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The 50 most recent episodes and tracks on this topic, about 39 hours of it.

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  1. Phil Voelker of AAMA - Black and White in a Gray MarketOrion's The Weighing Machine33:29Notes
  2. Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market RiskOrion's The Weighing Machine45:02Notes
  3. James St. Aubin of Ocean Park Asset Management - Winning by Not LosingOrion's The Weighing Machine45:10Notes
  4. Seth Rosenthal of Academy Asset Management - When Geopolitics Moves MarketsOrion's The Weighing Machine31:40Notes
  5. Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101Orion's The Weighing Machine44:07Notes
  6. Michelle Cluver of Global X ETFs - The Long Game of AIOrion's The Weighing Machine44:07Notes
  7. Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026Orion's The Weighing Machine36:55Notes
  8. Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a CornerOrion's The Weighing Machine46:11Notes
  9. Kim Arthur of Main Management - The Ethos of Client ServiceOrion's The Weighing Machine45:19Notes
  10. The Site Speed Frontier with Performance Lab and BeyondWeston RuterNotes
  11. Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing MachineOrion's The Weighing Machine44:07Notes
  12. Eliminating Layout Shifts in the Video BlockWeston RuterNotes
  13. Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate InvestingOrion's The Weighing Machine34:23Notes
  14. Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional LivingOrion's The Weighing Machine48:03Notes
  15. Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth TransferOrion's The Weighing Machine58:42Notes
  16. Dustin Haygood of Aristotle - Value Investing and the Power of PatienceOrion's The Weighing Machine55:02Notes
  17. Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing MountainsOrion's The Weighing Machine1:06:27Notes
  18. Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your CareerOrion's The Weighing Machine54:45Notes
  19. Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All MattersOrion's The Weighing Machine40:47Notes
  20. Frank Trotter of Battle Bank - The Inside Story of Online BankingOrion's The Weighing Machine48:54Notes
  21. Morris Chen of DoubleLine Capital - Commercial Real EstateOrion's The Weighing Machine48:50Notes
  22. Daryl Clements of AllianceBernstein - It's All About Municipal BondsOrion's The Weighing Machine49:15Notes
  23. Felipe Toews of Toews Asset Management - The Behavioral Portfolio BookOrion's The Weighing Machine43:18Notes
  24. Wade Pfau of Retirement Researcher - Retirement Income and RISAOrion's The Weighing Machine57:47Notes
  25. Anmol Sinha of Capital Group - The Fixed Income Market and ETFsOrion's The Weighing Machine1:01:57Notes
  26. Russ Koesterich of BlackRock - Global Strategies and Market OutlookOrion's The Weighing Machine34:06Notes
  27. Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is FreeOrion's The Weighing Machine1:19:12Notes
  28. Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest FundsOrion's The Weighing Machine41:00Notes
  29. Sue Thompson of Women in ETFs - The Keys to Leadership and Much MoreOrion's The Weighing Machine53:48Notes
  30. David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment PlansOrion's The Weighing Machine54:50Notes
  31. Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025Orion's The Weighing Machine26:55Notes
  32. Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?Orion's The Weighing Machine40:42Notes
  33. Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So ImportantOrion's The Weighing Machine56:11Notes
  34. Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing MachineOrion's The Weighing Machine41:20Notes
  35. Jack Sharry of LifeYield - Technology and Tax Efficient InvestingOrion's The Weighing Machine51:31Notes
  36. Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative InvestingOrion's The Weighing Machine59:32Notes
  37. Nate Conrad of LifeX - A New Approach to Retirement PlanningOrion's The Weighing Machine43:00Notes
  38. Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial InvestingOrion's The Weighing Machine1:07:18Notes
  39. Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of CreativityOrion's The Weighing Machine46:13Notes
  40. Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management FirmsOrion's The Weighing Machine35:39Notes
  41. Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative ApproachOrion's The Weighing Machine1:46:37Notes
  42. Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About ThemOrion's The Weighing Machine20:48Notes
  43. John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?Orion's The Weighing Machine1:04:50Notes
  44. Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and AdvisorsOrion's The Weighing Machine38:40Notes
  45. Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important NowOrion's The Weighing Machine28:04Notes
  46. Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and EmployeesOrion's The Weighing Machine45:27Notes
  47. Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much MoreOrion's The Weighing Machine49:30Notes
  48. Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to WatchOrion's The Weighing Machine34:07Notes
  49. The Brinker Due Diligence Team - Due Diligence and How to Do it RightOrion's The Weighing Machine43:56Notes
  50. Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic InvestingOrion's The Weighing Machine1:06:31Notes