Dan Russo
Co-Chief Investment Officer at Potomac Fund Management and tactical asset allocation strategist known for quantitative, rules-based tactical funds and research on trend-following and risk management.
Best podcasts with Dan Russo
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8 snips
Nov 8, 2024 • 1h 24min
Episode 44: Tactical Insights with Dan Russo, CMT
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.
6 snips
Dec 22, 2025 • 33min
Talk Your Book: A Tactical Strategy That Actually Works
Dan Russo, Co-Chief Investment Officer at Potomac Fund Management and expert in tactical asset allocation, joins Michael Batnick and Ben Carlson to explore the complexities of tactical investing. They discuss why diversification often fails, the intricacies of trend-following strategies, and the mechanics behind Potomac's quantitative approach. Russo highlights the importance of risk metrics, particularly maximum drawdown, and shares insights on how advisors can effectively combine different funds to meet client goals.
