Fill The Gap: The Official Podcast of the CMT Association

Episode 32: Ari Wald, CMT, CFA

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Sep 11, 2023

Ari Wald, head of technicals at Oppenheimer, discusses the current market landscape including the potential catch up of value to growth, Europe's acceleration, and the investability of the energy sector. The chapter also explores the importance of technical analysis in an uncertain market, the relationship between the dollar and the equity market, and the use of proven indicators in technical analysis.

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Introduction

00:00 • 2min

Ari Wald's Unique Perspective on the Market

01:40 • 27min

Discussion on Hedge Fund Ranking, Investment Strategies, and Tactical Signals

28:46 • 2min

The Importance of Technical Analysis in an Uncertain Market

30:46 • 21min

The Relationship Between the Dollar and the Market

51:23 • 11min

Using Proven Indicators vs. Developing Something New in Technical Analysis

01:02:37 • 2min

Advice for the Next Generation of Technicians and Creating Opportunities in Technical Analysis

01:04:34 • 3min

Will value catch up to growth’s steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap!

Ari Wald, CMT, CFA joins us in Episode #32 where we explore the detailed and comprehensive market research behind Oppenheimer’s head of Technical Analysis. Before getting into markets, Ari walks through the “genealogy” of his career with influences from mentors like Andrew Burkly, Charlie Blood, and Sam Burns. These Wall St. veterans shaped Ari’s research process from contrarian views looking for turning points and mean reversion in every chart, to the trend-following outlook anchored on the momentum factor which he delivers today.

Throughout Ari’s career the toolkit has been consistent and the focus on objective, quantifiable tools has been the hallmark. From Brown Brothers Harriman to Wolfe Research and now Oppenheimer, Ari has added tremendous value to his institutional clients and to the CMT Community worldwide. Most importantly, his thorough bottom-up review of thousands of securities combined with a historical appreciation for economic cycles and big picture view on the state of the investable environment provide clients with a repeatable disciplined process they can rely on.

Enjoy the latest interview with your co-hosts David Lundgren, CMT, CFA and Tyler Wood, 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/

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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