Value's Comeback, Thematic ETFs, and Advisor Content Strategies

Update: 2021-04-15

Description

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.

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In Channel

Inversion, Sentiment, & the Future of Bonds

2022-04-0823:54

Split Ups, Bitcoin, & ESG Investing

2021-11-1922:24

Volatility, Investing with Facts, & Coaching

2021-10-0821:16

Global Impacts, Fed Tapering, & Advisor Trends

2021-09-1622:50

Year-End Outlook and Factor Investing With Joe Terranova

2021-08-1745:18

Meme Stonk Skew, Alts, & Disrupting Asset Management

2021-07-1329:42

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

2021-06-0722:14

The Impact of Inflation, Tax Changes, and Concentrated Stock Positions

2021-05-0725:39

Value's Comeback, Thematic ETFs, and Advisor Content Strategies

2021-04-1526:55

Excesses, Interest Rates, and Helios Tools

2021-03-0435:06

What's the PE Ratio of the Mona Lisa?

2021-02-0527:45

December 2020 - Inside the Tail, Rethinking 2020

2020-12-1035:18

November 2020 - Vaccines, Elections, (un)Certainty, and a Collapsing VIX

2020-11-1436:06

October 2020 - Boring Bonds, Deceiving Jobs Data, and Political Risk

2020-10-0828:04

September 2020 - How Many Hyundai's Make a Tesla?

2020-09-0430:41

August 2020 - Consensus Expectations - Interest Rates, Inflation, Valuations, and more

2020-08-1235:14

June 2020 - The Rally of a Lifetime (n=1)

2020-08-1222:39

May 2020 - Forward Expectation in Real Time

2020-08-1227:58

April 2020 - How Financial Advisors Prudently Approach Emotional Investing

2020-08-1230:48

Taking a deep dive with HIP users

2019-11-0712:46

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Value's Comeback, Thematic ETFs, and Advisor Content Strategies

Helios Quantitative Research

#box-pro-ellipsis-176083094347524{-webkit-line-clamp:2;}Value's Comeback, Thematic ETFs, and Advisor Content Strategies

Value's Comeback, Thematic ETFs, and Advisor Content Strategies

Helios Quantitative Research

Value's Comeback, Thematic ETFs, and Advisor Content Strategies