Orion's The Weighing Machine

When it comes to investing, there are many strategies that can be employed to achieve success. One of these is event-driven investing. At its core, this type of investing focuses on capitalizing on idiosyncratic corporate events and taking advantage of catalysts that can move stock prices. In today’s episode, Rusty and Robyn talk with Yoav Sharon, Portfolio Manager at Driehaus Capital Management. Yoav has been in the investment management industry for more than 16 years. Prior to joining Driehaus Capital Management in 2012, he was a senior analyst and trader at Peak6 Investments. In his current role, Yoav is responsible for idea generation, portfolio construction, security selection, and investment research.Yoav talks with Rusty and Robyn about what event-driven investing is, what the three different strategies within event-driven investing are, and how this differs from other alternative investments.Key Takeaways [03:16] - An overview of Yoav’s journey into investment management and what he does at Driehaus Capital Management. [04:17] - What is event-driven investing? [05:22] - The three different strategies within event-driven investing. [09:12] - How Yoav allocates assets based on event-driven investing strategies. [10:59] - What sets event-driven investing apart from other alternative investments. [12:23] - What relative volatility looks like compared to the overall stock market. [14:02] - How investors utilize event-driven investing strategies. [16:05] - Yoav's personal investment strategy. [17:35] - How Yoav put event-driven investing into practice. [20:58] - How M&A has gone so far this year. [22:55] - His views on the future of the credit markets. [26:28] - What makes a good investment manager. [28:27] - How Yoav maintains his physical and mental health to perform at a high level. Quotes[20:32] - "Everything we're doing is trying to laser focus on finding events that are going to unlock value. And during periods of market turbulence, instability, or uncertainty, we tend to really focus even more on hard catalysts and events that are near term in nature so that we can insulate ourselves even more from market turmoil." - Yoav SharonLinks  Yoav Sharon on LinkedIn Driehaus Capital Management Driehaus Capital Management on Twitter Gimme Shelter by The Rolling Stone Kellogg School of Management Northwestern University Nasdaq PEAK6 EconTalk Podcast Dan Carlin’s Hard Core History Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0582-OPS-4/7/2022

Cryptocurrencies and the underlying blockchain technology have exploded in value and popularity at an exponential rate. Despite their rapid growth, many investors remain hesitant to invest in them due to their volatility.In today’s episode, Rusty and Robyn talk with Christopher King, Founder & CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets.Originally involved in bitcoin and digital assets in 2014, Christopher transitioned into the crypto industry full-time in 2018 as a venture capital investor at Morgan Creek Capital. During this time, he noticed a gap in the market between independent RIAs and digital asset investments. In 2019, he founded Eaglebrook Advisors to bridge the gap between the digital asset market and the wealth management industry.Christopher talks with Rusty and Robyn about why investors should consider adding digital assets to their portfolios, how they are allocated, and his outlook on bitcoin over the next 10 years.Key Takeaways [02:45] - An overview of Chris's career and what inspired him to build Eaglebrook Advisors. [06:26] - How the argument for digital assets has changed over the last year. [12:15] - How investors are allocating to digital asset classes. [14:09] - Chris' investment strategy in digital assets. [17:49] - Chris’ advice for those who are new to the digital asset space. [20:44] - Chris’ view on whether bitcoin is going to become a less risky asset in the future. [22:21] - What prevents some financial advisors from investing in digital assets? [25:04] - Are crypto benefits not as great as people think? [27:13] - Conclusions from “The Bitcoin Market Cycle” report. [30:54] - The impact of rising rates on cryptocurrencies. [33:46] - Takeaways from President Biden's Executive Order on Ensuring Responsible Development of Digital Assets. [34:59] - Chris' outlook on Bitcoin over the next 10 years. [40:47] - Chris’ take on investing in digital asset companies rather than digital assets themselves. [42:25] - What Chris found surprising about digital asset management. [45:16] - How Chris maintains his physical and mental health to perform at his best. Quotes[03:46] - "There was a very small overlap of people that understood how to build secure compliance, scalable investment solutions, and infrastructure in the digital asset world and people that understood wealth management as well." - Christopher King[10:09] - "There's a lot of interesting applications for NFTs, for decentralized finance, for crypto gaming, and for entertainment that a lot of traditional companies and brands are starting to leverage so they can digitize their products and service in a way that both brings value to the company and brings values to the consumer." - Christopher King[35:49] - "I believe that Bitcoin will reach parity with gold because I think it's a better version of gold. There are a lot of generational preferences and transfer of wealth for people that would rather hold Bitcoin portfolios than gold. Us being in a digitally native world, a lot of the wealth is getting transferred to digitally native generations." - Christopher KingLinks  Christopher King on LinkedIn Eaglebrook Advisors Eaglebrook Advisors on LinkedIn Eaglebrook Advisors on Twitter Fortunate Son by Creedence Clearwater Revival Merrill Lynch Orion Advisor Solutions Addepar Fidelity Investments State Street Morgan Stanley Tesla  Goldman Sachs BlackRock BNY Mellon The Bitcoin Market Cycle Coinbase The Bitcoin Standard: The Decentralized Alternative to Central Banking Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond Own The Internet - Not Boring by Packy McCormick On the Brink with Castle Island Ventures Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0566-OPS-4/5/2022

Lobbying is a necessary part of the political process and a powerful tool for organizations and businesses alike. If done correctly, it can be an important investment strategy as well.In today’s episode, Rusty and Robyn talk with Courtney Rosenberger, Managing Director of Policy Research at Strategas Securities, a registered investment advisor specializing in macro thematic investing.In her role, Courtney directs Strategas’ policy research efforts. This involves the construction, maintenance, and analysis of Strategas’ equity portfolios based on public policy themes. Courtney also serves as the lead portfolio analyst for Strategas Asset Management’s widely followed Policy Opportunities Portfolio.Courtney talks with Rusty and Robyn about what the Strategas Policy Opportunities Portfolio is all about, why lobbying can be a powerful investment tool, as well as how to encourage women to pursue careers in investing.Key Takeaways [03:47] - What attracted Courtney to the world of investing. [04:50] - What the Strategas Policy Opportunities Portfolio is about. [08:02] - The dominant themes of Strategas Policy Opportunities Portfolio.  [13:16] - The market environment that best suits lobbying strategy. [14:50] - A detailed overview of lobbying and why it is important. [18:18] - The challenges women face in the investment industry. [21:54] - What can be done to encourage women to pursue careers in investing. [24:40] - What makes a good portfolio analyst. [26:50] - How Courtney maintains her physical and mental health. Quotes[06:28] - "Lobbying is not just about trying to make sure the government doesn't have a negative impact on our business. It's also about trying to position yourself for a potential positive benefit." - Courtney Rosenberger[18:52] - "I think that the combination of both societal changes and perceptions, as well as the industry really realizing the value that women can bring to strategies, I think we're really moving in the right direction. I know a lot of great women who are rising up in their companies and they're game-changers for the industry." - Courtney Rosenberger[23:52] - "If we were to talk about finance more in terms of the decision-making processes and the fact that it isn't just a purely mathematical grind every day punching numbers into a keyboard, you would attract a lot more people, not just women. I think you would get a lot more people with different interests and different skill sets." - Courtney RosenbergerLinks  Courtney Rosenberger on LinkedIn High Hopes by Panic! At the Disco Daniel Clifton Strategas Research Partners Lobbying As An Investment Tool James Bessen Boston University School of Law The Daily Punch Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0461-OPS-3/16/2022

Investing takes many forms. For most people, it is a way to grow their money and protect their financial future. This means that they are more likely to invest in things they are comfortable with and believe will give them the best return on investment. But when it comes to diversification, what are the best strategies?In today’s episode, Rusty talks with David Sherman, President of Cohanzick Management and Founder & Portfolio Manager of CrossingBridge Advisors, an investment management firm specializing in ultra-short and low duration strategies, including special purpose acquisition companies (SPACs).David talks with Rusty about the current market environment, particularly the high yield bond market, what investors should know about SPACs, and what the true risk-free investment rate is.Key Takeaways [01:54] - David’s role at CrossingBridge Advisors. [04:27] - What makes David’s Global Value Investing class interesting. [07:14] - What distinguishes his students from one another. [09:15] - What qualifications David seeks in an analyst. [12:07] - How the current market conditions affect the global economy. [15:40] - Factors that influence David's investment decisions. [20:12] - His perspective on high yield as an asset class. [24:03] - How he manages the tail risk of high yield assets. [28:07] - Are high yield bonds a good inflation hedge?  [30:19] - What investors need to know about investment grade bonds. [31:38] - SPACs: What they are and why investors and financial advisors should care. [40:03] - How investors are allocating to SPACs. [45:44] - What the true risk-free rate is for most investors. [48:04] - The qualifications of a good portfolio manager. [53:44] - How David personally invests his money. [56:46] - What David does to maintain his mental and physical health. Quotes[20:58] - "I think people have a core belief, a DNA of what makes them comfortable. And they only invest the best when they do things they are comfortable with. When you're not making money on things you're not comfortable with, it's just not a good psychological environment." - David Sherman[25:44] - "Most high yield doesn't have a long tail risk. Most high yield is five years or less in maturity. You can say that's a lot of tail risk but that's not nearly what it used to be. A lot of high yield and leveraged loans have certain covenants like change of control provisions if a company gets acquired which investment grade bonds don't, typically." - David Sherman[52:47] - “People underperform and outperform at various times depending on the economic environment or on the product cycle. And certain products are more opportunistic at certain times. There are a lot of good distressed investors, there’s just not a lot of good product right now. I would much rather have a mediocre distressed investor with a lot of product that's cheap, who's disciplined, than a great distressed investor who's clever by half who is a little less disciplined and there's not enough product." - David ShermanLinks  David Sherman on LinkedIn David Sherman Email Don’t Let Me Misunderstood by The Animals CrossingBridge Advisors CrossingBridge Fund Overview Cohanzick Management Orion Advisor Solutions Leucadia National Corporation (now Jefferies Financial Group) Washington University in St. Louis The Predators' Ball by Connie Bruck Michael Milken James B. Rosenwald III Freddie Mac Brinker Capital Live Oak Acquisition Corp RMG Acquisition Corp SPAC Informer SPAX Ken Griffin Seth Klarman CrossingBridge Pre-Merger SPAC ETF Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0540-OPS-3/29/2022

Marketing is a critical piece of any business. It is the function that focuses on bringing awareness and interest to a company, its products, and services. When done correctly, marketing can help a business achieve incredible results. In this episode, Rusty and Robyn talk with Manish Khatta, CEO & CIO of Potomac Fund Management, a boutique investment strategy firm for financial advisors.Manish is a quant, a true math geek. He has spent his career creating and refining trading strategies built on mathematical computations and number crunching. He is a lifelong Potomac employee who started with the firm after college and programmed the initial work behind Potomac’s mechanical trading systems. Manish is a staunch believer that investment risk is something that can be contained and conquered using quantitative trading systems.Manish talks with Rusty and Robyn about how Potomac Fund Management helps financial advisors, the value of marketing, and what marketing and branding strategies he uses on social media.Key Takeaways [02:56] - What Potomac offers financial advisors. [04:00] - How Potomac deals with volatile markets. [06:01] - How Manish uses technical analysis in decision-making and risk management processes. [09:39] - What 'build in public' means in asset management. [11:07] - Marketing and branding strategies Manish employs on social media. [15:01] - Potomac’s motivation and goals for producing content. [17:24] - What the 'Profound Industry Maker and Player Awards' is all about. [19:30] - Potomac's most popular YouTube video. [21:17] - How Manish invests for himself and his family. [22:42] - How Manish maintains his physical and mental health to stay on top of the game. [25:29] - Manish's top five favorite podcasts. Quotes[06:06] - "We build everything through indicators, quant indicators. We're not just looking at charts and deciding subjectively. It's based on numbers." - Manish Khatta[08:50] - "Part of the culture that permeates our entire firm is just being transparent and brutally transparent to the point where I could come across as very abrasive because I'm very forward. I literally don't have time to beat around the bush. I think that's the best way to run a business. I think that's the best way to run an asset management firm " - Manish KhattaLinks  Manish Khatta on LinkedIn Vibe by Diljit Dosanjh Christopher Norton Potomac Fund Management Potomac Fund Management on Twitter The Conquer Risk Podcast The Conquer Risk Podcast on YouTube Wu-Tang Clan PIMP Awards Gary Vaynerchuck The Bill Simmons Podcast Pivot The Compound and Friends Animal Spirits Podcast The GaryVee Audio Experience Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0485-OPS-3/21/2022

New technologies, economic shifts, demographic changes, urbanization, and climate change are global trends that have a significant impact on society and the economy. They are also shaping the way people invest their money. While these megatrends offer investors a great way to tap into new markets and opportunities, how can they be effectively incorporated into portfolios?In this episode, Rusty and Robyn talk with Jeff Spiegel, Director, US Head of iShares Megatrend, Sector and International ETFs at BlackRock, a global asset manager and technology provider.At BlackRock, Jeff manages product, sales, and marketing for the Megatrend and International franchises. In this episode, Jeff talks with Rusty and Robyn about megatrend investing strategy, the general guidelines for incorporating megatrends into a portfolio, and the top three investment themes that investors need to keep an eye on in 2022.Key Takeaways [03:49] - What is a megatrend investing strategy? [05:39] - The role of technological breakthroughs in megatrend investing. [06:47] - How demographics and social change fit into the five megatrends. [10:23] - The difference between personalized medicine and precision medicine. [11:43] - Why rapid urbanization is a topic of interest today. [13:08] - How climate change and resource scarcity are both part of the megatrends. [15:00] - What investors should know about emerging global wealth. [16:39] - How thematic investing has performed over the past couple of years. [21:05] - How iShares views megatrend ETF returns and risks. [23:59] - General guidelines for incorporating megatrends into a portfolio. [27:29] - The top three investment themes that investors need to keep an eye on in 2022. [32:28] - How Jeff's knowledge and expertise influence his personal investing. [33:46] - How Jeff maintains his physical and mental health. Quotes[24:03] - "A great investor, a great financial advisor, or a great institutional investor who's thinking holistically about their portfolio starts with asset allocation. That's the name of the game in terms of the overall most important determinant of the returns in your portfolio." - Jeff Spiegel[25:41] - "The most thoughtful way to incorporate megatrends into a portfolio is to actually just start a portfolio or pick the megatrends in a way that keeps your intended asset allocation in line. Don't take unintended bets in technology, on size, in sector or geography just by adding those megatrends securities in." - Jeff SpiegelLinks  Jeff Spiegel on LinkedIn iShares Morningstar BlackRock I’m Not Like Everybody Else by The Kinks New York, New York by Frank Sinatra Invest in Innovation with Thematic ETFs iShares Exponential Technologies ETF IHAK | iShares Cybersecurity and Tech ETF ICLN |iShares Global Clean Energy ETF XT | iShares Exponential Technologies ETF The Signal and the Noise by Nate Silver Slimed! An Oral History of Nickelodeon’s Golden Age How AI Conquered Poker The Bid Podcast by BlackRock 23andMe Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0431-OPS-3/9/2022

Global markets have been experiencing a lot of volatility lately, leaving many investors wondering how to respond. What strategies are successful money managers using to protect their clients' investments?In today’s episode, Rusty and Robyn talk with Kenneth Sleeper, Co-Founder, Co-Managing Director, and Portfolio Manager at Ocean Park Asset Management, a firm with a unique investment approach that limits downside risk and delivers satisfying returns.Before co-founding Sierra Investment Management (parent company of Ocean Park Asset Management) in 1987, Kenneth applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. In his current roles at Ocean Park Asset Management, Kenneth jointly oversees all aspects of the organization’s activities, including asset management, research, and client relationships. He utilizes his experience to help create productive investment solutions for clients so they can retire safely and successfully. Kenneth talks with Rusty and Robyn about how successful money managers are responding to volatility, how investors can balance risk in uncertain times, and the biggest problems people face when it comes to investing.Key Takeaways [03:00] - What asset managers are responsible for. [05:05] - Kenneth's extensive experience in the investment management industry. [10:08] - How seasoned asset managers navigate the market in turbulent and volatile times. [14:36] - How the balanced risk model works. [16:57] - What keeps Kenneth's physical and mental health in peak condition. [22:27] - One of the biggest problems people face when it comes to investing. Quotes[03:00] - "We have to manage our portfolios both in good times and bad times, times when the markets are just trending uninterrupted for months and months, and then periods like this, where there's extreme volatility. We're still responsible for managing the portfolios every day. Every day the markets are open. We have to be doing that and we don't get a rest to think about what must be done." - Kenneth Sleeper[04:30] - "If we didn't have a process, if we didn't have discipline, where would we be? Where would our clients be? It’s even more important during this period of volatility." - Kenneth Sleeper[22:27] - "I think the biggest problem investment people have is having a mindset that doesn't make them open to change, that doesn't make them open to what can happen moving outside of their comfort zone." - Kenneth Sleeper Links  Kenneth Sleeper Ocean Park Asset Management Sierra Investment Management I Won’t Back Down by Tom Petty Skip Schweiss Fiserv TD Ameritrade Steven Wilkes National Geographic Market Wizards by Jack Schwager The Black Swan by Nassim Nicholas Taleb Mania, Panics, and Crashes by Charles P. Kindleberger Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0403-OPS-3/2/2022

In this episode, Rusty and Robyn talk with Eben Burr, President of Toews Asset Management.Eben came to the financial industry with an unusual background. With degrees in architectural history and product design, he studied architecture in Paris, designed products, and worked in NYC real estate market, before eventually landing at Toews.That said, the common thread throughout Eben’s career has been a focus on user experience — a skill that turned out to be a huge asset at Toews. Eben talks with Rusty and Robyn about preparing for a potential bear market,  hedging portfolios against inflation, and bringing introspection to investing.Key Takeaways [06:45] - Are we in a superbubble? [10:52] - Are advisors ready for a bear market in the stocks? [15:58] - Some evidence-based findings on inflation. [19:30] - What's the hedge equity approach? [24:47] - Keeping up with quick volatility and market downdraft. [26:14] - Advice on unconstrained fixed income strategies. [27:48] - The importance of behavioral finance. [30:50] - A balance of empathy, integrity, and confidence. [32:54] - Why introspection is underrated. [34:54] - Eben’s personal investing practices. [37:23] - Eben’s book and podcast recommendations. Quotes[27:13] - “We've gotten so complacent with thinking about S&P large caps that we no longer have this idea of true diversification, where there's intentionally something underperforming, right? There's intentionally something not going well.” - Eben Burr[29:14] - “Seeing someone really compelling at a conference is not likely to change your behavior. There is a deep, deep gulf between inspiration and implementation. So we're working every day with advisors to help them improve their communication, portfolio construction (which is really important in behavior), and implement structure so that the advisor practice is really embracing behavioral change on all levels. Really you need to look at things like client delight and retention, as well as just their understanding. All those things come into play.” - Eben Burr[33:26] - “Know your strengths and weaknesses. I mean, introspection, I think is so fantastically underrated in American society. You know, we're amazing doers as Americans, right? We're just like, give me something to do and I will do it to death but don't ask me to think about it after I've done it. Cause I don't want to do that.” - Eben BurrLinks  Eben Burr on LinkedIn Toews Asset Management "The IVth Crusade" by Bolt Thrower Ol’e Nessie by Mastodon Rise Above by Black Flag Jeremy Grantham Super Bubble Comments Calling a Super Bubble: Front Row With Jeremy Grantham | YouTube ‘SNL’: Pete Davidson, Jack Harlow Deliver Eminem-Inspired Rap Explaining NFTs | RollingStone Behavioral Investing Institute Brian Portnoy Advisor Communication for Bubbles and Market Crises Toews Economic and Capital Markets Update 1Q22 Importance of Emotional Intelligence Attention Robinhood power users: Most day traders lose money by Bob Pisani | CNBC Cocoa Barn NYC  Odd Lots Podcast Standard Deviations Podcast Makers and Takers: The Rise of Finance and the Fall of American Business by Rana Foroohar Alexander Hamilton: A Life by Willard Sterne Randall Downtown by Pete Hamill The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny by William Strauss Blast Beats The 10 best fictional architects | The Guardian Meditation Super Bubble Bubble Gum S&P 500 L’Ecole Bleue Monty Python The Towering Inferno Fountainhead Wesley Snipes Paul Newman John Cleese The history of inflation in the United States Investor Behavior in a Market Crisis Investments and Wealth Monitor Toews Agility Shares ETF’s Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0348-OPS-2/23/2022

In this episode, Rusty and Robyn talk with Justin Christofel, Portfolio Manager at BlackRock. For more than a decade, Justin has been overseeing and managing income-oriented multi-asset portfolios. His focus is to generate a consistent level of cash flow for clients, particularly for those who are living through retirement.Justin talks with Rusty and Robyn about active management strategies, the challenge of measuring volatility for the investing population, and the need for a disciplined and methodical investing approach during highly inflationary periods.Key Takeaways [01:19] - COVID, tech stocks, and the Fed’s actions toward inflation. [02:10] - The state of the labor economy.  [05:37] - The difference between CFA and CA designations. [07:05] - What's the best way to build a portfolio? [11:10] - How can investors adjust their portfolios according to how inflation will move? [14:53] - Learning from active management strategies at BlackRock. [17:39] - Domestic vs global exposure of investment portfolios. [19:11] - Is targeting an absolute yield viable? [20:56] - Justin's outlook on the economy. [23:49] - What makes a good investment manager? [26:05] - The importance of psychology in finance. [27:34] - Why boring return generators are better most of the time. Quotes[15:45] - “We're trying to hit singles and doubles consistently for clients. We're not trying to hit triples and home runs. And we're certainly trying hard not to strike out. We want to get on base all the time.” - Justin Christofel[22:19] - “A little bit of volatility in the short run begets a much healthier backdrop for taking risk over time. I think continuing to run pretty high allocations to equities focused more so on value and dividend orientations, as opposed to the sexier growth stuff that's worked over the last three to five years makes a lot of sense.” - Justin Christofel[26:51] - “As much as we all like to think that there's a science to investing, that having a great process or focusing on the fundamentals and valuations will lead to success, I think perhaps equally important is managing emotions, and kind of combating the falsehoods and the biases and the tricks that our minds can play on us.” - Justin ChristofelLinks  Justin Christofel on LinkedIn BlackRock Welcome To The Jungle by Guns N’ Roses Rain Is A Good Thing by Luke Bryan S&P 500 Big Money Thinks Small: Biases, Blind Spots, and Smarter Investing by Joel Tillinghast Bloomberg  Iowa Hawkeyes Iowa State Cyclones Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0260-OPS-2/9/2022

When it comes to building an investment portfolio, it's important to have a diversified mix of assets in order to reduce risk. While there are a number of different options to choose from, Exchange-Traded Funds (ETFs) can be an attractive choice for investors looking to add some diversity.  How can ETFs be a low-risk option for diversifying portfolios and why might they be a good option for you?In this episode, Rusty and Robyn talk with John Davi, Founder, CEO, and Chief Investment Officer of Astoria Portfolio Advisors, an investment management firm that specializes in research-driven, cross-asset, ETF, and thematic equity portfolio construction.John Davi is an award-winning research strategist and has more than 20 years of experience in macro ETF strategy, quantitative research, and portfolio construction. Prior to founding Astoria, he was the head of Morgan Stanley’s Institutional ETF Content and advised many of the world’s largest hedge funds and asset managers on ETF portfolio construction. John is a regular contributor to CNBC, Bloomberg, and other media outlets. He was recognized by Bloomberg as an “ETF Master Chef”.John talks with Rusty and Robyn about what makes ETFs attractive as investment vehicles, how his company addresses inflation, and how he uses social media to engage with his audience.Key Takeaways [02:18] - The story behind John's walk-up song. [03:33] - What led John to start his own company. [05:04] - What makes ETFs attractive as investment vehicles. [09:16] - Why some people think direct indexing could kill ETFs. [11:31] - John's market outlook for 2022. [14:30] - The key differences to look for in 2022. [16:06] - How John and his team plan to tackle inflation. [19:08] - How ETF PPI came about. [22:13] - John's recommendation on how to allocate equity using PPI. [24:35] - John’s perspective on traditional fixed income and how he uses it. [28:05] - How John uses social media platforms to reach his audience. [29:51] - What qualifies someone to become a member of John’s team. [31:21] - What makes a good investment manager. [32:05] - What makes a good financial advisor. [34:10] - John's investment strategy for himself and for his family. [36:40] - What John does to stay at the top of his game. Quotes[05:26] - "Over time, ETFs proved that they're tax-efficient, they're liquid. You can build a portfolio and you can basically replicate any risk-return profile that you want." - John Davi[18:34] - "What we're seeing now in terms of inflation and all the crosscurrents between COVID is just something that we haven't seen in a long period of time. So, you want to have a strategy for inflation and then you want to embrace it. And you want to look for sectors that benefit from higher inflation. Don't be scared of it, try to embrace it and build a portfolio that can actually benefit from it." - John Davi[20:13] - "Different asset classes perform at different stages of the inflation cycle. So cyclical stocks tend to be early, commodities tend to be a little bit later. So, we think that there's value in all three of those asset classes, but you want to tilt more toward the four sectors - banks, energy, materials, and industrials." - John Davi Links  John Davi on LinkedIn John Davi on Twitter Astoria Portfolio Advisors Sailing by Christopher Cross Morgan Stanley Merrill Lynch VanEck Matthew Santini State Street Global Advisors Access Investments CNBC Bloomberg Bob Pisani Bridgewater Vanguard Warren Buffet Orangetheory Fitness Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0244-OPS-2/8/2022