Resilient Advisor Podcast Managing Market Risk and Marketing with Manish Khatta
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Sep 18, 2025 Manish Khatta, CEO of Potomac, is renowned for his quant-driven approach to tactical risk management and transparent marketing. In this engaging discussion, he tackles the challenges of today's market, explaining why the traditional 60/40 strategy may be outdated. He shares insights on implementing tactical investment strategies and offers actionable advice for advisors looking to enhance their marketing efforts. From a 'content bazooka' approach during the pandemic to tips for personal branding, this conversation is a treasure trove of practical wisdom.
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60/40 Diversification Is Less Reliable
- Traditional stock/bond diversification has weakened because bonds delivered negative multi-year returns while equities outperformed.
- That loss of diversification means 60/40 may no longer reliably reduce portfolio risk going forward.
Adjust Bond Exposure To Your Inflation View
- Decide your bond exposure based on your inflation outlook and tolerance for rising rates.
- Reduce bond allocation if you think inflation may return and interest rates will rise again.
Use Composite Signals, Not Single Systems
- A composite system mixes multiple uncorrelated indicators to avoid single-system failures and improve consistency.
- Combining indicators creates a team of strategies that outperforms relying on one tactic that will eventually fail.