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

Apr 26, 2024

Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA share insights from institutional portfolio management at the CMT 2024 Summit. They discuss trend-following in institutional settings, market behavior, fund flows, and effective contrarian investing. The discussion emphasizes the use of technical analysis in analyzing market behavior and the evolution of investment approaches through market cycles.

01:24:22

Episode guests

David Lundgren, CMT, CFA

Frank Teixeira, CMT, CFA

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Highlights

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Understanding market behavior through technical analysis is crucial for institutional portfolio management.

Adapting risk management strategies to evolving market conditions is essential for successful trading.

Combining discretionary and systematic approaches in trading can leverage context-driven insights and scalability.

Deep dives

Focus on Institutional Context and Market Trends

In this episode, the speakers emphasize the significance of institutional investment contexts and market trend analysis. They stress the importance of understanding market cycles, risk management, and the relevance of fundamentals and technical analysis. By discussing trading models and processes within large institutions, they shed light on the challenges and nuances of managing significant capital and navigating various market scenarios.

Contrasts in Institutional vs Private Hedge Fund Management

03:52

Exploring Institutional Investing and Systematic vs Discretionary Approaches in Trend Following

03:32

Analogies Between Trend Following and Flying for Success and Endurance

02:54

Navigating Investment Strategies and Trends in Bear Markets

03:50

Introduction

2min

Reflections on Stage and CMT Association's Success at the Summit

2min

Navigating Institutional Investing: Integrating Technical and Fundamental Analysis

22min

Insights on Fund Management and Market Conditions Over Time

2min

Navigating the Interconnected World of Investing

21min

Navigating Market Trends and Long-Term Strategies

26min

Navigating Market Volatility and Tax Considerations

8min

Exploring the Significance of Timeframes in Trading and Investing Based on Asset Class Characteristics

3min

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

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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

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Focus on Institutional Context and Market Trends

Adapting to Changing Market Regimes

Balancing Discretion and Systematic Approaches

Emphasizing Context, Trends, and Risk Management

Understanding Trend Following and Risk Management

Adapting to Market Conditions and Identifying Investment Opportunities

Contrasts in Institutional vs Private Hedge Fund Management

Exploring Institutional Investing and Systematic vs Discretionary Approaches in Trend Following

Analogies Between Trend Following and Flying for Success and Endurance

Navigating Investment Strategies and Trends in Bear Markets

Remember Everything You Learn from Podcasts