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Orion's The Weighing Machine

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 Ben Vaske, 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 reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a register...

Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets

31 mins; March 31, 2026

Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101

44 mins; February 23, 2026

Michelle Cluver of Global X ETFs - The Long Game of AI

44 mins; February 03, 2026

Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026

36 mins; December 21, 2025

Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner

46 mins; December 08, 2025

Kim Arthur of Main Management - The Ethos of Client Service

45 mins; November 10, 2025

Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine

44 mins; June 09, 2025

Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing

34 mins; June 02, 2025

Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living

48 mins; May 26, 2025

Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer

58 mins; May 19, 2025

Dustin Haygood of Aristotle - Value Investing and the Power of Patience

55 mins; May 12, 2025

Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains

66 hours 27 mins; May 05, 2025

Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career

54 mins; April 28, 2025

Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters

40 mins; April 21, 2025

Frank Trotter of Battle Bank - The Inside Story of Online Banking

48 mins; April 14, 2025

Morris Chen of DoubleLine Capital - Commercial Real Estate

48 mins; April 07, 2025

Daryl Clements of AllianceBernstein - It's All About Municipal Bonds

49 mins; March 31, 2025

Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book

43 mins; March 24, 2025

Wade Pfau of Retirement Researcher - Retirement Income and RISA

57 mins; March 17, 2025

Anmol Sinha of Capital Group - The Fixed Income Market and ETFs

61 hours 57 mins; March 10, 2025

Russ Koesterich of BlackRock - Global Strategies and Market Outlook

34 mins; March 03, 2025

Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free

79 hours 12 mins; February 24, 2025

Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds

41 mins; February 17, 2025

Sue Thompson of Women in ETFs - The Keys to Leadership and Much More

53 mins; February 10, 2025

David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans

54 mins; February 03, 2025

Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025

26 mins; January 27, 2025

Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?

40 mins; January 20, 2025

Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important

56 mins; January 13, 2025

Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine

41 mins; January 06, 2025

Jack Sharry of LifeYield - Technology and Tax Efficient Investing

51 mins; December 30, 2024

Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing

59 mins; December 23, 2024

Nate Conrad of LifeX - A New Approach to Retirement Planning

43 mins; December 16, 2024

Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing

67 hours 18 mins; December 09, 2024

Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of Creativity

46 mins; December 02, 2024

Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms

35 mins; November 25, 2024

Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative Approach

106 hours 37 mins; November 18, 2024

Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them

20 mins; November 11, 2024

John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?

64 hours 50 mins; November 04, 2024

Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors

38 mins; October 28, 2024

Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now

28 mins; October 21, 2024

Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees

45 mins; October 14, 2024

Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More

49 mins; October 07, 2024

Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch

34 mins; September 30, 2024

The Brinker Due Diligence Team - Due Diligence and How to Do it Right

43 mins; September 23, 2024

Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing

66 hours 31 mins; September 16, 2024

Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?

54 mins; September 09, 2024

Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History

43 mins; September 03, 2024

Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities

58 mins; August 26, 2024

Adam Abbas of Harris Associates - It’s All About Fixed Income

33 mins; August 19, 2024

David Ricci of William Blair - The Future of Growth Investing

38 mins; August 12, 2024

Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?

37 mins; August 05, 2024

Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t

38 mins; July 29, 2024

James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry?

36 mins; July 22, 2024

Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits

35 mins; July 15, 2024

Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them

61 hours 45 mins; July 08, 2024

Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets

49 mins; July 01, 2024

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

48 mins; June 24, 2024

Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management

34 mins; June 17, 2024

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

28 mins; June 10, 2024

Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios

45 mins; June 03, 2024

Alex Fink - Leadership Advice from a US Army General

50 mins; May 27, 2024

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

52 mins; May 20, 2024

Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets

40 mins; May 13, 2024

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

38 mins; May 06, 2024

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

51 mins; April 29, 2024

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 mins; April 22, 2024

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

33 mins; April 15, 2024

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

38 mins; April 08, 2024

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

39 mins; April 01, 2024

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

37 mins; March 25, 2024

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

32 mins; March 18, 2024

Chris King of Eaglebrook Advisors - Let’s Talk Crypto

55 mins; March 11, 2024

LifeX: A New Product Line That Could Change the Way Investors Think About Retirement with Nate Conrad of Stone Ridge Asset Management

47 mins; March 04, 2024

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

42 mins; February 26, 2024

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

54 mins; February 19, 2024

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

62 hours 16 mins; February 12, 2024

Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends

51 mins; February 05, 2024

Alex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients?

38 mins; January 29, 2024

Phil Toews of Toews Asset Management - What's Ahead in 2024?

45 mins; January 22, 2024

Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023

34 mins; January 16, 2024

Kim Arthur of Main Management - Market Outlooks

33 mins; January 12, 2024

Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm

40 mins; January 08, 2024

Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry

38 mins; December 26, 2023

David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry

36 mins; December 19, 2023

Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth

40 mins; December 12, 2023

Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets

27 mins; December 05, 2023

Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships

34 mins; November 28, 2023

Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks

30 mins; November 21, 2023

Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives

50 mins; November 14, 2023

Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management

47 mins; November 07, 2023

Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values

33 mins; October 31, 2023

George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business

46 mins; October 24, 2023

John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing

36 mins; October 17, 2023

Mike Akins with ETF Action - How to Navigate the ETF Marketplace

37 mins; October 10, 2023

Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios

41 mins; October 03, 2023

Julie Cane of Democracy Investments - Investing in Freedom

29 mins; September 26, 2023

Dr. Daniel Crosby of Orion - What's on Your Bookshelf

45 mins; September 19, 2023

Brian Ferguson of Newton Investment Management Group - Investing in Value

51 mins; September 12, 2023

Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)

41 mins; September 05, 2023

Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks

59 mins; August 29, 2023

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Orion's The Weighing Machine

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