Orion's The Weighing Machine

In today’s episode, Rusty and Robyn talk with Scott Ladner, Chief Investment Officer at Horizon Investments in North Carolina. After majoring in economics and Russian literature in college, Scott decided that the financial industry was a better career path for him. He started as a derivatives and volatility trader for banks and hedge funds, before starting his own arbitrage hedge fund that eventually folded into Horizon Investments. Scott talks with Rusty and Robyn about the tailwinds that are pushing the markets forward, the state of cryptocurrency, and what it means to be a truly tactical investor.  He also shares strategies for how to change and evolve in a fast-paced industry.“In a goals-based framework, the way you define the return and the way you define risk mathematically changes depending on where your client is with respect to their financial plan. Is their primary objective growing assets or protecting assets? That primary objective will help inform the primary metric we use to define risk. And that combination will drive how the money ends up being managed.” @horizoninvestmentMain takeaways  There are consistent positive returns if you look in unlikely places. A bond portfolio is going to do well and provide positive returns.  Like everything else in life, a portfolio is about trade-offs. Clients should think about the four most critical components of their portfolio before making decisions about allocation: liquidity, inflation protection, portfolio growth, and legacy wealth.  Clients thrive with clear expectations. Happy clients come from clear expectations of how a product is meant to perform. Links Horizon Investments Horizon Investments on Twitter Horizon Investments on LinkedIn Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1694-OAS-5/20/2021

In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby. Show Notes: Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach Ted Talks from Dr. Daniel Crosby: TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast. Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU Latest Books by Dr. Daniel Crosby The Laws of Wealth: Psychology and the secret to investing success The Behavioral Investor Rusty on The Meb Faber Show Podcast Dr. Daniel Crosby on The Meb Faber Show Podcast 1198-OAS-04/08/2021

In today’s episode, we discuss all things commodities along with the risk and reward associated with this asset class and a few of the best ways advisors can invest in the market. We also recap the recent volatility in the fixed income markets and how those market moves could impact portfolios going forward. Guest: PIMCO’s Klaus Thuerbach 0956-OPS-3/22/2021

In today’s episode, we analyze various megatrends impacting global economies, how advisors can tap into these movements through ETFs and what goes into a good story. We also discuss monumental trends on the horizon and how/when these trends become investable. Guest: iShares’ Jeff Spiegel.3194-OAS-11/24/2020

In today’s episode, we discuss the major headwinds impacting the market landscape in 2021, investing in fixed income today and risk management strategies. We also discuss how advisors can utilize behavioral finance to build client relationships and help navigate market uncertainty along with the practical implication of both strategies. Guest: Felipe Toews, Founder and CEO of Toews Asset Management. Show Notes: IWI White Paper: New Investor Research by Investments & Wealth Institute and Toews Asset Management Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions. Behavioral Investing Institute website. Past Episode: Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp 0217-OAS-01/25/2021

In today’s episode, we discuss how advisors can tap into the growth of disruptive technologies and areas of innovation around the world. We also give an in-depth look at how these investment opportunities could remain attractive over the long-term. Guest: Main Management’s Kim Arthur. Show notes: Kim Arthur on The Weighing Machine - February 20, 2020. Main Management and Orion Webinar: “‘Four Legs of the Stool’ with Main Management's CEO and Portfolio Manager, Kim D. Arthur” 0007-CLS-01/04/2021

In today’s episode, we dive head-first into the ETF landscape and what the future could hold for thematic, non-transparent and actively managed ETF strategies. We also discuss the tailwinds and potential headwinds facing these investments today, like direct indexing. Guest: ETF Flows’ Tom Lydon. Show notes: ETF Trends Working From Home FA Survey 3314-OAS-12/09/2020

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

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 provide superior client service. Guest: Orion Advisor Tech’s Chris Romano. 2774-OAS-10/27/2020

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