Thursday, Oct 08

Due Dilly Podcast – Boring Bonds, Deceiving Jobs Data, and Political Risk

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. In between all the data, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve.

Listen on Apple Podcast

 
Follow HQR on Twitter @heliosqr

Follow Nyle on Twitter @nylebayer

Follow Joe on Twitter @joseph_mallen

Follow Jason on Twitter @jasonvanthiel

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.

Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies.

Questions covered:

Equities

  • What happens to tech companies if their rapid growth slows or halts?
  • Should you adjust your strategy to account for all of the volatility we're seeing?

Fixed Income

  • Bonds are boring, but isn't that the point?

Economy

  • What do we make of the most recent jobs report?
  • What are the leading economic indicators telling us?

Random Question(s)

  • How much of a portfolio would you allocate to asteroid mining?

Charts mentioned



Nyle Bayer

Nyle Bayer

Nyle Bayer is the Chief Marketing Officer at Helios, where he helps Financial Advisors tell their story to the clients they serve. Prior to Helios, Nyle was the President of Up Capital Management, a Registered Investment Advisor. Nyle lives in the Sacramento, CA area with his wife and three children.