Fill The Gap: The Official Podcast of the CMT Association Episode 56: JC O'Hara, CMT
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Oct 31, 2025 JC O'Hara, Chief Technical Strategist at Roth Capital Partners, shares insights from his career, highlighting the synergy of technical and fundamental analysis. He discusses strategies for understanding market behavior and emphasizes the importance of timing in trading. O'Hara sheds light on current market conditions, potential in small-cap tech and healthcare, and the significance of liquidity and credit spreads. He also advocates for continuous learning and adapting by analyzing various market players to refine investment strategies.
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Momentum Lesson From College Win
- JC discovered technical bias in college by winning a stock game using 52-week highs as his filter.
- That early momentum win shifted him from pre-med to a Wall Street career focused on price action.
Timing Trumps Immediate Fundamental Conviction
- JC's boss at Neuberger-Berman taught him timing matters by refusing to buy into a downtrend immediately.
- They waited and bought closer to the low, showing timing complements fundamental conviction.
Intermarket Training At MF Global
- At MF Global JC expanded from equities to intermarket analysis across commodities, FX, and fixed income.
- That environment taught him to connect asset classes and speak with top macro minds on the desk.
