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, BFA, 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 revie ...
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Presented by Rusty O’Nhiall and Sue Schenskie, The show airs on Digital Radio 4 and the SEPIA Radio Network every week and explores our mysterious and often, baffling world. From ghosts and hauntings to conspiracy and mythical beasts, Rusty O’Nhiall and Sue Schenskie take you into a world of wonder, a trip into the shadows and that which is often unseen, sometimes, unmentioned. Join Rusty and Sue as they share with you not only their own research, adventures and experiences but introduces fa ...
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Hey everyone, We're Rusty, Arzee and Poli! We're 3 guys that have loved video games since before we can even remember. After countless years of discussing and arguing everything gaming, we decided to record ourselves doing what we obviously love doing. We hope you all enjoy our podcast. Schedule: We update every second week, usually on Sundays or Mondays. Listener Emails: We like to read listener feedback on the air (even if we have to make them up ourselves :P) so if you have any questions ...
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Senator Sawyer discusses the latest legislation and takes listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the political party they may be affiliated with.
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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
49:31
49:31
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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.…
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O-Line Conversation with Mooresville Mayor, Chris Carney
45:37
45:37
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
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48:49
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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…
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Joined by Jason Simmons - Chairman of the North Carolina Republican Party
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45:03
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
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34:21
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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…
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Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It
28:52
28:52
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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…
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios
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45:39
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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…
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Trump Trial | Pole Trivia Game | Train Transportation
45:17
45:17
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Alex Fink - Leadership Advice from a US Army General
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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…
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace
52:24
52:24
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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…
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets
40:28
40:28
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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…
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'Culture Wars' | NC Lt Gov Primary Run-Off | Statesville Airport
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43:46
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Senator Sawyer discussed controversial statements she made and her commitment to standing by them. She expressed her intention to adopt a more direct and assertive communication style, drawing inspiration from Virginia Fox. The conversation then shifted to discussing recent events in Raleigh, with a focus on embracing a more outspoken approach in p…
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Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?
38:13
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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 …
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management
51:00
51:00
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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…
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Davidson: Past, Present, & Future | Featuring Mayor Rusty Knox
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45:28
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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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
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32:34
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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…
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On this episode of We're Just Sayin', your hosts, Senator Vickie Sawyer and David Coble, cover a range of topics, including the upcoming Republican Women's Caucus Breakfast, the short session in Raleigh, misconceptions surrounding the moratorium in Mooresville, property rights, future transportation technology, sheriffs cooperating with ICE, a prop…
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Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market
33:38
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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…
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Sam Zobrest and District 37's First Man Guest Host!
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44:59
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44:59
North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024
38:16
38:16
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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…
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Sports | DOT Transparency | Minimum Wage Exceptions in California
45:36
45:36
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry
39:57
39:57
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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…
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Easter Baskets | Housing Prices | NC Law on Squatting
46:10
46:10
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46:10
North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?
37:00
37:00
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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…
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Setting The Record Straight on the Opportunity Scholarship Program
45:08
45:08
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45:08
North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie, alongside David Coble, discuss the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the politi…
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Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it
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32:30
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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…
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A Conversation with Candidates for NC Senate: Semone Pemberton, Dana Caudill Jones, Scott Lassiter
45:16
45:16
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Vickie discusses the latest legislation and take listener call-in questions. She’s dedicated to making sure North Carolina becomes a great place for everyone no matter what they believe in or the political party they may be …
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Chris King of Eaglebrook Advisors - Let’s Talk Crypto
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55:09
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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…
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The Ballots are IN! | David and Larry Breakdown the State and Local Primaries
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45:54
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North Carolina Senator Vickie Sawyer hosts a weekly show about the legislation in North Carolina on Fridays at 11 am on WSIC. Senator Sawyer is traveling this week so David Coble, alongside friend of the station and guest Co-Host, Larry Shaheen Jr., discuss the latest legislation and take listener call-in questions. We're Just Sayin' | Fridays at 1…
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