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CMT Woodworking Studio
Custom Wood Furniture Made with Heart by CMT Woodworking Studio
At CMT Woodworking Studio, we made furniture with a sweet soul. Each piece is handcrafted, carefully finished, and specially designed to fit your vision. Our furniture, which ranges from tables to contemporary storage, carefully balances design and function. Quality, integrity, and craftsmanship—that’s the CMT Woodworking Studio promise.Tap the link to know more - https://cmtwoodworkingstudio.com/furniture-services-manassas/
2025-07-22
00 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 52: Vincent Randazzo, CMT
In this episode of Fill the Gap, we are joined by Vince Randazzo, CMT. Vincent emphasizes the importance of systematic risk management and the use of breadth indicators to improve upon traditional buy-and-hold strategies by spotting market deterioration, even if an index is making new all time highs. He also highlights the need for financial advisors to justify their fees by providing value beyond passive management, particularly through effective risk mitigation during market downturns. Vincent has guided portfolio managers and investors through multiple market cycles, developing proprietary market breadth indicators that help minimize losses in downturns while m...
2025-06-27
1h 14
Fill The Gap: The Official Podcast of the CMT Association
Episode 51: Exploring Dual Momentum with Gary Antonacci
Momentum remains one of the most persistent and powerful anomalies in financial markets. In this engaging fireside chat, recorded live at the West Coast Regional Summit in San Francisco, we sit down with Gary Antonacci, the renowned author of Dual Momentum Investing, to explore the evolution, application, and enduring effectiveness of momentum-based investment strategies.Gary will share his insights on the science behind Dual Momentum, how it enhances traditional trend-following approaches, and the ways investors can apply these principles to achieve superior risk-adjusted returns. Whether you’re a practitioner of systematic investing, a trend-following enthusiast, or simply cu...
2025-05-19
59 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 50: Navigating Market Cycles with Dan Wantrobski, CMT
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.
2025-04-21
1h 12
Market Misbehavior with David Keller, CMT
Adam Turnquist on Comparing 2024-25 to Previous Market Cycles
🎓 Take my FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...In the latest episode of the Market Misbehavior podcast, I catch up with Adam Turnquist, CMT, Chief Technical Strategist at LPL Financial. Adam shares his research comparing 2024 to past bull market years, why 2025 could resemble 1995, and the growing performance gap between the Magnificent 7 stocks and the rest of the market. We also discuss how to distinguish a short-term pullback from a longer-term bearish phase. Recorded on 1/14/25.You can learn more about...
2025-03-18
32 min
Market Misbehavior with David Keller, CMT
Frank Cappelleri Called SPX 6100 in 2024- What's in Store for 2025?
🎓 Take my FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...In the latest episode of the Market Misbehavior podcast, I talk with technical analyst and fellow CNBC Contributor Frank Cappelleri, CFA, CMT, of CappThesis. Frank started in the industry in the late '90s, working alongside technical analysis legends Alan Shaw and Louise Yamada at Smith Barney. He shares key lessons from his career in technical analysis, how he developed his impressive S&P 6100 call for 2024, and the signs of lea...
2025-03-18
33 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Laurence Balanco, CMT.Laurence Balanco, CMT is a Technical Analyst at CLSA Australia Pty Ltd. Lawrence has a broad array of knowledge of all the different markets, and a real unique perspective about pulling all these different markets together. Back in the day he was very a very heavy user of Elliott Wave. Technicians that can do it well can do it well, and he's definitely one of them. In our time with him during this interview...
2025-03-14
1h 22
Market Misbehavior with David Keller, CMT
Ari Wald Shares Three ETFs That Could Surge Into 2025
In the latest episode of the Market Misbehavior podcast, I spoke with Ari Wald, CFA CMT, Head of Technical Analysis at Oppenheimer & Co. We discussed how the current bull market compares to past cycles, what rising rates could mean for stocks in 2025, and the benefits of trend-following over time. Ari also shared insights on high vs. low momentum stocks and three industry ETFs showing strength. Don’t miss it!Take my FREE course "The Five Modes of Mindful Investors" here: https://www.marketmisbehavior.com/fre...Ready to take the next step on your journey to mo...
2025-03-11
34 min
Market Misbehavior with David Keller, CMT
Tyler Wood on the Future of Technical Analysis and the Folly of Fighting Trends
In the latest Market Misbehavior podcast, I spoke with Tyler Wood, CMT, CEO of the CMT Association and Co-Founder of GoNoGo Charts. We discussed systematic vs. subjective technical analysis, the value of multiple time frames, and spotting opportunities in uncertain markets. Tune in for a great conversation!Take my FREE course "The Five Modes of Mindful Investors" here: https://www.marketmisbehavior.com/fre...Ready to take the next step on your journey to more mindful investing? Check out our premium memberships.https://marketmisbehavior.com/premium✔ T W I T T E R
2025-03-11
39 min
CMT Woodworking Studio
Trusted CMT Woodworking Studio Company: Expert Advice on Woodworking
CMT Woodworking Studio is a reputed wood working company that is well-known for its exceptional craftsmanship, trustworthiness, and dedication to quality. With much years of experience in wood working industry, we specialize in best wood creations, unique furniture, and custom cabinetry that are customized to each customer's unique demands.Learn more - https://cmtwoodworkingstudio.com/
2025-03-11
00 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 48: Wait for the Signal with Duke Jones, CMT
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Duke Jones, CMT, a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets.Duke has been quoted in Barron’s, the Wall Street Journal, Bloomberg and the local press. He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financial Analyst Society.This was a fantastic int...
2025-02-21
1h 23
CMT Woodworking Studio
Choose CMT Woodworking Studio For Custom Closets in Manassas, VA
Do you want to add visually appealing and functional unique closets to your house? Manassas, VA's CMT Woodworking Studio specializes in creating premium, custom storage solutions that exactly suit your needs and style. Our custom closet Manassas VA enhance the aesthetics of your house while making the most of available space. Our skilled workers ensure long-lasting, superior finishes due to their years of experience in cabinetry and woodworking.Visit the link - https://cmtwoodworkingstudio.com/woodworking-services/built-ins/
2025-02-05
00 min
Market Misbehavior with David Keller, CMT
Mish Schneider Unpacks the Economic Modern Family: Key Charts and Insights for Q4!
Host David Keller, CMT catches up with Mish Schneider, Chief Strategist at MarketGauge. They discuss her Economic Modern Family and which areas she's most focused on for Q4, the Trifecta of silver, the US Dollar, and sugar, and the relationship between short-term movements and long-term trends for emerging growth areas like EVs.You can learn more about Mish's work at https://marketgauge.com/Follow Mish on X https://x.com/marketminuteTake my FREE course "The Five Modes of Mindful Investors" here: https://www.marketmisbehavior.com/fre...Follow me on T...
2025-01-31
30 min
Market Misbehavior with David Keller, CMT
Joe Rabil on volatility, the ADX line, risk management & Q4 leadership themes
Welcome to the latest episode of the Market Misbehavior podcast with David Keller, CMT! In today episode...Joe Rabil of Rabil Stock Research discusses the "trend year" and why Q4 may be stronger than you think, why the ADX line is a key part of his technical analysis approach, best practices for analyzing volatility, the resurgence of semiconductor stocks, challenges for active management, top-heavy equity benchmarks, leadership themes for Q4, and how he thinks about risk management with so many conflicting macro themes.You can learn more about Joe and his work at https://rabilstockresearch.c...
2025-01-30
31 min
Market Misbehavior with David Keller, CMT
Mark Newton, CMT on China, election risks, & leadership themes for Q4
Mark Newton, CMT of Fundstrat Global Advisors outlines a bullish view for equity markets, how investors should think about recent China strength, a potential cycle peak in mid-October for gold, leadership themes and recent strength in technology, how outcomes of the President election could affect the equity markets, the benefits of equal-weighted indexes and ETFs to minimize the mega cap effect, and how to balance macro themes with price trends and momentum.You can learn more about Mark and his work at Fundstrat Global Advisors over at https://fsinsight.com/.* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *Take my FR...
2025-01-27
31 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 47: Technicals Tell The Story with Jay Woods, CMT
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Jay Woods, CMT, the Chief Global Strategist for Freedom Capital Markets.Prior to joining Freedom, he was the Chief Market Strategist at DriveWealth Institutional. He also served as an Executive Floor Governor at the NYSE, the highest elected position at the Exchange held by only six NYSE members.Jay spent over 25 years as a Designated Market Maker on the NYSE floor. He started with Spear, Leeds, and Kellogg, then joined Goldman Sachs for 14 years and...
2025-01-03
1h 14
Fill The Gap: The Official Podcast of the CMT Association
Episode 46: John Kosar, CMT
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome John Kosar, CMT, President and Chief Market Strategist at Asbury Research. After spending most of the first half of his 40-year career on the Chicago Mercantile Exchange trading floor, he has spent much of the second half trying to take emotions out of the equation by becoming as data-driven as possible. John describes some of the indicators and models he and his son, Jack, combine into portfolios of varying risk/reward profiles to meet the needs of different types...
2024-12-13
1h 09
Fill The Gap: The Official Podcast of the CMT Association
Episode 45: Cynthia Kase, CMT, MFTA
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Cynthia Kase, CMT, MFTA, Expert Consultant at Kase and Company, Inc. Cynthia A. Kase, CMT, MFTA, and Dean Rogers, CMT have worked together for nearly a quarter of a century. During that time, they have worked closely to develop trading indicators, custom bars, and complex forecasting models.During the interview, we discuss the foundational concepts from Kase’s award-winning work, including the background behind Kase’s innovative methodology for forecasting energy and metals commodities futures. Thes...
2024-12-06
51 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 44: Tactical Insights with Dan Russo, CMT
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Dan Russo, CMT, Portfolio Manager at Potomac Fund Management. Dan shares his tactical approach to navigating today’s markets, emphasizing the critical role of technical analysis in portfolio management. With over two decades of experience in financial markets, Dan discusses how he integrates trend-following strategies, relative strength analysis, and risk management to deliver results for clients. He provides insights into adapting to evolving market conditions, identifying key opportunities across asset classes, and the importance of staying disciplined in...
2024-11-08
1h 23
Fill The Gap: The Official Podcast of the CMT Association
Episode 43: Navigating Markets with Todd Sohn, CMT
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively managed ETFs, now comprising over 8% of total ETF assets—a figure that has doubled in just the past three years. Join us as Todd dives into actionable insights for managing rapid sector rotation, the critical intersections of thematic investing with tre...
2024-10-25
1h 15
Fill The Gap: The Official Podcast of the CMT Association
Episode 42: Frank Cappelleri, CMT, CFA
In Episode #42 of the CMT Association’s "Fill the Gap" podcast, we sit down with Frank Cappelleri, CMT, CFA, Founder of Capp Thesis LLC. In this engaging conversation, Frank provides his insights into the current market landscape, sharing his perspective on key trends and developments. We delve into Darvas Boxes, a classic yet powerful tool in technical analysis, and explore how Frank integrates this technique into his broader analytical toolkit. Whether you're a seasoned investor or new to technical analysis, this episode offers valuable perspectives on navigating today’s markets and enhancing your trading strategy. Don't miss this...
2024-08-26
1h 09
Fill The Gap: The Official Podcast of the CMT Association
Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT
Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the complexities of cross-asset dynamics with a specific emphasis on global bond portfolios. In this episode, he unveils his analytical process, which integrates advanced and highly differentiated methodologies such as Market Profile, DeMark studies, and the Elliott Wave Principle across multiple timeframes. T...
2024-07-10
1h 03
Fill The Gap: The Official Podcast of the CMT Association
Episode 40: Janine Guenther, CMT, CFA
In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT and CFA designations, Guenther provided a nuanced perspective on navigating today's complex market dynamics.Throughout the hour-long discussion, Guenther emphasized her holistic approach to investment analysis, integrating technical indicators with rigorous fundamental research. Drawing on her experience from roles at BMO Capital Markets and CIBC World...
2024-06-02
1h 11
Conectando o Direito
CoD #23 | O que Cybersegurança tem a ver com o Direito? (Domingo Montanaro e Matheus Sturari)
Nesse episódio do Conectando o Direito, conectamos os crimes cibernéticos à legislação de proteção de dados, refletindo sobre as repercussões jurídicas do avanço tecnológico nas empresas. Para tanto, recebemos o Domingo Montanaro, um dos maiores experts em segurança da informação no Brasil e CEO da Ventura Entreprise Risk Management. Além dele, o Matheus Noronha Sturari, sócio da área de Proteção de Dados do CMT Advogados e Professor do Insper. Confira o conteúdo e acompanhe nossas novidades seguindo nas redes sociais @cmtadv!
2024-05-13
50 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 39: Mark Newton, CMT
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...
2024-05-01
58 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA
This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future.In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgren, CMT CFA will share insights from decades of institutional portfolio management experience on how Wall St. utilizes technical analysis to understand market behavior, fund flows, positioning, price action, and the character and direction of public markets. T...
2024-04-26
1h 24
Fill The Gap: The Official Podcast of the CMT Association
Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer
This episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024.This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry’s use of technical analysis throughout the illustrious 50 year careers as colleagues, clients, and friends. One of Institutional Investors most highly decorated research anal...
2024-03-26
1h 19
Fill The Gap: The Official Podcast of the CMT Association
Episode 36: Gina Martin Adams, CMT, CFA
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 t...
2024-01-05
1h 09
Fill The Gap: The Official Podcast of the CMT Association
Episode 35: Buff Dormeier, CMT
It's time to turn up the Volume! Our special guest this month is one of the most prolific contributors to the technical analysis body of knowledge today and arguably the world's foremost expert on volume analysis. Buff Dormeier, CMT asserts that volume - when used correctly - is the most important factor in any portfolio manager's toolkit.We dig deep into the intricacies of volume data and how it informs the message of the market vis a vis price. We got a glimpse of the painstaking efforts Buff takes to decompose the reported data sets and reconstruct...
2023-12-18
1h 06
Fill The Gap: The Official Podcast of the CMT Association
Episode 34: John Kolovos, CMT, CFA
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 r...
2023-11-18
1h 15
TechniTrader - Stock Market Training Podcast
Trading Pre Market or After Market Hours
Many retail traders want to try trading either before the market opens or after the market closes. Find out what you need to know about trading when the official market exchanges are closed. This Podcast show continues the education you need to know about the market structure and how it works. You will learn about the pre-market and after-market hours and how this works for traders and investors. Should you be trading after market hours? If you do what are the ramifications and risk? Martha Stokes CMT cuts through the hype and misinformation, providing you with facts that will...
2023-10-16
18 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 33: Jonathan Krinsky, CMT
Jonathan Krinsky, who holds the Chartered Market Technician (CMT) designation, is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Trading Group at Miller Tabak & Company.Jonathan provides clients with actionable technical commentary on U.S. and global equities, commodities, interest rates and currencies. Jonathan looks at the market on a global basis, taking into account inter-market relationships, sentiment and seasonality, i...
2023-10-12
1h 06
Conectando o Direito
CoD #18 | O que Navegação tem a ver com o Direito?
Vamos entender aspectos legais e desafios jurídicos no setor de transporte hidroviário no Brasil? Afinal, o que a Navegação tem a ver com o Direito? E para nos aprofundarmos nesse assunto, o Luciano Timm conversou com: Gianfranco Cinelli, Diretor Jurídico, Regulatório e Compliance na Hidrovias do Brasil S.A. Pedro Carvalho, Sócio do CMT Advogados e Professor do Ibmec. Confira o conteúdo e acompanhe nossas novidades seguindo nas redes sociais @cmtadv! https://cmtadv.com.br/
2023-10-10
30 min
TechniTrader - Stock Market Training Podcast
The Different Styles of Trading Stocks
Would you like to find out how the stock market really works? It’s not what you have been told. Listen and learn about the inner workings of the stock market. In this Podcast Martha Stokes CMT explains how the stock market works, the 4 different order types that are present at any given time, how the market participants interrelate, and how you can earn extra income or use stock trading as a full-time career. Martha covers a variety of areas about the stock market that are full of misperceptions and misinformation. Learn the facts about the stock ma...
2023-10-09
18 min
TechniTrader - Stock Market Training Podcast
How to Trade With the Right Market Participant Groups
Learn a few simple techniques to increase your ROI on every trade. Discover how you can read the footprints of the professionals of the stock market to enjoy higher profits.In this Podcast, Martha Stokes CMT discusses how you should choose which stock market participant group from the professional side that you want to trade with. Often times, retail traders are trading against the giant-lot professionals which results in trade losses.Learning the distinct footprint of each professional group that trades the stock market enables you to trade with the group that best fits your trading style...
2023-10-02
24 min
TechniTrader - Stock Market Training Podcast
Trading Strategies, Styles, and Systems
Confused about Trading Strategies and Trading Systems? Listen and learn what you really need to know about trading stocks with consistent success.In this Podcast Martha Stokes CMT talks about trading strategies and trading systems and why this is NOT where you should start your training in the stock market. Martha will explain the what, when, where, why, and how of learning to trade stocks, what a trading style is and how strategies are applied to that trading style.You will learn the difference between intraday trading and day trading, you will discover there are many ways...
2023-09-25
23 min
Conectando o Direito
CoD #17 | O que o Agronegócio tem a ver com o Direito?
O Agronegócio é um dos principais setores da economia brasileira. Mas afinal, quais são as questões jurídicas envolvidas em seu funcionamento? E para nos aprofundarmos nesse assunto, o Luciano Timm conversou com: José Murillo, Legal & Compliance Director at Syngenta e com LLM pela University of Pennsylvania Law School. Lucas Monteiro de Souza, Sócio da área de Direito do Agronegócio do CMT Advogados, Coordenador do MBA em Direito do Agronegócio da EPD. Confira...
2023-09-25
47 min
TechniTrader - Stock Market Training Podcast
Corporations Trading the Stock Market
Did you know that corporations that are buying and selling stock can affect your stock trading? Learn more about how and why corporations are buying millions of shares of stock.In this podcast, show Martha Stokes CMT talks about the one market participant group most people do not know about to teach investors more about the internal structure of the stock market. Corporations do regularly buy and sell stock and their large-lot buying can create momentum runs and uptrends.Learn about buybacks and how they affect stock trends. Learn why corporations buy small cap stocks, and how they can...
2023-09-16
17 min
TechniTrader - Stock Market Training Podcast
Are Women Better Investors and Traders Than Men?
Are men really better than women at investing and trading? Find out in this radio show as Martha Stokes CMT talks about the roles of men and women in the financial markets. Learn the differences between men and women who invest and trade.To request a Podcast Topic, email: olgap@technitrader.com*Check out our Stock Market Courses, these courses teach you how to trade stocks and options.*Download the TechniTrader App and learn on the go!
2023-09-11
16 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 32: Ari Wald, CMT, CFA
Will value catch up to growth’s steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap!Ari Wald, CMT, CFA joins us in Episode #32 where we explore the detailed and comprehensive market research behind Oppenheimer’s head of Technical Analysis. Before getting into markets, Ari walks through the “genealogy” of his career with influences from mentors like Andrew Burkly, Charlie Blood, and Sam...
2023-09-11
1h 07
TechniTrader - Stock Market Training Podcast
The Affects News Has on Investing
Can you really rely upon the nightly news, or stock market websites to help you find great stocks to buy?Find out this week when Martha Stokes CMT talks about the differences between professional and retail news, and why these news feeds are so completely different in content. She will explain what news is important, and what is just plain hype and speculation. Learn how to determine if the news will affect a stock price or not.To request a Podcast Topic, email: olgap@technitrader.com*Check out our Stock Market Courses, these courses teach you how to trade stocks...
2023-09-04
27 min
TechniTrader - Stock Market Training Podcast
How Precision Trading Equals Higher Profits
Do you want to make more money trading stocks that you currently are making? Then tune into this podcast to find out more about Precision Trading techniques.Precision Stock Trading requires a few specialized skills that most traders have not learned. These skills help you achieve your monthly income goals with less work and time. You will learn how to trade stocks using techniques and skills that generate higher profitable trades and lower risk. Anyone can learn to these skills. Martha Stokes CMT gives details on what is wrong about your trading now and how to employ precision entries and...
2023-08-28
18 min
TechniTrader - Stock Market Training Podcast
The Forex Market Explained
In this week’s Podcast, Martha Stokes CMT explains the Foreign Exchange market and the complexity of its influences, such as the relationships between the economies, banking systems and politics of the paired Forex currencies.How does a retail trader understand the international banks’ motives for trading currencies? How are Stocks different from Forex pairs? Which market has the lowest risk? Find out what your Forex broker doesn’t want you to know. To request a Podcast Topic or have Martha be a guest speaker, email: olgap@technitrader.com*Check out our Stock Market Courses, these courses teach you how to...
2023-08-21
19 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 31: Clint Sorenson, CMT, CFA
How do the tenets of trend following apply to private equity and venture capital? What does Eminem’s final rap battle in 8Mile have to do with client communications strategies? How could macro volatility be a helpful landscape for active investors over the coming 18 months? Find answers to these and so much more in the latest episode #31 of Fill the Gap! This month’s featured guest is past CMT board member, author, OCIO, asset allocator and voracious lifelong learner, Clint Sorenson, CMT, CFA. Clint is a Co-Founder of WealthShield LLC and has long been dedicated to innovating and a...
2023-08-14
57 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 30: Jamie Coutts, CMT
Technical Analysts know that "timing is everything." This month's interview could not come at a better moment as the global discussion around cryptocurrencies, decentralized finance and digital assets again takes center stage. Our longtime friend, past CMT Association Board Member, and exceptional market analyst Jamie Coutts, CMT, CFTe is the Crypto Market Analyst for Bloomberg Intelligence. His knowledge of market structure, on-chain analytics and macro context for this emerging asset class is unparalleled. Whether you are a maximalist, a dabbler, or even for those vehemently opposed to cryptocurrencies, the context provided by Jamie in this interview is cr...
2023-07-21
1h 21
TechniTrader - Stock Market Training Podcast
What Nobody Tells You About the Federal Reserve Bank
Myths, Misinformation, and missing facts swirl around the Federal Reserve these days. When The Fed Chairman speaks the stock market reacts. What is really going on and how will this affect you, your job, the recession, and what comes next.The Average American has no idea what the Federal Reserve Bank is in actuality. In this podcast Martha Stokes CMT demystifies this important government bank that regulates money flow, interest rates, the banks, a massive Balance Sheet, credit markets, money markets, the stock and bond markets and the economy. To request a Podcast Topic, email: olgap@technitrader.com *Check out...
2023-07-17
19 min
Conectando o Direito
CoD #14 | O que Criptoativos têm a ver com o Direito?
O Luciano Timm recebeu o Marcelo Bueno (Diretor jurídico de empresas do ramo de criptoativos) e o Pedro Carvalho (sócio do CMT Advogados na unidade de Recife - PE) para conversar sobre criptoativos, blockchain, inovações no Porto Digital e como essas tecnologias interagem com o Direito. Confira o conteúdo e acompanhe nossas novidades seguindo nas redes sociais @cmtadv! https://cmtadv.com.br/
2023-07-10
48 min
TechniTrader - Stock Market Training Podcast
Finding Stock Trading Opportunities
One of the hardest things for traders to do is to quickly find stocks to trade. In this podcast you will learn the best methods and the common pitfalls many traders make.There are over 6000 publicly traded stocks, there are thousands of options for stocks, indexes, and ETFs, there are many different trading instruments across 10 different financial markets. Finding something to trade for profit can be a daunting task. In this podcast Martha Stokes CMT talks about trading view points and perspectives of many traders. She discusses the pros and cons of chatrooms, trading websites, and much more. Tune in...
2023-07-10
20 min
TechniTrader - Stock Market Training Podcast
CEOs and Stock Values
Why is a CEO so important to a company and its stock values?CEOs are paid huge sums of money in the eyes of Main Street. Why do firms pay so much? Are CEOs that important? Martha Stokes CMT explains the role of the CEO, his or her importance to the company, the difference between a great CEO and a bad CEO, how the Board of Directors control the CEO, and how the shareholders of the company can force the Board to replace the CEO. CEOs do make or break a company and do impact its stock price. Learn more...
2023-07-03
16 min
TechniTrader - Stock Market Training Podcast
Components of Technical Analysis
A critical aspect of technical analysis that many traders do not fully use properly is how to interpret the strength of support or resistance. In this radio show Martha Stokes CMT, explains how different types of support and resistance develop and what it means for near term price action for swing, day, and position traders. Support and resistance provides the basis for entries, exits, run gain potential calculations, and duration of the run. Learn what you don’t know about support and resistance during this podcast. To request a Podcast Topic, email: olgap@technitrader.com *Check out our FREE video le...
2023-06-26
17 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 29: Craig Johnson, CMT, CFA
Craig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors.Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using classic trend analysis, his team simply highlighted the series of higher highs and higher lows appearing in the equity index. But their process is revealed in the 300+ pages of the “Informed Investor” research report which delivers in-depth analysis of sectors, industry subgroups and a he...
2023-06-26
1h 15
TechniTrader - Stock Market Training Podcast
Finding Momentum for Swing and Day Trading Stocks
Swing and Day Traders need momentum price action to make high profits. Tune in to find out where you find stocks poised to move with huge momentum gaps or runs.Momentum is a specific price action that makes stocks move like a rocket. These huge runs and gaps offer tremendous opportunities for swing and day traders. However, most swing and day traders often miss the best momentum runs and end up chasing a stock in a momentum run and losing money. Martha Stokes CMT talks about why momentum runs develop, how to find the compression and consolidation patterns before the...
2023-06-19
20 min
TechniTrader - Stock Market Training Podcast
Trading and Investing Information
Learn what investing information is critically important to your retirement account. Discover what trading tips, advice, or stock recommendations you should listen to.Martha Stokes CMT takes all the information available to independent investors and retail traders and explains where to go for the best information about investing, trading, stocks, and the financial markets. This discussion will open your eyes to how to manage the world of news, articles, analyst's recommendations, guru commentaries and much more. To request a Podcast Show Topic, email: olgap@technitrader.com*Check out our Stock Market Courses, these courses teach you how to trade stocks...
2023-06-12
22 min
Conectando o Direito
CoD #12 | O que a Reforma tributária tem a ver com a Economia, Justiça e Política? (Gabriela Pires e Cristiano Carvalho)
A eterna expectativa para aprovação da Reforma tributária foi o mote que conduziu essa conversa entre o Luciano, a Gabriela e o Cristiano, que desembocou na complexidade do Brasil. Gabriela Cabral Pires é Sócia do CMT Advogados na Área Tributária e Mestre em Direito pela PUC-MG. Cristiano Rosa Carvalho é sócio-fundador do CMT Advogados e possui Livre-docência em Direito Tributário pela USP e Pós-Doutorado pela University of California, Berkeley. Confira o conteúdo e acompanhe nossas novidades seguindo nas redes sociais @cmtadv! https://cmtadv.com.br/
2023-05-29
38 min
TechniTrader - Stock Market Training Podcast
Stock Trading Tools
In this discussion, Martha Stokes CMT tells you what tools you need to be a consistently successful investor or trader. She gives you candid factual advice on choosing an online broker, charting software, and much more. Martha’s frankly dispels common myths and misperceptions about the stock market while giving you information you can use right away. To request a Podcast Show Topic, email: radioshow@technitrader.com*Check out our Stock Market Courses, these courses teach you how to trade stocks and options. Also don’t pass up on the limited time FREE 1-hour trading course: 5 Steps to Stock Trading Succ
2023-05-08
24 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 28: Live from NYC with Jerry Parker
Fill the Gap LIVE: Tenets of TrendfollowingThis fireside chat was broadcast live from midtown Manhattan on April 28, 2023 as episode #28 of Fill the Gap: the Official Podcast of CMT Association. One of the famed Turtle Traders groomed under Richard Dennis, Jerry Parker has continued to thrive through multiple market cycles as a systematic trend-following manager and CEO of Chesapeake Capital. Co-host of Fill the Gap, David Lundgren explores Jerry’s time-tested approach to trend following, and what it takes to succeed, both as a portfolio manager and business owner, using this “simple but not ea...
2023-05-02
1h 10
Conectando o Direito
CoD #11 | O que a Filosofia tem a ver com o Direito? (Fernando Araújo)
Esse é o episódio de estreia da 2ª temporada do Conectando o Direito. E a primeira conexão dessa temporada responde à pergunta: o que o Direito tem a ver com a Filosofia? Se essa é uma relação óbvia para muitos, o equilíbrio entre a abordagem filosófica e a prática jurídica ainda é um ponto sobre o qual refletimos muito pouco. Para essa discussão, recebemos o Fernando Araújo, Professor Catedrático da Faculdade de Direito da Universidade de Lisboa e Sócio do CMT Advogados na unidade de Lisboa. Confira o conteúdo e acompanhe noss...
2023-05-02
51 min
TechniTrader - Stock Market Training Podcast
Do Earnings Reports Really Matter?
Recently there has been talk about eliminating quarterly earnings report rules for US corporations. Is this a good or bad idea? How would it affect you and your investments? Tune in and find out.Politicians have been debating as to whether they should interfere with the traditional quarterly earnings reports required of all publicly traded companies. Would this benefit investors OR is this just another stupid idea that would harm investors and retail traders. Martha Stokes CMT candidly explains what would happen if quarterly earnings reports were no longer mandatory for publicly traded companies. To request a Podcast Show Topic...
2023-04-24
18 min
TechniTrader - Stock Market Training Podcast
How Dark Pool Investors Impact the Stock Market
Dark Pools have the largest asset base in the world. Learn more about them in this podcast series from TechniTrader.In this podcast, Martha Stokes CMT, talks about the Dark Pool Investors who impact the stock market and financial markets across the globe. She explains the difference between a Dark Pool Buy Zone and a Dark Pool Sell Zone. You will learn how Dark Pools create most long term bottoms and how to invest when they are investing. You will learn how Dark pools instigate Tops and how to recognize Dark Pool Rotation so that you can sell when...
2023-04-03
21 min
TechniTrader - Stock Market Training Podcast
The Basics of Trading Stocks
Most traders think they know more than they do about stock trading basics. In this podcast show Martha Stokes CMT explains the huge holes in most trader’s education and how to fill those gaps to earn more money trading stocks.Retail Traders don’t know many critical aspects of stock trading. It is the holes in their education and training that causes most trading losses. If you are a beginner, or have been trading for several years and are still not consistently successful, then tune into this podcast and learn some facts you don’t know that will help you tr...
2023-03-27
17 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 27: Mark Deriet, CMT, CFA
This month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT."Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-pack from the show notes here: https://cmtassociation.org/podcast/fill-the-gap-episode-twenty-seven-with-mark-deriet-cmt-cfa/Mark Deriet, CMT, CFA, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis | Cormark Securities Inc.Mark Deriet is the Quantitative and Technical Analyst for Cormark Securities Inc...
2023-03-24
1h 13
TechniTrader - Stock Market Training Podcast
Do Earnings Reports Really Matter?
Recently there has been talk about eliminating quarterly earnings report rules for US corporations. Is this a good or bad idea? How would it affect you and your investments? Tune in and find out.Politicians have been debating as to whether they should interfere with the traditional quarterly earnings reports required of all publicly traded companies. Would this benefit investors OR is this just another stupid idea that would harm investors and retail traders. Martha Stokes CMT candidly explains what would happen if quarterly earnings reports were no longer mandatory for publicly traded companies.
2023-03-08
18 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 26: Vernon Bice, CMT
Vernon Bice, CMT joins Fill the Gap this month!Vernon Bice, CMT is a Portfolio Manager at Lord Abbett, where he is responsible for contributing to the management for the firm’s micro-cap growth, small cap growth, mid cap growth and large cap growth strategies. He plays a key role in technical analysis, drawing on his deep experience to provide insights to the portfolio management team. Mr. Bice joined Lord Abbett in 2011. His prior experience includes serving as Portfolio Analyst at Bank of America; Research Analyst at BNY Institutional Asset Management; and Investment Associate at UB...
2023-02-21
1h 12
TechniTrader - Stock Market Training Podcast
Avoiding Scams and Frauds in the Stock Market
Every day on the internet there are ads and articles about ordinary people getting rich quick, instant millionaires, and fantastic profits from the stock market.Most people know to ignore these hyped up scams, but how do you know when something that appears to be a legitimate claim is not a scam? How can you avoid con artists and those who would take advantage of you and your hard earned money? Who can you trust?Martha Stokes CMT explains how to disseminate the difference between a fake statement, and honest reliable information about stocks. This...
2023-02-17
27 min
TechniTrader - Stock Market Training Podcast
The Truth About Forex
In this week’s podcast, Martha Stokes CMT explains the Foreign Exchange market and the complexity of its influences, such as the relationships between the economies, banking systems and politics of the paired Forex currencies.In this show, Martha Stokes CMT explains the Foreign Exchange market and the complexity of its influences, such as the relationships between the economies, banking systems and politics of the paired Forex currencies. How does a retail trader understand the international banks’ motives for trading currencies? How are Stocks different from Forex pairs? Which market has the lowest risk? Find out what your...
2023-02-10
19 min
TechniTrader - Stock Market Training Podcast
Binary Options - Should You Use Them to Trade?
Martha Stokes CMT explains Binary Options, a trading instrument that is high-profile with plenty of media hype and get-rich-quick schemes. Find out from an unbiased source what they are, how they work, how they are traded, the risk, and potential profits. Get information needed before risking any hard earned money, and whether they are right for your trading style and goals. This radio show is for anyone considering trading traditional Options or Binary Options.To request a Radio Show Topic, email: radioshow@technitrader.comCheck out our Stock Market Courses, these courses teach you how...
2023-02-03
25 min
TechniTrader - Stock Market Training Podcast
The Most Important Stock Market Data
What is the most important stock market data? If you guessed price, you are wrong. Tune in to find out what data is critical to your trading success and profits.There are 3 Data Sets that come from each stock trade transaction. In today’s radio show Martha Stokes CMT explains the data set that is most important for trading stocks, options, and ETFs in the fully automated stock market. You will learn why this data is so vital to your success and how it can increase your profits immediately. This is training you won’t hear anywhere else...
2023-01-27
20 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 25: Patrick Kent, CMT, CFA
Fill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management. Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Investment Management Group. We discuss the ways in which technical concepts and tools that provide context for idea generation, parameters around position sizing, and helps the entire team prioritize their analysis based on where the market is confirming or denying their fundamental th...
2023-01-23
1h 13
Fill The Gap: The Official Podcast of the CMT Association
Episode 24: Tim Hayes, CMT
Why do we all believe technical indicators should be quantified? Why do we follow a top-down approach to market analysis? Why do practitioners follow a "weight of the evidence" approach? This month's guest is the author of seminal work in the field which cemented principles followed by technical analysts worldwide.Timothy W. Hayes, CMT, is NDR’s Chief Global Investment Strategist. He has been with the firm since 1986. Tim directs NDR’s global asset allocation services, develops strategy and major investment themes, and establishes NDR’s weightings for global asset allocation, presenting his views on the cyclical and se...
2022-12-16
1h 02
Conectando o Direito
CoD #10 | O que o Direito do consumidor tem a ver com o Direito antitruste? (Adriana Cardinali, Jacqueline Salmen Raffoul e Maria Carolina França)
O que o Direito do consumidor tem a ver com o Direito antitruste? Para muitos, a relação entre a concorrência e o bem-estar dos consumidores não é muito clara. Alguns, entretanto, acreditam que a defesa da concorrência pode ser um dos principais instrumentos de proteção ao consumidor. Para responder à pergunta, no décimo episódio do Conectando o Direito recebemos a Adriana Cardinali (Diretora Jurídica no Mercado Livre Brasil, com Doutorado em Direito pela USP), a Jacqueline Salmen Raffoul (sócia do CMT Advogados e Doutoranda em Direito pela UniCEUB) e a Maria Car...
2022-11-28
36 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022
Fill The Gap Live: Investment Management Trends at an Inflection PointInterview recorded Live at CMT APAC Summit 2022 in Mumbai India on Nov 5, 2022In this live installment of Fill the Gap, the official podcast of the CMT Association, global money management veterans share how they use technical analysis in their trend following investment process for market outperformance over the long run.With front row seats to the evolution of equity markets for more than three decades, Atul Suri and David Lundgren, CMT, CFA have learned many lessons managing returns over multiple market...
2022-11-18
1h 15
Conectando o Direito
CoD #8 | A diversidade importa no mercado jurídico? (Simone Galvão, Irapuã Santana e Danilo Brum)
Afinal, a diversidade importa no mercado juridico? Um estudo do Centro de Estudos das Relações de Trabalho e Desigualdades aponta que ainda há muitos desafios para a diversidade racial nos ambientes de trabalho do setor jurídico. Para responder à pergunta, no oitavo episódio do Conectando o Direito recebemos a Simone Galvão (Legal VP LatAm no Gympass, com mestrado em Direito pela University of Virginia), o Irapuã Santana (Presidente da Comissão de Igualdade Racial da OAB/SP, colunista O Globo e com doutorado pela UERJ) e o Danilo Brum (Sócio do CMT Advogad...
2022-10-31
51 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 22: John Lewis, CMT
The timing of this months episode is uncanny. Investors around the globe are faced with a challenging market environment across all asset classes. Our guest this month was famously quoted as saying: "There isn't any alpha to be had in strategies that you always feel good investing in. Being uncomfortable at times is a necessary evil." Lessons about sticking to your process really stood out in this month's interview. And, what can be trite comments on social media have a much deeper impact coming from a veteran portfolio manager navigating markets with such a significant asset base.J...
2022-10-12
1h 03
Conectando o Direito
CoD #6 | Como o ESG pode ser um ativo para as empresas? (Marina Willisch e Henrique Misawa)
Afinal, como o ESG pode ser um ativo para as empresas? A sigla que significa Environmental, Social and Governance está em alta no mundo corporativo. Uma demanda de instituições e investidores pelas chamadas boas práticas empresariais que, atendidas sob orientação adequada, pode trazer consequências positivas para as empresas praticantes. Para responder à pergunta, no sexto episódio do Conectando o Direito recebemos Marina Willisch, Vice-presidente de Relações Públicas, Comunicações e ESG na General Motors South America e com Especialização em Direito e Economia pela FGV. Também, Henrique Misawa, Sócio do...
2022-10-03
47 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 21: Jurrien Timmer, CMT
"Global Macro Analysis is like four dimensional chess." says Jurrien Timmer, CMT "It's intellectually thrilling!" If the recent market environment has been less intellectually thrilling and more emotionally draining, then this episode is for you! Starting from the bond desk at a large Dutch bank nearly forty years ago, Mr. Timmer has learned a few things that will absolutely change the way you think about investing...As director of Global Macro at Fidelity Investments, Jurrien Timmer, CMT is part of Fidelity’s Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Ad...
2022-09-23
1h 08
Conectando o Direito
CoD #5 | Qual será o futuro da Autoridade Nacional de Proteção de Dados? (Miriam Wimmer e Matheus Noronha Sturari)
Afinal, qual será o futuro da Autoridade Nacional de Proteção de Dados? Todos estão de olho nos próximos passos da Autoridade Nacional de Proteção de Dados, como o início da aplicação das penalidades administrativas e a expectativa de que a ANPD adquira a autonomia de autarquia. Para responder à pergunta, no quarto episódio do Conectando o Direito recebemos nada mais nada menos que Miriam Wimmer, Diretora da Autoridade Nacional de Proteção de Dados – ANPD e Professora de Direito no IDP Brasília. Também, Matheus Noronha Sturari, Coordenador de Proteção de Dad...
2022-09-19
50 min
Conectando o Direito
CoD #4 | Como usar estratégia no provisionamento e contingenciamento? (Pedro Mansur, Schaiane Barroso e Rafael Bicca Machado)
Afinal, como usar estratégia no provisionamento e contingenciamento? Poucos assuntos conectam tanto o Direito à Contabilidade do que esse. Enquanto o tema deixa muitos advogados de cabelo em pé, outros conseguem enxergar nele boas oportunidades. Para responder à pergunta, no quarto episódio do Conectando o Direito recebemos o Pedro Mansur (Head of Litigation na Prudential do Brasil e Mestre em Direito pela Universidade de Lisboa), Schaiane Barroso (Especialista de Gestão de Capital na Prudential do Brasil e Mestre em Engenharia Elétrica na área de concentração de Métodos de Apoio à Decisão pela PUC-Rio...
2022-09-05
37 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
Fill The Gap: The Official Podcast of the CMT Association
Episode 19: Katie Stockton, CMT
Renowned technical analyst Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm. Additionally this year, she became lead portfolio manager of the Fairlead Tactical Sector ETF - $TACK. Her conservative and unbiased approach to markets has helped clients navigate volatility for 25 years and she has now translated that discipline into an investable strategy. This month’s interview was really a masterclass in how to responsibly analyze markets – top down, multi-timeframes, quantifiable measures, bottom-up corroboration on sectors and individual securities all in a repeatable process. Dynamite takeaways for our listeners in ever...
2022-07-06
1h 19
Fill The Gap: The Official Podcast of the CMT Association
Episode 18: Rusty Vanneman, CMT, CFA
Thirty year veteran of the financial markets, decorated investment manager, leader of investment teams, and communicator of investment strategies joins us this month for a chat amongst old friends.Classmates at Babson and former colleagues at both Thomson Financial and Fidelity Investments, Dave and Rusty can practically end each other’s sentences, so this month’s discussion and debate takes us in many directions, including:Why do investors of high-performing portfolio managers fail to achieve the same returns as the fund?Why is communication of the strategy so critically important, and how can it be done bett...
2022-06-10
57 min
Fill The Gap: The Official Podcast of the CMT Association
Special Symposium Episode: Bill Miller IV, CMT, CFA
How does the heir to an iconic value manager find their path into the CMT Program? Where does technical analysis fit into the investment process of Miller Value Partners? What are the limitations of seeing the investing landscape through only one lens? Bringing the CMT Association’s official podcast to the stage of the 49th Annual Symposium Dave Lundgren found answers to all of these questions and more in this fireside chat with Bill Miller IV, CMT, CFA. This wide-ranging discussion covered the process, tools, and approach of Miller Value Partners. Specifically, the use of momentum overlays, supp...
2022-05-24
1h 03
Fill The Gap: The Official Podcast of the CMT Association
Episode 17: Laura Martin, CMT, CFA
Timing is everything in the world of technical analysis, and this month we had the distinct honor of bringing the exceptionally talented Laura Martin, CMT, CFA onto Fill the Gap the very day that $NFLX dropped through the floor.Darling of the "stay at home" trade Netflix had buy ratings from 39 other sector analysts. Laura made a massive contrarian call based on her combined technical and fundamental understanding of the markets and her covered stocks.This powerful endorsement of the technical toolkit covers the "micro" applications to individual securities, but also Laura's attention to the "...
2022-05-06
54 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 16: JC Parets, CMT
This month’s guest on Fill the Gap is a household name in the field of technical analysis – one of the most widely read market commentators of this generation and a role model to aspiring financial professionals around the globe. JC Parets, CMT is what you might call “an All-Star.” He has spent years within the community learning from the men and women of Wall St who discovered, engineered, and created the tools and methods we use today.When he is not crushing grapes at Chateau Fibonacci or watching the Miami Dolphins crush rivals, JC and his...
2022-04-06
1h 17
Fill The Gap: The Official Podcast of the CMT Association
Episode 15: Ian McMillan, CMT
Ian McMillan, CMT, and his colleagues run an RIA in a less-than-traditional approach... They use technical analysis to participate in trends and limit downside risk. For clients who are used to being stuck in a diversified portfolio of passive holdings, the education process can be a paradigm shift.In the March episode of Fill the Gap, Ian will discuss the challenges of non-trending markets, and the coaching his firm does with clients. Starting with the simple concept of a moving average cross, clients begin to understand the philosophy of trend following.Ian does not mince...
2022-03-11
1h 25