…
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Episode 55: USA! USA! | Guest: Ocean Park’s Terri Spath
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In this episode, we discuss the current risk-off environment, Americans’ approach to saving money, the benefits of international diversification and why we may appear to have a “bias” against the U.S. market. Along with CLS Investment Research Analysts Michael Hadden and Nick Codola, we also discuss which sectors are making money and our newest pub…
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Episode 54: Market Volatility | Guest: Kim Arthur, Main Management
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In this episode, CLS Investments’ Chief Investment Officer, Marc Pfeffer, discusses the reasons for the market’s recent sell-off (including the coronavirus and U.S. elections), insights on market volatility, whether Tesla is a good buy, and income strategies for the current market environment. In addition, (at the 17:30 mark) Rusty talks to the CEO…
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Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp
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We are excited to introduce a new format for The Weighing Machine podcast. From now on, in addition to hearing market insights from the investment team at CLS Investments, you will also hear an in-depth interview with a strategist at Orion Portfolio Solutions, CLS’s sister company. In this episode, Orion Director of Investment Due Diligence...…
A look at the state of the ETF marketplace, important changes to retirement planning, and the market impact of recent military action in Iran. CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to discuss the most attractive areas of the market and improvements made to CLS’s Risk Budgeting methodology. This week’s...…
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Episode 51: A Decade In Review and a Look at the 20s
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Rusty looks back at the markets over the past year and the past decade. Plus, a look ahead at what could be in store for the 20’s, including “megatrends” set to shape the decade. CLS Client Portfolio Manager Case Eichenberger discusses the best performing stocks of 2019, Risk Budgeting in the U.S. and global markets,...…
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Bruce Greenwald - Staying on the Right Side of the Trade
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Today’s conversation is with Professor Bruce Greenwald, guru to Wall Street’s gurus. Bruce is the Robert Heilbrunn Professor of Finance and Asset Management Emeritus at Columbia Business School and is the former Academic Director of the Heilbrunn Center for Graham & Dodd Investing. He has been the recipient of numerous awards, including the Columbi…
