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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? Nik Boucher, Director of Marketing Operations 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
    enHelios Quantitative Research32 Episodes

    Episodes (32)

    Political Risk, Tech's Rally, & Hedging Products

    Political Risk, Tech's Rally, & Hedging Products

    Welcome to the latest 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.

    The Due Dilly Podcast
    enJune 08, 2023

    Economic Slowing, More Banking Failures, & Potential Jobs Market Fallout

    Economic Slowing, More Banking Failures, & Potential Jobs Market Fallout

    Welcome to the latest 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.

    Banking Failures, Fed Policy Pivot, & Oil Implications

    Banking Failures, Fed Policy Pivot, & Oil Implications

    Welcome to the April 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.

    AI, Breaking Trends, & International vs. US

    AI, Breaking Trends, & International vs. US

    Welcome to the March 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.

    The Due Dilly Podcast
    enMarch 08, 2023

    Rolling Recessions, MAMAA, & Structured Products

    Rolling Recessions, MAMAA, & Structured Products

    Welcome to the February 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.

    2022 Review, 2023 Outlook, & Investor Resolutions

    2022 Review, 2023 Outlook, & Investor Resolutions

    Welcome to the January 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.

    ETFs, International Dollars, & the Fall of FTX

    ETFs, International Dollars, & the Fall of FTX

    Welcome to the November 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.

    Peak Interest Rates, October Surprises, & Advisor Technology

    Peak Interest Rates, October Surprises, & Advisor Technology

    Welcome to the October 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.

    Cash, Yields, & Disciplined Investing

    Cash, Yields, & Disciplined Investing

    Welcome to the September 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.

    Recessions, Action in Washington, & Dollar Strength

    Recessions, Action in Washington, & Dollar Strength

    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.

    Real Estate, Oil, & Factor Investing

    Real Estate, Oil, & Factor Investing

    Welcome to the June 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.

    Drawdowns, Bond Scenarios, & Alts

    Drawdowns, Bond Scenarios, & Alts

    Welcome to the May 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.

    Inversion, Sentiment, & the Future of Bonds

    Inversion, Sentiment, & the Future of Bonds

    Welcome to the April 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.

    The Due Dilly Podcast
    enApril 08, 2022

    Split-Ups, Bitcoin, & ESG Investing

    Split-Ups, Bitcoin, & ESG Investing

    Welcome to the November 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.

    The Due Dilly Podcast
    enNovember 19, 2021

    Volatility, Investing with Facts, & Coaching

    Volatility, Investing with Facts, & Coaching

    Welcome to the October 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.

    The Due Dilly Podcast
    enOctober 08, 2021

    Global Impacts, Fed Tapering, & Advisor Trends

    Global Impacts, Fed Tapering, & Advisor Trends

    Welcome to the September 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.

    Meme Stonk Skew, Alts, & Disrupting Asset Management

    Meme Stonk Skew, Alts, & Disrupting Asset Management

    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, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio

    Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio

    Welcome to the June 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, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

    The Due Dilly Podcast
    enJune 07, 2021