The Conquer Risk Podcast

Research by Potomac: https://potomacfund.com/strategies/research/ We're back with more Who Charted! Tune in for Dan and Manish's (timer-less) pulse on the hottest charts in markets, including:· Technology· Energy· Consumer Staples· NYSE Net New Highs/Lows· US Dollar Index· iShares 20+ Year Treasury Bond ETF (TLT) Total ReturnSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-223-20230810 Hosted on Acast. See acast.com/privacy for more information.

Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what's underrated and overrated in wealth management. · InvestmentNews fires everyone· Schwab is curbing remote work· SmartX goes to Plan B· An RIA 'gambled' on Goldman Sachs to custody client assets· Twitter is now X· Microsoft stock pops on AI subscription for Microsoft 365 We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-221-20230801 Hosted on Acast. See acast.com/privacy for more information.

We just crossed $1B. That's great, but we're still building. Manish Khatta and Jeff Goodnow, talk through the company's continued rapid growth, conferences coming up, how to keep the business sustainable, and much more.We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-220-20230712 Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/ We're back with more Who Charted! Tune in for Dan and Manish's (timer-less) pulse on the hottest charts in markets, including:· 10-Year Yield· US Dollar Index· S&P 500 Technology· S&P 500 ETF· S&P 500 Index· S&P 500 PRSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-221-20230719 Hosted on Acast. See acast.com/privacy for more information.

We're joined once again by the enigmatic Chief Creative Officer at Snappy Kraken, Patrice Kelly, to explore the questions no one else in the industry has thought to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most engaging people in our industry.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-219-20230620 Hosted on Acast. See acast.com/privacy for more information.

Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what's underrated and overrated in wealth management. · InvestmentNews has been sold (again)· Cetera hiring Mike Durbin as CEO· Vise launces a “hard reset”· Schwab/TD merger woes· RightCaptial confirms secret SoFi deal· Pershing X unveils new platform, Wove. We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-218-20230614 Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/ We're back with more Who Charted! Tune in for Dan and Manish's (timer-less) pulse on the hottest charts in markets, including:· S&P 500 ETF· S&P 500 Sectors· Dow Jones Transportation Average· S&P 100 vs. S&P 500· S&P 500 and ATRs· Effective Federal Funds RateSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-217-20230607 Hosted on Acast. See acast.com/privacy for more information.

The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Eric Clarke Retires· Three Joe Duran acolytes start “not United Capital 2.0” without him· Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins· InvestCloud CEO John Wise and management team ousted· Riskalyze rebrands as Nitrogen What's in a name Blog: https://potomacfund.com/whats-in-a-name/ We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-216-20230524 Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/ We're back with more Who Charted! Tune in for Dan and Manish's (timer-less) pulse on the hottest charts in markets, including:· S&P 500 Index Seasonality Chart· ACWX vs. ACWI· Copper vs. Gold· S&P 500 Growth vs. S&P 500 Value· 10 Year - 5 Year Curve· S&P 500 Equal Weight / S&P 500So, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-215-20230511 Hosted on Acast. See acast.com/privacy for more information.

You know the drill! The industry has news and we have opinions. Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Altruist acquires award winning SSG custodial platform· Insight Partners and Adams Street invest in Altruist· Executive shake-up at Skience sees President/COO, CMO, CPO leave· Riskalyze opts for a rebrand as part of push for $1-billion valuation· Snappy Kraken announces collaboration with Morningstar We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-214-20230428 Hosted on Acast. See acast.com/privacy for more information.

The OGs, Manish Khatta and Jeff Goodnow, talk through the companies continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-213-20230414 Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/ After a successful debut of the new “Bullish or Bearish” format, we're back with more Who Charted! Joined by Manish, tune in for Dan's (timer-less) pulse on the hottest charts in markets, including:· U.S. Dollar Index· MicroSectors Fang + V.S. S&P 500· S&P 500· Highly Correlated· Spot Gold· S&P 500 PRSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-212-20230412 Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/Who Charted, but with a twist! Dan Russo, CMT, is reunited with Manish for the launch of the new format, “Bullish or Bearish.”· Tune in for Dan's (timer-less) pulse on the hottest charts in markets, including:· Regional Bank ETF (KRE)· Two-Year US Treasury Note· 10-Year - 2-Year Curve· High Yield OAS· FinTwit Celebrity ETFs· SPDR Gold Shares (GLD) Total ReturnSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

It's only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn't help ourselves! Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Altruist Clearing· The unraveling of Vise· Orion poaches AssetMark rainmaker to pull its pieces together We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

What's new in the industry? Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Schwab will tackle tech hiccups from TD Ameritrade accounts migration· Robinhood seeks to become the gig economy super-recordkeeper· Toews establishes National Investment Risk Management Day· Sarah Levy Makes second unpopular decision at Betterment in two months· Carson Wealth seeking greener 401(k) pastures by choosing Vestwell's ‘dirt cheap' fees We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT, and Drew Wells, CMT, CIMA®, are back with the six most exciting minutes in markets.The clock is ticking, and they've got some big charts coming your way, including:· International Small-Cap (SCHC)· Discretionary / Staples (EW)· S&P 500 High Beta (SPHB)· SOX vs S&P 500· S&P 500 – Stock Picker's Market?· Bitcoin vs U.S. DollarSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/In our first research podcast of the new year, Dan Russo, CMT, and Drew Wells, CMT, CIMA®, bring back the six most exciting minutes in markets.The clock is ticking, and they've got some big charts coming your way, including:· S&P 500 & Bond Correlations· S&P 500 & 10-Day Breadth· Equities (VTI) Relative to Multi-Strategy Alternatives (QAI)· Growth / Value (Large Cap)· Home Construction (ITB)· iShares iBoxx Investment Grade Corp. Bond Fund (LQD)So, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

After increasing demand from Financial Advisors, we're launching our newest product offering, OCIO by Potomac. Manish Khatta, CEO, and Jeff Goodnow, CGO, unpack exactly what we've built and how it is going to help advisors harness their expertise and avoid wasting precious time.We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/In the last episode of 2022, Dan Russo, CMT, and Drew Wells, CMT, CIMA®, bring you six more minutes of the most exciting content in stock market technical analysis, with a surprise chart to close it out!The clock is ticking, and they've got some big charts coming your way, including:· International Momentum Relative to Domestic Momentum· Commodities· S&P 500· 10-Year Treasury Note· Semiconductors (SMH)· LIV-EX Wine IndexSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

What's new in the industry? Grab your favorite winter drink and join us as we rank what's underrated and overrated in wealth management. · Bill Crager commandeers State Street's old RIA custody unit· Sam Bankman-Fried steps down as FTX CEO· Charles Schwab & Co. undercuts OneSource· SEC crackdown on ‘set-and-forget' advice alarms RIAs· 33 Google execs join two Google CEOs and 140 VC investors to launch ‘kickass' robo We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT, and Drew Wells, CMT, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and they've got some big charts coming your way, including:· S&P 500 and DXY· VIX Levels to Keep an Eye On· Equities for Rising Rates (EQRR) Relative to S&P 500· Bloomberg Commodity Index· International Small Caps (SCHC) Relative to S&P 600· Global DowSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/We're back with a new episode of an old favorite, Who Charted, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®!The clock is ticking, and they've got some big charts coming your way, including:· Historical S&P 500 Performance· Bitcoin / USD· S&P 500 Energy· U.S. Dollar Index· Gold Miners (GDX) Relative to S&P 500· Consumer Price IndexSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

What's new in the industry? Grab your favorite fall drink and join us as we rank what's underrated and overrated in wealth management. · InvestmentNews is for sale... again· Elon Musk takes control of Twitter and fires its top executives· Riskalyze to rebrand company and change name in 2023· Potomac hires wholesalers after saying they'd never hire wholesalers· Bob Veres calls out pay-to-play industry awards We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

We're joined by Founder and CEO of Altruist, Jason Wenk, to explore the questions nobody else in the industry is bothering to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most genuine people in fintech.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/After 34 episodes of Who Charted, we decided it was time to spice things up! Dan and Drew are joined by Manish in the debut of our new show, Two and a Half CMTs. We're bringing you the same quality market analysis, with a little (a lot) more conversation in-between.We've got some big charts coming your way, including:· ARKK· Tesla· 60/40 Portfolio Competition· Vanguard Target Retirement· Household Equity Ownership· Marketwatch ArticleSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

What's new in the industry? Grab your favorite fall drink and join us as we rank what's underrated and overrated in wealth management. · Kim Kardashian to pay $1.26 million to settle SEC investigation· RIAs are drowning cash managers with ‘silly' inflows· Charles Goldman takes seat on Orion board· fraction.work launches platform to solve US software developer shortage· DPL grows investor base 8x, raises another $20 million We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/Tune in to the last – that's right, LAST – episode of Who Charted!, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®.The clock is ticking, and they've got some big charts coming your way, including:· S&P 500· ICE BofA MOVE Index· Pharmaceuticals (IHE)· MSCI Europe Financials Sector Index Fund (EUFN)· Precious Metals (DBP) Relative to 60/40 Proxy (AOR)· U.S. Dollar IndexSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Let's get creative! We're joined by Patrice Kelly, Chief Creative Officer of Snappy Kraken, for a discussion on creativity, how to develop it, looking beyond the industry for inspiration, and more.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

➡️ Research by Potomac: https://potomacfund.com/research/ ⬅️Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis! ⏰The clock is ticking, and we've got some big charts coming your way, including:

What's going on in the industry? Grab your favorite drink and join us as we rank what's underrated and overrated in wealth management. · AdviceTech Live is happening again and for a good cause· Citigroup, Genworth face lawsuits over BlackRock TDFs in their 401(k)s· Altrusit add's Potomac tactical model strategies to its model marketplace· Schwab Advisor Services scuttles Orion's TD Ameritrade software deal· UBS backs out of Wealthfront deal, coughs up $69 million and will 'build' not buy We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and we've got some big charts coming your way, including:· S&P 500· Bloomberg Commodity Index (BCOM)· Frontier Markets (FM)· NYSE 52 Week Lows & Six Month Lows· iShares 1-3 YR Treasuries (SHY) Relative to AGG· Utilities and Communication ServicesSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and we've got some big charts coming your way, including:· Stocks Relative to Bonds· S&P 500· ARKK Relative to Deep· U.S. Dollar Index· Equal Weight Energy· Base Metals vs Previous MetalsSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In the fourth episode of our Proust Questionnaire, we're joined by our CEO, Manish Khatta, for an unsurprisingly candid and uncensored conversation so good it was twice as long as it was supposed to be (thank you, tequila).Tune in as we explore 24 questions nobody else in the industry thinks to ask.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

It's been a while since we called the industry out on it's bullsh*t. Grab your favorite drink and join us as we rank what's underrated and overrated in wealth management. · Envestnet acquires retirement plan marketplace, 401kplans.com· Goldman Sachs confirms RIA custody service is back-burnered· Tifin Group CEO slashes jobs and pay 30 days after $109-million “D” raise· Blackrock and Coinbase join forces to dominate advised crypto investing· Vestmark sells Adhesion after quickly (nearly) tripling it's AUM We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and we've got some big charts coming your way, including:· S&P 500 Low Volatility Relative to S&P 500· Bitcoin (BTC/USD)· Russell 1000 Growth Relative to Russell 1000 Value· U.S. Dollar Index· Microcaps (IWC)· High Yield Total Return IndexSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

The AE Team gets together in Denver to address common misconceptions when evaluating managers, having a process like Firm CPR (Firm Structure, Communication, Program Design, and Returns) to do so, and how fun it was meeting the whole company on our retreat. We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

From building tech to hiring four wholesalers (yes, we know...) and a project manager, this next quarter looks to be a busy one. Join the leadership team as they discuss all that we've accomplished in Q2, and what each department has planned for the quarter ahead.We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Bud Light in hand, the Operations Team returns for their first in-person podcast to discuss personalized customer service and what sets us apart from the rest of the industry.So, grab your favorite drink and pull up a chair! We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Grab a copy of the Potomac Cocktail Guide, and lift a glass with us : https://potomacfund.com/strategies/bull-bear-20/ The Marketing Team gets together to discuss our newest eyes-on-brand campaign in celebration of Bull Bear's 20th anniversary, Bull Bear Bourbon, and the last-minute audible called by Christopher to create a Potomac Cocktail Guide.We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Spotify PodcastsSubscribe in Google Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

In the third episode of our Proust Questionnaire, we're joined by The Rethink Groups Performance, Strategy, and Decision Advisor, Denise Shull. (Aka the inspiration for Wendy from HBO's Billions).Tune in as we explore seven questions nobody else in the industry thinks to ask.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and we've got some big charts coming your way, including:· S&P 500 Volatility Breakouts· Getting Closer to Capitulation· Commodities (DBC) Relative to 60/40 (AOR)· Commodities at Support· Oil & Gas E&P (XOP)· Risk Management > NarrativeSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

In episode six of Education Station, the Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews to stop, assess, and ensure things are running smoothly. We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

In the second episode of Say It With Your Chest, Manish is joined by Snappy Kraken CEO, Robert Sofia, and Financial Advisor, Michael Baker, for a candid conversation on video marketing, work-life balance, self-awareness, and more.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Ops is back with new drinks and another episode of the most original operations podcast on the internet.Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.So, grab your favorite drink and pull up a chair! We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and we've got some big charts coming your way, including:· Emerging Markets Min Vol (EEMV) Relative to Emerging Markets (EEM)· High Yield Total Return Index· Small Cap High Beta Relative to Large Cap High Beta· Small Caps / Large Caps· Chile (ECH)· Dollar / YenSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Industry gossip is back and bougie as f/**. Grab your favorite drink and join us as we rank what's underrated and overrated in wealth management. · Orion Acquires TownSquare Capital· On Ramp Announces Series A Funding· Morningstar Buys a $30 Million Stake in SMartX· TIFIN Raised $109 Million at Unicorn-Like Valuation· Wealth Managers Are Losing the Competition for Tech Talent We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke, to discuss the company's rise, best in breed versus all in one, navigating integrations, and so much more.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

In our first episode of Say It With Your Chest, Manish is joined by Founding Partner at Streetcred Communications, Jason Lahita, and Wealth Manager at Cetera Investments, Jeffrey Gelormini, for a candid conversation on branding, public relations, content creation, and more.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Research by Potomac: https://potomacfund.com/research/Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!The clock is ticking, and we've got some big charts coming your way, including:· SPX Correlations· S&P Small Cap 600· Copper Miners Relative to S&P 500· Small Caps / Large Caps· Dividend Growth· International vs. U.S.So, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

Blog: https://potomacfund.com/advisors-connecting-through-client-events/ The Education Team is back at Education Station to discuss the events we have on the books for 2022, and the importance of hosting your own client events.· Our first in-person team event since nearly tripling our staff· Our Pittsburgh advisor conference in September· The value of engaging, in-person client events We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

For a 30-day no commitment free trial, visit us here: https://research.potomacfund.com/checkout/rbp In this episode, we take a deep dive into our technical analysis product, Research by Potomac, and share how it can add value to your financial advisory practice.· The importance of research from people who actually manage money· Differentiating yourself from “cookie-cutter” portfolios· Generating engaging conversations with clients· Why we're giving our advisors free access to the productLearn more about Research by Potomac at www.potomacfund.com/researchThis podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.