It's All About Bonds

We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Technology·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Energy·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Consumer Staples·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;NYSE Net New Highs/Lows·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;US Dollar Index·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;iShares 20+ Year Treasury Bond ETF (TLT) Total Return So, who charted? This podcast is produced as a video series. Please visit our YouTube channel:&nbsp;<a href="https://www.youtube.com/c/ConquerRiskPodcast" rel="noopener noreferrer" target="_blank">https://www.youtube.com/c/ConquerRiskPodcast</a> Learn more about Potomac Fund Management:&nbsp;<a href="https://potomacfund.com/" rel="noopener noreferrer" target="_blank">https://potomacfund.com/</a> Read our blog:&nbsp;<a href="https://potomacfund.com/blog" rel="noopener noreferrer" target="_blank">https://potomacfund.com/blog</a> Disclosure:&nbsp;<a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a> PFM-223-20230810

Who Charted? (E45)

Schwab, Goldman Sachs, SmartX and more.

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.&nbsp;·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;InvestmentNews fires everyone·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Schwab is curbing remote work·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;SmartX goes to Plan B·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;An RIA 'gambled' on Goldman Sachs to custody client assets·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Twitter is now X·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Microsoft stock pops on AI subscription for Microsoft 365&nbsp;We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.&nbsp;Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a>&nbsp;Learn more about Potomac Fund Management: https://potomacfund.com/&nbsp;Read our blog: https://blog.potomacfund.com/&nbsp;Disclosure: <a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a>&nbsp;PFM-221-20230801

Industry Gossip (E28)

Still Building

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.&nbsp;Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a>&nbsp;Learn more about Potomac Fund Management: https://potomacfund.com/&nbsp;Read our blog: https://blog.potomacfund.com/&nbsp;Disclosure: <a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a>&nbsp;PFM-220-20230712

The OGs (E7)

The Stock Market is not the Economy

Research by Potomac: https://potomacfund.com/strategies/research/&nbsp;We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10-Year Yield·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;US Dollar Index·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 Technology·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 ETF·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 Index·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 PR So, who charted? This podcast is produced as a video series. Please visit our YouTube channel:&nbsp;<a href="https://www.youtube.com/c/ConquerRiskPodcast" rel="noopener noreferrer" target="_blank">https://www.youtube.com/c/ConquerRiskPodcast</a> Learn more about Potomac Fund Management:&nbsp;<a href="https://potomacfund.com/" rel="noopener noreferrer" target="_blank">https://potomacfund.com/</a> Read our blog:&nbsp;<a href="https://potomacfund.com/blog" rel="noopener noreferrer" target="_blank">https://potomacfund.com/blog</a> Disclosure:&nbsp;<a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a>PFM-221-20230719

Who Charted? (E44)

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.&nbsp;Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a>&nbsp;Learn more about Potomac Fund Management: https://potomacfund.com/&nbsp;Read our blog: https://blog.potomacfund.com/&nbsp;Disclosure: http://bit.ly/2l3OvaL PFM-219-20230620

Patrice Kelly | The Proust Questionnaire

InvestmentNews, Cetera, Pershing X, and more

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.&nbsp;·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;InvestmentNews has been sold (again)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Cetera hiring Mike Durbin as CEO·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Vise launces a “hard reset”·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Schwab/TD merger woes·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;RightCaptial confirms secret SoFi deal·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Pershing X unveils new platform, Wove.&nbsp;We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.&nbsp;Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a>&nbsp;Learn more about Potomac Fund Management: https://potomacfund.com/&nbsp;Read our blog: https://blog.potomacfund.com/&nbsp;Disclosure: <a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a>&nbsp;PFM-218-20230614&nbsp;

Industry Gossip (E27)

Top Heavy? No One Cares!

Research by Potomac: https://potomacfund.com/strategies/research/&nbsp;We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 ETF·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 Sectors·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Dow Jones Transportation Average·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 100 vs. S&amp;P 500·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 and ATRs·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Effective Federal Funds Rate So, who charted? This podcast is produced as a video series. Please visit our YouTube channel:&nbsp;<a href="https://www.youtube.com/c/ConquerRiskPodcast" rel="noopener noreferrer" target="_blank">https://www.youtube.com/c/ConquerRiskPodcast</a> Learn more about Potomac Fund Management:&nbsp;<a href="https://potomacfund.com/" rel="noopener noreferrer" target="_blank">https://potomacfund.com/</a> Read our blog:&nbsp;<a href="https://potomacfund.com/blog" rel="noopener noreferrer" target="_blank">https://potomacfund.com/blog</a> Disclosure:&nbsp;<a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a> PFM-217-20230607&nbsp;

Who Charted? (E43)

The Oracle, Envestnet, Nitrogen, and more

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.&nbsp;·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Eric Clarke Retires·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Three Joe Duran acolytes start “not United Capital 2.0” without him·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;InvestCloud CEO John Wise and management team ousted·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Riskalyze rebrands as Nitrogen&nbsp;What’s in a name Blog: https://potomacfund.com/whats-in-a-name/&nbsp;We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.&nbsp;Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a>&nbsp;Learn more about Potomac Fund Management: https://potomacfund.com/&nbsp;Read our blog: https://blog.potomacfund.com/&nbsp;Disclosure: <a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a>&nbsp;PFM-216-20230524&nbsp;

Industry Gossip (E26)

It’s All Relative

Research by Potomac: https://potomacfund.com/strategies/research/&nbsp;We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 Index Seasonality Chart·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;ACWX vs. ACWI·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Copper vs. Gold·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 Growth vs. S&amp;P 500 Value·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10 Year - 5 Year Curve·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;S&amp;P 500 Equal Weight / S&amp;P 500 So, who charted? This podcast is produced as a video series. Please visit our YouTube channel:&nbsp;<a href="https://www.youtube.com/c/ConquerRiskPodcast" rel="noopener noreferrer" target="_blank">https://www.youtube.com/c/ConquerRiskPodcast</a> Learn more about Potomac Fund Management:&nbsp;<a href="https://potomacfund.com/" rel="noopener noreferrer" target="_blank">https://potomacfund.com/</a> Read our blog:&nbsp;<a href="https://potomacfund.com/blog" rel="noopener noreferrer" target="_blank">https://potomacfund.com/blog</a> Disclosure:&nbsp;<a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a> PFM-215-20230511

Who Charted? (E42)

Through a suite of distinct shows, the&nbsp;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 trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment&nbsp;"What a bunch of unprofessional nonsense." – Twitter Comment This podcast is produced as a video series. Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/c/ConquerRiskPodcast" rel="noopener noreferrer" target="_blank">https://www.youtube.com/c/ConquerRiskPodcast</a> Learn more about Potomac Fund Management:&nbsp;<a href="https://potomacfund.com/" rel="noopener noreferrer" target="_blank">https://potomacfund.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomacfund.com/blog" rel="noopener noreferrer" target="_blank">https://potomacfund.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="http://bit.ly/2l3OvaL" rel="noopener noreferrer" target="_blank">http://bit.ly/2l3OvaL</a>

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Manish Khatta

Jeff Goodnow