by Manish Khatta | May 11, 2021 | Jeff, Manish, Podcasts
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...
by Manish Khatta | May 7, 2021 | Dan, Manish, Podcasts
Today we’re proud to introduce 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...
by Manish Khatta | May 4, 2021 | Jeff, Manish, Podcasts
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 nearly 1000% YOY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment,...
by Jennifer Burton | Apr 23, 2021 | Christopher, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
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...
by Manish Khatta | Apr 20, 2021 | Manish, Podcasts
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 as Chief Market Strategist at All...
