Fill The Gap: The Official Podcast of the CMT Association

Laurence Balanco, CMT, is a skilled Technical Analyst at CLSA Australia Pty Ltd, known for his expertise in global markets and Elliott Wave analysis. He shares his insights on navigating market trends and the importance of adapting investment strategies in a shifting landscape. The discussion highlights the resilience of global markets amid US economic uncertainty, the evolution of Bitcoin as a recognized asset, and emerging opportunities in sectors like fintech and robotics. Balanco also delves into the intricate dynamics of the dollar's influence on emerging markets.

Duke Jones, a Senior Financial Analyst at Merrill Lynch and former Director of the CMT Association, shares valuable insights from his extensive career in finance. He discusses the importance of patience and waiting for technical signals in market strategy, emphasizing that the market often knows more than analysts. Jones reflects on his journey from teenage trader to financial mentor, highlighting key lessons in risk management and adapting to economic uncertainty. He also explores the transformative impact of AI on investment strategies and the importance of fundamentals in navigating volatile markets.

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Jay Woods, CMT, the Chief Global Strategist for Freedom Capital Markets.Prior to joining Freedom, he was the Chief Market Strategist at DriveWealth Institutional. He also served as an Executive Floor Governor at the NYSE, the highest elected position at the Exchange held by only six NYSE members.Jay spent over 25 years as a Designated Market Maker on the NYSE floor. He started with Spear, Leeds, and Kellogg, then joined Goldman Sachs for 14 years and moved on to IMC after Goldman divested their floor operation. As a DMM, he was responsible for several high-profile IPOs and led trading in some of the most active issues at the NYSE.Jay gives us insights from his significant experience as a trader on the NYSE floor and as a Designated Market Maker. Our conversation centered heavily on technical analysis being the roadmap to finding and telling the story of a stock. He emphasizes the importance of keeping it simple and not overcomplicating your analysis. Think of the scenarios, where the risk/reward is set up, and keep your analysis as simple as possible. You can use other indicators to justify your story, but don't think there's one that's the holy grail. Be flexible, be nimble, always be ready to change your thesis.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 orhttps://www.linkedin.com/company/cmtassociationCMT 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

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome John Kosar, CMT, President and Chief Market Strategist at Asbury Research. After spending most of the first half of his 40-year career on the Chicago Mercantile Exchange trading floor, he has spent much of the second half trying to take emotions out of the equation by becoming as data-driven as possible. John describes some of the indicators and models he and his son, Jack, combine into portfolios of varying risk/reward profiles to meet the needs of different types of investors.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 orhttps://www.linkedin.com/company/cmtassociationCMT 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

Cynthia Kase, an Expert Consultant at Kase and Company, Inc., brings nearly 25 years of experience in trading indicators and forecasting models. She discusses her innovative methodologies, including wave analysis and Fibonacci projections, used for forecasting energy and metals commodities. Kase highlights the importance of statistical measures and risk management, explaining her unique tools like DevStop and Case Bars that enhance market analysis. She contrasts trading tactics with long-term investing strategies and shares insights on navigating market trends.

Dan Russo, a seasoned Portfolio Manager at Potomac Fund Management, brings over two decades of financial experience to the table. He dives into the significance of technical analysis in guiding investment decisions and shares his tactical approach to current market conditions. Dan highlights the contrast in individual stock performances amid a bull market and discusses the evolution of technical analysis, including integrating it with fundamentals. He also emphasizes the importance of disciplined risk management and systematic evaluation in effective portfolio management.

Todd Sohn, CMT, is an ETF and technical strategist at Strategas Securities, renowned for his market insights on CNBC. He discusses the booming $10 trillion ETF market and the rise of actively managed ETFs. Todd highlights actionable strategies for sector rotation, the impact of investor sentiment, and the risks posed by cap-weighted indices. He examines investment opportunities in metals and the nuances of active ETFs, while addressing market dynamics between Japan and India. Tune in for expert advice on navigating today's complex financial landscape!

In this engaging discussion, Frank Cappelleri, CMT, CFA, founder of Capp Thesis LLC, shares his expertise on navigating today’s market landscape. He dives into the Darvas Box technique, blending traditional analysis with modern strategies. Frank emphasizes emotional detachment in trading, recounting personal experiences that highlight the psychological aspects of investing. He critiques long-term investments in major stocks, advocating for a diversified approach. The conversation also explores the nuances of market sentiment and the importance of recognizing breakout patterns.

Join Brian Decker, a seasoned market strategist, on a deep dive into global bond portfolios. He integrates advanced methodologies like Market Profile and Elliott Wave Principle to optimize performance. From macro insights to tactical decisions, his expertise offers valuable insights on portfolio management. Explore strategic approaches, technical analysis, interest rates, economic insights, and market uncertainty impact on asset classes.

Janine Guenther, a financial professional, discusses integrating technical analysis with fundamental research for investment analysis. She emphasizes risk management, market trends, and the role of behavioral finance. Guenther shares insights on evaluating stocks, balancing fundamentals and technicals, and building resilient portfolios. The podcast also touches on client communication in financial planning and the trend of wealth transfer towards women in finance.