Talk Your Book: Insourced CIO

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 12 December 2022

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we are joined by Joe Mallen, CIO of Helios to discuss what he's hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits is brought to you by Helios to learn more about their insourced
0:06.0	slash outsourced chief investment officer capabilities. Visit heliosdriven.com.
0:13.5	Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael
0:19.2	Batnik and Ben Carlson as they talk about what they're reading, writing, and investing. Join Michael Batnik and Ben Carlson as they talk about what they're
0:22.0	reading, writing, and watching. Michael Battenick and Ben Carlson work for Ritt Holtz Wealth Management.
0:28.4	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions
0:32.8	and do not reflect the opinion of Ritt Holt's wealth management. This podcast is for
0:36.7	informational purposes only and should not be relied upon for investment decisions. Clients of Ritthold's wealth management. This podcast is for informational purposes only
0:38.0	and should not be relied upon for investment decisions. Clients of Ritthold's wealth management
0:42.1	may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits
0:47.0	with Michael and Ben. Michael, I think people who base their financial knowledge off TV and the
0:52.9	movies assume that you hire a financial
0:54.7	advisor and they pick stocks for you. Back in the old days, that's how people thought it works. Some
0:58.6	people might still think that's the way it is these days. Most financial advisors, especially
1:02.8	if they're in a smaller practice, are financial planners. They're building financial plans.
1:07.0	They're doing insurance and tax prep and estate planning and all these other things. And the
1:12.0	portfolio was part of that. But for most advisors, they're not investment people. They're not
1:17.1	portfolio managers. They're not CFAs. Warren Buffett is not your financial advisor. No.
1:21.2	Advisors do a lot of different things. So there are now programs and models and strategies where
1:26.3	an advisor can say, I just want to do the financial
1:30.4	planning stuff and I want someone else to do the investment stuff for me. And that's what Helios does.
1:35.7	They have an interesting model. We talked to Chris Schuba, their CEO before. I've never heard
	...

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