As we turn the calendar toward a new year, I’m pressing pause (for now) on Rusty’s Bridge and the Invest Well, Be Well podcast. My hope is that everything shared these past several months (nearly 70 written posts and 27 podcast conversations) has been thought-provoking, inspirational, and genuinely
Every time I revisit AQR’s research or listen to one of their leaders speak, I’m reminded why their work stands out in our industry. They bring a disciplined, systematic, and deeply evidence-based approach to investing—one that matches much of what we talk about here on Rusty’s
When I sit down with someone like Naomi Win (a clinical-psychologist turned behavioral-finance analyst at Orion Advisor Solutions), I expect clarity on markets. What I left with was something even more powerful: clarity on ourselves. Here are three lessons from our conversation that hit home and that I believe every
Every once in a while, we interview a guest whose life story stops you in your tracks. Our recent conversation with Dr. H. Robert “Bob” Heller was one of those moments. Bob’s journey, from growing up in war-torn Germany to becoming a Governor on the Federal Reserve Board and
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Markets shook off a quiet Thanksgiving week and delivered a strong finish. The S&P 500 gained nearly 4%, the Nasdaq rose ~4%, and small caps surged almost 6%—their strongest 4-day stretch
Joe Smith, CFA, has been many things in his career — CIO, Deputy CIO, ETF product expert, portfolio-construction specialist, entrepreneur, and now Co-Founder and CIO of Parti Pris. I’ve had the privilege of working closely with Joe in the past, and what has always stood out is his disciplined decision-making.
I’ve known David Lundgren for more than 35 years. I’ve said many times: he’s the most disciplined investor I know. The remarkable thing is, that discipline translates into his life off the trading floor: family, fitness, mindset. When he joined Robyn Murray and me on Invest Well,
Co-host Robyn Murray and I recently sat down for an interview on our Invest Well, Be Well podcast with my good friend and longtime industry colleague, Robbie Cannon. Robbie is a founder, investor, teacher and builder. For nearly 15 years I’ve witnessed his energy, enthusiasm and deep commitment to
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Risk-off rotation took hold as the S&P 500 declined, dragged lower by a sharp post-earnings reversal in NVIDIA (despite a better than expected earnings report). Defensive sectors outperformed while high beta markets
Recently on Invest Well, Be Well, Robyn and I sat down with Fritz Folts, Co-Founder and Chief Investment Strategist at 3EDGE Asset Management. Fritz has spent his career navigating global markets with a disciplined, model-driven, multi-asset approach and he brings a rare blend of institutional rigor, behavioral awareness, and steady
We recently sat down with Don Calcagni, Chief Investment Officer at Mercer Advisors, for a wide-ranging conversation about investing well and living strong. With the upcoming Penn State vs. Nebraska game just days away (yes, Don is a Penn State season-ticket holder and I’m on the Nebraska side — and
Our recent interview on Invest Well, Be Well with Randy Lambert reinforced what I have known for years: he is a culture-builder, a tireless executor and someone who takes both business and life seriously. In our conversation, Randy shared insights on leading future-ready firms, investing in what matters (both in