Fill The Gap: The Official Podcast of the CMT Association Episode 55 - Bob Minter, CMT, CFA, CAIA
Oct 24, 2025
Robert 'Bob' Minter, Director of Investment Strategy at Aberdeen Investments and seasoned expert in commodities, shares his insights on blending technical and fundamental analysis in investing. He discusses how shifts in global supply chains and central bank activities impact commodities like oil and gold. Bob explains the importance of market signals, including moving averages, to gauge trade opportunities and highlights how changing trade routes may increase volatility. He also emphasizes the CMT community's role in continuous learning and idea sharing.
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A Pub Night That Built A Global Network
- Bob met long-term CMT friends at a loud Irish pub after a symposium in New York.
- That casual connection led to annual meetups and motivated his travel to Dubai.
Berlin Trip That Shaped A Career
- Bob's high school trip to East and West Berlin sparked his interest in economics.
- The contrast in living standards drove him toward an economics degree and finance career.
Cut Exposure If Signals Conflict
- When fundamentals and technicals conflict, reduce exposure and reassess the thesis.
- Treat conflicts as red flags that undermine position confidence.