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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...

Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management

37 mins; September 21, 2021

Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability

76 hours 36 mins; September 14, 2021

Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing

22 mins; September 07, 2021

Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing

28 mins; August 31, 2021

Vance Howard of Howard Capital Management - Quantifying Risk and Tactical Investing

22 mins; August 24, 2021

Harin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative Investing

34 mins; August 17, 2021

Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency

35 mins; August 10, 2021

Skip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary Standards

43 mins; August 03, 2021

Scott Helfstein of ProShares - How to Leverage and Position Thematic Funds

32 mins; July 27, 2021

Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification

33 mins; July 20, 2021

Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion

31 mins; July 13, 2021

Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style

56 mins; July 06, 2021

Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios

21 mins; June 29, 2021

Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors

37 mins; June 22, 2021

Ryan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFs

31 mins; June 15, 2021

Amy Magnotta of Brinker Capital - The Future of Portfolios, and Women in Finance

20 mins; June 08, 2021

Jay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based Investing

26 mins; May 31, 2021

Scott Ladner of Horizon Investments - Income Investing and Risk Management

40 mins; May 21, 2021

Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices

50 mins; April 08, 2021

Klaus Thuerbach of PIMCO - Commodities Uncovered

27 mins; March 29, 2021

Episode 79: The Value of Value Investing丨Guest: Hotchkis & Wiley Capital Management’s Scott McBride

35 mins; March 23, 2021

Jeff Spiegel of iShares - Investing in Megatrends

19 mins; March 08, 2021

Episode 77: The Inflation Debate | Guest: Enduring Investments' Michael Ashton

53 mins; February 17, 2021

Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design

42 mins; January 25, 2021

Kim Arthur of Main Management - Investing in Disruption & Innovation

28 mins; January 05, 2021

Tom Lydon of ETF Flows - Past, Present & Future of ETFs

36 mins; December 11, 2020

Matthew Goulet of Fidelity Investments - Understanding The Model Marketplace

24 mins; November 13, 2020

Chris Romano of Orion - Cybersecurity & The Power of Direct Indexing

28 mins; October 29, 2020

Tim Holland of Brinker Capital - What Really Matters: Politics or Policy?

22 mins; October 13, 2020

Jeff Mueller of Polen Capital - Different Take on Long Term Investing

44 mins; October 02, 2020

Episode 69: A Modern Day Golden Era?

24 mins; September 24, 2020

Rob Arnott of Research Affiliates - Suggestions For Today’s Market

59 mins; August 21, 2020

Episode 67: Is Your Portfolio Good As Gold?

20 mins; August 17, 2020

Bob Baker of Advanced Asset Management Advisors - Tailwinds Propelling Market Momentum

24 mins; July 24, 2020

Episode 65: Staying Balanced Plus Big News From Orion

24 mins; July 14, 2020

Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches

52 mins; June 29, 2020

Case Eichenberger of CLS Investments - The End of Value Investing?

19 mins; June 11, 2020

Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities

66 hours 11 mins; May 22, 2020

Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash

37 mins; May 06, 2020

Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil

39 mins; April 29, 2020

Sean Clark of Clark Capital - Economic Recovery Prospects

71 hours 29 mins; April 24, 2020

Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19

65 hours 33 mins; March 30, 2020

Peter Sousa of Litman Gregory - Weathering the Storm

57 mins; March 23, 2020

Erin Leighty of PIMCO - Pandemic Impact

45 mins; March 16, 2020

Terri Spath of Ocean Park - USA! USA!

54 mins; March 02, 2020

Kim Arthur of Main Management - Market Volatility

46 mins; February 20, 2020

Phil Toews of Toews Corp - The Orion Due Diligence Process

62 hours 28 mins; February 02, 2020

Grant Engelbart of CLS Investments - The State of ETFs

57 mins; January 17, 2020

Episode 51: A Decade In Review and a Look at the 20s

30 mins; January 08, 2020

Marc Pfeffer of CLS Investments - The Value of Financial Planning

28 mins; December 18, 2019

Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine

52 mins; December 06, 2019

Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions

47 mins; November 15, 2019

Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion

23 mins; October 31, 2019

Episode 46: The Race to Zero Version 2.0

49 mins; October 09, 2019

Episode 45: Is the Comeback of Value Here?

34 mins; September 30, 2019

Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master

50 mins; September 10, 2019

Episode 43: Trade Tension & Buying the Dip

29 mins; August 20, 2019

Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut

52 mins; August 08, 2019

Dr. Nicholas Arreola of CLS - Resilience & Inflation

56 mins; July 25, 2019

Michael Arone of State Street Global Advisors - How Likely is a Recession?

46 mins; July 08, 2019

Episode 39: Predicting the Fed & an Opportunity in Corn | Guest: Rick Hook

50 mins; June 14, 2019

Mike Forker of Orion Advisor Tech - Value Investing & The Importance of Global

46 mins; June 03, 2019

Episode 37: Tariff Talk & Reasons Not to Invest | Guest: Ben Keating

38 mins; May 16, 2019

Bill Hoyt of Lattice Strategies - Sell in May and Go Away? Not so Fast!

37 mins; May 08, 2019

Episode 35: Disruptions & Alternatives | Guest: John Davidson

39 mins; May 01, 2019

Kray Zeller of CLS Investments- March Madness & Construction Management

51 mins; March 29, 2019

Todd Clarke of NorthStar - True Value of Financial Advice

44 mins; March 08, 2019

Eric Clarke of Orion - Trading Lessons from the NBA

40 mins; February 14, 2019

Mike Zarren of CLS Investments - Staying Disciplined & What’s New with Brexit

51 mins; January 31, 2019

Michael Hadden, Dustin Dorhout, and Aleck Liu of CLS Investments - Reasons to be Optimistic

45 mins; January 09, 2019

Dean Cook of FTJ FundChoice - Staying Focused in the New Year

37 mins; December 28, 2018

Episode 28: Keeping the Faith

64 hours 4 mins; December 11, 2018

Paul Baiocchi of Fidelity - Defense Wins Championships

53 mins; November 26, 2018

John Diehl of Hartford Funds - The October “Correction” & A New Vision of Retirement

36 mins; November 06, 2018

Episode 25: All About Bonds & Valuable Language

32 mins; October 25, 2018

Kevin Zlomke and Grant Engelbart of CLS Investments - Time is on Our Side & Myths of ESG

43 mins; October 08, 2018

Case Eichenberger and Jeovany Zelaya of CLS Investments - Worried About the Next Bear Market?

26 mins; September 21, 2018

Dawn Batho of CLS Investments - The Drivers of Warren Buffett's Success & Importance of Market Sentiment

54 mins; September 06, 2018

Chelsey Duncan of CLS Investments - Hidden Risk & Taking Advantage of Volatility

39 mins; August 27, 2018

Meb Faber of Cambria - Importance of “Expectations” & Is it Time to Buy FANG Stocks?

59 mins; August 03, 2018

Gene Frerichs of CLS Investments - Our #1 Concern & Risks of Tariffs

40 mins; July 20, 2018

Bill Wostoupal and Marc Pfeffer of CLS Investments - Trade Wars & Market Timing

52 mins; July 03, 2018

Grant Engelbart of CLS Investments - A.I. and Shark Bites

44 mins; June 15, 2018

Todd Clarke of Northstar - Be Different

62 hours 28 mins; June 06, 2018

Chad Boyer of CLS Investments - Better to Row or Sail

33 mins; May 23, 2018

Paul Curbo of Invesco - The Loser's Curse: Market Timing & the NFL Draft

30 mins; May 08, 2018

Ryan Beach of CLS Investments - Tariffs, Tech Wrecks and How to Improve Performance

45 mins; April 17, 2018

Kostya Etus of CLS Investments - Stay Calm and Invest On

46 mins; April 05, 2018

Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch of CLS Investments - Special Edition (Part 2): Words of Wisdom from the CLS Sales Team

57 mins; March 29, 2018

Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

46 mins; March 21, 2018

Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing

64 hours 28 mins; March 13, 2018

Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10

38 mins; February 21, 2018

Brian Ragle of CLS Investments - The Comeback of Volatility

38 mins; February 20, 2018

Josh Jenkins of CLS Investments - Coming in 2018: Volatility?

29 mins; January 18, 2018

Paula Wieck of CLS Investments - Taxes and Trends in 2018

42 mins; January 04, 2018

Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania

43 mins; December 18, 2017

Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?

49 mins; December 04, 2017

Joe Smith of CLS Investments - Beta & Taxes

39 mins; November 17, 2017

Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries

59 mins; November 02, 2017

Kostya Etus of CLS Investments - Fears and Expectations

36 mins; October 18, 2017

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Orion's The Weighing Machine

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