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:

·     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 Rate

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-217-20230607 

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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 Acast

Subscribe 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 500

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-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 Acast

Subscribe 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-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 Acast

Subscribe 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-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 PR

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-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 Return

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-210-20230321

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 Acast

Subscribe 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-209-20230310

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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 Acast

Subscribe 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-207-20230224

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. Dollar

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-204-20230131

Hosted on Acast. See acast.com/privacy for more information.