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Showing episodes and shows of
CFA With David Keller
Shows
Lead-Lag Live
David Keller on Market Trend Exhaustion, Emotion's Role in Investing, and Strategic Portfolio Management
Unlock the secrets to understanding market trends with insights from David Keller of Sierra Alpha Research. Ever wondered how to spot the exhaustion of a market trend before it's too late? Our conversation promises to equip you with the tools and techniques needed to enhance your situational awareness in investing, helping you sidestep the pitfalls of emotionally-driven decisions. Keller sheds light on the human element in investing, discussing how emotions can cloud judgment despite a plethora of available data. We dive into the impact of algorithms and confirmation bias on investor behavior, highlighting the critical need for heightened awareness...
2024-11-01
16 min
Lead-Lag Live
David Keller on Sentiment Shifts, Defensive Sector Trends, and Gold's Strategic Importance
Unlock the secrets of market sentiment and trends with expert insights from David Keller. Discover how shifts in sentiment and investor psychology drive market movements and learn about the most effective methods for measuring sentiment—from survey data to the VIX and the all-important price action. David reveals the biases lurking in sentiment surveys and highlights the critical role of trend following in making informed investment decisions, essential knowledge for anyone looking to stay ahead of market corrections.Explore the recent outperformance of defensive sectors such as utilities, real estate, and consumer staples, juxtaposed with the strength of...
2024-08-23
51 min
Lausanne Movement Podcast
Lessons from a Mission-Minded CEO: Bridging Work and Faith with Bob Doll
Can your 9-to-5 job become a powerful platform for mission? In this episode, we interview Bob Doll, the President, CEO, and CIO of Crossmark Global Investments, Inc. We delve into the concept of viewing the workplace as a mission field. Bob shares his personal journey, insights from influential books, and practical examples of living out faith in everyday work. Discover how to: Integrate your Christian values with professional excellence. Navigate challenges at the workplace. Mentor others in the workplace. Make a significant impact in your church and non-profits. B...
2024-06-10
29 min
THE GIANT VOICE
THE GIANT VOICE - Ep 22 Welcome Aboard: USS George Washington
Welcome back to THE GIANT VOICE! It's anchors aweigh on season 2 of the podcast as host David Flewellyn speaks to CFAY's Commanding Officer Capt. Les Sobol, Command Master Chief Anwar Blakely and our Deputy Public Affairs Officer, Mr. Justin Keller about the USS George Washington (CVN 73) and the USS Ronald Reagan (CVN 76) hull swap. The group provided expectations for the hull swap and the year to come, along with offering a host of important welcome aboard resources for incoming Sailors. Resources: CFAY Website: https://cnrj.cnic.navy.mil/Installations/CFA-Yokosuka/ CFAY Welcome Aboard Webpage: https://cnrj.cnic.navy.mil/Installations...
2024-01-12
25 min
Lead-Lag Live
What Happens Now To Stocks With David Keller
Behavior is everything.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe...
2022-09-04
51 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 20: David Keller, CMT
Most market participants have learned that the markets are driven by Fear and Greed. This month’s guest challenges that assumption with the idea that financial markets are ruled strictly by fear alone… Fear of loss, fear of missing out, fear of being wrong. Knowing that humans are not purely rational has helped academic research in the field of Behavioral Finance adapt theories to what technical analysis has proven to work in practice. This month’s esteemed guest has an encyclopedic knowledge of the tools as detailed in the compilation he edited in 2007 for Bloomberg Press: Breakthroughs in Tech...
2022-08-05
1h 06
Personal Finance from the Hill-Top
Episode #12 - What the hell is a CERTIFIED FINANCIAL PLANNER™?
In episode 12, we're talking about what the hell is a CERTIFIED FINANCIAL PLANNER™?David Tuzzolino, CFA, CFP® of PathBridge and Tyler Landes, CFP®, AIF® of Tandem Financial Guidance, sit down with Kyle to discuss what it means to be a CERTIFIED FINANCIAL PLANNER™ professional. It can get confusing when an advisor says they're a financial advisor and a CERTIFIED FINANCIAL PLANNER™. It leaves you wondering, "which one are you?"The guys break it down to make some sense of it. Tune in!As always, even though it's not recommended, to skip the fluff...
2021-02-11
58 min