13 episodes

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nyle Bayer, CMO hosts the show while Joe Mallen, CIO and Jason Van Thiel, Director of Research for Helios provide expert commentary. For more information, please visit heliosdriven.com

The Due Dilly Podcast Helios Quantitative Research

    • Business
    • 4.1 • 8 Ratings

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nyle Bayer, CMO hosts the show while Joe Mallen, CIO and Jason Van Thiel, Director of Research for Helios provide expert commentary. For more information, please visit heliosdriven.com

    Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio

    Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio

    Welcome to the June edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    • 22 min
    The Impact of Inflation, Tax Changes, and Concentrated Stock Positions

    The Impact of Inflation, Tax Changes, and Concentrated Stock Positions

    Welcome to the May edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    • 25 min
    Value's Comeback, Thematic ETFs, and Advisor Content Strategies

    Value's Comeback, Thematic ETFs, and Advisor Content Strategies

    Welcome to the March edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    • 26 min
    Excesses, Interest Rates, and Helios Tools

    Excesses, Interest Rates, and Helios Tools

    Welcome to the March edition of the Due Dilly Podcast. Today's discussion will include a recap of everything that's happened in the markets since our last episode, the future of financial advice, a powerful new tool that every advisor will want in their arsenal, and much more. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    • 35 min
    What's the PE Ratio of the Mona Lisa?

    What's the PE Ratio of the Mona Lisa?

    In this episode, we'll be kicking off a new format for 2021.  Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by  Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    • 27 min
    Inside the Tail, Rethinking 2020

    Inside the Tail, Rethinking 2020

    Topics covered:

    Three lessons we learned from 2020
    - If another recession is coming, what do you want to own?
    - Why the “the market is not the economy” is a stupid phrase
    - Is it worth investing at all highs?
    - Facts and Myths about mean reversion
    - If the markets were open 24/7 like bitcoin, would price/vol/etc be different?

    • 35 min

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4.1 out of 5
8 Ratings

8 Ratings

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