Fill The Gap: The Official Podcast of the CMT Association

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Fill The Gap: The Official Podcast of the CMT Association

Tyler Wood, CMT and Dave Lundgren, CMT, CFA

54 episodes

3 weeks ago

This episode of Fill the Gap features Rich Ross, CMT, Senior Managing Director and Head of Technical Analysis at Evercore ISI. We discuss Rich's career path from Nasdaq market maker to award-winning technician, highlighting his philosophy of making complex concepts simple and practical for investors. Rich Ross, CMT emphasizes that markets operate on probabilities, not certainties. His process focuses on price action, candlesticks, moving averages, and relative strength, with a trend-followin...

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All content for Fill The Gap: The Official Podcast of the CMT Association is the property of Tyler Wood, CMT and Dave Lundgren, CMT, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

This episode of Fill the Gap features Rich Ross, CMT, Senior Managing Director and Head of Technical Analysis at Evercore ISI. We discuss Rich's career path from Nasdaq market maker to award-winning technician, highlighting his philosophy of making complex concepts simple and practical for investors. Rich Ross, CMT emphasizes that markets operate on probabilities, not certainties. His process focuses on price action, candlesticks, moving averages, and relative strength, with a trend-followin...

Show more...

Episodes (20/54)

Fill The Gap: The Official Podcast of the CMT Association

Episode 52: Vincent Randazzo, CMT

In this episode of Fill the Gap, we are joined by Vince Randazzo, CMT. Vincent emphasizes the importance of systematic risk management and the use of breadth indicators to improve upon traditional buy-and-hold strategies by spotting market deterioration, even if an index is making new all time highs. He also highlights the need for financial advisors to justify their fees by providing value beyond passive management, particularly through effective risk mitigation during market downturns. ...

1 month ago

1 hour 14 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 51: Exploring Dual Momentum with Gary Antonacci

Momentum remains one of the most persistent and powerful anomalies in financial markets. In this engaging fireside chat, recorded live at the West Coast Regional Summit in San Francisco, we sit down with Gary Antonacci, the renowned author of Dual Momentum Investing, to explore the evolution, application, and enduring effectiveness of momentum-based investment strategies. Gary will share his insights on the science behind Dual Momentum, how it enhances traditional trend-following approaches,...

2 months ago

59 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 50: Navigating Market Cycles with Dan Wantrobski, CMT

In our milestone 50th episode of Fill the Gap, we are honored to host Dan Wantrobski, CMT, Associate Director of Research at Janney Montgomery Scott. With over two decades of experience as a technical analyst and strategist, Dan offers a profound exploration into the long-term forces shaping today's markets. Key Discussion Points: Demographic Dynamics: Dan delves into how shifting population trends influence economic growth, labor markets, and investment opportunities.Commodity Supercycles: W...

3 months ago

1 hour 12 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Laurence Balanco, CMT. Laurence Balanco, CMT is a Technical Analyst at CLSA Australia Pty Ltd. Lawrence has a broad array of knowledge of all the different markets, and a real unique perspective about pulling all these different markets together. Back in the day he was very a very heavy user of Elliott Wave. Technicians that can do it well can do it well, and he's definitely one of them. In our time with ...

4 months ago

1 hour 22 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 48: Wait for the Signal with Duke Jones, CMT

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Duke Jones, CMT, a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets. Duke has been quoted in Barron’s, the Wall Street Journal, Bloomberg and the local press. He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financi...

5 months ago

1 hour 23 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 47: Technicals Tell The Story with Jay Woods, CMT

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Jay Woods, CMT, the Chief Global Strategist for Freedom Capital Markets.Prior to joining Freedom, he was the Chief Market Strategist at DriveWealth Institutional. He also served as an Executive Floor Governor at the NYSE, the highest elected position at the Exchange held by only six NYSE members.Jay spent over 25 years as a Designated Market Maker on the NYSE floor. He started with Spear, Leeds, and Kello...

6 months ago

1 hour 14 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 46: John Kosar, CMT

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome John Kosar, CMT, President and Chief Market Strategist at Asbury Research. After spending most of the first half of his 40-year career on the Chicago Mercantile Exchange trading floor, he has spent much of the second half trying to take emotions out of the equation by becoming as data-driven as possible. John describes some of the indicators and models he and his son, Jack, combine into portfolios of vary...

7 months ago

1 hour 9 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 45: Cynthia Kase, CMT, MFTA

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Cynthia Kase, CMT, MFTA, Expert Consultant at Kase and Company, Inc. Cynthia A. Kase, CMT, MFTA, and Dean Rogers, CMT have worked together for nearly a quarter of a century. During that time, they have worked closely to develop trading indicators, custom bars, and complex forecasting models.During the interview, we discuss the foundational concepts from Kase’s award-winning work, including the backg...

7 months ago

51 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 44: Tactical Insights with Dan Russo, CMT

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Dan Russo, CMT, Portfolio Manager at Potomac Fund Management. Dan shares his tactical approach to navigating today’s markets, emphasizing the critical role of technical analysis in portfolio management. With over two decades of experience in financial markets, Dan discusses how he integrates trend-following strategies, relative strength analysis, and risk management to deliver results for clien...

8 months ago

1 hour 23 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 43: Navigating Markets with Todd Sohn, CMT

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively managed ETFs, now comprising over 8% of total ETF assets—a figure that has doubled in just the past three years. Join us as Todd dives into actionab...

9 months ago

1 hour 15 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 42: Frank Cappelleri, CMT, CFA

In Episode #42 of the CMT Association’s "Fill the Gap" podcast, we sit down with Frank Cappelleri, CMT, CFA, Founder of Capp Thesis LLC. In this engaging conversation, Frank provides his insights into the current market landscape, sharing his perspective on key trends and developments. We delve into Darvas Boxes, a classic yet powerful tool in technical analysis, and explore how Frank integrates this technique into his broader analytical toolkit. Whether you're a seasoned investor or new...

11 months ago

1 hour 9 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT

Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the complexities of cross-asset dynamics with a specific emphasis on global bond portfolios. In this episode, he unveils his analytical process, ...

1 year ago

1 hour 3 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 40: Janine Guenther, CMT, CFA

In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT and CFA designations, Guenther provided a nuanced perspective on navigating today's complex market dynamics.Throughout the hour-long discussion, Guen...

1 year ago

1 hour 11 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 39: Mark Newton, CMT

Mark Newton, CMT, a distinguished market analyst and strategist at Fundstrat Global Advisors, brought his wealth of experience and analytical prowess to the forefront in a compelling podcast interview on the CMT Association's Fill The Gap series. With a career spanning significant roles at firms like Morgan Stanley Wealth Management and Greywolf Execution Partners, Mark has honed his expertise in technical analysis and market strategy over decades.During the podcast, Mark delved into a compre...

1 year ago

58 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA

This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future.In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgren, CMT CFA will share insights from decades of institutional portfolio management experience on how Wall St. utilizes technical analysis to unde...

1 year ago

1 hour 24 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer

This episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024.This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry’s use of technical analysis throughout the illustrious 50 year ca...

1 year ago

1 hour 19 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 36: Gina Martin Adams, CMT, CFA

Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, indu...

1 year ago

1 hour 9 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 35: Buff Dormeier, CMT

It's time to turn up the Volume! Our special guest this month is one of the most prolific contributors to the technical analysis body of knowledge today and arguably the world's foremost expert on volume analysis. Buff Dormeier, CMT asserts that volume - when used correctly - is the most important factor in any portfolio manager's toolkit.We dig deep into the intricacies of volume data and how it informs the message of the market vis a vis price. We got a glimpse of the painstaking efforts Bu...

1 year ago

1 hour 6 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 34: John Kolovos, CMT, CFA

The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio construction to his institutional clients cannot be overstated. While understanding "the health of the market" allows portfolio managers to respons...

1 year ago

1 hour 15 minutes

Fill The Gap: The Official Podcast of the CMT Association

Episode 33: Jonathan Krinsky, CMT

Jonathan Krinsky, who holds the Chartered Market Technician (CMT) designation, is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Trading Group at Miller Tabak & Company.Jonathan provides clients with actionable technical commentary on U.S. and global equities,...

1 year ago

1 hour 6 minutes