Podcasts about horizon investments

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Joe Becker, Director, Product Management at Innovator ETFs 3. Clark Allen, CFA, CPA, CAIA, Head of ETFs at Horizon Investments 4. Maurits Pot, Founder & CEO at Tema ETFs (X-feed @TemaETFs)*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

On today's episode, we track the trading action in Asia following a selloff in the US that wiped out more than $1 trillion in market value. We speak with Ben Harburg, Founder and Portfolio Manager at CoreValues Alpha. Plus - a look at how fears around recession risks and trade policy have catalyzed the rout in global equities. We hear from Scott Ladner, Chief Investment Officer at Horizon Investments.See omnystudio.com/listener for privacy information.

On today's episode, we examine how this week's US tariffs on China are weighing on global equities. We speak with Stephanie Leung, Chief Investment Officer at StashAway. Plus - a look at the broader investment landscape with Zachary Hill, Head of Portfolio Management at Horizon Investments.See omnystudio.com/listener for privacy information.

Scott Ladner of Horizon Investments introduces its first 2 ETFs, the Horizon Expedition Plus (HBTA) and the Horizon Landmark (BENJ). He discusses why they launched the ETFs, what they contain, and how they're managed. The hallmark of the ETFs is “expectational certainty,” he says. He adds that this isn't a good year for cash on the sidelines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Scott Ladner, chief investment officer at Horizon Investments, says that the stock market will need earnings growth to generate returns in 2025, but that those gains should run roughly equal to the level of earnings growth, leaving the market set up for low double-digit gains in 2025. He says that technology continues to provide a tailwind to the market, though henotes that the artificial intelligence evolution makes for a moving target where investors might want to gravitate towards industries that are adjacent to AI, making money off of the companies and sectors that use AI to drive profit gains. Ladner — whose firm practices goals-based planning — noted that while the U.S. economy remains the world's strongest, it would be a mistake to ignore international markets now. Leigh Purvis, prescription drug policy principal at the AARP Public Policy Institute discusses her research into showing that prices on brand-name drugs have been rising much faster than the rate of general inflation for decades, creating challenges — particularly for Medicare Part D enrollees — that many people have addressed by not refilling prescriptions or by skipping doses to make prescriptions last longer. Plus Dan Crowley, partner at Nightview Capital — portfolio manager of the Nightview Fund — brings his concentrated growth approach to the Market Call.

"We're looking under the hood of the micro," says Horizon Investments' Zach Hill. He looks at how earnings season is proving to show continued resilience in the economy. He also talks about how volatility in rate expectations has been very high because the Fed is just watching the data like we are. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

My guest this week is Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry.  We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopolies in finance, the impact of private equity, the role of technology and AI, and more. Please enjoy this conversation with Robbie Cannon. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:06) Evolution of Wealth and Asset Management (00:04:18) Blurred Lines in Financial Services (00:14:18) Private Equity and Financial Advisors (00:17:05) Robo Advisors and Technological Integration (00:26:07) Evaluating Compatibility and Money in Motion (00:27:06) Peer Collaboration and Industry Insights (00:29:05) Strategic Asset Allocation for 2024 (00:29:46) Challenges for Emerging Managers (00:32:16) AI in Asset Management (00:45:27) Digital Solutions and Future Trends (00:49:36) The Evolution of Financial Advice Learn more about your ad choices. Visit megaphone.fm/adchoices

Leadership is more than titles and responsibilities. It involves building a winning culture—a culture that isn't just a tagline or value statement but a living, breathing system encompassing a firm's operations. It is a culture where individuals collectively achieve extraordinary results. Organizations that embrace this kind of culture promote honesty and transparency, empower employees to contribute their unique perspectives, and are united by a shared vision. In this episode, Jack Sharry talks with John Drahzal, President and CEO at Horizon Investments. John oversees the company's growth and acquisition initiatives and all aspects of the company's operations, which includes investment management, consulting, sales and marketing, technology, finance, and legal. He joined Horizon Investments in 2017 and previously served as President.  John and Jack discuss leadership and how a winning culture drives success. John talks about how Horizon Investment builds its culture and operating principles and the importance of the human element in wealth management. In this episode: [02:19] - How John got into financial services [08:55] - John's transition to CEO [10:39] - Horizon Investment operating principles [17:34] - How a winning culture drives innovation [19:41] - John's thoughts on the future of the industry [21:25] - John's key takeaways [22:09] - John's interests outside of work Quotes [13:04] - "Leadership is about building a winning culture. It's a culture that drives success and where people will work together." ~ John Drahzal [16:29] - "If you instill this culture of coaching and winning through culture, and the employees develop in that culture, it is amazing to see what they can do. Watching that development is amazing." ~ John Drahzall [20:56] - "While the firm will drive efficiencies with technology, I firmly believe that this will continue to be a people-led business and that humans need that because these are really important decisions. We're responsible for their dreams. And that requires the human element." ~ John Drahzal Links  John Drahzal on LinkedIn Horizon Investments Victory Capital Robbie Cannon Trillion Dollar Coach Danielle Learned Money Management Institute Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

For decades, the financial world focused on investments. But, eventually, that focus shifted to planning. It wasn't just about the “what” of investing but the “why”. This evolution changed wealth management, and represents a move away from a one-size-fits-all strategy and toward a more flexible, client-driven approach. In this episode, Jack talks with Robbie Cannon, a Board Member at Founders Financial. He is also the Founder of Horizon Investments and a Board Member of the Money Management Institute (MMI). With a background in quantitative finance and goals-based investment strategies, Robbie has made Horizon a leader in the industry. His passion for innovation and client outcomes has driven his success as a leader and influencer in the wealth management sector. Robbie talks with Jack about how he built Horizon Investments from the ground up, the evolution of goals-based investing, and the importance of personalized advice. Robbie also shares his latest venture with Thrive by Money Management Institute, and how AI, blockchain, and quantitative finance is driving a new era of financial planning. Key Takeaways [01:58] - Robbie's journey in wealth management [03:28] - How goals-based investing evolved [07:30] - What the green line represents in wealth management [10:41] - Horizon Investments' approach to achieving client goals [12:12] - How Horizon provides guidance to advisors [13:55] - What it takes to be in the outcome space [15:55] - What Thrive by Money Management Institute is all about [20:06] - Robbie's thoughts on the future of the industry [22:28] - Robbie's key takeaways [24:29] - Robbie's interests outside of work Quotes [09:26] - "Entrepreneurship is about weathering the markets and being able to pivot and navigate. At Horizon, flexibility is built inside. It comes with smart individuals wrapped around a singular goal — client outcomes." ~ Robbie Cannon [10:10] - "Advisors enter the business to help people. As asset managers, our job is to help advisors help their clients weather the market." ~ Robbie Cannon Links  Robbie Cannon on LinkedIn Money Management Institute Thrive | Money Management Institute Horizon Investments Fidelity Investments Morningstar The Advice Age Danielle Learned John Drahzal Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Scott Ladner, chief investment officer at Horizon Investments, expects the market to start a new leg up and rally, but he notes that it has to go through a shake up and get to where rate cuts start before that uptick starts in earnest. Ladner notes he is "a whole lot more confident about the next six months than the next six weeks," noting that current conditions — with steady or falling interest rates and growth in earnings — "doesn't translate into bad markets." While those conditions don't always portend bull markets, those conditions do tend to drive markets higher. Jeffrey DeMaso, editor at The Independent Vanguard Adviser, discusses Vanguard PRIMECAP and PRIMECAP Core, two classic growth funds that were closed to new investors for 20 and 15 years respectively; Vanguard just re-opened the funds and DeMaso discusses who they are right for. Greg McBride of BankRate.com discusses the site's latest Emergency Savings Report, which showed that nearly 60 percent of Americans are uncomfortable with their level of emergency savings. Plus, in the Market Call, Wayne Thorp, head of research and analysis products at AAII talks about buying growth stocks now.

Leadership is a journey of continuous learning and personal growth. It's a muscle that gets stronger through experience and reflection on the lessons learned. This growth mindset, driven by active listening, genuine care for people, and intellectual curiosity, results in a dynamic leadership style. Such leaders adapt to new challenges and inspire teams to contribute their best work, leading to more effective decision-making, stronger collective vision, and remarkable outcomes. In this episode, Jack talks with Danielle Learned, Chief of Staff and Head of Sales Execution at Horizon Investments. In her role, Danielle is responsible for leading the planning and execution of the firm's various strategic initiatives and helping translate the firm's mission and vision into action. Danielle is known for her grit and entrepreneurial spirit, and she is dedicated to empowering financial advisors and equipping them with the tools they need to succeed. Danielle talks with Jack about her career journey and the lessons she has learned about leadership and execution. She shares insights on leadership, the art of listening, the value of empathy and genuine care for people, and the power of grit and perseverance in achieving success. Danielle also discusses Horizon Investments' unique value proposition and the industry's future, emphasizing the importance of personalization and transparency in financial advice.  Key Takeaways [02:15] - How Danielle got into financial services. [05:54] - How Horizon Investments serves its clients. [07:25] - Danielle's journey to Horizon Investments. [09:46] - How Danielle became part of Horizon Investment's growth. [14:28] - What it takes to lead a growing wealth management firm. [18:21] - Danielle's thoughts on the future of the industry. [22:16] - How grit defines Danielle's leadership style. [24:55] - Three key takeaways from Danielle. [26:35] - Danielle's interests outside of work. Quotes [14:34] - "Leadership is learned. It's not taught. My advice to new leaders or anyone who has to influence and lead a team that doesn't directly report to them is to shut up and listen." ~ Danielle Learned [17:08] - "To care about people, you really have to care about people. You have to make investments, learn about them, and understand what makes them tick. And that's more than just giving them feedback about their work product. It's really getting to know what motivates them and why they're here." ~ Danielle Learned [17:24] - "Some of the best ideas around our sales team, how we execute them, and the tools we use have come by asking people questions and giving them permission to share their opinions and come up with new ideas. There are a lot of really smart people around us, and we should leverage them and listen to them." ~ Danielle Learned Links  Danielle Learned on LinkedIn Horizon Investments Money Management Institute Nick Alfier BNY Mellon UNC Kenan-Flagler Business School Oppenheimer & Co. Prudential Financial MetLife LPL Financial John Drahzal Robbie Cannon Altamont Capital Partners Thomas Buckingham Nassau Financial Group Trillion Dollar Coach Authentic and Ethical Persuasion Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Small caps are coming off an impressive run in February, when it notched their best month since December. Goldman Sachs' Greg Tuorto explains. Plus, Japan's Nikkei is at another fresh record high. Neuberger Berman's Kei Okamura dives into whether this rally has more room to run. And, stocks in the U.S. have logged a fourth straight month of gains. Horizon Investments' Scott Ladner and Aureus Asset Management's Kari Firestone discuss.

Netflix reports earnings after the close today as investors await details on subscriber and revenue growth. Main Street Research's James Demmert tees up the results. Plus, the Dow has closed at a record high for the third time this year, topping 38K for the first time ever. Horizon Investments' Scott Ladner explains. And, the latest wave of earnings is set to be the key driver for the markets. Capital Wealth Planning's Kevin Simpson discusses.

Patrick's longtime friend and former flag football teammate, Kevin Blocker, joins Trent and Patrick on “At Home with Roby”.  Kevin shares details about his time at Wofford College, his 20+ years with Horizon Investments, and the business he founded alongside his sister 3 years ago – Pavana Treatment Group.  The guys sprinkle in some fun sports stories along the way!  Tune in to learn more.See omnystudio.com/listener for privacy information.

The debate around whether the Federal Reserve can pull off a soft landing is heating up. Citi Global Wealth Management's Steven Wieting and Bank of America's Aditya Bhave discuss. Plus, the consumer staples sector has been underperforming the broader market so far this year. Miller Tabak & Co.'s Matt Maley and Horizon Investments' Scott Ladner give the bull and bear cases for the sector. And, surging Treasury yields are putting pressure on stocks. UBS Global Wealth Management's Mark Andersen and Defiance ETFs' Sylvia Jablonski explain.

CNBC's Bob Pisani spoke with Anna Paglia, Head of ETFs and Indexed Strategies at Invesco, and Scott Ladner, CIO of Horizon Investments. They discussed the latest ETF trends and flows experts are seeing this month. Big tech is leading the charge, but is it all just a so-called “mega-cap mirage”? And investors are still putting money to work in fixed income ETFs. They dug why certain pockets of active fixed income, in particular, have garnered so much attention lately – and offered best strategies for ETF investors to play the space. In the “Markets 102” portion, Bob continued the conversation with Scott Ladner from Horizon Investments.

The meeting between President Biden and Congressional leaders slated for today has been postponed until early next week. Stifel's Brian Gardner discusses the latest. Plus, Elon Musk says he's found someone to run Twitter and its parent company, X Corp. Vox's Sara Morrison breaks down the details. And, how are investors protecting their portfolios amid growing concerns of an economic downturn? Harris Financial Group's Jamie Cox and Horizon Investments' Scott Ladner weigh in.

U.S. lawmakers are kicking off two days of hearings on Capitol Hill today to investigate the collapses of Silicon Valley Bank and Signature Bank. Former Deputy Treasury Secretary Sarah Bloom Raskin weighs in on what to expect. Plus, BlackRock says markets are wrong about the Federal Reserve's rate hiking campaign as the central bank remains firm in its fight against inflation. Horizon Investments' Zachary Hill gives his take. And, DoubleLine Capital CEO Jeffrey Gundlach says a recession is imminent as turmoil in the banking sector rolls on. Payne Capital Management's Courtney Garcia discusses what she's seeing.

Shares of Airbnb are higher after the company posted its first annual profit ever. Wells Fargo's Brian Fitzgerald explains why he's bullish on the stock. Plus, investors are awaiting the latest snapshot on the U.S. consumer today, with January retail sales out this morning. Telsey Advisory Group's Dana Telsey discusses the names she's watching. And, executives at some of Wall Street's biggest banks are changing their tune on the economy, the odds of a recession, and if the Fed can pull off a soft landing. Van Lanschot Kempen's Anneka Treon, Horizon Investments' Zachary Hill, and Baird's Ross Mayfield give their thoughts.

Despite the pain of inflation, higher interest rates, and falling earnings expectations, do the technicals suggest better days ahead for stocks? Piper Sandler's Craig Johnson weighs in. Plus, the energy sector had a record year in 2022, soaring 59% on average. RBC Capital Markets' Biraj Borkhataria discusses the outlook for the sector this year. And, ahead of tomorrow's CPI report, the bulls may be in control, with signals suggesting a continuation of the near-term price action. Horizon Investments' Zachary Hill gives his views on the markets.

Big cracks within the cryptocurrency market, from the meltdown of the Terra stablecoin to the collapse of FTX, have pushed some investors to ditch the space outright. TechCrunch's Jacquelyn Melinek explains the outlook. Plus, demand for housing continues to slow due to rising interest rates and fears of a recession in 2023. Cortland's Brad Dillman weighs in on the sector. And, stocks are gearing up for the second to last trading of the month and year. Miller Tabak's Matt Maley, Tiger 21's Michael Sonnenfedlt, and Horizon Investments' Scott Ladner break down what to expect.

Stocks are gearing up for another potentially rough trading day. Market Rebellion's Jon Najarian discusses where options action is taking shape. Plus, Federal Reserve officials are striking hawkish tones, with many calling for more rate hikes. UBS' Mark Haefele explains the outlook. And, is a global recession inevitable at this point? Horizon Investments' Scott Ladner weighs in.

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell's speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to talk about markets, ESG backlash, and investment outlook amid Jackson Hole. John Kline, Managing Director and Co-Portfolio Manager of New Mountain Capital's Private Credit Portfolio, joins the show to discuss current trends impacting private equity and private credit. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Hosted by Paul Sweeney and Kriti Gupta.

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell's speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to talk about markets, ESG backlash, and investment outlook amid Jackson Hole. John Kline, Managing Director and Co-Portfolio Manager of New Mountain Capital's Private Credit Portfolio, joins the show to discuss current trends impacting private equity and private credit. Hosted by Paul Sweeney and Kriti Gupta.

The upcoming week is set to be the busiest of the corporate earnings season, with more than 150 S&P 500 names set to report, including the Big Tech heavy hitters: Apple, Alphabet, Meta Platforms, and Microsoft. Richard Kramer of Arete Research dives into the current state of the tech sector. Plus, COVID cases are rising again, this time in Massachusetts. Emergency physician Dr. Michael Daignault explains the latest. And, a summer rebound in stocks is sparking hopes that the bear market may have found a bottom. Anneka Treon of Kempen and Scott Ladner of Horizon Investments discuss today's markets.

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 Ladner Links  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

Scott Ladner, Chief Investment Officer at Horizon Investments, discusses market volatility and gives his investment outlook for 2022. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss the Broadcom-VMware deal. Denelle Dixon, CEO and executive director of the Stellar Development Foundation, discusses the crypto market and what's next for Bitcoin and other coins. Micha Kaufman, CEO and founder of Fiverr, discusses using its e-commerce platform to connect businesses with freelancers and the state of labor in the US and globally. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

With Zachary Hill, Head of Portfolio Management at Horizon Investments

Volatility is here until we get more comfortable with what the Fed is doing and what happens with the conflict overseas, says Scott Ladner of Horizon Investments. He says you're basically losing money if you are investing in investment grade bonds in the U.S. He says stocks like Alphabet (GOOGL) and Amazon (AMZN) are steady earners, and probably not bad places to invest.

Show from 6/4/21 Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time.Guest:Mike Dickson - Head of Portfolio Management at Horizon InvestmentsFor more on Horizon Investments visit their website: https://www.horizoninvestments.com/Follow Horizon Investments on Twitter: @HorizonInvestFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

In today’s episode, Rusty and Robyn talk with Scott Ladner, Chief Investment Officer at Horizon Investments in North Carolina.  After majoring in economics and Russian literature in college, Scott decided that the financial industry was a better career path for him. He started as a derivatives and volatility trader for banks and hedge funds, before starting his own arbitrage hedge fund that eventually folded into Horizon Investments.  Scott talks with Rusty and Robyn about the tailwinds that are pushing the markets forward, the state of cryptocurrency, and what it means to be a truly tactical investor.  He also shares strategies for how to change and evolve in a fast-paced industry. “In a goals-based framework, the way you define the return and the way you define risk mathematically changes depending on where your client is with respect to their financial plan. Is their primary objective growing assets or protecting assets? That primary objective will help inform the primary metric we use to define risk. And that combination will drive how the money ends up being managed.” @horizoninvestment Main takeaways  There are consistent positive returns if you look in unlikely places. A bond portfolio is going to do well and provide positive returns.  Like everything else in life, a portfolio is about trade-offs. Clients should think about the four most critical components of their portfolio before making decisions about allocation: liquidity, inflation protection, portfolio growth, and legacy wealth.  Clients thrive with clear expectations. Happy clients come from clear expectations of how a product is meant to perform. Links Horizon Investments Horizon Investments on Twitter Horizon Investments on LinkedIn Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1694-OAS-5/20/2021

Brad Stoehr has always liked helping people, but becoming a kidney donor wasn't necessarily on the list.That all changed when he saw a social media post about a high school friend in need of a kidney.On January 25, 2021 Stoehr gave Petra Herzog (part 1 of this story) a kidney.The process lead them both to create the non profit Odd Kidneys.  In this interview he talks about what in his life lead to the living kidney donation.  Find out more about the group and Type 1 Diabetes here:https://www.oddkidneys.org/https://www.diabetes.org/diabetes/type-1Outside of serving Odd Kidneys, Stoehr is the Central Divisional Director for Horizon Investments.  His most important job is as a husband and father.   He and wife Leslie have two kids, Stella Reese and Miller Patrick. Stoehr is an avid Clemson fan (class of 2005), he was also the guy inside the school mascot when he was a student there! www.charukumarhia.com www.charukumarhia.com

Scott Ladner serves as head of Investment Management and is the chair of the Investment Committee for Horizon. In these capacities, he oversees all aspects of the Investment Management division for the firm.Watch the other episodes of Compound Interests here: https://compoundinterests.buzzsprout.com/Check out Horizon Investments: https://www.horizoninvestments.com/Follow Horizon Investments on Twitter: https://twitter.com/HorizonInvest

In 1998, Scott Ladner hit the derivatives scene at First Union, just as LTCM was imploding and equity volatility was rocketing higher.  No sooner would the Fed help contain that risk episode, then the tech bubble would be set in motion.  An intense period of “stocks up, vol up”  during which valuations expanded to unheard of levels, followed by an equally intense, “stocks down, vol up” characterized the period of 1999 through 2001 and provided hands on, sometimes painful experiences for Scott in managing convexity risk.  Short airline volatility during the September 11th terrorist attack, Scott quickly came to appreciate the potential for significant gap risk and discontinuity in markets, a reality not contemplated in the textbook version of Black Scholes.My conversation with Scott considers insights gathered over a career managing volatility exposure across asset classes and how he came to his role as CIO of Horizon Investments.  Scott shares his views on how volatility can come and go, how many factors can come to impact the price of options and how important it is to have a number of little bets on versus being overly concentrated in a singular exposure.  He points to the value, but also the dangers of option models, learning along the way not to take the output too seriously and to constantly re-examine the assumptions being made.  Today, Scott’s dashboard consists of credit, liquidity and risk metrics with the goal of identifying incongruities that help him focus his research to better understand market dynamics.  In this context, we discuss the early and late year vol events of 2018.Lastly, we discuss Horizon’s efforts on behalf of its clients to manage wealth and reach retirement goals within the constraints of the low growth and low interest rate environment.  His team is seeking to build risk management techniques that work specifically in today’s unique economic and financial climate.  Noting that there is now “an ETF for everything”, he sees the last 10 years as the age of product.  The next 10, in contrast, he views as the age of planning, where the focus should be on how to best utilize these new products to maximize the wealth and overall experience of retirement for individuals.  Please enjoy this episode of the Alpha Exchange, my conversation with Scott Ladner.

It's the election FarrCast! Kenny Polcari calls in from the floor on the New York Stock Exchange. The markets had a big relief rally on Wednesday: split government is what the markets wanted to see. Then on Thursday, the markets breathed out. Kenny says we are in a seasonally strong time of year, but will likely test support before another leg up. Looking forward to 2019, Michael and Kenny say there is competition for money next year, and that's a good thing. We go to Washington with Dan Mahaffee from the Center for the Study of the Presidency and Congress. Dan pretty much called the election results right on: the suburbs turned towards the Democrats in the House, but the electoral map kept the Senate in GOP hands. Dan points out that divided government has historically produced significant legislation. Will we see the Art of the Deal President next year, or the Campaign Rally President? We continue to live in interesting times. For our special guest, tonight we have Greg Valliere, Chief Global Strategist for Horizon Investments. His career has been studying the links between DC policy and Wall St market movement. The 2018 midterms are over, and the 2020 campaign begins immediately, and Greg sees little getting done. He takes a little bit of a a contrarian view: gridlock is maybe not as good thing the markets think -- health care, infrastructure, and especially deficits all need attention. The important point for investors is the economic fundamentals are pretty sound, but Greg has some concerns that he shares. To subscribe to Greg Valliere's Daily Capitol Notes: http://www2.horizoninvestments.com/capitolnotes

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn't currently being leveraged.

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn’t currently being leveraged.

Greg Valliere, Chief Global Strategist at Horizon Investments, joins host Jeremy Schwartz to discuss how events in Washington, from policy to politics, might affect your investments on Behind the Markets. See acast.com/privacy for privacy and opt-out information.

Omar Aguilar, CIO at Charles Schwab Investment Management, talks about behavioral market trends. Greg Valliere, Chief Global Strategist for Horizon Investments, gives his outlook for tax reform. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sees an on unstoppable bull market. Heather Fischer, VP of ETF & Mutual Funds at Charles Schwab, on why exchange traded funds could be headed for exponential growth. And Carol and Cory hit the "Movers and Shakers on Wall Street" and Dave Wilson's “Chart” and "Stock of the Day."      Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Omar Aguilar, CIO at Charles Schwab Investment Management, talks about behavioral market trends. Greg Valliere, Chief Global Strategist for Horizon Investments, gives his outlook for tax reform. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sees an on unstoppable bull market. Heather Fischer, VP of ETF & Mutual Funds at Charles Schwab, on why exchange traded funds could be headed for exponential growth. And Carol and Cory hit the "Movers and Shakers on Wall Street" and Dave Wilson's “Chart” and "Stock of the Day."     

Richard Ben-Veniste, a partner at Mayer Brown and a former Watergate special prosecutor, says George Papadopoulos's indictment was a surprise and that Robert Mueller is running an efficient and appropriate investigation. Prior to that, Richard Clarida, a strategic advisor at PIMCO, says President Trump is choosing from the right group of people in the Fed Chair shortlist. Greg Valliere, Horizon Investments' chief global strategist, says anyone that's been in contact with Papadopoulos will be questioned by the FBI. David Herro, Harris Associates' CIO of international equity, says making Christopher Bailey an executive at Burberry was a mistake. Finally, Jeff Jarvis, a journalism professor at CUNY Graduate School, says it's too early to start government regulation of the internet.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Representative Dave Brat, a Republican from Virginia, says more Americans should raise a ruckus about government spending. Greg Valliere, Horizon Investments' chief global strategist, says Trump's base will continue to hang in there and as long as they do, he's inoculated. Michael Purves, Weeden & Co.'s head of equity and derivatives strategy, says you can expect the VIX to reprice if volatility continues to stay low. Finally, Wells Fargo Securities' Mike Mayo and Mike Schumacher discuss the state of banking on Wall Street and the future of the Federal Reserve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ezekiel Emanuel, chairman of medical ethics and health policy at the University of Pennsylvania, says the health-care bill must be defeated. Prior to that, Tony Crescenzi, a market strategist at PIMCO, says he expects one more rate hike this year with two to three in 2018. Finally, Greg Valliere, Horizon Investments' chief global strategist, says Trump must widen his circle of advisers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Greg Valliere, Horizon Investments' chief global strategist, says Trump's "wounds" are self-inflicted by his sensitivity to criticism and inability to let the Russia story go. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Europe inflation is under  target. Jim Barry, BlackRock's head of real assets, says the U.S. has underinvested in infrastructure for 30 to 40 years. Finally, Robert Hormats, vice chairman of Kissinger Associates, says a well-functioning global economy would make America great again. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Terry Haines, Evercore ISI's senior political strategist, says James Comey is under obligation to say everything he knows, but could save some comments for a closed session. Prior to that, William Gavin, the former assistant director of the FBI, says Trump understands he must have a competent and capable U.S. law agency. Praveen Korapaty, Credit Suisse's head of global interest rate strategy, says both the Fed and the ECB have inflation problems. Gabriel Stein, 4CAST-RGE's developed-market research team head, says the Bundesbank is confused yet happy about the ECB's one hawkish move. Finally, Greg Valliere, Horizon Investments' chief global strategist, and Bloomberg's Marty Schenker discuss the Comey testimony. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

George Papaconstantinou, the former Finance Minister of Greece, says there's deep-seated resistance to debt relief. Chris Grisanti, the founder of Grisanti Capital Management, says he's positive on oil. Finally, Greg Valliere, Horizon Investments' chief political strategist, says the odds favor the House keeping control in midterm elections. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Greg Valliere, Horizon Investments' chief global strategist, discusses James Comey's dismissal and says Trump's agenda is stalled and tax reform is dead for this year. Prior to that, Marvin Barth, Barclays' global head of FX strategy, says the ECB is still on course to change its forward guidance. Wendy Carlin, a professor at University College London, tells Tom Keene and David Gura how to get younger generations invested in economics. Finally, Eli Lake, a Bloomberg View columnist, says the White House created its own crisis. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

William Rhodes, CEO of William Rhodes Global Advisors, says Trump has been inviting to corporate chiefs and that he listens to JPMorgan's Jamie Dimon. Greg Valliere, Horizon Investments' chief global strategist, says Goldman Sachs' dominance in the White House is a good story for investors. Jahangir Aziz, JPMorgan's head of emerging markets research, says China's Central Bank is trying to be more communicative. Tony Crescenzi, PIMCO's executive vice president, says fiscal authority hasn't taken over from monetary authority yet. Finally, Doug Kass, president of Seabreeze Partners, says he's long Twitter and that it has a valuable user base. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Anthony Crescenzi, a Pimco money manager, says inaction in Washington has hurt the U.S. economy. Greg Valliere, Horizon Investments' chief global strategist, says tax reform isn't the next issue for the Trump administration. Jim Kochan, Wells Fargo's chief fixed-income strategist, says the high-yield market still offers value as yields will move sideways through 2017. Finally, Michael Cohen, Barclays' head of energy commodities research, says most commodity prices are driven lower by macro developments. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Maya MacGuineas, the president of the Committee for a Responsible Federal Budget, says there's room for debate on where to spend federal dollars. Prior to that, Carl Weinberg, the chief economist at High Frequency Economics, says he's skeptical that GDP growth will be as high as the Trump administration has promised. Doug Holtz-Eakin, the president of the American Action Forum, discusses the Congressional Budget Office's review of the proposed American Health Care Act. Finally, Greg Valliere, the chief global strategist at Horizon Investments, says Medicaid cuts are a non-starter. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Maya MacGuineas, the president of the Committee for a Responsible Federal Budget, says there's room for debate on where to spend federal dollars. Prior to that, Carl Weinberg, the chief economist at High Frequency Economics, says he's skeptical that GDP growth will be as high as the Trump administration has promised. Doug Holtz-Eakin, the president of the American Action Forum, discusses the Congressional Budget Office's review of the proposed American Health Care Act. Finally, Greg Valliere, the chief global strategist at Horizon Investments, says Medicaid cuts are a non-starter.

Greg Valliere, Horizon Investments' chief global strategist, says Democrats are in the wilderness when it comes to responding to President Trump, whose change in tone will yield positive dividends. Prior to that, John Silvia, Wells Fargo's chief economist, says it will be a struggle to get 3- to 4-percent GDP growth on a sustained basis. Admiral James Stavridis, the dean of Tufts University's Fletcher School, says promises are pouring in from NATO but the U.S. hasn't yet seen money from NATO allies. Finally, Steve Rattner, chairman of Willett Advisors, says that replacing Obamacare will result in a smaller health-care system that costs the government less. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Goldman Sachs' Abby Joseph Cohen says the Federal Reserve's independence is crucial to its success and she's concerned by moves in Congress to second-guess the Fed's decisions. Greg Valliere, Horizon Investments' chief global strategist, says Donald Trump may modify the executive order on immigration. Finally, Noah Feldman, a professor at Harvard Law School and Bloomberg View columnist, says judges don't respond well to bullying and don't like people stepping on their toes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We all have New Year's resolutions.  I want to eat less, workout more, see more old friends and family.  Other's have different plans, like Tweeting out that GM shouldn't build a plant in Mexico or telling Ohio Republicans who they should elect as the new party chair or telling Congress to work together to fix Obamacare.  Today on Engage, we discuss what Trump wants to get done in his first 100 days with Greg Valliere, chief global strategist at Horizon Investments.

On election day 2016, Tom Keene and David Gura talk to Yale professor Stephen Roach, who says the decency of the American people will prevail when choosing the next president. Then they speak with Greg Valliere, Horizon Investments' chief global strategist, who says the GOP may split into two major parties after the U.S. election. Also, Harris Associates' David Herro says a Clinton presidency and a GOP congress is the best market outcome. Finally, Dennis Gartman, editor of the Gartman Letter, says he's a big fan of gridlock -- and that a Clinton presidency with a Republican House and Senate is the best of all worlds. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Robert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief global strategist at Horizon Investments, says Hillary Clinton's policies aren't pro-growth. James Steel, chief commodities analyst at HSBC Securities, says the biggest driver of gold is Fed policy. Takatoshi Ito, a professor at Columbia University's School of International and Public Affairs, discusses the BOJ's independence. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Robert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief global strategist at Horizon Investments, says Hillary Clinton's policies aren't pro-growth. James Steel, chief commodities analyst at HSBC Securities, says the biggest driver of gold is Fed policy. Takatoshi Ito, a professor at Columbia University's School of International and Public Affairs, discusses the BOJ's independence.

This week on Engage, we bring back veteran political observer Greg Valliere from Horizon Investments.  We cover 2016 and Senate elections.  What's the 1 thing each candidate needs to do to win!

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss his book, "The Euro: How a Common Currency Threatens the Future of Europe," with Columbia University's Joe Stiglitz; Donald Trump with Horizon Investments' Greg Valliere; the Fed with Morgan Stanley's Ellen Zentner; and Brexit's effect on scotch whisky with Edrington CEO, Paul Ross. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

How will the change to a new president in January affect our economy? Our country? The financial markets? To help us explore these questions and get an inside look at what’s going on in Washington, we have a special guest on today’s podcast. Greg Valliere has 40 years of experience following Washington issues for institutional and retail investors. He's widely quoted in the national media on political and current events, federal reserve policy and tax and spending issues. If you've tuned into any of the political news recently, you may have seen him on CNBC, Fox Business, CNN, or CBS Radio to name a few. Greg is currently the Chief Political Strategist at Horizon Investments. Greg was the keynote speaker at our recent Summer Educational Event and we are excited to share his remarks with you via our podcast and the notes below. I think we can all agree this presidential campaign has turned into a spectacle that has captivated the nation. Both major political parties have candidates that offer stark contrasts for our nation’s future. Greg’s remarks are non-partisan in nature and reflect his deep connections to Washington. I think you’ll really enjoy his insider perspective on what is happening…and what may happen come January 2017. Please enjoy!

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss shadow rates with PIMCO's Joachim Fels; politics and oil with IHS' Daniel Yergin; the Asian outlook with UBS' Tao Wang; and the Republican National Convention with Horizon Investments' Greg Valliere. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Horizon Investments' Greg Valliere weighs in on politics on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Horizon Investments' Gregory Valliere discussses the primary elections and where Trump falls on the spectrum in regards to his policy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Greg Valliere from Horizon Investments talks with Bloomberg's Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Greg Valliere from Horizon Investments takls with Bloomberg's Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Greg Valliere from Horizon Investments takls with Bloomberg's Tom Keene and Michael McKee.

(Bloomberg) -- Greg Valliere from Horizon Investments talks with Bloomberg's Tom Keene and Michael McKee.

Horizon Investments' Greg Valliere says that Hillary Clinton is the likely candidate to become president, even though Donald Trump can't be ruled out. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Horizon Investments' Greg Valliere says that Hillary Clinton is the most likely candidate to become president, but Trump can't be ruled out because Clinton is still dogged by the email scandal. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

This week on Engage, we talk about how Trump could not only win the Republican nomination, but the White House!  Joining me is returning friend and guest Greg Valliere , chief strategist from Horizon Investments.  We cover how Trump could win, how Hillary could melt down, and how the markets will react.