Friday, Aug 07

Due Dilly Podcast – Consensus Expectations – Interest Rates, Inflation, Valuations, and more

In 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. 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 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.

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

  • Are these current performance numbers sustainable?
  • What key metrics should advisors be looking at to help keep them on their path?
  • Are tech companies the new defensive play in 2020?

Fixed Income

  • What's driving returns in the fixed income market?

Economy

  • Should we be expecting more or less quantitative easing than we've seen in the past?
  • Will interest rates remain low for the foreseeable future? What does that mean for yields?

Random Question(s)

  • Is gold a trade or an investment? Is it a sentiment-reader?

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.