The Due Dilly Podcast
48 episodes - English - Latest episode: 11 months ago - ★★★★★ - 4 ratingsThe 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? 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. For more information, please visit heliosdriven.com
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Episodes
Political Risk, Tech's Rally, & Hedging Products
June 08, 2023 22:08 - 27 minutes - 25.2 MBWelcome to the latest 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.
Economic Slowing, More Banking Failures, & Potential Jobs Market Fallout
May 05, 2023 23:42 - 27 minutes - 25.8 MBWelcome to the latest 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.
Banking Failures, Fed Policy Pivot, & Oil Implications
April 14, 2023 18:42 - 28 minutes - 26.4 MBWelcome 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.
AI, Breaking Trends, & International vs. US
March 08, 2023 01:05 - 26 minutes - 24.5 MBWelcome 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.
Rolling Recessions, MAMAA, & Structured Products
February 07, 2023 03:41 - 19 minutes - 18.1 MBWelcome to the February 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.
2022 Review, 2023 Outlook, & Investor Resolutions
January 06, 2023 06:44 - 24 minutes - 22.8 MBWelcome to the January 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.
ETFs, International Dollars, & the Fall of FTX
November 23, 2022 00:10 - 22 minutes - 21.3 MBWelcome 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.
Peak Interest Rates, October Surprises, & Advisor Technology
October 28, 2022 15:23 - 20 minutes - 18.9 MBWelcome 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.
Cash, Yields, & Disciplined Investing
September 09, 2022 23:03 - 25 minutes - 23.1 MBWelcome 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.
Recessions, Action in Washington, & Dollar Strength
August 19, 2022 20:57 - 20 minutes - 19.2 MBWelcome to the August 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.
Tax Loss Harvesting, Credit Spreads, & Supply Chains
July 06, 2022 21:27 - 20 minutes - 19.3 MBReal Estate, Oil, & Factor Investing
June 10, 2022 21:33 - 25 minutes - 23.1 MBWelcome 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.
Drawdowns, Bond Scenarios, & Alts
May 13, 2022 22:49 - 22 minutes - 20.6 MBWelcome 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, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.
Inversion, Sentiment, & the Future of Bonds
April 08, 2022 18:49 - 23 minutes - 22.1 MBWelcome 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.
Split-Ups, Bitcoin, & ESG Investing
November 19, 2021 20:28 - 22 minutes - 20.8 MBWelcome 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.
Volatility, Investing with Facts, & Coaching
October 08, 2021 20:05 - 21 minutes - 19.7 MBWelcome 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.
Global Impacts, Fed Tapering, & Advisor Trends
September 16, 2021 21:56 - 22 minutes - 31.6 MBWelcome 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.
Year-End Outlook and Factor Investing With Joe Terranova
August 06, 2021 16:11 - 45 minutes - 41.7 MBWelcome 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.
Meme Stonk Skew, Alts, & Disrupting Asset Management
July 13, 2021 18:10 - 29 minutes - 34 MBWelcome 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.
Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio
June 07, 2021 23:36 - 22 minutes - 20.6 MBWelcome 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.
The Impact of Inflation, Tax Changes, and Concentrated Stock Positions
May 07, 2021 19:51 - 25 minutes - 23.8 MBWelcome 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.
Value's Comeback, Thematic ETFs, and Advisor Content Strategies
April 15, 2021 20:39 - 26 minutes - 24.9 MBWelcome 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.
Excesses, Interest Rates, and Helios Tools
March 04, 2021 03:05 - 35 minutes - 32.4 MBWelcome 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.
What's the PE Ratio of the Mona Lisa?
February 05, 2021 20:54 - 27 minutes - 25.7 MBIn 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.
Inside the Tail, Rethinking 2020
December 10, 2020 23:45 - 35 minutes - 32.6 MBIn 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 ano...
December 2020 - Inside the Tail, Rethinking 2020
December 10, 2020 23:45 - 35 minutes - 32.6 MBIn 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 ano...
November 2020 - Vaccines, Elections, (un)Certainty, and a Collapsing VIX
November 14, 2020 01:06 - 36 minutes - 33.3 MBIn 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.
Vaccines, Elections, (un)Certainty, and a Collapsing VIX
November 14, 2020 01:06 - 36 minutes - 33.3 MBIn 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.
Boring Bonds, Deceiving Jobs Data, and Political Risk
October 08, 2020 22:28 - 28 minutes - 26 MBIn 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.
October 2020 - Boring Bonds, Deceiving Jobs Data, and Political Risk
October 08, 2020 22:28 - 28 minutes - 26 MBIn 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.
September 2020 - How Many Hyundai's Make a Tesla?
September 04, 2020 21:29 - 30 minutes - 28.4 MBIn 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.
How Many Hyundai's Make a Tesla?
September 04, 2020 21:29 - 30 minutes - 28.4 MBIn 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.
Consensus Expectations - Interest Rates, Inflation, Valuations, and more
August 07, 2020 22:22 - 35 minutes - 48.7 MBIn this episode, Nyle Bayer discusses the August 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.
August 2020 - Consensus Expectations - Interest Rates, Inflation, Valuations, and more
August 07, 2020 22:22 - 35 minutes - 48.7 MBIn this episode, Nyle Bayer discusses the August 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.
The Rally of a Lifetime (n=1)
June 12, 2020 20:30 - 22 minutes - 31.4 MBIn 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 i...
June 2020 - The Rally of a Lifetime (n=1)
June 12, 2020 20:30 - 22 minutes - 31.4 MBIn 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 i...
May 2020 - Forward Expectation in Real Time
May 09, 2020 01:53 - 27 minutes - 38.4 MBIn 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-t...
Forward Expectation in Real Time
May 09, 2020 01:53 - 27 minutes - 38.4 MBIn 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-t...
April 2020 - How Financial Advisors Prudently Approach Emotional Investing
April 10, 2020 05:35 - 30 minutes - 42.3 MBIn 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 in...
How Financial Advisors Prudently Approach Emotional Investing
April 10, 2020 05:35 - 30 minutes - 42.3 MBIn 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 in...
Nyle's Real World Example of How to Drive Revenue with HIP
August 27, 2019 21:59 - 9 minutes - 10.5 MBJoin Nyle Bayer as he digs into his past as a Financial Advisor to share one strategy that can generate thousands of dollars in revenue from your existing client base. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosp...
The Cost of NOT Including Estate Plans in Your Offering
August 27, 2019 21:35 - 7 minutes - 8.37 MBJoin Nyle Bayer as he discusses The Cost of NOT Including Estate Plans in Your Offering with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosp...
How to Integrate Estate Planning and Financial Planning
August 27, 2019 21:32 - 4 minutes - 5.86 MBJoin Nyle Bayer as he discusses How to Integrate Estate Planning and Financial Planning with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosp...
$24 Trillion and Client Stickiness
August 27, 2019 21:30 - 6 minutes - 7.12 MBJoin Nyle Bayer as he discusses $24 Trillion and Client Stickiness with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosplans.com/ Every Hel...
How HIP Creates a Competitive Advantage
August 27, 2019 21:28 - 5 minutes - 6.49 MBJoin Nyle Bayer as he discusses How HIP Creates a Competitive Advantage with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosplans.com/ Ever...
The Five Pillars of an Estate Plan
August 27, 2019 21:27 - 3 minutes - 3.74 MBJoin Nyle Bayer as he discusses The Five Pillars of an Estate Plan with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosplans.com/ Every Hel...
How to Drive Revenue in 15 Minutes
August 27, 2019 21:24 - 5 minutes - 6.04 MBJoin Nyle Bayer as he discusses How to Drive Revenue in 15 Minutes with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosplans.com/ Every Hel...
What is Helios Integrated Planning?
August 27, 2019 21:18 - 6 minutes - 7.17 MBJoin Nyle Bayer as he discusses what Helios Integrated Planning is with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning. If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below. Book a demo: https://heliosplans.com/book-a-demo Pricing and getting started: https://heliosplans.com/pricing-getting-started Create an account: https://hip.heliosplans.com/ Every Hel...