Episode 45: Cynthia Kase, CMT, MFTA

Fill The Gap: The Official Podcast of the CMT Association

#Trading #Business #Tyler Wood and Dave Lundgren. CMT, CFA #CFA #Dave Lundgren. CMT #Tyler Woods #Technical Analysis #CMT Association #Chart #Investing #Fundamental Analysis #Marketing

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying math that powers modern machine learning to help everyone grasp this technology impacting our lives, even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

год назад 51:48

MP3•Главная эпизода

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 background behind Kase’s innovative methodology for forecasting energy and metals commodities futures. These techniques can be applied to all asset classes and are rooted in the use of Kase's unique take on wave analysis, Fibonacci wave projections and retracements, candlestick patterns and momentum signals, and using Monte Carlo simulations to help determine the probability of meeting support and resistance levels.

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/
Give us a shout:
@dlundgren3333 or
https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
@_TBone_Pickens or
https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
@CMTAssociation or
https://www.linkedin.com/company/cmtassociation
CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.
Learn more at: www.cmtassociation.org

48 эпизодов

Episode 45: Cynthia Kase, CMT, MFTA

Fill The Gap: The Official Podcast of the CMT Association

18 subscribers

published год назад

MP3•Главная эпизода

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

48 эпизодов

#Trading #Business #Tyler Wood and Dave Lundgren. CMT, CFA #CFA #Dave Lundgren. CMT #Tyler Woods #Technical Analysis #CMT Association #Chart #Investing #Fundamental Analysis #Marketing

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1
Episode 47: Technicals Tell The Story with Jay Woods, CMT 1:14:03

8 weeks назад1:14:03

1:14:03

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 Kellogg, then joined Goldman Sachs for 14 years and moved on to IMC after Goldman divested their floor operation. As a DMM, he was responsible for several high-profile IPOs and led trading in some of the most active issues at the NYSE. Jay gives us insights from his significant experience as a trader on the NYSE floor and as a Designated Market Maker. Our conversation centered heavily on technical analysis being the roadmap to finding and telling the story of a stock. He emphasizes the importance of keeping it simple and not overcomplicating your analysis. Think of the scenarios, where the risk/reward is set up, and keep your analysis as simple as possible. You can use other indicators to justify your story, but don't think there's one that's the holy grail. Be flexible, be nimble, always be ready to change your thesis. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 46: John Kosar, CMT 1:09:41

11 weeks назад1:09:41

1:09:41

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 varying risk/reward profiles to meet the needs of different types of investors. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 45: Cynthia Kase, CMT, MFTA 51:48

12 weeks назад51:48

51:48

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 background behind Kase’s innovative methodology for forecasting energy and metals commodities futures. These techniques can be applied to all asset classes and are rooted in the use of Kase's unique take on wave analysis, Fibonacci wave projections and retracements, candlestick patterns and momentum signals, and using Monte Carlo simulations to help determine the probability of meeting support and resistance levels. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 44: Tactical Insights with Dan Russo, CMT 1:23:34

16 weeks назад1:23:34

1:23:34

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 clients. He provides insights into adapting to evolving market conditions, identifying key opportunities across asset classes, and the importance of staying disciplined in volatile environments. Whether you're a portfolio manager, advisor, or market enthusiast, this episode is packed with practical strategies and actionable advice from a seasoned professional who understands the nuances of tactical asset management. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

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Episode 43: Navigating Markets with Todd Sohn, CMT 1:15:09

18 weeks назад1:15:09

1:15:09

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 actionable insights for managing rapid sector rotation, the critical intersections of thematic investing with trend following, and the importance of sentiment and fund flow data, with notable closures of China-focused ETF products. He also examines how cap-weighted indices and ETF products compound the concentration dilemma and offers his thoughts on how to best manage risk. Whether you're a seasoned investor or new to ETFs and technical analysis, this episode delivers expert-level guidance for navigating today's complex markets. Tune in for an engaging discussion packed with practical advice, professional anecdotes, and Todd's distinctive approach to solving market puzzles. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

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Episode 42: Frank Cappelleri, CMT, CFA 1:09:21

27 weeks назад1:09:21

1:09:21

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 to technical analysis, this episode offers valuable perspectives on navigating today’s markets and enhancing your trading strategy. Don't miss this opportunity to gain expert advice from one of the leading voices in technical analysis. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT 1:03:04

34 weeks назад1:03:04

1:03:04

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, which integrates advanced and highly differentiated methodologies such as Market Profile, DeMark studies, and the Elliott Wave Principle across multiple timeframes. These frameworks not only enhance his understanding of whether markets are trending or correcting but also inform his alternative view on where markets may diverge from his thesis. The mosaic of tools enable him to uncover opportunities with a breadth of concurrent evidence and quantify shorter-term volatility against longer objective risk/reward objectives. From macroeconomic insights to tactical money management decisions around timing and position sizing, Brian's approach offers listeners a unique perspective on optimizing portfolio performance across diverse regions of the globe. Whether you're a seasoned investor seeking to refine your strategy or someone new to fixed income markets, Brian's expertise promises to provide invaluable insights that can elevate your investment decisions. Tune in to Fill the Gap Episode #41 and gain a deeper understanding of strategic global bond portfolio management with one of the industry's leading practitioners. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

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Episode 40: Janine Guenther, CMT, CFA 1:11:56

39 weeks назад1:11:56

1:11:56

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, Guenther emphasized her holistic approach to investment analysis, integrating technical indicators with rigorous fundamental research. Drawing on her experience from roles at BMO Capital Markets and CIBC World Markets, she highlighted actionable strategies for identifying market trends and opportunities. Guenther also addressed the role of behavioral finance in shaping market movements, illustrating how understanding investor psychology can enhance trading strategies. Listeners gained insights into her methodology for evaluating stocks and sectors, leveraging both quantitative and qualitative factors to drive investment decisions. Guenther's commitment to risk management and portfolio protection resonated throughout the interview, underscoring the importance of disciplined approaches in volatile markets. Her expertise and dedication to advancing financial analysis, evident through her contributions to the CMT Association and CFA Institute, provided a rich backdrop to the podcast, offering professionals and enthusiasts alike valuable perspectives on effective investment strategies in today's ever-evolving financial landscape. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 39: Mark Newton, CMT 58:39

44 weeks назад58:39

58:39

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 comprehensive analysis of current market trends, leveraging his deep understanding of economic data and its impact on investor sentiment. He emphasized the critical importance of employing a diverse range of technical tools to effectively navigate volatile market conditions, drawing on specific strategies that have proven effective in recent market cycles. Mark's insights extended beyond technical analysis, as he addressed audience questions regarding sector rotation dynamics and emerging market opportunities. His nuanced understanding of market dynamics and strategic thinking provided invaluable perspectives for both seasoned professionals and novice investors tuning in. Mark Newton's contributions to the field of technical analysis, coupled with his practical insights gleaned from his extensive career, made the podcast interview a definitive resource for anyone looking to enhance their understanding of current market dynamics and refine their investment strategies. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA 1:24:22

44 weeks назад1:24:22

1:24:22

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 understand market behavior, fund flows, positioning, price action, and the character and direction of public markets. This fireside chat on Trend-Following Perspectives brought the 2024 CMT Summit to a conclusion with a deep dive and unique perspective on the use of technical analysis in institutional portfolio management. Moderated by Tyler Wood, CMT, these former colleagues explore what it takes to be an effective contrarian investor, how to communicate technical concepts to a broad audience, and how the discipline has evolved. Stylistically different, both gentlemen continue to thrive through multiple market cycles. Whether as a systematic or more discretionary portfolio manager, trend-following is at the core of their investment approach. We hope you enjoy episode #38 of Fill the Gap and garner evergreen lessons of this “simple but not easy” style of investing. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer 1:19:58

49 weeks назад1:19:58

1:19:58

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 careers as colleagues, clients, and friends. One of Institutional Investors most highly decorated research analysts and first President of The Market Technicians Association (now CMT Association), Robert J. Farrell will share insights on how he implemented the toolkit of technical analysis to understand market behavior, fund flows, positioning, price action and the character and direction of public markets. Joined by Walter Deemer, who got his start into finance on Bob’s famed Merrill Lynch research team before moving to the buyside at George Tsai’s Manhattan Fund during the “go-go years” of the late 1960s. Walt then led technical research at Putnam in Boston during the Nifty Fifty era in the early 1970s alongside other technical giants Bill Doane at Fidelity Investments and Bill Diianni at Wellington Management. These colleagues explore what it takes to be an effective contrarian investor, how to communicate technical concepts to a broad audience, and how the discipline has evolved. Enjoy Episode #37 of Fill the Gap with special guest host Frank Teixeira, CMT, CFA! Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 36: Gina Martin Adams, CMT, CFA 1:09:13

1 year назад1:09:13

1:09:13

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, industries, companies, and government policy, available on the Bloomberg Professional Service at BI. Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She is a familiar face to many on Bloomberg News, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey. Enjoy this interview with one of the top minds in global equity strategy and understand how technical analysis adds clarity to in a most unpredictable investment landscape. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 35: Buff Dormeier, CMT 1:06:49

1 year назад1:06:49

1:06:49

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 Buff takes to decompose the reported data sets and reconstruct cap-weighted and dollar-weighted volume for his analysis at the index, sector and single security levels. But most importantly, Buff shared how he thinks about managing investments not just with offense and defensive strategy, but with "special teams" to capture the explosive moves at key market turning points. You've probably guessed, but volume is the key factor in making those all-important decisions. Our favorite quote from one of Buff's recent presentations was: "If Price action is the DNA of the market, then volume is the RNA of Price" which helps decode and activate the critical information we can glean from price action. Enjoy Episode #35 of Fill the Gap with award winning author, magnanimous advocate, and Chief Technical Analyst at Kingsview Investment Partners, Buff Dormeier, CMT. Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

1
Episode 34: John Kolovos, CMT, CFA 1:15:04

1 year назад1:15:04

1:15:04

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 responsibly take on risk for clients while maintaining situational awareness of market fragility, ignoring intermarket relationships and bottom-up trends leaves precious alpha off the table and presents career risk. Considering the ~60% rally of US equities off the LTCM low in 1998 to the peak in March of 2000, a lack of breadth is not reason enough to avoid market risk. The long and winding road of John's career on Wall St. allowed him to learn from many notable practitioners from his early days at Lehman Brothers to more recently as a buy-side technical strategist at Fidelity (FMR). He outlines a fascinating genealogy of technical analysts in his "family tree," which he takes great inspiration from and aspires to pay forward that is rooted in Robert J. Farell's Merrill Lynch technical research group. John is a huge advocate for technical analysis, where he is an adjunct university professor and an executive board member of the CMT Association. Enjoy this insightful, informative, and hilarious episode of Fill the Gap with John Kolovos, CMT, CFA! Fill the Gap , hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/ @CMTAssociation or https://www.linkedin.com/company/cmtassociation CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India. Learn more at: www.cmtassociation.org…

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Episode 33: Jonathan Krinsky, CMT 1:06:39

1 year назад1:06:39