Episode Summary
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.
Episode Resources
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