Working with Advisors and Guardrails Tool

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 Evolution of Trading

01:01:54-01:06:35=  Parkerization and Pinot: Hot Takes on the Modern Wine Industry

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