Conquer Risk Podcast

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-bas...

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 50...

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 Pre...

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   Le...

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 · &nbs...

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...

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...

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 Manageme...

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 50...

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-...

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...

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 Relat...

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 ·  &nbsp...

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 ·    &nb...

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&am...

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 · &nbsp...

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. Liste...

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: ·   &nbsp...

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 ·&nbsp...

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...

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 Potom...

➡️ 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...

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...

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) ·     F...

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 Rela...