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Math Men on the Markets: A Simple Guide to Complex Financial Topics

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Making sense of the financial markets can be difficult but it’s not impossible. Chris Shuba, Founder and CEO, and Joe Mallen, Chief Investment Officer, of Helios Quantitative Research break down complex financial topics in a simple way in Math Men on the Markets: A Simple Guide to Complex Financial Topics. In each episode, they dissect the most buzzed about issues so financial advisors can better communicate with their clients about the issues grabbing headlines. Helios Quantitative Research takes the emotion out of investing. The firm helps financial advisors deliver a better asset management experience to their clients by using quantitative, mathematical models to drive better returns and lower overall fees.

Making sense of the financial markets can be difficult but it’s not impossible. Chris Shuba, Founder and CEO, and Joe Mallen, Chief Investment Officer, of Helios Quantitative Research break down complex financial topics in a simple way in Math Men on the Markets: A Simple Guide to Complex Financial Topics. In each episode, they dissect the most buzzed about issues so financial advisors can better communicate with their clients about the issues grabbing headlines. Helios Quantitative Research takes the emotion out of investing. The firm helps financial advisors deliver a better asset management experience to their clients by using quantitative, mathematical models to drive better returns and lower overall fees.
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Location:

United States

Description:

Making sense of the financial markets can be difficult but it’s not impossible. Chris Shuba, Founder and CEO, and Joe Mallen, Chief Investment Officer, of Helios Quantitative Research break down complex financial topics in a simple way in Math Men on the Markets: A Simple Guide to Complex Financial Topics. In each episode, they dissect the most buzzed about issues so financial advisors can better communicate with their clients about the issues grabbing headlines. Helios Quantitative Research takes the emotion out of investing. The firm helps financial advisors deliver a better asset management experience to their clients by using quantitative, mathematical models to drive better returns and lower overall fees.

Language:

English

Contact:

610-228-2104


Episodes

Helios Wins Above Replacement

5/17/2019
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On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds. Shownotes: 2:44 - 2:49 “We think an advisor needs to have three...

Duration:00:26:55

How Baseball Can Explain Investing

5/2/2019
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On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss various investment selection processes for creating portfolios and how investors can think from a general manager’s perspective. Spring ushers in America’s favorite pastime with the start of the baseball season and the strategy behind the game has some surprising parallels to investing strategies. Baseball has evolved into an economic science, and selecting what players best fill various positions in...

Duration:00:15:35

Why tariffs and trade wars matter

2/21/2019
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The trade war between the U.S. and China has continued to grab headlines. Chris and Joe discuss what this means for the markets and your clients, as well as whether it's significant if the U.S. maintains a trade deficit with other countries.

Duration:00:25:41

Why interest rates matter

12/20/2018
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Interest rates are currently top of mind for advisors, but why do they matter? Chris and Joe break it down in a simple and easy-to-understand way. With a lot of attention on the Federal Reserve getting rates back to “neutral,” Chris and Joe define what this means and why it’s important in the context of today’s market environment.

Duration:00:25:56