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Helios Quantitative Research

Business & Economics Podcasts

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. Nik Boucher, Director of Marketing Operations hosts the show while Joe Mallen, CIO, and Jason Van Thiel, Director of Research for Helios provide expert commentary.

Location:

United States

Description:

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. Nik Boucher, Director of Marketing Operations hosts the show while Joe Mallen, CIO, and Jason Van Thiel, Director of Research for Helios provide expert commentary.

Language:

English

Contact:

610-228-2104


Episodes
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Inversion, Sentiment, & the Future of Bonds

4/8/2022
Welcome to the April 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:23:53

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Split Ups, Bitcoin, & ESG Investing

11/19/2021
Welcome to the November 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:22:24

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Volatility, Investing with Facts, & Coaching

10/8/2021
Welcome to the October 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:21:18

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Global Impacts, Fed Tapering, & Advisor Trends

9/16/2021
Welcome to the September 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:22:52

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Year-End Outlook and Factor Investing With Joe Terranova

8/16/2021
Welcome to the August edition of The Due Dilly Podcast. In this episode, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Joe Terranova, Senior Managing Director and Chief Market Strategist for Virtus Investment Partners.

Duration:00:45:20

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Meme Stonk Skew, Alts, & Disrupting Asset Management

7/13/2021
Welcome to the July 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.

Duration:00:29:42

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

6/7/2021
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.

Duration:00:22:15

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

5/7/2021
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.

Duration:00:25:41

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

5/7/2021
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.

Duration:00:26:56

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

4/15/2021
Welcome to the April 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.

Duration:00:26:57

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Excesses, Interest Rates, and Helios Tools

3/3/2021
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 advisors, 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.

Duration:00:35:08

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What's the PE Ratio of the Mona Lisa?

2/5/2021
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.

Duration:00:27:47

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December 2020 - Inside the Tail, Rethinking 2020

12/10/2020
In this episode, Nyle Bayer discusses the December MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Topics covered: Three lessons we learned from 2020 If another...

Duration:00:35:19

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November 2020 - Vaccines, Elections, (un)Certainty, and a Collapsing VIX

11/13/2020
In this episode, Nyle Bayer discusses the November MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:36:08

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October 2020 - Boring Bonds, Deceiving Jobs Data, and Political Risk

10/8/2020
In this episode, Nyle Bayer discusses the October MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:28:06

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September 2020 - How Many Hyundai's Make a Tesla?

9/4/2020
In this episode, Nyle Bayer discusses the September MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Duration:00:30:43

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August 2020 - Consensus Expectations - Interest Rates, Inflation, Valuations, and more

8/12/2020
August 2020 - Consensus Expectations - Interest Rates, Inflation, Valuations, and more by Helios Quantitative Research

Duration:00:35:16

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June 2020 - The Rally of a Lifetime (n=1)

8/12/2020
In this episode, Nyle Bayer discusses the June MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. Helios Quantitative Research influences over 800 Financial Advisors and over $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Throughout this episode, Nyle, Joe, and Jason share their...

Duration:00:22:41

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May 2020 - Forward Expectation in Real Time

8/12/2020
In this episode, Nyle Bayer discusses the performance of equities and fixed income YTD as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. Helios Quantitative Research influences over 700 Financial Advisors and $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Questions covered: Equities Why are we mid-teen % away from all-time...

Duration:00:27:58

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April 2020 - How Financial Advisors Prudently Approach Emotional Investing

8/12/2020
In this episode, Nyle Bayer discusses April's MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. Helios Quantitative Research influences over 700 Financial Advisors and over $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Throughout this episode, Nyle, Joe, and Jason share their...

Duration:00:30:48