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cover of episode Episode 44: Tactical Insights with Dan Russo, CMT

Episode 44: Tactical Insights with Dan Russo, CMT

2024/11/8
logo of podcast Fill The Gap: The Official Podcast of the CMT Association

Fill The Gap: The Official Podcast of the CMT Association
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Dan Russo
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David Lundgren
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Tyler Wood
Topics
Tyler Wood: 本期节目邀请了Dan Russo，一位经验丰富的技术分析师，分享了他独特的投资策略和市场观点。他强调了技术分析在投资组合管理中的关键作用，并详细阐述了其整合趋势跟踪策略、相对强度分析和风险管理的方法。 David Lundgren: Dan Russo 的职业生涯涵盖了市场交易员、卖方分析师和买方投资组合经理等多个角色，这使他能够从多个角度看待技术分析的应用价值。他强调技术分析能够帮助卖方分析师为买方客户提供更具价值的信息，并能够根据客户的不同需求和时间框架调整策略。 Dan Russo: 我从16岁开始就在纽约证券交易所实习，这让我对技术分析有了初步的了解。在卖方分析师的职业生涯中，我发现技术分析能够帮助我更好地评估基本面分析师的买卖建议，并为客户提供更佳的时机和更全面的视角。在买方投资组合经理的岗位上，我将技术分析与量化方法相结合，构建了多种复合模型，用于判断市场趋势、评估市场健康度和进行跨市场分析。我的投资策略是趋势跟踪为主，同时也会利用一些逆势交易机会。我非常重视最大回撤，将其作为最重要的指标之一。

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Chapters
This chapter discusses how Dan Russo uses technical analysis in his role as a sell-side analyst. He highlights the importance of technical analysis for better timing, a more holistic view of market conditions, and adding value in a crowded research environment. He emphasizes the need to differentiate oneself and cater to the diverse needs of clients with varying timeframes.
  • Technical analysis provides incremental data points for buy-side portfolio managers.
  • It helps vet buy and sell recommendations from fundamental analysts.
  • It allows for adaptation to different client needs and timeframes (short-term vs. long-term).
  • Technical analysis helps analysts differentiate themselves in a crowded market.

Shownotes Transcript

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Dan Russo, CMT, Portfolio Manager at Potomac Fund Management. Dan shares his tactical approach to navigating today’s markets, emphasizing the critical role of technical analysis in portfolio management. 

With over two decades of experience in financial markets, Dan discusses how he integrates trend-following strategies, relative strength analysis, and risk management to deliver results for clients. He provides insights into adapting to evolving market conditions, identifying key opportunities across asset classes, and the importance of staying disciplined in volatile environments. 

Whether you're a portfolio manager, advisor, or market enthusiast, this episode is packed with practical strategies and actionable advice from a seasoned professional who understands the nuances of tactical asset management.

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org