Market Conditions, Our Favorite Books and Podcasts, and a Look Back at The Weighing Machine with Ben Vaske

In today’s episode, Rusty and Robyn talk with Ben Vaske, Investment Research Analyst at Orion Portfolio Solutions. They discuss current market conditions, The Weighing Machine podcast, digital assets, and plenty of podcast and book suggestions. Key Takeaways Five market factors to pay attention to for the remainder of the year: earnings, interest rates, valuations, liquidity, and technical. The Weighing Machine Walk-Up Song Playlist is nearing three hours long, and is proving to be an eclectic mix. Rusty’s take on popular TWM podcast questions: What makes a good financial advisor? What makes a good investment manager? What makes a good investor? How do investors tune out negative news? Digital assets pose an exciting new opportunity for asset allocators, and Orion is working on educational materials for advisors and investors. Rusty’s, Robyn’s, and Ben’s health and wellness tips! Some of our favorite TWM episodes Jeremy Siegel Rob Arnott Larry Swedroe Daniel Crosby Kostya Etus Other podcast suggestions Capital Allocators The Meb Faber Show Animal Spirits Podcast RenMac Podcast Fill the Gap: The Official Podcast of the CMT Assocation The Prof G Podcast  The Tim Ferriss Show Ben Greenfield Fitness Book suggestions An Economist Gets Lunch – Tyler Cowen What Money Can’t Buy – Michael Sandel The Book of Joy: Lasting Happiness in a Changing World – Dalai Lama A Guide to the Good Life: The Ancient Art of Stoic Joy – William B. Irvine The Psychology of Money – Morgan Housel Malcolm Gladwell Our partners Gregory FCA Reverb Podcasting Links  Ben Vaske LinkedIn Profile OPS Financial Advisor Success Hub OPS Monthly Commentary OPS Weekly Blog/Monday Bullets TWM Walk-Up Song Playlist Digital Asset Council of Financial Professionals (DACFP) Tom Petty Learning to Fly Wim Hof Method Solutions Journalism Network Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

Om Podcasten

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-3/4/2024