Math Men on the Markets: A Simple Guide to Complex Financial Topics

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.

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.

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.

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.

Welcome to the August edition of The Due Dilly Podcast. In this episode, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Joe Terranova, Senior Managing Director and Chief Market Strategist for Virtus Investment Partners.

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.

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.

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

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

Welcome to the March edition of The Due Dilly Podcast. Today's discussion will include a recap of everything that's happened in the markets since our last episode, the future of financial advisors, a powerful new tool that every advisor will want in their arsenal, and much more. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

In this episode, we'll be kicking off a new format for 2021.  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.

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?

In this episode, Nyle Bayer discusses the November 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 this episode, Nyle Bayer discusses the October 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 this episode, Nyle Bayer discusses the September 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.

August 2020 - Consensus Expectations - Interest Rates, Inflation, Valuations, and more by Helios Quantitative Research

In this episode, Nyle Bayer discusses the June 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 800 Financial Advisors and over $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Throughout this episode, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve. The most common question we are getting from clients – why does this market continue to rally? How do I make sense of all of the solutions available to me in the bond space? The most interesting charts of the month The full shownotes are available at heliosdriven.com/podcast

In this episode, Nyle Bayer discusses the performance of equities and fixed income YTD 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 $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Questions covered: Equities Why are we mid-teen % away from all-time highs considering the economy? What's the sector performance that's driving the market? Why has technology faired so well? What impact will earnings have on price and forward expectations? Fixed Income Why are my active fixed income funds doing so terribly in 2020 when they were so good in 2017-2019? What do you think about municipal bonds going forward? Will interest rates go negative in America? Economy What are some good explanations for pain/recovery moving forward? Are unemployment numbers here to stay, or are they transient? What's your outlook for near and longterm inflation or deflation? Random questions Do you think ESG assets from this time forward accelerate, grow consistent, or are negatively impacted? What's one stock do you think will do well because of the pandemic? What are the best charts you've seen in the past month? All resources discussed are available at

In this episode, Nyle Bayer discusses April's 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 over $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Throughout this episode, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve. 1:50 – Equities markets are discussed as to what's important, why it is essential, and what the potential impacts may be. 3:25 – Framing critical perspective by looking at the 1-year rolling return for the S&P 500 4:50 – What phase of the emotional cycle are investors in right now? How this selloff is different than all the rest. 7:09 – Fixed income markets are discussed as to what's important, why it is essential, and what the potential impacts may be. 8:00 – Why fixed income is not behaving like the typical safe-haven asset class 10:27 – How financial advisors can communicate about fixed income when it seems to be so confusing for retail investors 14:08 – Buy it or don't buy it? Will unemployment continue to be contained in the unskilled segment of the labor market and backfill quickly? 16:38 – Buy it or don't buy it? Will consumer behavior (70% of the US GDP) return to the way it was? 17:36 – Buy it or don't buy it? Is the next years' worth of economic data priced into the market? 19:13 – Buy it or don't buy it? Has the easy money already been made in the selloff? 22:13 – Making changes to the strategy – how a financial advisor can facilitate conversations with clients who want to change their strategy during a bear market. 24:48 – Proof of emotional anchoring 27:51 – What you hear all the time, but it is never true. Selling and buying at the wrong time. Sign up for our next Advisor IQ - CE workshop at heliosdriven.com/ce

On this episode of Math Men on the Markets, Chris Shuba, CEO, sits down with Ben Warren, CFP®, Founder and Principal of Clear Creek Financial and Dave Morrison, CFP®, Founder of Guide Morrison to discuss the Helios Integrated Planning tool and how it’s helping them and their clients. Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice. The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements. The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording. Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

On this episode of Math Men on the Markets, Nyle Bayer, CMO, sits down with Matt Miller, Vice President of New Disruptions, to discuss Matt’s recent research paper on unemotional investing. The episode highlights how the use of algorithms to make decisions about the market can benefit advisors and their clients. Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice. The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements. The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording. Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds. Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice. The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements. The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording. Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss various investment selection processes for creating portfolios and how investors can think from a general manager’s perspective. Spring ushers in America’s favorite pastime with the start of the baseball season and the strategy behind the game has some surprising parallels to investing strategies. Baseball has evolved into an economic science, and selecting what players best fill various positions in the modern era is strikingly similar to the approach many uses towards investing. Disclaimer: Joe Mallen is the CIO of Helios Quantitative Research and Nyle Bayer is the CMO of Helios Quantitative Research. All opinions expressed by Joe, Nyle, and podcast guests are solely their own opinions and do not reflect the opinion of Helios Quantitative Research. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Helios Quantitative Research may maintain positions in the securities discussed in this podcast. Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice. The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements. The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording. Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

The trade war between the U.S. and China has continued to grab headlines. Chris and Joe discuss what this means for the markets and your clients, as well as whether it's significant if the U.S. maintains a trade deficit with other countries. Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice. The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements. The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording. Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

Interest rates are currently top of mind for advisors, but why do they matter? Chris and Joe break it down in a simple and easy-to-understand way. With a lot of attention on the Federal Reserve getting rates back to “neutral,” Chris and Joe define what this means and why it’s important in the context of today’s market environment. Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice. The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements. The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording. Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.