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Orion's The Weighing Machine

Orion Portfolio Solutions
Portfolio Audits
Market Trends
Artificial Intelligence
Growth Investing
Investment Strategies
Small Cap Stocks
Asset Allocation
Active Etfs
Financial Advisors
Etfs
Portfolio Management
Investment Strategy
Market Volatility
Investment Management
Emerging Markets
Systematic Investing
Interest Rates
Active Management
Cash Management
Capital Group

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 t... more

PublishesMonthlyEpisodes287Founded14 years ago
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Latest Episodes

Today on the podcast, Ben Vaske is joined by Fritz Folts from 3EDGE Asset Management. Fritz has over 25 years of investment and portfolio management experience. Prior to 3EDGE, he served for over 12 years on the investment committees at both Windward... more

Today on the podcast, Ben Vaske is joined by Michelle Cluver, Head of ETF Model Portfolios at Global X ETFs. Michelle joined Global X in 2018. She is responsible for overseeing the model portfolio solutions team in the construction and management of ... more

Key Takeaways

• What is Adam’s favorite home-cooked meal or recipe?

• Adam’s professional background and more on the multi-asset group he leads at Janus Henderson

• As Adam steps back, and looks forward to 2026, what does he see as the most importan... more

Today on the podcast, Ben Vaske is joined by Jason Mertz from AllianceBernstein. Jason Mertz is a Vice President and Investment Strategist for AB’s Municipals team, covering all mutual funds, exchange-traded funds and separately managed account solut... more

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Recent Guests

Michelle Cluver
Head of Model Portfolio Solutions at Global X ETFs
Global X ETFs
Episode: Michelle Cluver of Global X ETFs - The Long Game of AI
Jason Mertz
Director and Investment Strategist at AllianceBernstein
AllianceBernstein
Episode: Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner
Kim Arthur
Co-founder and CEO of Main Management
Main Management
Episode: Kim Arthur of Main Management - The Ethos of Client Service
Dominic Vaccaro
President of Real Estate at Burlington Capital
Burlington Capital
Episode: Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing
Morgan Lemaitre
Founder and owner of Park City Wealth Advisors
Park City Wealth Advisors
Episode: Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
Jeff Brooks
Senior Wealth Strategist at Janus Henderson
Janus Henderson
Episode: Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer
Dustin Haygood
Client Portfolio Manager at Aristotle Capital Management
Aristotle Capital Management
Episode: Dustin Haygood of Aristotle - Value Investing and the Power of Patience
Scott MacKillop
Founder and former CEO of First Ascent Asset Management
Episode: Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains
Judith Peterson
Chief Marketing Officer at DwellFi
DwellFi
Episode: Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career

Hosts

Rusty Vanneman
Chief Investment Strategist at Orion, with extensive experience in investment management and a focus on integrating behavioral finance into traditional investment practices.
Robyn Murray
Freelance Writer and Editor with a focus on financial communication and wealth management topics.

Reviews

4.7 out of 5 stars from 31 ratings
  • Great podcast!

    This podcast is an excellent resource for financial professionals everywhere! Rusty is a very knowledgeable and skilled host and each episode provides helpful information and insight.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Awesome weekly market review

    Great information weekly from experts in the field.

    Apple Podcasts
    5
    Scromer17
    United States14 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The inclusion of expert interviews is praised for shedding light on complex financial topics in an accessible manner.
Listeners appreciate the practical financial insights and the hosts' expertise, providing valuable information to enrich their understanding of the financial landscape.

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Talking Points

Recent interactions between the hosts and their guests.

Kim Arthur of Main Management - The Ethos of Client Service
Q: What is your why, Kim? Why do you get up every morning?
To make a meaningful impact in a positive way on the advisors' business and how they view partnering with people like Main Management.
Kim Arthur of Main Management - The Ethos of Client Service
Q: What are kind of your few words of advice about keeping those A and B players happy and retaining them for the long haul?
Be extremely aware of team dynamics, avoid micromanagement, recognize the importance of B players in supporting A players, and have honest conversations with C players.
Dustin Haygood of Aristotle - Value Investing and the Power of Patience
Q: What do you think needs to change for value investing to truly make a comeback?
The focus has shifted to valuing fundamentals as macroeconomic conditions become less favorable to growth investing.
Dustin Haygood of Aristotle - Value Investing and the Power of Patience
Q: What is your favorite investment idea?
Alcoholic beverage companies like Diageo and Constellation Brands, due to their strong brands and market position.
Dustin Haygood of Aristotle - Value Investing and the Power of Patience
Q: What has surprised you the most about the impact of politics on the markets?
The time horizons differ greatly; politics is often short-term focused while investment requires a long-term perspective.

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Frequently Asked Questions About Orion's The Weighing Machine

What is Orion's The Weighing Machine about and what kind of topics does it cover?

The podcast focuses on providing financial advisors with practical insights to guide their clients toward achieving long-term financial goals. Regular episodes feature commentary from Orion's investment team on market dynamics and are complemented by interviews with various industry experts discussing relevant financial topics, ranging from behavioral finance to investment strategies. The program aims to simplify complex financial discussions, fostering a clear understanding of traditional and innovative financial principles that help maintain balanced investment portfolios. Notably, it emphasizes the integration of behavioral finance into investment advice, underlining the psychological aspects of financial planning.

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Which podcasts are similar to Orion's The Weighing Machine?

These podcasts share a similar audience with Orion's The Weighing Machine:

1. The Meb Faber Show - Better Investing
2. Masters in Business
3. Investing Insights
4. Bloomberg Intelligence
5. The Markets

How many episodes of Orion's The Weighing Machine are there?

Orion's The Weighing Machine launched 14 years ago and published 287 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Orion's The Weighing Machine?

Recent guests on Orion's The Weighing Machine include:

1. Michelle Cluver
2. Jason Mertz
3. Kim Arthur
4. Dominic Vaccaro
5. Morgan Lemaitre
6. Jeff Brooks
7. Dustin Haygood
8. Scott MacKillop

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