Fill The Gap: The Official Podcast of CMT Association

Episode 53: Rich Ross, CMT

11 snips
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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INSIGHT

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.
ADVICE

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.
ADVICE

Match Timeframes To Clients

  • Use multiple timeframes: a 12-month chart and a 3–5 year weekly chart are core for Ross's analysis.
  • Tailor timeframe and levels to each client's holding period and risk tolerance.
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