2 min read

Tax Loss Harvesting, Credit Spreads, & Supply Chains

Team Helios : Updated on January 21, 2026

analysis Investing Credit Spreads Podcast Supply Chains Tax Loss Harvesting
Tax Loss Harvesting, Credit Spreads, & Supply Chains

Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel

Welcome to the July edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by 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:

  • Tax loss harvesting and other strategies
  • Credit spreads and their impacts on investors
  • The ongoing saga of supply chain issues
  • And much more!
Cash, Yields, & Disciplined Investing

2 min read

Cash, Yields, & Disciplined Investing

Team Helios : Sep 9, 2022 12:00:00 AM

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

analysis Investing Podcast Disciplined Investing yields Cash
Read More
Recessions, Action in Washington, & Dollar Strength

2 min read

Recessions, Action in Washington, & Dollar Strength

Team Helios : Aug 19, 2022 12:00:00 AM

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

analysis Investing Podcast Dollar Strength Recessions Action in Washington
Read More
Due Dilly Podcast - Real Estate, Oil, & Factor Investing

1 min read

Due Dilly Podcast - Real Estate, Oil, & Factor Investing

Team Helios : Jun 10, 2022 12:00:00 AM

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

alts analysis Investing Podcast suitability bonds recovery scenario drawdown
Read More