Friday, May 08

Due Dilly Podcast – Forward Expectations in Real Time

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. 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 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

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.