Thirty year veteran of the financial markets, decorated investment manager, leader of investment teams, and communicator of investment strategies joins us this month for a chat amongst old friends.

Classmates at Babson and former colleagues at both Thomson Financial and Fidelity Investments, Dave and Rusty can practically end each other’s sentences, so this month’s discussion and debate takes us in many directions, including:

• Why do investors of high-performing portfolio managers fail to achieve the same returns as the fund?
• Why is communication of the strategy so critically important, and how can it be done better?
• Does “Value” work? And, what fundamental drivers help value shares outperform in inflationary regimes?
• Why is this Radiohead tune Rusty’s chosen walkout song?
• Competitive Stationary Rowing is a real thing?

Rusty is a host of Orion’s The Weighing Machine podcast and authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” He also serves as the Chief Investment Strategist for Orion Advisor Solutions.

Rusty was such a fun guest to interview because he is always candid, full of energy, and has delivered excellence in every stage of his career. Currently, Rusty delivers relevant market-and platform-related content that supports deeper, more engaging conversations with advisors and investors. He is passionate about educating investors to help deliver more favorable outcomes. And as a successful fund manager himself, Rusty excels in identifying new investment offerings to meet growing marketplace demand.

To better understand the concepts covered, and current market commentary, we recommend reviewing the supplemental resources accompanying this episode using this link https://go.cmtassociation.org/ftge18

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/
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CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.
Learn more at: www.cmtassociation.org