Thursday, Dec 10

Due Dilly Podcast – Inside the Tail, Rethinking 2020

In this episode, Nyle Bayer discusses the December 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.
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 December 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.

Topics covered:

  • Three lessons we learned from 2020
  • If another recession is coming, what do you want to own?
  • Why the “the market is not the economy” is a stupid phrase
  • Is it worth investing at all highs?
  • Facts and Myths about mean reversion
  • If the markets were open 24/7 like bitcoin, would price/vol/etc be different?

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.