This just in: CEO Chris Shuba on Schwab Network

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Welcome to the August 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:

  • Are we in a recession? Are we entering one?
  • Inflation Reduction Act & The CHIPS Act
  • US dollar strength and its impacts
  • And much more!