Podcasts about potomac fund management

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Dan Russo, CMT, Portfolio Manager at Potomac Fund Management. Dan shares his tactical approach to navigating today's markets, emphasizing the critical role of technical analysis in portfolio management. With over two decades of experience in financial markets, Dan discusses how he integrates trend-following strategies, relative strength analysis, and risk management to deliver results for clients. He provides insights into adapting to evolving market conditions, identifying key opportunities across asset classes, and the importance of staying disciplined in volatile environments. Whether you're a portfolio manager, advisor, or market enthusiast, this episode is packed with practical strategies and actionable advice from a seasoned professional who understands the nuances of tactical asset management.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Ever wondered how to effectively use volatility as a trading signal while managing market risks? Join us as we unravel the complexities of tactical investing with Dan Russo from Potomac Fund Management and Chaykin Analytics. Discover Dan's unique insights into the VIX, market breadth, and the necessity of clear rules for risk management. Whether you're nearing retirement or just beginning your investment journey, Dan's philosophy on systematically managed tactical funds and understanding the investor's experience will provide you with invaluable strategies to navigate the market's ups and downs.Monitoring market health is crucial, especially when it comes to managing downside risk. This episode sheds light on the importance of market breadth and sector performance in predicting deeper market declines. Learn how to balance potential gains with the need to avoid catastrophic losses through tactical management. Dan opens up about the behavioral aspects of investor reactions, emphasizing the role of quantifying divergences and intermarket themes to achieve long-term portfolio stability.Finally, we delve into the enduring relevance of technical analysis and systematic investing. Hear Dan's thoughts on integrating different time frames and uncorrelated indicators, and gain insights into the construction of diversified and robust investment models. With a focus on data-driven approaches and ignoring market narratives, this episode is packed with practical advice and compelling stories from Dan's career journey. Tune in to enhance your investment approach and learn from one of the best in the field.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this episode of Fintech Impact, Jason invites Manish Khatta, CEO of Potomac Fund Management, for an in-depth conversation. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology challenges from within. Manish shares his journey of developing custom tech solutions, navigating partnerships, and the trade-offs inherent in taking control of one's technological landscape. Episode Highlights:00:10: Jason Pereira introduces the show and guest Manish Khatta, CEO of Potomac Fund Management, setting the stage for a discussion about the uncommon path of solving one's own technology challenges in the asset management space. Manish's role at Potomac as a catalyst for technological innovation will be explored, highlighting how it diverges from the standard FinTech discourse.01:39: The conversation pivots to Potomac's multi-faceted business model, exploring its structure as a third-party money manager, an in-house TAMP offering, and a provider of mutual funds. This part illuminates the complexities and challenges inherent in operating across different distribution channels and the strategic nuances of each.05:23: A candid discussion on the lessons learned from initially mistaking development direction and talent. Manish shares the pitfalls of early software development strategies, emphasizing the financial and operational glass ceilings encountered when outsourcing to ostensibly cost-effective development teams overseas. 08:06: The conversation then moves to Guardrails, Potomac's initial venture into custom software development. This part is particularly noteworthy as it sheds light on the iterative approach to technology development, emphasizing the role of feedback and adaptations in refining a tool tailored for financial advisors. 15:11: The conversation circles back to the pragmatic aspects of deploying new tech, focusing on the necessity of a minimal viable product (MVP) strategy. This pragmatic approach to software deployment highlights the business acumen required to balance ambition with executable, incrementally valuable deliverables. 24:06: The dialogue concludes with Manish expressing hope for greater unity and less divisiveness within the industry. His wish for a more collaborative environment and respect for diverse business models and practices speaks to broader themes of professional respect and sectoral progress. Key Takeaways:Innovation within financial technology can come from necessity and internal challenges rather than external solutions.Building on existing platforms via APIs can serve as a powerful strategy for businesses seeking customized tools without starting from zero. Offering proprietary technology as an added value to existing services can strengthen business relationships and foster more engaging user experiences.Tweetable Quotes:"Transforming tech challenges into in-house solutions has set us on a unique path of innovation." - Manish"Learning from the limitations of outsourced solutions propelled us towards taking control of our tech destiny." - ManishResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://potomacfund.com/ https://www.linkedin.com/in/manish-khatta/ Hosted on Acast. See acast.com/privacy for more information.

Embark on a journey to the heart of systematic investment strategies with Dan Russo, Portfolio Manager at Potomac Fund Management. This episode promises to elevate your understanding of professional money management, as Dan recounts his evolution from the dynamic NYSE floor to masterfully employing technical analysis and a disciplined, rules-based investment approach. Our conversation cuts through the noise of financial folklore, showcasing how to test and quantify the predictive power of market indicators using innovative tools, and peeling back the layers of history to uncover what truly moves the market needle.We zero in on the pivotal practice of risk management, where Dan and I dissect Potomac's composite model approach to investment decisions, explaining its influential role in navigating market participation. The delicate dance of understanding when to harness the potential of different funds and mandates is unraveled, as we emphasize the significance of tail risk indicators like the VIX. We also unravel the self-adjusting nature of asset correlation and market cycles, presenting an eye-opening glimpse into a strategy that sidesteps the need for individual stops, instead favoring a dynamic rotation that responds to market ebb and flow.Finally, we wade into the bond market's murky waters, exploring the shifting relationship between treasuries, credit spreads, and stock market volatility. As we analyze the transformation from an inverse to a positive correlation between stocks and bonds, our conversation offers valuable insights into portfolio implications amidst the current inflationary backdrop. Listen closely as Dan imparts wisdom on the precursors of market turmoil and underscores the art of loss mitigation—a cornerstone of enduring investment triumph. This episode is an essential guide through the ever-evolving investment landscape, assuring listeners a richer understanding and a sharper toolkit for financial decision-making.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

The investment world has evolved. Success on Wall Street isn't reserved for middle-aged white men in fancy NYC offices making deals and dollar calls like old cliches would have you believe.Our guest today, Manish Khatta, is living proof that breaking the mold can lead to incredible success. He's the CEO/CIO of the rapidly growing boutique, Potomac Fund Management, and he managed to boost the fund by $1 billion in just three years. How? By doing something different—being a relatable, authentic human in an industry where that's not the norm.In this episode, he's sharing his growth secrets and discussing: His backstory – From stepping into Potomac straight out of college to taking the CEO seat How he transformed Potomac, adding a billion dollars in just three yearsBrand building for startups – why playing the long game is key Why shying away from collaboration is a major Achilles heel for advisors About Manish Khatta:Manish Khatta is a quant, who has spent his entire career creating and refining technical trading strategies. A lifelong Potomac employee who programmed the initial work behind Potomac's mechanical trading systems.A father of 4 and running an RIA firm that leads with content and transparency. Manish loves playing tennis and being on the water. - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

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.

We bring you another special episode of Steal My Strategy, where we're republishing an episode of the Conquer Risk Podcast with permission. A weekly show created and hosted by our friends over at Potomac Fund Management.The Conquer Risk Podcast is a suite of distinct shows that take an intelligent and irreverent approach to conquer financial advisors' many challenges. In this episode, Potomac Fund's Chief Marketing Officer, Christopher Norton, interviews Patrice Kelly, Chief Creative Officer of Snappy Kraken. They break down creativity, how to develop it and look outside the industry for inspiration.The insights they shared aligned with the theme of our show and it would be a crime not to share. They explore: How "non-creatives" can flex their creative muscles. You'd be surprised how easy it can be. Why "turning off your brain" can help you be more creative. Learn the process of brainstorming that can help you find your core message. How to relieve yourself from the pressure of being creative. The surefire way to unlock a pool of endless inspiration. And so much more! Links to Check Out: Learn more about Potomac Fund Management YouTube Channel Connect on Twitter Connect on LinkedIn

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.