Orion's The Weighing Machine cover art

Orion's The Weighing Machine

Orion's The Weighing Machine

By: Orion Portfolio Solutions
Listen for free

About this listen

 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 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 registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024Orion Portfolio Solutions Economics Personal Finance
activate_mytile_page_redirect_t1
Episodes
  • Dustin Haygood of Aristotle - Value Investing and the Power of Patience

    Dustin Haygood of Aristotle - Value Investing and the Power of Patience
    May 13 2025
    Today on the podcast, Rusty and Robyn are joined by Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, Dustin was Lead Analyst at Capital Alpha Partners where he performed political risk research for institutional investors. Additionally, during his master’s program, he interned in client service at Pacific Investment Management Company (PIMCO). Beyond his experience in investment management, Dustin previously worked in politics as both a lobbyist and a Capitol Hill staffer. Dustin earned his Bachelor of Arts degree in Political Science from the University of California, San Diego and his MBA in Analytical Finance and Economics from the University of Chicago Booth School of Business. He is a CFA® charterholder. Dustin is also an avid golfer, mediocre skier and a lifelong Los Angeles Dodgers fan.Key Takeaways[03:58] - Dustin’s professional background and more on his current role as a client portfolio manager at Aristotle[07:23] - What is “the power of patience” vital to Aristotle’s investment philosophy? [07:57] - Given Dustin’s unique background, what has surprised him the most about the impact of politics on the markets?[09:51] - What is the foundation for Aristotle’s investment research framework?[12:26] - Could companies, like those in commodity or energy businesses, that are historically capital intensive ever be considered quality?[14:30] - Does Aristotle’s focus on quality and valuation lead to consistent sector overweights and underweights in their portfolio? [16:15] - What gives Aristotle their traction, even if they fly under the radar at times?[18:04] - Does the rise of passive management present opportunities, or challenges, for Dustin’s team?[22:00] - What are Dustin’s thoughts on non-US equities? [24:06] - Are there specific regions or markets that Dustin is particularly excited about right now?[26:42] - Where is Dustin seeing value in Japan? Are there any interesting companies he can talk about?[29:26] - Given the deep, bottom up, fundamental research that Aristotle conducts, how long does it take for them to research companies?[32:30] - What will need to change for value investing to truly make a comeback and are we seeing the early signs of that shift?[35:24] - Do the traditional definitions of value still apply in today’s market?[36:55] - Many large tech companies have moved from growth to potentially value territory. How has this shift affected their approach to technology within value portfolios?[38:20] - In a market dominated by tech-driven narratives, what challenges does Dustin face when explaining value investment strategies to clients?[39:57] - What is currently Dustin’s favorite investment idea?Quotes[11:05] - “Here’s something unique too, valuation itself can’t be a catalyst for us - we don’t invest in a company just because it’s cheap. There have to be catalysts that are observable. So, things that are under the company’s control, that are already underway, that are fundamentally improving that business. So, it could be a business transformation, it could be the company expanding their margins in a meaningful way. Something else that we believe will help close the gap between price and intrinsic value. It needs to be grounded in reality though, so not hype, not a macro guess, not a political outcome.” ~ Dustin Haygood[13:19] - “Quality isn’t static. It’s not just about where a company has been, it’s about where it’s headed…Can a capital intensive company be quality? In our view, yes it absolutely can. It depends on how well the company manages what it can control.” ~ Dustin HaygoodLinksDustin Haygood on LinkedIn“Right Now” by Van HalenAristotle Capital ManagementThe Power of Patience PodcastConnect with UsMeet Rusty Vanneman, Orion’s Chief Investment OfficerCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.Advertisement sponsored by Toews Asset Management. Toews Asset Management and Orion Advisor Solutions, Inc. (“Orion”) are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided. Orion does not endorse any particular third-party product or service.Compliance Code:
    Show More Show Less
    55 mins
  • Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains

    Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains
    May 6 2025

    Today on the podcast, Rusty and Robyn are joined by serial entrepreneur and strategic advisor Scott MacKillop. Scott MacKillop, the former CEO of First Ascent Asset Management, serves as strategic advisor to GeoWealth, an enterprise technology firm and TAMP that serves the needs of RIAs. He is a 40-year veteran of the financial service industry.

    Key Takeaways

    • [03:56] - Scott’s professional background and why he is a self-described “creative adventurer”
    • [07:40] - What are the guiding principles that have helped shape Scott’s leadership journey?
    • [09:51] - Are there any particular lessons, in business or in life, that stand out for Scott?
    • [10:53] - How has Scott’s personal philosophy evolved over time and what experiences have shaped it the most?
    • [11:56] - If Scott could give his younger self one piece of advice, what would it be?
    • [12:45] - If Scott could write a manifesto for financial advisors, what 10 things would make it on that list?
    • [18:34] - Where does Scott see the financial services industry excelling now and where does it still have some work to do?
    • [23:07] - What does Scott think the financial advisor of the future should look like?
    • [25:53] - What motivates Scott to innovate, disrupt and keep pushing for positive change within the industry?
    • [28:13] - How does Scott see the principle of “keeping it simple” evolving as new products and strategies emerge?
    • [29:57] - How does Scott think advisors should think about succession planning?
    • [32:37] - What is a lesson that too many advisors have learned the hard way?
    • [35:31] - If Scott could give one piece of advice for financial advisors looking to strengthen their client relationships, what would that be?
    • [37:57] - What parallels does Scott see between hiking and the financial services world and how does time in nature influence his perspective on markets and decision making?
    • [41:36] - Was there a particular hike that taught Scott something new about his personal leadership style?
    • [46:43] - Are there any particular books that have greatly influenced the way Scott thinks about the world?
    • [49:26] - Currently, what is Scott’s favorite investment idea?

    Quotes

    [23:09] - “[Going forward advisors] are going to be more and more managers of outside vendors rather than cobblers at the bench making shoes. I think this is going to be more and more a part of what they do.” ~ Scott MacKillop

    [32:40] - “I think that [some advisors] have learned the hard way that…the financial services world is a sales culture…and that, as I mentioned before, it sometimes takes advisors awhile to realize that people who look like they’re friends and look like objective sources of information are not, they’re selling something. So, that sort of skepticism and due diligence mindset…is really important, and I think a lot of advisors have learned that the hard way.” ~ Scott MacKillop

    Links

    • Scott MacKillop on LinkedIn
    • “Sugar Magnolia” by The Grateful Dead

    Connect with Us

    • Meet Rusty Vanneman, Orion’s Chief Investment Officer
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

    Advertisement sponsored by Toews Asset Management. Toews Asset Management and Orion Advisor Solutions, Inc. (“Orion”) are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided. Orion does not endorse any particular third-party product or service.

    Compliance Code: 1195-R-25113
    Show More Show Less
    1 hr and 6 mins
  • Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career

    Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career
    Apr 29 2025
    Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky LLC, Ultimus Fund Solutions and Broadridge. Judith Peterson holds a 2013 - 2016 Columbia University - Columbia Business School. With a robust skill set that includes Business/Sales Development, Brand Creation & Management, Media, PR, and Analyst Relations, Digital/Social Media, Networking and SEO, Consulting and Project Management and more. Judith Peterson has 2 emails and 2 mobile phone numbers on RocketReach.Key Takeaways[03:42] - Judith’s professional background, more on her current role at DwellFi and why she is fascinated by emerging technologies[05:06] - Why does DwellFi describe itself as an AI first company and how do they aim to revolutionize this industry?[06:58] - How can AI help financial professionals expand their reach and better tailor their job search to uplevel their brand in this industry?[09:06] - What does teaching AI to learn your tone and style look like in practice?[11:19] - How can having someone interview you help you define your persona?[12:58] - What advice does Judith have for those just starting to use AI in their career? How do they get over that feeling of being overwhelmed or confused by it and start experimenting?[14:52] - If Judith could give every financial professional one AI tool and one mindset shift, to transform their career, what would those be?[20:27] - What are some of the most common missed opportunities that Judith sees on LinkedIn profiles today?[21:35] - What role should visual elements play in personal branding and how should people approach this creatively?[24:28] - For those trying to break into a new niche, or a new industry, how does Judith recommend leveraging AI-powered networking on platforms like LinkedIn?[26:05] - What are some of Judith’s favorite AI tools for building a professional brand or doing smart networking?[27:08] - Why does Judith see AI as a tool for empowerment, rather than a threat, for women in the industry?[30:13] - Why does Judith think women are uniquely positioned to lead in AI?[31:43] - Why is discernment such a valuable skill and how can women better cultivate that and showcase it in their careers?[35:02] - What is the significance of the terms “skim” and “dive” in the context of LinkedIn and what should we take away from these concepts?[36:48] - How can AI help build confidence, rather than reinforce comparison culture?[39:44] - What is Judith’s 90 day marketing metamorphosis and how does it better position women to lead at the C Suite level?[43:05] - Why does Judith say that AI has a twofer effect for women?[45:36] - What excites Judith the most about the future for women in AI powered industries and how can we ensure we don’t miss this moment?[46:30] - What is currently Judith’s favorite investment idea?Quotes[10:50] - “This is, I suppose, kind of a pro tip that someone taught me, but if you don’t know how to ask [AI], go into the program and say this is the outcome I want, help me write a prompt for that…that was a little mind blowing for me.” ~ Judith Peterson[14:01] - “I think what’s interesting is that, right now, the trend that I see is that most people think transactionally with AI, with the public tools, they don’t think strategically…but…[you just need to] get in there and let it be messy…there’s zero perfection [necessary] with this..” ~ Judith PetersonLinksJudith Peterson on LinkedInDwellFi“Mr. Blue Sky” by Electright Light OrchestraLet Them by Mel RobbinsConnect with UsMeet Rusty Vanneman, Orion’s Chief Investment OfficerCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.Advertisement sponsored by Toews Asset Management. Toews Asset Management and Orion Advisor Solutions, Inc. (“Orion”) are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided. Orion does not endorse any particular third-party product or service.Compliance Code: 1026-R-25097
    Show More Show Less
    55 mins

What listeners say about Orion's The Weighing Machine

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.