Conquer Risk Podcast

Conquer Risk Podcast

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Conquer Risk Podcast episodes

  • Industry Gossip (E20)

    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 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

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

    9 min
  • Who Charted? (E34)

    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 Index


    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

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

    9 min
  • (feat.) Patrice Kelly

    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 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

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

    28 min
  • Who Charted? (E33)

    ➡️ 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:

    📈 Gold (Futures)

    📈 Arms Index (TRIN)

    📈 High Yield Credit Spreads

    📈 NASDAQ 100

    📈 High Dividend Yield (VYM) Relative to S&P 500

    📈 iShares Core U.S. Aggregate Bond ETF (AGG)


    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

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

    8 min
  • Industry Gossip (E19)

    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 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

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

    9 min
  • Who Charted? (E32)

    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 Services


    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

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

    9 min
  • Who Charted? (E31)

    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 Metals


    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

     


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

    8 min
  • Manish Khatta | The Proust Questionnaire (E4)

    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 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

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

    44 min
  • Industry Gossip (E18)

    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 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

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

    7 min
  • Who Charted? (E30)

    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 Index


    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

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

    8 min

About Conquer Risk Podcast

From the publisher's feed

Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market…

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