Timing, Triggers & Transparency: Inside Potomac Funds’ Tactical Investing Playbook with Dan Russo

About this episode

In this episode, Jeff Malec interviews Dan Russo about tactical investing strategies and the importance of market timing.

In this episode of The Derivative, Jeff Malec dusts off the dress shoes and steps out from behind the webcam for his first in-person interview since before COVID. He heads to Potomac's studio to sit down with Dan Russo, Portfolio Manager and CIO, for a conversation on why investing theory often breaks down when real life shows up. This chat covers why market timing isn't about catching every move, it's about avoiding the ones that cause lasting damage. Dan also explains how Potomac applies systematic, rules-based models built on trend, breadth, and intermarket signals, why cash is a position, and why many popular investing slogans oversimplify risk. SEND IT! Chapters: 00:00-00:19 = Intro 00:20-08:05 = Tactical vs. Passive Investing, Education in Investing, & Understanding Market Timing and Drawdowns 08:06-21:47 = The Role of Education in Investing & Analyzing Market Trends and Health 21:48-35:32 = Combining Technical Analysis with Market insight 35:33-45:22 = Advisor relationships, Portfolio management & Market Psychology 45:23-54:56 = Cash as a Diversifier, Tactical Strategies & Risk management 54:57-01:01:53 = Future directions, Market Adaptation & The…

People in this episode

Host: Jeff Malec

Guest: Dan Russo

Topics covered

• tactical investing
• market timing
• risk management
• portfolio management
• technical analysis

Keywords

• tactical investing
• market timing
• risk management
• portfolio management
• technical analysis

Mentioned in this episode

Organizations: Potomac Funds, Potomac

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