Conquer Risk Podcast

Most firms build sales first and bolt on marketing later. Potomac did the opposite, and it took them from $140 million to $5 billion in assets.   In this episode of the Conquer Risk Podcast, CMO Christopher Norton joins Dr. Daniel Crosby to flip the script and break down why Potomac started with brand, not sales, and built an entire growth strategy around it.   Christopher explains why he invested almost exclusively in top-of-funnel brand building. How it can take years before you begin to see payoff, why that decision ran counter to how most firms in the industry operate, and why he believes marketing should never be treated as a sales support function.   They also explore that while "authenticity" is the most overused and most fumbled word in marketing, advisors who lean into their personal passions build the strongest client relationships. This, plus the blunt truth about why most advisors quit content creation right when it's about to start working.   No quick tips of hacks. Just the story of how one firm bet on brand first, sales second, and won.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures PFM-214-20260806  Hosted on Acast. See acast.com/privacy for more information.

What can a former CIA case officer, turned EOS expert, teach a growing business about trust, alignment, and getting people to reveal what they’re really thinking? A lot, apparently!    In this episode of the Conquer Risk Podcast, CMO Christopher Norton and CEO Manish Khatta sit down with EOS Implementer and former CIA case officer Joseph Kim to discuss Potomac’s experience with the Entrepreneurial Operating System.    They get into the growing pains that pushed Manish toward EOS, the early “follow the book exactly” phase, and the intellectual “food fights” that occasionally left the leadership team exhausted.   Joseph explains how skills from his intelligence career now help leadership teams lower their defenses, speak honestly, and agree on what success actually looks like. No disguises, secret codes, or dramatic extractions required.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures PFM-214-20260806  Hosted on Acast. See acast.com/privacy for more information.

Three months can change a lot.    In this quarterly Conquer Risk update, Christopher Norton and Potomac CEO/CIO Manish Khatta sit down at Aventino to talk through what has actually moved since their last update.     Potomac University is filling faster than expected, Remix is getting significantly bigger, and advisor interest in SDBAs is beginning to open doors across the industry.    They also get into the less predictable parts of building a growing firm: refining the EOS process, putting new energy behind the Union TAMP, and preparing to launch a hedge fund that gives Potomac’s investment team more room to operate outside the constraints of traditional products.    It’s a conversation about momentum, changing course when the opportunity demands it, and what happens when ideas that once seemed secondary suddenly move to the center of the business  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM-215-20260811 Hosted on Acast. See acast.com/privacy for more information.

Growth doesn’t happen by accident. It’s built through accountability, transparency, and the willingness to challenge conventional thinking.  In this rebroadcast of the Rainmaker Podcast, Dakota Founder & CEO Gui Costin sits down with Potomac CEO/CIO Manish Khatta to discuss the systems, leadership principles, and content strategies fueling Potomac’s rapid growth. From implementing EOS and creating a culture of accountability to building a sales organization powered by CRM data and consistent communication, Manish shares the lessons he’s learned as a CEO and business builder.  Gui and Manish dive into one of the most overlooked opportunities in wealth management today: content creation. They explore why most firms get content wrong, how authentic storytelling outperforms product pitches, and why creating content at scale can become a firm's greatest competitive advantage.  The conversation covers leadership, transparency, company culture, hiring, sales execution, CRM best practices, and the mindset required to grow both people and businesses in an increasingly competitive industry.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM-212-20260626  Hosted on Acast. See acast.com/privacy for more information.

Marketing in wealth management isn’t a playbook; it’s a moving target.    In this episode, Potomac’s CMO Christopher Norton and Wealthspire’s CMO Angela Giambetti get real about leadership, marketing chaos, and figuring it out as you go. They talk imposter syndrome, AI overload, generational talent gaps, and the uncomfortable moments that separate good teams from great ones.    Angela and Christopher speak to key challenges facing advisory firms today: building authentic brands, overcoming marketing inertia, measuring what truly matters, and maintaining creativity within compliance-driven environments.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures PFM-212-20260626 Hosted on Acast. See acast.com/privacy for more information.

Potomac is growing in more ways than one. More staff, more services, and now more offices.  In this episode of the Conquer Risk Podcast, Potomac CMO Christopher Norton sits down with COO Will Gray to talk through the office expansion already underway in Bethesda. After moving into the current space less than a year ago, Potomac has already outgrown it, or what Will calls “a good problem to have”. The new space will add roughly 6,104 square feet, with a second kitchen, three dedicated meeting rooms, and additional huddle and collaboration spaces. The conversation moves from the practical side of construction to the more creative parts of the build-out, including design choices, preserving the personality of the current office, the “jewel box” concept, and the dream of a coffee bar. Construction is expected to run through the summer, with an anticipated completion date of October 1. Follow along as Potomac continues its journey from a mostly remote in 2019 to a growing firm building space for what comes next.  Make sure you subscribe to never miss an update.Subscribe in Apple PodcastsSubscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-210-20260602 Hosted on Acast. See acast.com/privacy for more information.

Many advisors still have limited visibility into some of their clients’ largest retirement assets, especially those held inside workplace plans like 401(k)s, 403(b)s, and 457s.  In this episode, Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss how Self-Directed Brokerage Accounts (SDBAs) can help advisors bring professional portfolio management into eligible employer-sponsored retirement plans without requiring a rollover or job change. They cover what SDBAs are, why they have often been overlooked, how they work in practice, and what advisors should consider when using them to deliver more coordinated, comprehensive retirement guidance.  Register for our SDBA Webinar here: https://content.potomac.com/sdba Advisor Only Webcast Date: July 1 @1pm Length: 1 hour  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM-210-20260602  Hosted on Acast. See acast.com/privacy for more information.

Today we are excited to launch a new series within the Conquer Risk Podcast, as Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss key developments and growth across Potomac.  From staffing, to office space, to business objectives, hear how we’ve navigated recent challenges, the lessons we’ve learned along the way, and how those insights can help inform the growth of your own practice.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures PFM-209-20260514  Hosted on Acast. See acast.com/privacy for more information.

Semiconductors power nearly everything, from AI and cloud computing to autos and basic household appliances. In this episode of the Conquer Risk Podcast Investment Series, Potomac CMO Christopher Norton and Co-CIO Dan Russo, CMT®, welcome Nick Frasse, Product Manager at VanEck, for a sharp look at one of today’s most essential technologies. Learn what’s fueling growth in the chip industry, how the VanEck Semiconductor ETF (SMH) delivers targeted exposure, and why this fast-moving sector continues to draw investors.   Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM- 208-20260428  Hosted on Acast. See acast.com/privacy for more information.

In this episode of Conquer Risk, we bring you a special guest appearance by Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, hosted by Stacey Havener. You may be familiar with Stacy’s work or even heard her on this very Podcast.     This is a fascinating listen, recorded not long after Potomac first crossed the $1B AUM mark. It is at the same time a fantastic time capsule of Manish in that moment, and a study in consistency, as so much of it rings as true today (at nearly $4B) as it did then.     For advisors looking to scale, brand build, and continually evolve their practice, we believe you will find this conversation insightful with clear takeaways. Enjoy the show.   Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM-207-20260422 Hosted on Acast. See acast.com/privacy for more information.

In this episode of Conquer Risk, host and Potomac CMO Christopher Norton and CEO Manish Khatta unpack the thinking behind Guardrails, Potomac’s risk software built on real math and designed to help build more resilient portfolios. They discuss why traditional risk tools fall short, how Guardrails brings discipline and clarity to portfolio construction, and what’s ahead as Potomac continues investing in tools that strengthen advisor businesses.   Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM- 206-20260407 Hosted on Acast. See acast.com/privacy for more information.

In this episode, we feature Potomac’s Chief Marketing Officer, Christopher Norton, for a conversation originally recorded for The Weighing Machine podcast with hosts Robyn Murray, and Rusty Vanneman. Together, they explore how brand clarity and powerful storytelling fuel modern financial marketing. As Potomac’s CMO, Christopher leads the development of story‑driven marketing that strengthens trust, sharpens brand identity, and drives long‑term growth. He breaks down how advisors can stand out in a crowded digital landscape through clear messaging, creative leadership, and memorable content. If you’re interested in marketing, branding, storytelling, or financial services, this episode delivers actionable insights, practical takeaways, and behind‑the‑scenes perspective from a top industry leader.   Make sure you subscribe to never miss an update.Subscribe in Apple PodcastsSubscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-205-20260317 Hosted on Acast. See acast.com/privacy for more information.

In this episode of our Investment Series on the Conquer Risk Podcast, CMO Christopher Norton and Co‑CIO Dan Russo, CMT® sit down with ProShares’ Simeon Hyman, CFA®, and Glenn Williams Jr., CMT® for an in‑depth conversation on the state of the crypto markets. Together, they explore bitcoin’s role in modern portfolios, the structure and trading of BITO—ProShares’ bitcoin-linked ETF, and the broader opportunities emerging across the digital asset landscape.     Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM-203-20260218 Hosted on Acast. See acast.com/privacy for more information.

In this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist’s Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billion was rooted in an unwavering commitment to reinvesting in the business, embracing speed, and leading with content focused on authenticity – not just tactics.     For advisors looking to scale their own firms, we believe you will find this conversation valuable with clear takeaways. Enjoy the show.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM-204-20260223  Hosted on Acast. See acast.com/privacy for more information.

Fixed income is evolving—and the team at BondBloxx is leading that evolution. In this episode of the Conquer Risk Podcast, host Christopher Norton, CMO is joined by Dan Russo, CMT and Co‑CIO at Potomac along with two of BondBloxx’s top leaders: Leland Clemons, Founder & CEO, and Cole Feinberg, Partner.  BondBloxx is a rapidly growing fixed income ETF issuer, driven by the mission to modernize fixed income investing by offering more choice and flexibility, like there is in the equity space.      Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures  PFM- 202-20260206  Hosted on Acast. See acast.com/privacy for more information.

What makes a CEO stop and decide to share his story with the world, in print? In this episode, we explore the pivotal moment when Potomac’s leader chose to turn years of business growth and leadership lessons into a book. Discover the motivations, doubts, and vision behind this bold step.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures Hosted on Acast. See acast.com/privacy for more information.

Ready to scale your advisory business? Potomac CEO Manish Khatta and Havener Capital’s Stacy Havener get real about what it takes to grow, market, and run a founder-led firm. From EOS to branding strategies, this candid conversation is packed with insights you can actually use.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures PFM-201-20260108 Hosted on Acast. See acast.com/privacy for more information.

2025 was a year of explosive growth for Potomac, and with growth came hard-earned lessons. In this candid episode, CEO Manish Khatta shares the successes and failures that shaped his leadership and strategy. From scaling with purpose to building resilience and adaptability, these insights reveal the mindset every business owner needs to thrive.  Listen now and discover the strategies that can help you lead smarter, grow faster, and make 2026 your most successful year yet.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac Fund Management: https://potomac.com/  Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures Hosted on Acast. See acast.com/privacy for more information.

Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac Fund Management: https://potomac.com/  Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Conquer Risk Podcast, we join Potomac’s senior leadership as they share candid insights on what makes industry events valuable—and what doesn’t. Plus, a sneak peek at Remix 2026 and Potomac University.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac Fund Management: https://potomac.com/  Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-203-20251125 Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Conquer Risk Podcast, we talk with Potomac CEO and Co-CIO, Manish Khatta and newly promoted Co-CIO Dan Russo, CMT, about the organization’s commitment to putting the right people in the right seats to fuel growth.Make sure you subscribe to never miss an update.  Subscribe on Spotify Subscribe in Apple Podcasts  Learn more about Potomac Fund Management: https://potomacfund.com/  Read our blog: https://potomac.com/blog Disclosure: http://bit.ly/2l3OvaLPFM-201-20251114 Hosted on Acast. See acast.com/privacy for more information.

After an extended hiatus, your favorite podcast series from Potomac is back. With new guests, new perspectives, and a new studio(!), we are excited to bring you a new dedicated audio series from our HQ in Bethesda, MD. Hosted on Acast. See acast.com/privacy for more information.

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/2l3OvaLPFM-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 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-209-20230310 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/2l3OvaLPFM-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. 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/2l3OvaLPFM-204-20230131 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/2l3OvaLPFM-202-20230117 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/2l3OvaLPFM-201-20230110 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.

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.