CONQUER RISK PODCAST

There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs.
• Backstory
• How this can be done
• Potential roadblocks
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Timestamps:
00:17 - Intro
00:54 - Custom SMAs
02:00 - Announcement
02:36 - Transition to Models
05:45 - How it will work
08:20 - Model Selection
09:15 - Roadblocks
10:36 - Phases
14:07 - Jeff Recommendation - McMillions
15:54 - Manish Recommendation - Timbuk2
17:08 - Disclosure

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#CustomSMAs #DirectIndexing #TAMP

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Today we’re proud to introduction a new show from Research by Potomac and the Conquer Risk podcast. Most analysts will take 45 minutes to make the same point nine times, but not us. Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.

The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Timestamps:
00:15 - Intro to Who Charted
00:53 – NYSE 52W New Lows
01:40 – Bloomberg Commodity Index
02:51 – Spot Lumber / Spot Gold vs. S&P 500
03:49 – Copper vs. Gold (Spot)
04:49 – Dow Jones Transports
05:46 – S&P 1500 Semiconductors

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#BigCharts #Commodities #Transports

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Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models.

If you saw the press release this morning, you know that Potomac has seen 917% YoY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how:
• What exactly is Envestnet?
• Why has Envestnet been successful?
• How does Potomac work with Envestnet?

Timestamps:
00:17 - Intro
00:29 - TAMP space
01:26 - Envestnet
04:22 - TAMPs chart
05:38 - Tamarack Billing/Reporting Engine
07:40 - MoneyGuidePro - Financial Planning
09:08 - Customization
12:24 - Wheelhouse Analytics
13:46 - Working with Envestnet
19:05 - Phenomenal growth
19:52 - SharkBite - Jeff Recommendation
22:16 - Shakeology - Manish Recommendation
23:00 - Disclosure
Make sure you subscribe to never miss an update.

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#ModelPortfolios #Envestnet #Tamp

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Ever wanted to learn how to produce a live show? We did, and we thought, “how hard can it be?” So, we decided to learn by doing, live – for all the world to see. Join us as we discover:
• What works
• What doesn’t
• What surprised us
If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Timestamps:
02:15 - Intro to LIVE
02:28 - Who Charted?
04:48 - StreamYard features
13:20 - Editing
14:43 - Saving process
15:31 - Recommendations
16:10 - Washington Wizards Basketball game
16:50 - Formula 1: Drive to Survive
17:40 - Don’t do live broadcasts
18:55 - Disclosure

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807

Subscribe in Spotify Podcasts:

https://open.spotify.com/show/4WWmfvgKteBmCSEXIdnZWz?si=SIvjPmNzTOO6r8UbqruRdw

Subscribe in Google Podcasts:
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBpcHBhLmlvL3B1YmxpYy9zaG93cy81ZDA5MDU3OTlhNDExMWIxMjJlZTc3YjI

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#LiveBroadcast #Streamyard #YouTubeLive

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We recently launched Research by Potomac, which has left people wondering what we’re up too. Is it a hobby? A well branded daily journal? No, we are building nothing short of an elite institutional research arm for Potomac.

Later this year we will be hiring more CMTs and programmers as we build this juggernaut, which will feature:
• Daily written research
• Indicator video
• Monthly chart show
• More to come
If you have any ideas, comments or suggestions please fire them our way.

Timestamps:
00:17 - Intro to Research by Potomac
01:48 - Dan Russo, CMT
03:23 - Content and Transparency
04:37 - Daily Note
07:49 - Timeframes
09:30 - New Content
15:54 - Research
17:09 - Dan Recommendation - TRX Suspension Straps
18:26 - Manish Recommendation - Wahl Street
19:15 - End Thoughts
20:22 - Disclosure

Make sure you subscribe to never miss an update.

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#InvestmentResearch #CMT #ResearchbyPotomac

12 0

Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including:
• Making customer services the responsibility of the entire company
• The power of great company culture
• Value for Financial Advisors
If you have any ideas, comments or suggestions please fire them our way.

Timestamps:
00:15 - Book Club Intro
00:29 - Delivering Happiness - Tony Hsieh
02:01 - Christopher - Pizza story
04:24 - Martina - No scripts
05:38 - Jordan - Lead with Passion
06:46 - Kaitlyn - Culture
08:44 - Jeff - Pizza Story 2.0
11:11 - Manish - Proving everyone wrong
13:41 - Jen - Transparency
14:58 - Owning up to your mistakes
16:02 – Disclosure

Make sure you subscribe to never miss an update.

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Subscribe in Google Play:
https://play.google.com/music/listen#/sulp

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#DeliveringHappiness #Zappos #Book Club

4 0

We believe the days of bland opinionless commentary should be put firmly behind us. You can only add value when you actually lend perspective. Our special guest this week, JC Parets, CMT, shares how he delivers on this shared belief a Chief Market Strategist at All Star Charts.
• Why they take a tactical-only approach
• Introducing tactical to a passive investor
• Market theory
• More
If you have any ideas, comments or suggestions please fire them our way.

Timestamps:
00:17 - Intro to All Star Charts
01:37 - J.C. Parets and All Star Charts
03:38 - Buy and Hold
06:16 - Pick one Chart
07:24 - Credit Spreads
08:32 - Dow Theory
11:23 - Intermarket analysis
15:06 - Wine
18:24 - Manish Recommendation - Target clothes
19:35 - J.C. Recommendation - Health
21:14 - All Star Charts
22:23 - Disclosure

Make sure you subscribe to never miss an update.

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast


Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#AllStarCharts #JCParets #FinancialAdvisors

8 0

We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank:

• Rithotlz crosses $2B
• Google cancels remote work
• WTF is happening with Seed Money?
• Tiffin Group buys Totum Risk
• Morningstar ranks SMAs
• Foreside launches RevBuilder360

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Timestamps:
00:11 - Intro to Industry Gossip
00:25 - Rithotlz Crosses $2 Billion in AUM
01:22 - Google Wants Workers To Return To The Office
02:29 - VISE
03:39 - Tiffin Group buys Totum Risk
04:47 - Morningstar will start ranking SMA's
05:33 - Foreside Launches Turnkey Marketing Service for RIAs

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#IndustryGossip #Financial Advisors #FinTech

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