Cls's The Weighing Machine

Guest: Bill Wostoupal. [2:34] Trade wars, volatility in emerging markets, and the link between smart beta ETFs and taxes. [8:07] Plus the record-breaking economic expansion and what’s new at the Fed with CLS Portfolio Manager, Marc Pfeffer. [20:52] Special interview with NorthStar’s EVP of Sales, Bill Wostoupal. 1674-CLS-7/3/2018

Guest: Robyn Murray. The rise of artificial intelligence, where to find value, and how to add tax alpha to returns. Plus: the race to zero, how to evaluate active managers, and how to avoid a shark bite! Special guest: Grant Engelbart, CFA, CLS Portfolio Manager. 1607-CLS-6/14/2018

Guest: Todd Clarke, Managing Director of NorthStar. To succeed as investors, we must be different! A look at CLS’s contrarian views: why we like commodities and emerging markets before anyone else did. Plus: What’s keeping investors up at night and why is smart beta so smart? 1576-CLS-6/6/2018

Guest: Chad Boyer, Chief Technology Officer at CLS. As investors, should we sail, or should we row? And is it time to sell and go away? Plus the benefits of bonds, a hidden gem: emerging market tech stocks, and a look back at Berkshire’s shareholder’s meeting with guest Joe Smith, CLS Portfolio Manager. 1541-CLS-5/22/2018

Guest: Invesco’s Paul Curbo with a deep dive into real estate. This is a jam-packed episode covering market timing, the NFL draft, Risk Budgeting, and bargain shopping with our guests, CLS portfolio managers Grant Engelbart and Josh Jenkins. 1493-CLS-5/4/2018 Not FDIC Insured | May Lose Value | No Bank Guarantee There are risks involved with...

Guest: CLS CEO Ryan Beach. How can we improve performance during this lackluster time for returns? And are smart people better investors?  We also discuss tariffs, technology, and managing for the next black swan with our guest, CLS Client Portfolio Manager Case Eichenberger. 1422-CLS-4/17/2018

Guest: CLS Portfolio Manager, Kostya Etus. A look back at a volatile first quarter and how investors should respond. We also discuss the impact of tariffs, the down sides of ETFs, and the new face of values-based investing. CLS Investments, LLC was selected as a winner for ETF.com’s ETF Investor of the Year – 2017. ETF.com...

Guests: Regional Vice President of Sales Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch. CLS’s Chief Investment Officer, Rusty Vanneman, continues his discussion on sales best-practices and experiences. 1346-CLS-3/21/2018

Guests: Regional Vice President of Sales: Shari Rash, Mark Soukup, and Jon Trbovich. And CLS’s Executive Vice President of Sales, Bruce Bischoff, sits with Chief Investment Officer, Rusty Vanneman, to discuss sales best-practices and experiences.   Part 2 of this special series will release next week. 1346-CLS-3/21/2018

Guests: Brian Kelleher, Senior Vice President, ETF Strategy, for PIMCO, and Bobby Brooks, Managing Director, National Sales Manager, for Deutche Asset Management. CLS announces a new investment theme: Be Active! We also take a look at the hidden risks in income investing and discuss the bond market’s bumpy ride with our guest, CLS Portfolio Manager Josh...

Guests: Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Series Producer – Sadie Brewer, Producer & Engineer – Nicholas Harnack, Artwork – Gary Withrow 1252-CLS-2/20/2018

Guest: Brian Ragle, Senior Regional Vice President of Sales. Volatility finally returns in 2018. We’ll look back at last week’s market slide and review the U.S. dollar, emerging markets, and lessons from 2017 with Case Eichenberger, CLS Client Portfolio Manager. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray –...

Guest: Josh Jenkins, CFA – Portfolio Manager. Will volatility make a comeback in 2018? A closer look at CLS’s outlook for the new year, a review of the bond market, and tips on how to prepare for a rising-rate environment. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer...

Guest: Paula Wieck, CFA – Portfolio Manager. A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer –...

Guests: CLS portfolio managers Kostya Etus and Grant Engelbart. How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer...

Guest: Marc Pfeffer – CLS Senior Portfolio Manager. A look at the housing market and the ever-present influences of politics and taxes. CLS’s Marc Pfeffer discusses two favorite topics – fixed income ETFs and Bitcoin. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 3271-CLS-12/4/2017

Guest: Joe Smith – CLS Senior Market Strategist. What do we mean by investment theme? And just what – again – is smart beta?? Plus special guest Joe Smith, portfolio manager and human computer, discusses the impact of tax reform on your portfolio and whether machines are going to replace us all! Hosts:  Rusty Vanneman,...

Guest: Reggie Browne – Senior Managing Director – ETF Group, Cantor Fitzgerald. Just how much money are we going to spend on Halloween? What’s happening with cash, and is the strength of the market’s positive returns all that durable? Plus an interview with Marc Pfeffer, senior portfolio manager and resident East Coaster at CLS. Investments Hosts:...

Guest: Kostya Etus – CLS portfolio manager. How might President Trump’s tax cuts impact your portfolio? And what are some of the behavioral biases that get investors off track? With special guest Kostya Etus, we’ll discuss unwarranted fears, managing expectations, and, of course, movies. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments...

Chris Davis, Portfolio Manager, Davis Funds. 2667-CLS-6/19/2017