Fill The Gap: The Official Podcast of the CMT Association Episode 53: Rich Ross, CMT
Aug 1, 2025
Rich Ross, CMT, is a Senior Managing Director at Evercore ISI and an award-winning technical researcher. He shares his journey from a Nasdaq market maker to simplifying technical analysis for investors. Ross discusses his trend-following approach, emphasizing adaptability in today's market influenced by passive flows and algorithms. He covers vital tools like moving averages and candlesticks while providing insights on relative strength and sector performance. Ross also highlights bullish signals and the importance of charts in making tactical investment decisions.
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From Market Maker To Technician
- Rich Ross began his career as a NASDAQ market maker during the volatile 1990s tech bubble and was told to learn technical analysis instead of relying on spreadsheets.
- That early desk experience taught him to focus on price action and adapt when market-making roles disappeared due to technology.
Keep Technicals Simple
- Ross emphasizes simplicity: charts only do three things — go up, down, or sideways — and visuals communicate faster than jargon.
- He tailors technicals to non-technicians by distilling complex ideas into actionable visuals.
Give The Trend The Benefit Of Doubt
- Favor trend-following but remain flexible to spot mean-reversion and tactical opportunities when evidence appears.
- Let strong trends run and accept short-term volatility as the price of capturing larger moves.