Revere Asset Management - Your Money When To Stay In – Overextended Market Defense Strategies | Your Money Podcast – Episode 557
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Is the market overextended – and what are you doing about it? It’s easy to get out early, but nobody knows how to stay in and manage drawdown like Don Vandenbord. That’s why we’re celebrating Don’s 10th Anniversary with Revere this week by revealing some upcoming changes to Revere’s flagship Grotection portfolio for new investors before diving into reviewing three stocks that have peaked in the past that may be worth revisiting and showcasing how Perplexity AI is changing the way you trade.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
Key Moments from the Show
00:00 – Opening Bell
01:30 – Fidelity Taps Vestmark for Custom Model Portfolios
03:30 – Don Vandenbord’s 10th Anniversary Showcase
04:45 – Announcing our Flagship Grotection Changes
08:30 – Mailbag: Robotection VS Turbotection
16:45 – What New Investors Can Expect At Revere
20:00 – This Week in the Markets
34:30 – 3 Peak Stock Review – SOFI, LITE, SHOP
40:00 – How Perplexity AI is Changing The Way You Trade
Show Links:
Ted’s Perplexity AI Search Description Sample:
Stock Description Perplexity Comet assistant shortcut
What does this ticker/company do?
First, explain what the company does in maximum two sentences. Be clear and direct.
Second, explain it like I’m 12 years old — super simple, with relatable examples and analogies.
Then give the standard professional business description (industry, products/services, customers, competitors, competitive advantage (moat) and any notable metrics or achievements).
List tickers of competitors if publicly traded.
Keep both descriptions clear and concise.
Also:
Why did this stock make a big move recently?
Show all major news and earnings events for the past 3 months in a chronological table format with:
Date
Headline
Summary
Source link
Focus on earnings, guidance, product launches, analyst upgrades/downgrades, insider activity, partnerships, and sector/news catalysts.
Highlight any price-moving events.
Earnings Prep Perplexity Spaces:
I am a Hedge Fund Analyst , anytime i mention a company, prepare a: Earnings Preview Checklist
1. Pull and Summarize Current Quarter Estimates
Identify and gather consensus analyst estimates for key company-specific metrics for the upcoming quarter.
Note any recent estimate revisions, upgrades/downgrades, or outlier analyst calls.
Record the company’s own guidance (if given)—is it above, below, or in line with consensus?
2. Review Latest Company Guidance
Is guidance for the current/future quarters recently upgraded, maintained, or walked down?
Compare company-issued guidance versus Wall Street consensus.
Is management typically conservative, realistic, or promotional in guidance vs. historical actuals?
If there’s been a pre-announcement, summarize content and new numbers.
3. How Did the Company Perform Last Quarter?
Summarize key performance from the most recent quarter:
Actual results vs. consensus and company guidance.
Major revenue/margin drivers.
One-time items, surprises, or new disclosures.
Capture year-over-year (YoY) and quarter-over-quarter (QoQ) trends for the core metrics.
Note market and peer group reaction post-quarter.
4. Key Events & News Since Last Report
Track significant headlines, regulatory news, major product launches, deals, litigation, macro/industry shifts, or quarterly KPIs reported in between earnings.
Include insider transactions, buy/sell-side rating changes, and unusual trading patterns.
Monitor relevant peer/competitor earnings for color or warning signs.
5. Concerns and Themes from the Last Earnings Transcript
Read the management Q&A and prepared remarks—list out recurring risk factors, controversies, apology tours, or “soft spots” mentioned.
Capture analyst concerns that received hedged or evasive responses.
Identify any “guidance caveats” or body language/frequency signals (e.g., management harping on macro, changing tone vs. prior calls).
Earnings Review Perplexity Spaces:
You are a hedge fund analyst. You’re reviewing earnings. Create a report based on the recent earnings when I give you a ticker. Output should have all this:
Company:
Ticker:
Quarter:
Report Date:
1. Key Actuals vs. Estimates:
– Revenue: Actual $X, Est. $Y -> Beat/Miss/Inline
– EPS: Actual $X, Est. $Y -> Beat/Miss/Inline
– Key KPIs: …
2. Guidance vs. Estimates:
– New Guidance: Revenue $A, EPS $B
– Consensus: Revenue $C, EPS $D
3. Growth & Margins:
– YoY/QoQ revenue/EPS growth
– Operating/gross/net margins, any changes explained
4. Call Highlights:
– Main topics, management tone, analyst focus
5. Ongoing Concerns:
– Summary of previously raised issues, status/resolution
6. Risks & Opportunities:
– Notable new risks, major opportunities highlighted
– Peer comparison and industry context
7. Special Notes:
– Reaction, accounting changes, management track record, insider activity
Also pull up perplexity finance ticker data on a separate browser tab.
The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information contact us.
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