Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing

In today’s episode, Rusty and Robyn talk with Manish Khatta, President and CIO at Potomac Fund Management, Inc. Manish is a quantitative analyst and a self-professed math geek. His love for mathematical algorithms and finance blossomed from what was supposed to be a summer job with Potomac before entering law school. Now, a lifelong Protomac employee, he continues to lead and share his expertise in quantitative trading systems. Manish talks with Rusty and Robyn about conquering risks through tactical investing, the need for creative multimedia in finance, and insights on the future of the industry "True tactical investing is all about approaching it with a risk mindset. Having the comfort level to exit positions, go to cash, raise cash when you need to be, but then also get back into the market when your signals turn." ~ @ManishKhatta Main Takeaways  Buy high and sell higher, whatever the asset class. For quantitative investors, their strategy only involves looking at the price without external factors such as climate change, earnings, etc. Conquering risk is all about avoiding the maximum drawdown. Clients must be educated about it so they can tolerate loss and comfortably go through it in the future. There are two types of tactical investing: constrained and unconstrained. Constrained only deals with minor adjustments, while unconstrained is freer, without any limitations. Giving easy access to updates and innovation about your company and the industry, in general, is helpful for retaining clients. Clients want honest, raw, and open truth about the investment process. Links Manish Khatta on Twitter Manish Khatta on LinkedIn Mike Tyson Entrance vs. Botha (DMX - Intro) Potomac Fund Management, Inc. Conquer Risk Podcast on YouTube Bitcoin Gary Vaynerchuk ARK Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2297-OAS-8/16/2021

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024