Now viewing articles in the category Podcast.

  • Podcast: Math Men in the Markets – HWAR Helios Wins Above Replacement

    May 18th, 2019 by Joe Mallen


    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.

    Read More

  • Podcast: Math Men in the Markets – How Baseball Can Explain Investing

    May 3rd, 2019 by Joe Mallen


    Math Men on the Markets:   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 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 the modern era is strikingly similar to the approach many use towards investing. 

    Read More

  • Podcast : Math Men on the Markets - Why Tariffs and Trade Wars Matter

    February 22nd, 2019


    Math Men on the Markets:   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.

    Read More

  • Podcast : Math Men on the Markets - Why Interest Rates Matter

    December 20th, 2018 by Joe Mallen


    Math Men on the Markets: 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.

    Read More

Recent Articles

There are no articles posted this month.