Rusty Vanneman, formerly CIO at Orion Wealth Management, is my guest on today’s Bangers Only podcast.
The markets couldn’t feel better, but now is the time to identify and act on upgrades to your portfolio.
Certain asset classes are outperforming US equities and are 30-50% on sale.
The bond market (and money market funds) are paying you to diversify and reduce risk.
Is private equity and private debt worth the risk?
Crypto and real assets are good enough for central banks. Have they made their way into your portfolio?
Remember where you were in 2015? You’re ten years older and have way more money. Does your portfolio deserve a bodyguard?
Timestamps
(0:00) Intro
(0:10) Welcome Rusty Vanneman
(0:37) It’s A Great Time To Be An Investor
(1:14) Should We Be Concerned?
(2:11) Rusty’s History
(4:08) Orion’s Exponential Growth
(5:20) Free Agency
(6:45) Opportunities For Improvement
(8:06) Valuations Matter
(9:50) Asset Allocation
(11:39) Will The Pendulum Swing?
(12:55) Volatility Impacts Behavior
(13:46) The Beauty of Alternative and Real Assets
(16:26) Do You Own Crypto?
(18:54) Alternatives Need To Be Low Correlation
(20:33) Private Equities Amplify Risk
(23:16) Longevity’s Impact On Investing
(25:26) You Need To Have Exceptional Service
(26:40) Spending More Time With Clients
(27:40) What Keeps You Up At Night?
(28:39) Innovations That Excite
(30:17) Berkshire’s Influence
(32:20) Invest Well and Be Well
