Split Ups, Bitcoin, & ESG Investing
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Volatility, Investing with Facts, & Coaching
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Global Impacts, Fed Tapering, & Advisor Trends
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Year-End Outlook and Factor Investing With Joe Terranova
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Meme Stonk Skew, Alts, & Disrupting Asset Management
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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The Impact of Inflation, Tax Changes, and Concentrated Stock Positions
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Value's Comeback, Thematic ETFs, and Advisor Content Strategies
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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Excesses, Interest Rates, and Helios Tools
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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What's the PE Ratio of the Mona Lisa?
Helios Quantitative Research
by Helios Quantitative Research
2y ago
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 ..read more
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