It’s A Great Time To Be An Investor, Does Your Portfolio Deserve A Bodyguard?
Bangers Only1 Juli 2025

It’s A Great Time To Be An Investor, Does Your Portfolio Deserve A Bodyguard?

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?



(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

Avsnitt(16)

Authenticity Is The New Media Strategy

Authenticity Is The New Media Strategy

Media and communications have changed, and we aren’t keeping up. Companies are rethinking their strategies for communicating with their clients, prospects, and the public. In this episode of Bangers O...

25 Aug 202531min

Million-Dollar Mickey Mantles

Million-Dollar Mickey Mantles

In this episode of the Bangers Only Podcast, I sit down with Gordy Bonker, the man behind Bonkers Cards, to better understand the vintage sports cards industry.We’re talking million-dollar Mickey Mant...

18 Aug 202535min

Pilots, Puppies & Purpose with Jamie Dulick

Pilots, Puppies & Purpose with Jamie Dulick

There’s a network of people around the country who work together to find homes for rescued dogs. Last week, I was able to experience this firsthand. My college friend, Jamie Dulick, transported a beau...

11 Aug 202525min

What Are ETF Flows Telling Us?

What Are ETF Flows Telling Us?

Watching where investors are putting their money today can give us great insight into what markets might do next. Why is there a record number ($8 Trillion) in money market funds?What’s up with bonds?...

25 Juli 202538min

What Tequila Fans Need To Know Now!

What Tequila Fans Need To Know Now!

In this podcast, we dive into the good, the bad and the ugly of tequila production, the beverage industry, unhealthy additives, explosive demand and unreasonable pricing. This pod will help guide tequ...

24 Juni 202530min

Upgrading Your Personal Virtual Brand - Emily Binder

Upgrading Your Personal Virtual Brand - Emily Binder

In this episode, Tom Lydon sits down with Emily Binder, marketing futurist and founder of Beetle Moment Marketing, to explore what it really means to build a personal virtual brand. Emily shares pract...

16 Juni 202539min

What Current Market Trends and ETF Flows Are Telling Us

What Current Market Trends and ETF Flows Are Telling Us

Life’s short. You have to keep things simple - that’s what Bangers Only is all about. Today, I’m thrilled to share the first episode of my new podcast, Bangers Only. In this episode, I’m joined by Tod...

10 Juni 202531min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
fill-or-kill
bathina-en-podcast
lastbilspodden
borsmorgon
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-den-nya-ekonomin
affarsvarlden
rss-borslunch
rikatillsammans-om-privatekonomi-rikedom-i-livet