Fill The Gap: The Official Podcast of the CMT Association

Julius de Kempenaer, CMT, a seasoned technical analyst and creator of the Relative Rotation Graph (RRG), discusses his journey from military academy to finance. He dives into the pivotal role of relative strength in portfolio management and reveals how RRG aids in visualizing asset momentum. Julius provides insights on optimal portfolio weighting, the significance of removing underperformers, and common pitfalls in RRG application. He also emphasizes the ongoing need for education in technical analysis, reflecting on his recent achievement of the CMT designation.

Sunil Garg, CMT, is Chief Investment Officer at Lighthouse Canton in Dubai and a former J.P. Morgan executive specializing in global investment analysis. In this discussion, he explores the interplay between technical and fundamental analysis, emphasizing that price action often leads fundamentals. Sunil shares insights on the current AI-driven market bubble, offering key risk management rules to spot shifts in market conditions. He emphasizes the UAE's evolving financial landscape and the decoupling of equities from oil, highlighting emerging market trends and opportunities.

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.

Robert 'Bob' Minter, Director of Investment Strategy at Aberdeen Investments and seasoned expert in commodities, shares his insights on blending technical and fundamental analysis in investing. He discusses how shifts in global supply chains and central bank activities impact commodities like oil and gold. Bob explains the importance of market signals, including moving averages, to gauge trade opportunities and highlights how changing trade routes may increase volatility. He also emphasizes the CMT community's role in continuous learning and idea sharing.

Stephen Suttmeier, CMT, CFA, is a seasoned technical strategist and founder of Suttmeyer Technical Strategies, transitioning from a pre-med path to finance. In this discussion, he shares insights on the mega-cap melt-up and the implications of AI on market trends. He emphasizes the importance of technical signals for navigating market cycles, and highlights emerging opportunities in commodities and global ETFs. Suttmeier also examines sector rotations and the risks posed by rising inflation and interest rates.

Rich Ross, CMT, is a Senior Managing Director at Evercore ISI and an award-winning technical researcher. He shares his journey from a Nasdaq market maker to simplifying technical analysis for investors. Ross discusses his trend-following approach, emphasizing adaptability in today's market influenced by passive flows and algorithms. He covers vital tools like moving averages and candlesticks while providing insights on relative strength and sector performance. Ross also highlights bullish signals and the importance of charts in making tactical investment decisions.

Vincent Randazzo, the founder of ViewRight Advisors, shares his expertise in systematic and technically-driven investment strategies. He discusses the critical role of risk management and market breadth indicators in enhancing traditional buy-and-hold approaches. Vincent emphasizes how financial advisors must justify their fees by offering value that extends beyond passive management, especially during downturns. He also highlights the need for evolving investment strategies to adapt to changing market dynamics, particularly for the millennial generation.

In this engaging discussion, Gary Antonacci, a seasoned investment professional with over 50 years of experience, delves into dual momentum strategies. He explains how relative and absolute momentum can enhance traditional trend-following approaches, particularly in volatile markets. Gary shares lessons learned from the 2020 market crash, emphasizing adaptable strategies and the importance of empirical data in momentum investing. He also explores advanced trading strategies and the psychological barriers investors face, offering insights into optimizing portfolio performance.

In our milestone 50th episode of Fill the Gap, we are honored to host Dan Wantrobski, CMT, Associate Director of Research at Janney Montgomery Scott. With over two decades of experience as a technical analyst and strategist, Dan offers a profound exploration into the long-term forces shaping today's markets.Key Discussion Points:Demographic Dynamics: Dan delves into how shifting population trends influence economic growth, labor markets, and investment opportunities.Commodity Supercycles: We examine the historical patterns of commodity markets and discuss what current trends suggest about future cycles.Secular Shifts in Debt Markets: Dan provides insights into the evolving landscape of debt markets, highlighting potential long-term implications for investors.Technical Analysis in Modern Markets: Drawing from his extensive background, Dan discusses the role of technical analysis in understanding and navigating complex market environments.Dan's comprehensive perspective, rooted in decades of market analysis, offers valuable guidance for investors seeking to understand the interplay between long-term trends and market behavior.Tune in to gain a deeper understanding of the macroeconomic factors and technical indicators that are shaping the future 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 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

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.