by Manish Khatta | May 25, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? 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? We hope you enjoy and follow us on this journey! Subscribe...
by Christopher Norton | May 20, 2021 | Christopher, Podcasts
So, after nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback. We picked four clips at random and let the marketing team react. We hope you enjoy and follow us on this...
by Manish Khatta | May 18, 2021 | Jeff, Manish, Podcasts
It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We’ve taken a different approach. Here is why, how, and the results from this journey. Investment Process Value Add...
by Manish Khatta | May 14, 2021 | Christopher, Manish, Podcasts
We’re back, and boy has it been a messy week. Grab your tea and join us as we rank what’s overrated and what’s underrated: Riskalyze goes off on Hidden Levers Axos scoops up E*TRADES RIA Custody Business Berkshire Boys on Bitcoin InvestCloud acquires Advicent /...
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...
