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With the Potomac Podcast.
Insights from the Potomac team straight to your inbox.
Who Charted?
Build in Public
Who Are You?
Proust Questionnaire
A podcast
Built to Conquer Risk®
“Great insight and fun format! Keep up the great work, looking forward to the next episode!” – LinkedIn Comment
“What a bunch of unprofessional nonsense.” – X Comment
The Potomac Podcast brings an intelligent and often unexpected approach to exploring the markets, the business of running an RIA, and the wider wealth management industry.
Who Charted? (E45)
The Message of the Market
Technology, Energy, Consumer Staples, US Dollar Index, NYSE Net New Highs/Lows, ETF (TLT) Total Return, and more.
Industry Gossip (E28)
Schwab, Goldman Sachs, SmartX and more
Schwab is curbing remote work, SmartX goes to Plan B, “gambling on Goldman Sachs, and more…
The OGs (E7)
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…
Who Charted? (E44)
The Stock Market Is Not The Economy
S&P 500 ETF, S&P 500 Sectors, Dow Jones Transportation Average, Effective Federal Funds Rate, and more.
The Proust Questionnaire
Patrice Kelly
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…
Industry Gossip (E27)
InvestmentNews, Cetera, Pershing X, and more
Cetera hires Mike Durbin, RightCapital confirms secret SoFi deal, Vise initiates hard reset, Pershing X unveils Wove.
Who Charted? (E43)
Top Heavy? No One Cares!
S&P 500 ETF, S&P 500 Sectors, Dow Jones Transportation Average, S&P 500 and ATRs, Effective Federal Funds Rate, and more.
Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and more.
Who Charted? (E42)
It’s All Relative
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and more.
Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and more.
The OGs (E6)
Growth
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.
Who Charted? (E41)
Something for Everyone
After a successful debut of the new “Bullish or Bearish” format, Dan’s back with more (timer-less) commentary on the markets.
Google My
Business
Jordan and Christopher walk through Google My Business, sharing best practices to move up the local rankings and start generating more traffic.
Who Charted? (E40)
What Keeps Me Up At Night?
Who Charted? with a twist! Dan Russo, CMT, is reunited with Manish for the launch of the new format, “Bullish or Bearish.”
Industry Gossip (E24)
Altruist, Orion, and Vise
It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help ourselves!
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