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

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Apr 26, 2024

Guest

David Lundgren, CMT, CFA

Guest

Frank Teixeira, CMT, CFA

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.

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ANECDOTE

Wellington Management Experience

Frank Teixeira and David Lundgren worked together at Wellington Management, known for value investing.
Teixeira hired Lundgren after receiving his high-quality research while at Fidelity.

INSIGHT

The Investment Equation

Price is determined by fundamentals, valuation, and sentiment (behavior).
These are linked; ignore one at your peril.

ADVICE

Communicating with Institutions

Avoid technical jargon when communicating with institutional investors. Focus on concepts like profit-taking and undervaluation instead of complex patterns.

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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/

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@CMTAssociation or
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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