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The Due Dilly Podcast

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nyle Bayer, CMO hosts the show while Joe Mallen, CIO and Jason Van Thiel, Director of Research for Helios provide expert commentary. For more information, please visit heliosdriven.com

info_outline Political Risk, Tech's Rally, & Hedging Products 06/08/2023
info_outline Economic Slowing, More Banking Failures, & Potential Jobs Market Fallout 05/05/2023
info_outline Banking Failures, Fed Policy Pivot, & Oil Implications 04/14/2023
info_outline AI, Breaking Trends, & International vs. US 03/08/2023
info_outline Rolling Recessions, MAMAA, & Structured Products 02/07/2023
info_outline 2022 Review, 2023 Outlook, & Investor Resolutions 01/06/2023
info_outline ETFs, International Dollars, & the Fall of FTX 11/23/2022
info_outline Peak Interest Rates, October Surprises, & Advisor Technology 10/28/2022
info_outline Cash, Yields, & Disciplined Investing 09/09/2022
info_outline Recessions, Action in Washington, & Dollar Strength 08/19/2022
info_outline Tax Loss Harvesting, Credit Spreads, & Supply Chains 07/06/2022
info_outline Real Estate, Oil, & Factor Investing 06/10/2022
info_outline Drawdowns, Bond Scenarios, & Alts 05/13/2022
info_outline Inversion, Sentiment, & the Future of Bonds 04/08/2022
info_outline Split-Ups, Bitcoin, & ESG Investing 11/19/2021
info_outline Volatility, Investing with Facts, & Coaching 10/08/2021
info_outline Global Impacts, Fed Tapering, & Advisor Trends 09/16/2021
info_outline Year-End Outlook and Factor Investing With Joe Terranova 08/06/2021
info_outline Meme Stonk Skew, Alts, & Disrupting Asset Management 07/13/2021
info_outline Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio 06/07/2021
info_outline The Impact of Inflation, Tax Changes, and Concentrated Stock Positions 05/07/2021
info_outline Value's Comeback, Thematic ETFs, and Advisor Content Strategies 04/15/2021
info_outline Excesses, Interest Rates, and Helios Tools 03/04/2021
info_outline What's the PE Ratio of the Mona Lisa? 02/05/2021
info_outline Inside the Tail, Rethinking 2020 12/10/2020
info_outline Vaccines, Elections, (un)Certainty, and a Collapsing VIX 11/14/2020
info_outline Boring Bonds, Deceiving Jobs Data, and Political Risk 10/08/2020
info_outline How Many Hyundai's Make a Tesla? 09/04/2020
info_outline Consensus Expectations - Interest Rates, Inflation, Valuations, and more 08/07/2020
info_outline The Rally of a Lifetime (n=1) 06/12/2020
 
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