Friday, Sep 04

Due Dilly Podcast – How Many Hyundai’s Make a Tesla?

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 September 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 do we think of current valuations?
  • Has the current market environment strengthened or weakened the argument to buy individual stocks?
  • What are the giant spreads we're seeing in recent charts signaling?

Fixed Income

  • Long duration or short duration, what's the better deal right now?

Economy

  • If a vaccine was announced tomorrow, what kind of impact would this good news have on valuations?
  • What sort of effect will the election have?

Random Question(s)

  • Would you rather have 34 Hyundais or one Tesla?

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.