In this episode, we discuss the underlying principles of technical analysis, why so many institutional investors overlook or misunderstand technical analysis, what disciplined investing looks like, how quantitative investing and behavioral investing overlap with technical analysis and much more.
- Learn a bit about Dave’s professional journey and what he’s doing today.
- In Dave’s own words, what is technical analysis?
- What are some of the underlying principles in technical analysis that make it a valuable tool for investors?
- Why does Dave think that so many investors, particularly institutional investors, overlook technical analysis or misunderstand it?
- How does Dave define discipline in the context of investing?
- How does discipline show up in Dave’s actual process such as his rules, review cycles and decision making?
- What are the consequences when investors lose discipline?
- How does technical analysis compliment fundamental analysis?
- Are there moments in market cycles where technicals matter more, or differently, than fundamentals?
- How do quantitative investing and behavioral investing overlap with technical analysis?
- How would Dave describe today’s current market structure and does he think we are in a bubble?
- What are some of the technical signals that Dave is watching to know when to get out of a bubble?
- In the kind of fragile market environment we are currently in, how can investors prepare and how can they balance caution and opportunity?
- Who have been some of Dave’s biggest influences in the world of technical analysis? What books, mentors or resources have shaped his philosophy
- For investors who are new to technical analysis, how can they begin to blend this strategy into a long-term, diversified portfolio?
- What is the mission of the CMT Association and what does a CMT designation represent in today’s investment landscape?
- What inspired Dave to start his podcast, “Fill the Gap?”
- What is Dave’s approach to retaining physical and mental resilience?
- What are some of Dave’s daily or weekly habits that support his high performance?
- How has Dave’s mindset evolved over the years, both as a market professional and a human being?
Quote
“[Colleges] can’t tell you that momentum works, because [then] they can’t justify…all the courses they teach, the infrastructure around it and everything else, so it’s too risky for them to say that momentum works. Now, having said that, the room that I am in is not a very big one, but you could definitely fill this room with all the white papers that have been written by academia in support of the momentum factor.” - [13:33] Dave Lundgren
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