Orion's The Weighing Machine

Mid-cap growth stocks are the sweet spot for many investors. They offer the potential for significant capital appreciation while providing downside protection. Despite being overlooked and under-allocated, why are mid-cap growth stocks a good investment option, and why are they an excellent addition to portfolios?In this episode, Rusty talks with Cody Wheaton and Brian Demain, Co-Portfolio Managers at Janus Henderson Investors. With more than 20 years of experience in fundamental investment due diligence and securities analysis in the small and mid-cap space, Cody and Brian know mid-cap strategies. In addition to the portfolio responsibilities, Cody also serves as an equity research analyst focusing on small and mid-cap stocks within the financials and consumer sectors.Cody and Brian talk with Rusty about mid-cap growth stock investing, the impact of inflation, and potential paradigm shifts in the markets.Key Takeaways [03:53] - A quick look at Brian and Cody's backgrounds. [05:18] - What are growth and mid-cap stocks? [06:39] - The investment philosophy and strategies of Janus Henderson Investors. [09:03] - How Janus Henderson Investors' strategies differ from other firms. [11:55] - How Janus has changed over the years. [14:21] - An example of how Janus puts their strategies into action. [18:14] - How Janus’ growth stock strategy performed relative to the overall market. [21:38] - A rule of thumb for how much exposure one should have in mid-cap growth. [26:31] - What the article, “Investing Through A Paradigm Shift In Mid-Cap Growth”, is about. [35:21]- Cody's takeaways on the financial and consumer sectors for small and mid-cap stocks. [38:13] - Cody and Brian's personal investment strategy. [41:38] - How Cody and Brian maintain their physical and mental well-being to perform at their best. [45:59] - A list of Cody and Brian’s favorite books and podcasts. Quotes[08:48] - "Trading is a hard thing to get right. But if you find the right stocks and let them compound value, that will deliver value for clients. And our goal is to outperform the peer group and the benchmark and do so with less absolute volatility than both over time." - Brian Demain[12:39] - "Being part of a larger organization means more scale. It means more diversity of assets, more stability to the organization, and better resources to ultimately try to do what we do. And as very long-term oriented investors, it's essential to be part of an organization that's stable and financially healthy." - Cody Wheaton[24:25] - "As investors in the mid-cap category, we're always looking to buy companies in that mid-cap range. We have the flexibility to hold them as they grow and become large-cap companies, as long as we continue to believe in the business and the investment thesis." - Cody Wheaton[38:40] - "One of the most important things for investors, before they contemplate getting involved in the markets, is having an honest assessment with themselves and with their financial advisors about their goals and risk tolerance." - Cody Wheaton Links  Brian Demain on LinkedIn Cody Wheaton on LinkedIn Janus Henderson Investors More Than A Feeling by Boston Kashmir by Led Zeppelin Catherine Wood ARK Funds Liberty Media Corporation Morningstar David Dreman Enterprise Fund - Janus Henderson Investors Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond The Origin of Wealth: The Radical Remaking of Economics and What it Means for Business and Society Invest Like the Best with Patrick O'Shaughnessy Connections: Investment Matters Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1172-OPS-7/6/2022

Investors are increasingly looking for ways to diversify their portfolios and generate alpha. One way to do this is by investing in liquid alternatives. But what exactly are liquid alternatives? How can investors use them to protect themselves from market volatility?In this episode, Rusty and Robyn talk with Joshua Emanuel, Chief Investment Officer at Wilshire. Prior to Wilshire, Joshua also served as CIO for The Elements Financial Group, where he developed and managed various multi-asset investment strategies, portfolio manager of two actively managed exchange-traded funds, and co-developed RiskPro®. In his current role, Joshua is responsible for the Wilshire business unit's investment platform and directly supervises the portfolio management, manager research, and investment research teams.Joshua talks with Rusty and Robyn about what liquid alternatives are, the pros and cons of investing in these assets, and how investors buy and use them.Key Takeaways [03:50] - An overview of Joshua's career and his role at Wilshire. [05:02] - What Wilshire's Monday Market Flash is all about. [05:59] - Joshua's market outlook for the rest of the year. [08:06] - What liquid alternatives are and how they work. [10:36] - The pros and cons of liquid alternatives. [12:09] - How investors buy and use liquid alternatives. [15:46] - How liquid alternatives fit into the current market environment. [17:20] - What makes a good investment manager. [20:50] - Joshua’s best practices for investment committees. [22:55] - How Joshua manages money on a personal and professional level. [24:27] - How Joshua maintains his physical and mental well-being to perform at his best. [26:09] - Joshua’s book recommendations for advisors. Quotes[10:16] - "Liquid alternatives are solutions that can be beneficial from a portfolio construction perspective. It allows investors to diversify their risk away from the traditional sources of return, which, as we have seen year to date, whether you're in bonds or equities, there's been nowhere for you to hide." - Joshua Emanuel[11:04] - "The biggest challenge for many financial advisors and even for investors is managing emotion." - Joshua Emanuel [16:47] - "Multi-strategy is a category commonly used by investors as a core anchor to substitute both equity and fixed income risk into one underlying fund." - Joshua EmanuelLinks  Joshua Emanuel on LinkedIn Wilshire Gimme Shelter by The Rolling Stone Morningstar The Drunkard's Walk: How Randomness Rules Our Lives by Leonard Mlodinow Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1072-OPS-6/17/2022

As the financial landscape changes, so do the goals of investors. Rather than simply trying to achieve the highest return, investors are increasingly focused on achieving specific financial goals. As investors are shifting the way they view their portfolios, how can they construct a portfolio tailored to their unique circumstances and goals?In this episode, Rusty and Robyn talk with Scott Ladner, CEO and Chair of the Investment Committee at Horizon Investments. In these capacities, he oversees all aspects of the firm's Investment Management division. He also provides macro analysis and interpretation of global derivatives, credit, foreign exchange, equity, and funding markets.Scott talks with Rusty and Robyn about what goals-based investing is and how it differs from traditional investing, how to mitigate the risks associated with investing, and what his outlook is for the ETF industry. Key Takeaways [03:09] - Scott Ladner's career and his role at Horizon Investments. [06:44] - How goals-based investing differs from traditional investing. [09:17] - The desired outcomes and planning horizons of goals-based investing. [11:04] - The primary risks of investing and how to mitigate them. [13:52] - What their blog, 5 Years, is all about.  [15:48] - Inflation and the battle against it. [18:53] - The impact of inflation on interest rates. [21:28] - What the expression 'don't fight the feds' means to Scott. [23:05] - Scott's take on valuations and possible recessions. [29:30] - Scott’s outlook on the ETF industry. [31:40] - How Scott manages his wealth personally. [32:29] - How Scott maintains his physical and mental health to perform at his best. Quotes[11:32] - "When we're talking about our gain strategies where the primary thing we're trying to do is make money, the primary risk for us is volatility." - Scott Ladner[16:54] - "For the rest of this year, we're going to be fighting a battle between falling goods prices and rising food, energy, and services prices." - Scott Ladner[22:14] - "Don't fight the fed in 2022 means that the only thing the fed can do to fight this inflation problem they see now is demand destruction." - Scott Ladner[30:06] - "It's great to have the ability to use these ETFs, but the knowledge about how to use them and generate expectations are complex." - Scott LadnerLinks  Scott Ladner on LinkedIn Horizon Investments Sanitarium by Metallica PEAK6 Robbie Cannon Brent Donnelly Quill Intelligence Danielle DiMartino Booth Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1041-OPS-6/14/2022

As investors continue to search for opportunities that align with their personal beliefs and goals, ESG considerations are playing an increasingly important role in the evaluation of potential investments. As such, ETFs that focus on ESG strategies are growing in popularity. In this episode, Rusty talks with Herb Morgan, Sr. Managing Director and Chief Investment Officer at Efficient Market Advisors (EMA). Prior to founding EMA in 2004, Herb was Senior VP of Advisory at Linsco/Private Ledger Financial Services, Inc. now known as LPL Financial. Today, Herb is one of the financial industry’s recognized experts in the area of ETFs and the creator of the Efficient Market Advisors Managed ETF Account, a low-cost, tax-efficient investment account that utilizes ETFs.As an ETF strategist, Herb talks with Rusty about the current market conditions and his outlook for the ETF industry, how investors should build portfolios for income, and how EMA builds ESG portfolios.Key Takeaways [02:31] - A brief overview of Herb Morgan's professional history. [04:16] - What Herb’s current outlook is for the ETF industry. [06:53] - How investors should build portfolios for income. [09:16] - EMA's approach to building ESG portfolios. [15:09] - Herb’s thoughts on inflation and how he manages it. [18:36] - Herb's forecast on where the market is headed given the inflation. [22:04] - How Herb adapted portfolios based on inflation and interest rate forecasts. [25:12] - Herb’s thoughts on the possibility of a recession and corporate earnings. [28:18] - What Herb has to say about stock market valuations. [30:10] - The geopolitical situation in Europe and its impact on portfolios. [32:16] - The implications of global debts for markets and the economy. [34:54] - What Herb's personal portfolio looks like. [36:39] - How Herb keeps himself physically and mentally healthy to perform at his best. [38:03] - Herb’s advice for investors in terms of growth. Quotes[24:19] - "How can you tell everybody to stay home and close an economy? But to make it up for you, we're going to give you money and therefore you have more money chasing no goods and services because we shut down everything. So, it just created inflation." - Herb Morgan[33:23] - "We're the only country in the world that really has the luxury and can therefore run this perpetual deficit. And the deficit is financed by the trade deficit. It's one of the reasons we live so much better than anybody else." - Herb Morgan[38:24] - "Growing is sort of everybody's objective. But the work that it takes to grow does not always appeal to everyone." - Herb MorganLinks  Herb Morgan on LinkedIn Efficient Market Advisors Morningstar Slaying Bulls and Bears Podcast Orion Advisor Solutions Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1018-OPS-6/13/2022

Financial advisors are responsible for the well-being of their clients, and with that comes a fiduciary duty to act in their clients' best interests at all times. In order to do so, they need to juggle working with clients, maintaining compliance, keeping up with market trends, performing due diligence on potential investments, and more. Advisors who attempt to manage everything on their own quickly find themselves stretched thin and overwhelmed. In this episode, Rusty talks with Kostya Etus, Head of Strategy, Portfolio Services Team at Dynamic Advisor Solutions. Prior to Dynamic, Kostya served the Orion organization (CLS Investments and Orion Portfolio Solutions) for more than 10 years where he held a variety of roles, including Trading Specialist, Research Analyst, Portfolio Manager, and Director of Research. Kostya talks with Rusty about why advisors should outsource money management, how advisors can help investors, and how technology plays a key role in helping investors. Also, given Kostya's expertise about movies, we review the hot movies this coming summer!Key Takeaways [05:44] - An overview of Kostya's background and his work at Dynamic Advisor Solutions. [10:29] - Why advisors should outsource money management. [15:47] - How technology plays a key role in helping investors. [18:34] - What Kostya looks for in an investment manager. [21:44] - What makes a good financial advisor. [23:23] - Kostya’s advice to investors during difficult market conditions. [26:45] - How to stay on top of the latest market trends. [30:04] - Movie recommendations to watch this year. [38:19] - The secret behind Kostya's fantasy football strategy. [40:44] - How Kostya maintains physical and mental health to perform at his best. [43:30] - Favorite resources and book recommendations.  Quotes[03:19] - "I'm a strong believer that in any situation, no matter how different a set of people's views is or opinions, there's always a way to walk out of a situation where both parties are happy." - Kostya Etus[13:14] - "If you're outsourcing, you don't have to spend time on some of the investment management responsibilities. You spend more time focusing on your client relationships. You can focus on what matters most, whether it's enhancing your business or just spending time on yourself." - Kostya Etus[16:27] - "Technology is what helps advisors streamline their day-to-day tasks. That's what really helps them make their lives easier." -Kostya Etus Links  Konstantin (Kostya) Etus on LinkedIn Dynamic Advisor Solutions Dynamic Advisor Solutions | Blog CLS Investments Why Can’t We Be Friends Joe Smith Joshua Jenkins Grant Engelbart Case Eichenberger Advisor’s Alpha ARKK | The ARK Innovation ETF by Cathie Wood Orion Advisor Solutions CAIS Morbius The Northman The Lighthouse The Batman Everything Everywhere All At Once The Unbearable Weight of Massive Talent Top Gun: Maverick Bullet Train Nope Elvis Avatar 2 : The Way of Water A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan Ben Hunt - Epsilon Theory Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0992-OPS-6/7/2022

It is no secret that content is king when it comes to marketing. Advisors looking for ways to reach and engage clients should consider starting a podcast. Podcasting is an intimate medium, providing advisors with the opportunity to connect with existing clients and build relationships with prospective clients. Podcasting is also a great way for advisors to position themselves as thought leaders in the industry.In this episode, Rusty and Robyn talk with David Ledgerwood, B2B Podcast Strategist and Revenue Lead at Turncast, a podcast production company for fintech and financial services. Prior to joining Turncast, David has more than a decade of experience leading companies to 7- and 8-figure revenue growth.David talks with Rusty and Robyn about how podcasting can be a valuable asset in business, why financial advisors should consider launching their own podcast, and how to create a great podcast that listeners will subscribe to and keep listening to.Key Takeaways [03:39] - What David has been up to over the past 20 years. [07:00] - What Turncast offers the fintech and financial services industries. [09:48] - Why the podcast industry is exploding and booming in popularity. [12:05] - David's outlook on the future of podcasting. [14:37] - Why financial advisors should consider having their own podcast. [18:20] - What equipment is needed to start a podcast. [20:16] - David's recommendations for using video on Zoom calls. [22:28] - What makes a good podcast. [26:31] - The ideal length for a podcast. [28:04] - How podcast creators can reach the right audience and market. [32:32] - How David stays physically and mentally fit to perform at his best. Quotes[12:58] - "Podcasting offers an interesting dynamic because it's audio. And we know audio consumption goes up while people are driving, doing chores, doing other things — thus making it very different than video consumption." - David Ledgerwood[24:32] - "What you're really trying to do as a host or creator of a show is develop the habit that a listener will keep coming back because they like the experience of being a listener and they'll subscribe to your thing and they'll keep coming back on a regular basis." - David Ledgerwood[28:31] - "I'm a big fan of content reuse. I love podcasting because it's not just about the podcast. It's forcing you to have conversations." - David LedgerwoodLinks  David (Ledge) Ledgerwood on LinkedIn Wild Side by Mötley Crüe PwC | PricewaterhouseCoopers Turncast Darknet Diaries Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0913-OPS-5/24/2022

The philosophy of stoicism teaches that humans are capable of enduring any hardship by focusing on what is in their control and by accepting the things they cannot change. In the investing world, this means not getting caught up in market noise and instead focusing on the long term. In this episode, Rusty and Robyn talk with William B. Irvine, professor of philosophy at Wright State University and author of several books, including A Guide to A Good Life and The Stoic Challenge. William is an internationally acclaimed author whose work explores philosophy and stoicism.William talks with Rusty and Robyn about the philosophy of stoicism, how it can help investors navigate the market, how it can be applied in everyday life, and how it can help people cope with setbacks.Key Takeaways [02:09] - William's professional background. [05:56] - What made William interested in stoicism. [08:22] - The key principles of stoicism. [11:34] - How negative visualization breeds positive results. [14:13] - How stoic principles can be applied in daily life. [15:41] - What the stoics think about money. [19:22] - How stoicism helps advisors be successful in the long run. [23:43] - How stoicism can help investors cope with losses. [26:06] - The impact of desire on investors. [29:19] - William's advice when it comes to dealing with insults. [31:47] - How stoicism can be used to cope with setbacks. [34:57] - How William maintains his physical and mental health to perform at his best. [41:43] - The impact of William's stoicism on his investments. [43:12] - William's book recommendations on stoicism. Quotes[08:50] - "Focus your attention on the things you can control. Because if you focus your attention on the things you cannot control, you're wasting your time and your emotion." - William B. Irvine[11:50] - "One of the ways to increase the number of positive emotions you experience and to make whatever you're now experiencing vastly more tolerable is to take a moment to think about how things could be worse." - William B. Irvine[19:32] - "Emotions are your biggest enemy and you are your biggest enemy. You are your biggest obstacle to successful investing. And the problem is your emotions are gonna give you all the wrong answers." - William B. Irvine[30:09] - "Insults are just words. It's your response to an insult that does you the harm." - William B. IrvineLinks  William B. Irvine Wright State University Oxford University Press A Guide to A Good Life: The Ancient Art of Stoic Joy A Slap in the Face: Why Insults Hurt — And Why They Shouldn't On Desire: Why We Want What We Want The Stoic Challenge: A Philosopher's Guide to Becoming Tougher, Calmer, and More Resilient Meditations by Marcus Aurelius The Manual: A Philosopher's Guide to Life Waking Up Conversations | Sam Harris Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0856-OPS-5/17/2022

Given rising interest rates, slower economic growth, and geopolitical tensions, it goes without saying that the current market climate is turbulent. As a result, many investors are left wondering how they can still achieve their financial goals. While there is no one silver bullet that can guarantee success in every situation, there are a number of strategies that investors can utilize in order to put themselves in a good position to meet their targets.In today’s episode, Rusty and Robyn talk with Rayna Lesser Hannaway, Head of the Portfolio Manager & Analyst Team, Small Company Growth and Co-Chair of WISE (Women Inspiring Success & Engagement) ERG at Polen Capital Management. In her 26 years in the investment industry, Rayna has developed an investment philosophy that combines growth, quality, concentration, and long-term holding periods. Additionally, she believes that women can thrive in fund management. Thus, empowering and supporting them to succeed in the wealth and investment management arena.Rusty and Robyn talk with Rayna about how investors can meet their financial goals even when the markets are turbulent, what investment strategies they employ at Polen Capital, and Rayna’s advice for investors during this time of market volatility.Key Takeaways [03:58] - Rayna's career background and investment experiences. [05:56] - How Polen Capital inspires women in investment management. [07:36] - How Polen Capital is performing in the current market environment. [09:53] - Four investment strategies that Rayna manages at Polen Capital. [13:52] - Rayna’s advice for investors in today's volatile market. [15:09] - What Rayna looks for in a good research analyst and portfolio manager. [18:05] - Rayna’s personal investment strategy. [19:53] - How Rayna maintains her mental and physical health. [21:56] - Rayna's book and podcast recommendations. Quotes[04:54] - "The most important thing I've learned over my career is that focusing on companies that are built to last is the best way to drive great long-term outcomes, especially in the small and mid-cap market." - Rayna Lesser Hannaway[06:31] - "There actually hasn't been that much progress that's been made in bringing more women and other underrepresented groups into research and portfolio management. And so, at WISE, we're really trying to build a strong community amongst the women and people that identify as women and make sure that we help them on their journey." - Rayna Lesser Hannaway[14:05] - "It's so easy to lose emotional discipline during a time like this. So, I think it's really important for investors to stay focused on the long term and stay focused on companies that can endure some of the obstacles that we're facing today." - Rayna Lesser HannawayLinks  Rayna Lesser Hannaway on LinkedIn High Hopes by Panic! at the Disco Polen Capital Fidelity Investments Golden Seeds Taneka Lawrence Jeff Mueller Jim Collins Great By Choice by Jim Collins Invest Like the Best with Patrick O'Shaughnessy The Knowledge Project with Shane Parrish Huberman Lab Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0861-OPS-5/18/2022

In times of political and economic uncertainty, some investors choose to stay the course, while others take a more tactical approach, seeking opportunities amid market volatility. While there is no one-size-fits-all answer for how investors should invest during uncertain times, there are ways to help navigate the market.In today’s episode, Rusty and Robyn talk with Robert Baker, President of Advanced Asset Management Advisors (AAMA). Prior to founding AAMA, Robert served as Vice President of a large regional investment firm and President of a national advisory group. He founded AAMA in 1998, with the mission of creating a better client investment experience. Today, he remains heavily involved in carrying that vision forward, overseeing the daily management of the company.Robert talks with Rusty and Robyn about why advisors and investors should consider working with smaller, boutique strategist firms, what advisors can do in a volatile market, and why the global debt crisis is alarming.Key Takeaways [02:31] - The history of AAMA. [03:38] - Why advisors should consider working with smaller boutique strategist firms. [06:00] - Some key lessons from Robert’s career. [08:01] - How AAMA deals with inflation. [09:57] - How Robert responds to investors who claim the stock market isn't expensive. [11:11] - Robert’s advice to investors during a volatile market. [12:30] - How investors can prepare for a possible recession. [14:49] - Why global debt is alarming. [15:39] - What is positive about the economy today. [17:42] - How Robert maintains his physical and mental well-being to perform at his best. Quotes[04:04] - "We realized pretty quickly that every strategist would like to have 100% of a portfolio. But in reality, most investors and most advisors are going to be most well served to have their portfolios allocated amongst a couple of diversification control risks. And not all firms can be everything to all clients." - Robert Baker  [04:40] - "We've firmly believed that client expectations and consistencies are a key to positive experiences. So, we like to think that a smaller and a medium-size asset base gives us that flexibility that people can get ahold of us." - Robert Baker[20:12] - "We have the greatest country and the greatest economy in the world. We've weathered a lot of storms at times. It seems like there are so many negatives out there, but you have to look through and look for the positives and you can't overreact to things either way in the marketplace." - Robert Baker Links  Robert Baker on Advanced Asset Management Advisors Robert Baker Email Advanced Asset Management Advisors Papa’s Got A Brand New Bag by James Brown Sizing Up Your Partners – How Smaller, Boutique Strategist Firms Can Give You An Edge Staying Relevant To Clients As Their Expectations Change Spymaster by Brad Thor Aaron Ploscowe Email Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0633-OPS-4/18/2022

Inflation is an enduring economic challenge that has persisted throughout human history. Despite the many efforts of economists and governments to control it, inflation remains a problem. What can advisors do to prepare and protect their investment portfolios?In today’s episode, Rusty and Robyn talk with Michael Ashton, a.k.a. "The Inflation Guy", Managing Principal at Enduring Investments. Michael is recognized as one of the pioneers in U.S. inflation market innovation. Prior to founding Enduring Investments, he worked in research, sales and trading for several large investment banks including Bankers Trust, Barclays Capital, and JP Morgan. As a result of his deep experience and knowledge about inflation and how it impacts markets, Michael is considered the expert to the experts in the world of inflation.Michael talks with Rusty and Robyn about the causes and concerns around inflation, how investors can potentially adjust their investment portfolios in an inflationary environment, as well as his outlook on inflation over the next few years. Key Takeaways [03:20] - An overview of Michael Ashton's professional career. [05:40] - What Enduring Investment has to offer investors. [09:41] - Michael's forecast on inflation over the next few years. [12:46] - How investors can prepare for inflation. [14:19] - The pros and cons of TIPS. [17:00] - Michael's perspective on I Bonds. [19:07] - Can digital assets or cryptocurrencies be used to fight inflation? [21:53] - The best time to purchase a car or to build a house. [28:16] - Michael's outlook on grain prices and food prices. [31:08] - Michael’s forecast on educational inflation. [34:40] - What global debt means for financial portfolios. [39:10] - Why “defend your money” became Michael’s tagline. [45:02] - What makes a good investment manager. [46:41] - How Michael maintains his physical and mental health. Quotes[16:49] - "Inflation exposes securities. That's what regular treasuries are. And TIPS are immune to inflation." - Michael Ashton [18:05] - "If you're a small investor, the first investment you should be making is to take everything and put in into I Series Savings Bonds which have no interest rate risk, have no credit risk, and pay you inflation." - Michael Ashton[30:13] - "Food and energy prices change a lot. They also feedback very quickly on our perceptions of inflation as well. And global food shortages lead to political unrest at home and abroad and further the deglobalization trend that's in process." - Michael Ashton Links  Michael Ashton on LinkedIn Michael Ashton Email Michael Ashton on Twitter Michael Ashton Blog Enduring Investments Red Barchetta by Rush You Can’t Roller Skate In A Buffalo Herd by Roger Miller  Cents and Sensibility:  The Inflation Guy Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0631-OPS-4/18/2022