Conquer Risk Podcast

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with more stock market technical analysis! We’re bringing you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way, including:

·     Bloomberg Commodity Index and S&P 500

·     S&P 500

·     S&P 500 – Capitulatory Breadth

·     QQQ / RSP

·     S&P 500 Low Volatility (SPLV) relative to S&P 500 (SPY)

·     U.S. Dollar Index

So, who charted?

Research by Potomac: https://potomacfund.com/research/

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.

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way, including:

·     International Bonds (IAGG)

·     RbP Regime Index

·     Crude Oil (Futures)

·     S&P 500

·     S&P 600

·     Bloomberg Commodity Index

So, who charted?

Research by Potomac: https://potomacfund.com/research/

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.

Grab a cup of tea (or bourbon) and join us as we spill what’s overrated and what’s underrated in the world of wealth management.

·     Startup Catchlight aims to make prospecting more efficient

·     Goldman Sachs RIA custodian delayed indefinitely

·     Wealthbox raises $31M after picking off Salesforce and Redtail users

·     Reed Colley and Summit Wealth Systems announce “WealthOS”

·     RightCapital debuts one-page Financial Plan snapshot

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.

From the release of our research product to the addition of our new project manager, the first quarter of 2022 has been a productive one. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, 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 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.

The Education Team is back at Education Station with three stops addressing topics advisors and their clients are facing today, including:

·     Taking control of your email inbox and insight notifications

·     Being intentional with your time for you and your practice

·     Properly defining tactical and tempering expectations

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.

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way, including:

·     Stocks (VTI) Relative to Bonds (BND)

·     S&P 500 Utilities Index

·     Pacific Ex-Japan (EPP)

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

·     S&P 500 Volatility

·     Treasury Curve and NASDAQ 100

So, who charted?

Research by Potomac: https://potomacfund.com/research/

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.

We’re joined by Co-Founder of Seven Group and host of The Advisor Lab podcast, Alex Cavalieri. In this episode, we explore the biggest mistakes and misconceptions advisors face when marketing their business, including:

·     The long-term, up and down nature of results

·     Not waiting until you’re “ready” to create content

·     If it’s not broken, don’t fix it

·     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 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.

After the overwhelming success of our first Proust Questionnaire (10k views and counting), we decided to make an entire series out of it. Joining us in the second installment is Vice President of LPL Financing, Kian Salehizadeh.

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 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.

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way, including:

·     SPX and 10/20 Breadth

·     NDX Upside Breadth

·     International Growth vs. International Value

·     High Yield / Treasuries

·     Metals and Mining

·     Gold

So, who charted?

Research by Potomac: https://potomacfund.com/research/

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.

Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.

·     Vise sees exec exodus after AUM doesn’t materialize

·     Onramp is asking investors for $5m

·     FeeX raises $80m and rebrands to Pontera

·     Envestnet is up for sale, again

·     Conference diversity startup, Choir, gains traction

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.