Fill The Gap: The Official Podcast of the CMT Association Episode 44: Tactical Insights with Dan Russo, CMT
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Nov 8, 2024 Dan Russo, a seasoned Portfolio Manager at Potomac Fund Management, brings over two decades of financial experience to the table. He dives into the significance of technical analysis in guiding investment decisions and shares his tactical approach to current market conditions. Dan highlights the contrast in individual stock performances amid a bull market and discusses the evolution of technical analysis, including integrating it with fundamentals. He also emphasizes the importance of disciplined risk management and systematic evaluation in effective portfolio management.
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NYSE Beginnings
- Dan Russo's career began with a childhood visit to the NYSE.
- At 16, he interned there, leading to a full-time job after college.
Early Career and Market Downturn
- Russo joined the NYSE the week AOL bought Time Warner, marking a market downturn.
- He later worked as a specialist for SIG until 2007.
The Sell-Side Edge
- Sell-side analysts often lack an informational edge, especially in widely covered stocks.
- Russo used technical analysis to differentiate himself and provide added value.