Fill The Gap: The Official Podcast of the CMT Association

Tyler Wood, CMT and Dave Lundgren, CMT, CFA
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Mar 5, 2021 • 52min

Episode 3: Walter Deemer, CMT

As exchanges handle nearly 17 billion shares a day, the VIX remains elevated and intermittently spikes, market breadth surges to include cyclical sectors and small-cap stocks, and the S&P maintains a choppy advance all within 5% of all-time highs, Walter Deemer shares his current and historical view over more than 50 years on Wall St. on the latest installment of Fill the Gap. Walter’s endless wit was perhaps perfected in the crucible of Wall St. institutions such as Bob Farrell’s market research group at Merrill Lynch, Jerry Tsai’s Manhattan Fund through the “go-go” years, at Putnam Investments in Boston or during the nearly 40 years he spent advising institutional money managers as an independent technical analyst. As we investors attempt to navigate the markets during a period of excessive speculation in 2021, Walter Deemer’s perspective is invaluable. Listen for the laughs and the lessons as Walter discusses what has changed about market breadth signals, what follows periods of excessive speculation, the emotional state required of investors, and his contributions as a founding member and past president of the CMT Association. 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
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Feb 5, 2021 • 1h 2min

Episode 2: Louise Yamada, CMT

Perhaps one of the most inspiring entrances into the world of Wall St., Louise Yamada, CMT joins Fill the Gap for a riveting discussion of macro trends as market volatility peaks and we witness the madness of crowds.In this fascinating episode, hosts Tyler Wood and David Lundgren chat with Louise about her incredible career at Smith Barney (Citigroup) working with Alan Shaw, CMT, Ralph Acampora, CMT and many others, as well as the past 15 years directing her own research firm, Louise Yamada Technical Research Advisors (LYA). Louise discusses the major themes that have shaped her invaluable research for clients over multiple cycles, including the real inflation not captured by current measurements and the sensitivity of various sectors and industry groups to the effects of inflation. With a global lens for secular trends, Louise offers insights on the relative performance breakout of Emerging Markets equities and the specific impacts of implementing next generation technology in frontier and developing economies.  Reviewing Louise’s prescient book Market Magic, this episode delves into the unique insights taken from long-term trend analysis, demographic impacts, and historical corollaries. Listeners will even get a lesson in the natural laws of physics that apply to the world economy. Get to know a perennial leader in the Institutional Investor polls, the CMT Association’s Lifetime Achievement recipient of 2016, and a truly gifted market analyst – Louise Yamada, CMT.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
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Jan 8, 2021 • 1h 11min

Episode 1: Robert J. Farrell

In Fill the Gap's inaugural episode, hosts Tyler Wood and David Lundgren chat with guest Robert J. Farrell about his incredible career touching on diverse influences including Graham and Dodd, William Dunkak, and the myriad of talented analysts who joined his team at Merrill Lynch. Bob discusses the circuitous path that shaped his approach to markets, but also the environment that led to the formation of the Market Technicians Association (CMT Association) and his stewardship as the first President. Digging deeper into the process and tools of Bob’s analysis, he discusses that despite how much markets have changed structurally in his 60+ years on the street, the discipline of technical analysis as it pertains to understanding the behavior of the market and the objectivity  to take a contrarian view still leads to better investment decisions. Bob provides key insights on historical corollaries that have fallen apart, elements of market data that no longer provide the signal they once did, and the personal attributes that lead to a successful career in the investment business. 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

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