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Due Dilly Podcast - Forward Expectations in Real Time

May 8th, 2020 by Nyle Bayer


Listen on Apple Podcasts

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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 $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 highs considering the economy?
What's the sector performance that's driving the market?
Why has technology faired so well?
What impact will earnings have on price and forward expectations?

Fixed Income
Why are my active fixed income funds doing so terribly in 2020 when they were so good in 2017-2019?
What do you think about municipal bonds going forward?
Will interest rates go negative in America?

Economy
What are some good explanations for pain/recovery moving forward?
Are unemployment numbers here to stay, or are they transient?
What's your outlook for near and longterm inflation or deflation?

Random questions
Do you think ESG assets from this time forward accelerate, grow consistent, or are negatively impacted?
What's one stock do you think will do well because of the pandemic?
What are the best charts you've seen in the past month?

Charts mentioned

Posted in the category Podcast.