Fill The Gap: The Official Podcast of the CMT Association

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.

Mark Newton, CMT, a distinguished market analyst and strategist at Fundstrat Global Advisors, brought his wealth of experience and analytical prowess to the forefront in a compelling podcast interview on the CMT Association's Fill The Gap series. With a career spanning significant roles at firms like Morgan Stanley Wealth Management and Greywolf Execution Partners, Mark has honed his expertise in technical analysis and market strategy over decades.During the podcast, Mark delved into a comprehensive analysis of current market trends, leveraging his deep understanding of economic data and its impact on investor sentiment. He emphasized the critical importance of employing a diverse range of technical tools to effectively navigate volatile market conditions, drawing on specific strategies that have proven effective in recent market cycles.Mark's insights extended beyond technical analysis, as he addressed audience questions regarding sector rotation dynamics and emerging market opportunities. His nuanced understanding of market dynamics and strategic thinking provided invaluable perspectives for both seasoned professionals and novice investors tuning in.Mark Newton's contributions to the field of technical analysis, coupled with his practical insights gleaned from his extensive career, made the podcast interview a definitive resource for anyone looking to enhance their understanding of current market dynamics and refine their investment strategies.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

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.

Wall St. Legends Robert J. Farrell and Walter Deemer discuss their 50-year careers in finance, contrarian investing, and evolving technical analysis strategies. They explore market behavior, stock selection challenges, and the impact of human behavior on financial markets.

Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She is a familiar face to many on Bloomberg News, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey. Enjoy this interview with one of the top minds in global equity strategy and understand how technical analysis adds clarity to in a most unpredictable investment landscape.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

Buff Dormeier, CMT, the world's foremost expert on volume analysis, discusses the importance of volume in portfolio management. He shares his insights on volume data analysis, capturing market turning points, and using volume as a key factor in decision-making. The podcast also explores concepts such as volume weighted prices and the VPCI indicator, and highlights the practical importance of technical analysis in managing investments.

The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio construction to his institutional clients cannot be overstated. While understanding "the health of the market" allows portfolio managers to responsibly take on risk for clients while maintaining situational awareness of market fragility, ignoring intermarket relationships and bottom-up trends leaves precious alpha off the table and presents career risk. Considering the ~60% rally of US equities off the LTCM low in 1998 to the peak in March of 2000, a lack of breadth is not reason enough to avoid market risk.The long and winding road of John's career on Wall St. allowed him to learn from many notable practitioners from his early days at Lehman Brothers to more recently as a buy-side technical strategist at Fidelity (FMR). He outlines a fascinating genealogy of technical analysts in his "family tree," which he takes great inspiration from and aspires to pay forward that is rooted in Robert J. Farell's Merrill Lynch technical research group. John is a huge advocate for technical analysis, where he is an adjunct university professor and an executive board member of the CMT Association.  Enjoy this insightful, informative, and hilarious episode of Fill the Gap with John Kolovos, CMT, CFA!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

Jonathan Krinsky, Managing Director at BTIG, discusses the importance of market analysis and his mean reverting approach to trading. The podcast also explores the similarities between golfing and investing, the significance of confirmation and risk management in counter trend trades, current market factors affecting performance, potential support levels, and the importance of finding your own approach in analyzing markets.

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.