Shows
Raising Private Money with Jay ConnerThe Bond Equity Alternative: Simplifying Capital Raising for Real Estate Investors with Dave LundgrenWhen it comes to real estate investing, one question consistently stands out: how do some investors manage to raise millions in private money while others struggle to secure even a single dollar? The answer goes far beyond spreadsheets and pitch decks. It’s rooted in trust, alignment, and the mindset that attracts capital.On the latest episode of Raising Private Money, Jay Conner hosts Dave Lundgren, an accomplished real estate investor and educator with over $20 million raised in private capital. Together, they dive deep into syndications, bond equity alternatives, and how real financial independence is achieved—without rely...
2026-02-2332 min
Fill The Gap: The Official Podcast of CMT AssociationEpisode 60: Thoughtful Portfolio Management with Damanick Dantes, CMTThis episode of Fill the Gap features Damanick Dantes, CMT, who discusses his adaptive, quantitative approach to portfolio management, emphasizing the importance of trend, momentum, and dispersion across global asset classes. Damanick shares insights from his entrepreneurial journey, including lessons learned at Babson College and experiences at firms like Fidelity and CoinDesk, which shaped his global perspective and investment philosophy. The conversation explores how his firm dynamically adjusts allocations—such as rotating between Bitcoin and gold—based on evolving correlations and volatility, while stress-testing models to suit different client needs. We also discuss the c...
2026-01-301h 05
The Manage HerDave Lundgren: Loveness, AI & Wealth Through Conscious Leadership | Ep 46Send a textWhat if science and spirituality have been pointing to the same two universal truths all along?In this episode, Aimee Rickabus talks with Dave Lundgren—transformational coach, real estate investor, former U.S. Army chaplain, and bestselling author of "Loveness"—about the powerful intersection of business, spirituality, and conscious leadership.Dave shares:- His journey from military ministry through his "dark night of the ego" to discovering universal laws- Why Love and Oneness aren't just spiritual concepts—they're backed by quantum physics- How balancing masculine and fe...
2026-01-2647 minFill The Gap: The Official Podcast of CMT AssociationEpisode 59: Technical Analysis and Cryptocurrency with Javier Pineda, CMTThis episode of Fill the Gap features Javier Pineda, CMT, an institutional portfolio manager and author, discussing how technical analysis applies to cryptocurrency markets and the evolution of crypto as an asset class. Javier explains the importance of understanding cycles in Bitcoin, including halving events, bull and bear markets, and the concept of dominance, while noting that institutional adoption and macroeconomic factors now play a larger role than before.The conversation covers the challenges of aggregating volume and pricing data across decentralized and centralized exchanges, as well as the risks and opportunities in...
2026-01-231h 20
Invest Well, Be WellDave Lundgren - Technical Analysis, Discipline and Stronger LivingIn 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 Da...
2025-11-251h 14Fill The Gap: The Official Podcast of CMT AssociationEpisode 58: Profiling Market Strength with Julius de Kempenaer, CMTIn this episode of Fill the Gap, Julius de Kempenaer, CMT shares the story behind the creation of the Relative Rotation Graph (RRG), a data visualization tool that revolutionized how investors analyze relative strength and momentum across sectors and asset classes. The conversation highlights the importance of not just identifying what to buy, but also knowing what to remove from a portfolio to avoid underperformance. We also discuss the significance of portfolio weighting versus equal weighting when benchmarking performance. The episode concludes with reflections on the ongoing need for education in technical analysis a...
2025-11-141h 31
Culture & Morality Archives - Stand Up For The Truth PodcastDr. Jeremy Lundgren: The Fear of the Lord and the Future of EducationDr. Jeremy Lundgren
NEW PODCAST TODAY! Dave Wager sits down with Dr. Jeremy Lundgren, president of Nicolet Bible Institute at Silver Birch Ranch, to talk straight about college, calling, and growing up. Framed by Proverbs 1:7, “Fear of the Lord is the foundation of true knowledge…,” they push past the usual “pick a major and chase a paycheck” thinking and ask better questions: Should your son or daughter go to college at all? What is God actually preparing them for? How do you weigh Bible school, trade school, a four year degree, or a gap year in a culture tha...
2025-11-1055 minStand Up For The Truth PodcastDr. Jeremy Lundgren: The Fear of the Lord and the Future of EducationDr. Jeremy Lundgren
NEW PODCAST TODAY! Dave Wager sits down with Dr. Jeremy Lundgren, president of Nicolet Bible Institute at Silver Birch Ranch, to talk straight about college, calling, and growing up. Framed by Proverbs 1:7, “Fear of the Lord is the foundation of true knowledge…,” they push past the usual “pick a major and chase a paycheck” thinking and ask better questions: Should your son or daughter go to college at all? What is God actually preparing them for? How do you weigh Bible school, trade school, a four year degree, or a gap year in a culture tha...
2025-11-1055 min
Stand Up For The Truth PodcastDr. Jeremy Lundgren: The Fear of the Lord and the Future of EducationDr. Jeremy Lundgren
NEW PODCAST TODAY! Dave Wager sits down with Dr. Jeremy Lundgren, president of Nicolet Bible Institute at Silver Birch Ranch, to talk straight about college, calling, and growing up. Framed by Proverbs 1:7, “Fear of the Lord is the foundation of true knowledge…,” they push past the usual “pick a major and chase a paycheck” thinking and ask better questions: Should your son or daughter go to college at all? What is God actually preparing them for? How do you weigh Bible school, trade school, a four year degree, or a gap year in a culture tha...
2025-11-1055 minReligious Freedom Archives - Stand Up For The Truth PodcastDr. Jeremy Lundgren: The Fear of the Lord and the Future of EducationDr. Jeremy Lundgren
NEW PODCAST TODAY! Dave Wager sits down with Dr. Jeremy Lundgren, president of Nicolet Bible Institute at Silver Birch Ranch, to talk straight about college, calling, and growing up. Framed by Proverbs 1:7, “Fear of the Lord is the foundation of true knowledge…,” they push past the usual “pick a major and chase a paycheck” thinking and ask better questions: Should your son or daughter go to college at all? What is God actually preparing them for? How do you weigh Bible school, trade school, a four year degree, or a gap year in a culture tha...
2025-11-1055 minChristianity Archives - Stand Up For The Truth PodcastDr. Jeremy Lundgren: The Fear of the Lord and the Future of EducationDr. Jeremy Lundgren
NEW PODCAST TODAY! Dave Wager sits down with Dr. Jeremy Lundgren, president of Nicolet Bible Institute at Silver Birch Ranch, to talk straight about college, calling, and growing up. Framed by Proverbs 1:7, “Fear of the Lord is the foundation of true knowledge…,” they push past the usual “pick a major and chase a paycheck” thinking and ask better questions: Should your son or daughter go to college at all? What is God actually preparing them for? How do you weigh Bible school, trade school, a four year degree, or a gap year in a culture tha...
2025-11-1055 min
Stand Up For The Truth PodcastDr. Jeremy Lundgren: The Fear of the Lord and the Future of EducationDr. Jeremy Lundgren
NEW PODCAST TODAY! Dave Wager sits down with Dr. Jeremy Lundgren, president of Nicolet Bible Institute at Silver Birch Ranch, to talk straight about college, calling, and growing up. Framed by Proverbs 1:7, “Fear of the Lord is the foundation of true knowledge…,” they push past the usual “pick a major and chase a paycheck” thinking and ask better questions: Should your son or daughter go to college at all? What is God actually preparing them for? How do you weigh Bible school, trade school, a four year degree, or a gap year in a culture tha...
2025-11-1055 minFill The Gap: The Official Podcast of CMT AssociationEpisode 57: Sunil Garg, CMTThis episode of Fill the Gap features Sunil Garg, CMT, Chief Investment Officer at Lighthouse Canton in Dubai. Sunil discusses the integration of technical and fundamental analysis in global markets, with a particular focus on the current AI-driven bubble and the evolving financial landscape in the UAE and emerging markets. The conversation highlights how price action often leads fundamentals, the importance of humility in forecasting, and the need to adapt analytical tools to different market regimes. He also emphasizes that while bubbles can present opportunities, investors must remain vigilant for signals—such as ear...
2025-10-311h 13Fill The Gap: The Official Podcast of CMT AssociationEpisode 56: JC O'Hara, CMTIn this episode of Fill the Gap, JC O'Hara, CMT shares his journey from college to becoming Chief Technical Strategist at Roth Capital Partners, emphasizing the importance of combining technical and fundamental analysis for effective market strategy. He discusses lessons learned from surviving major financial crises, the value of timing in investing, and how understanding market participants' behavior—such as hedge funds and mutual funds—can provide deeper insights into market trends. The conversation also covers current market conditions, the role of liquidity and credit spreads, and highlights opportunities in emerging sectors like small...
2025-10-311h 16Fill The Gap: The Official Podcast of CMT AssociationEpisode 55: Bob Minter, CMT, CFA, CAIAThis episode of Fill the Gap features Robert "Bob" Minter, CMT, CFA, CAIA, Director of Investment Strategy at Aberdeen Investments. Bob discusses his career path, the importance of combining technical and fundamental analysis in commodities investing, and his practical approach to market signals and risk management. Bob talks about how shifting global supply chains, central bank gold buying, and technical indicators like moving averages and sentiment data shape his outlook on commodities such as oil, gold, silver, and agricultural products. He also highlights the value of community and continuous learning within the CMT...
2025-10-241h 17Fill The Gap: The Official Podcast of CMT AssociationEpisode 54: Stephen Suttmeier, CMT, CFAThis episode of Fill the Gap features Steve Suttmeier, CMT, CFA, Chief Equity Technical Strategist at Merrill Lynch. Steve shares his journey from aspiring medical student to technical strategist, discussing his experiences at major financial institutions and the evolution of his technical analysis approach. We explore current market dynamics, including the ongoing mega-cap melt-up, the influence of AI, and the risks of bubbles, with insights into sector rotations, global leadership trends, and the importance of monitoring interest rates and inflation. Steve emphasizes the value of technical signals for navigating market cycles and highlights...
2025-10-171h 06
KNEO PodcastStand Up For The Truth Podcast - Jeremy Lundgren: The Pursuit of Safety and the Illusion of ControlOn today’s FRESH NEW Stand Up for the Truth podcast, host Dave Wager talks with Jeremy Lundgren, president of Nicolet Bible Institute and author of The Pursuit of Safety: A Theology of Danger, Risk, and Security. Together, they unpack what it really means to live safely in a world that doesn’t guarantee it. From kids on playground slides to airline mechanics and foolproof machines, the conversation highlights how modern culture often confuses safety with control. Jeremy explains that true security begins with obedience to God. Drawing from Proverbs 19:16 and real-world examples, he shows that safety isn’t about...
2025-08-0455 minStand Up For The Truth PodcastJeremy Lundgren: The Pursuit of Safety and the Illusion of ControlOn today’s FRESH NEW Stand Up for the Truth podcast, host Dave Wager talks with Jeremy Lundgren, president of Nicolet Bible Institute and author of The Pursuit of Safety: A Theology of Danger, Risk, and Security. Together, they unpack what it really means to live safely in a world that doesn’t guarantee it. From kids on playground slides to airline mechanics and foolproof machines, the conversation highlights how modern culture often confuses safety with control. Jeremy explains that true security begins with obedience to God. Drawing from Proverbs 19:16 and real-world examples, he shows that safety isn’t about elimin...
2025-08-0455 minFill The Gap: The Official Podcast of CMT AssociationEpisode 53: Rich Ross, CMTThis episode of Fill the Gap features Rich Ross, CMT, Senior Managing Director and Head of Technical Analysis at Evercore ISI. We discuss Rich's career path from Nasdaq market maker to award-winning technician, highlighting his philosophy of making complex concepts simple and practical for investors.Rich Ross, CMT emphasizes that markets operate on probabilities, not certainties. His process focuses on price action, candlesticks, moving averages, and relative strength, with a trend-following bias but flexibility for tactical opportunities. He notes today’s markets are increasingly influenced by passive flows, quants, and algos, making adaptability essential.Fill th...
2025-08-011h 17
Spirituality AdventuresThe Convergence of Science & Spirituality - Spirituality Adventures feat. Dave LundgrenIn this episode Fred interviews author and coach, Dave Lundgren, author of the book: "An Answer: Where Science and Spirituality Converge in the Truth".
https://www.facebook.com/davelundgren.connect
2025-07-231h 03Fill The Gap: The Official Podcast of CMT AssociationEpisode 52: Vincent Randazzo, CMTIn 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...
2025-06-271h 14Fill The Gap: The Official Podcast of CMT AssociationEpisode 51: Exploring Dual Momentum with Gary AntonacciMomentum 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...
2025-05-1959 minFill The Gap: The Official Podcast of CMT AssociationEpisode 50: Navigating Market Cycles with Dan Wantrobski, CMTIn 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.
2025-04-211h 12Fill The Gap: The Official Podcast of CMT AssociationEpisode 49: Pulling Global Markets Together with Laurence Balanco, CMTIn 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...
2025-03-141h 22Stand Up For The Truth PodcastJeremy Lundgren: Preparing the Way, Unlocking Deeper Biblical TruthsIn this podcast episode, host Dave Wager and guest Jeremy Lundgren explore the art and importance of studying the scriptures. They begin by reflecting on Malachi 3:1, discussing how a simple English reading of the Bible can be both accessible and profound. They emphasize that while many can understand the Bible at a basic level, deeper insights come from engaging with the text, reflecting on its context, and exploring various translations.
The conversation delves into the differences between Bible translations and paraphrases. Dave shares his experiences with different versions—from the New King James to the ESV and NI...
2025-02-2655 minChurch Leadership Archives - Stand Up For The Truth PodcastJeremy Lundgren: Preparing the Way, Unlocking Deeper Biblical TruthsIn this podcast episode, host Dave Wager and guest Jeremy Lundgren explore the art and importance of studying the scriptures. They begin by reflecting on Malachi 3:1, discussing how a simple English reading of the Bible can be both accessible and profound. They emphasize that while many can understand the Bible at a basic level, deeper insights come from engaging with the text, reflecting on its context, and exploring various translations.
The conversation delves into the differences between Bible translations and paraphrases. Dave shares his experiences with different versions—from the New King James to the ESV and NI...
2025-02-2655 minChristianity Archives - Stand Up For The Truth PodcastJeremy Lundgren: Preparing the Way, Unlocking Deeper Biblical TruthsIn this podcast episode, host Dave Wager and guest Jeremy Lundgren explore the art and importance of studying the scriptures. They begin by reflecting on Malachi 3:1, discussing how a simple English reading of the Bible can be both accessible and profound. They emphasize that while many can understand the Bible at a basic level, deeper insights come from engaging with the text, reflecting on its context, and exploring various translations.
The conversation delves into the differences between Bible translations and paraphrases. Dave shares his experiences with different versions—from the New King James to the ESV and NI...
2025-02-2655 minReligious Freedom Archives - Stand Up For The Truth PodcastJeremy Lundgren: Preparing the Way, Unlocking Deeper Biblical TruthsIn this podcast episode, host Dave Wager and guest Jeremy Lundgren explore the art and importance of studying the scriptures. They begin by reflecting on Malachi 3:1, discussing how a simple English reading of the Bible can be both accessible and profound. They emphasize that while many can understand the Bible at a basic level, deeper insights come from engaging with the text, reflecting on its context, and exploring various translations.
The conversation delves into the differences between Bible translations and paraphrases. Dave shares his experiences with different versions—from the New King James to the ESV and NI...
2025-02-2655 minCulture & Morality Archives - Stand Up For The Truth PodcastJeremy Lundgren: Preparing the Way, Unlocking Deeper Biblical TruthsIn this podcast episode, host Dave Wager and guest Jeremy Lundgren explore the art and importance of studying the scriptures. They begin by reflecting on Malachi 3:1, discussing how a simple English reading of the Bible can be both accessible and profound. They emphasize that while many can understand the Bible at a basic level, deeper insights come from engaging with the text, reflecting on its context, and exploring various translations.
The conversation delves into the differences between Bible translations and paraphrases. Dave shares his experiences with different versions—from the New King James to the ESV and NI...
2025-02-2655 minStand Up For The Truth PodcastJeremy Lundgren: Preparing the Way, Unlocking Deeper Biblical TruthsIn this podcast episode, host Dave Wager and guest Jeremy Lundgren explore the art and importance of studying the scriptures. They begin by reflecting on Malachi 3:1, discussing how a simple English reading of the Bible can be both accessible and profound. They emphasize that while many can understand the Bible at a basic level, deeper insights come from engaging with the text, reflecting on its context, and exploring various translations.
The conversation delves into the differences between Bible translations and paraphrases. Dave shares his experiences with different versions—from the New King James to the ESV and NIV—illustrating that each...
2025-02-2655 minFill The Gap: The Official Podcast of CMT AssociationEpisode 48: Wait for the Signal with Duke Jones, CMTIn 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...
2025-02-211h 23Christianity Archives - Stand Up For The Truth PodcastJeremy Lundgren: Faith, College, and Finding Your PathIn today’s Stand Up for the Truth, Dave Wager and Jeremy Lundgren, president of Nicolet Bible Institute, discuss the impact of higher education on young people’s faith and direction. Lundgren shares his journey from studying construction to earning a Ph.D. in theology, emphasizing that education isn’t just about career paths but personal growth and faith formation. They challenge the fear of “wasting time” in college, encouraging students to focus on learning, responsibility, and trusting God’s guidance. Whether choosing a Christian or secular school, they stress the importance of knowing why you believe what you believe and...
2025-02-0356 minStand Up For The Truth PodcastJeremy Lundgren: Faith, College, and Finding Your PathIn today’s Stand Up for the Truth, Dave Wager and Jeremy Lundgren, president of Nicolet Bible Institute, discuss the impact of higher education on young people’s faith and direction. Lundgren shares his journey from studying construction to earning a Ph.D. in theology, emphasizing that education isn’t just about career paths but personal growth and faith formation. They challenge the fear of “wasting time” in college, encouraging students to focus on learning, responsibility, and trusting God’s guidance. Whether choosing a Christian or secular school, they stress the importance of knowing why you believe what you believe and surround...
2025-02-0356 minStand Up For The Truth PodcastJeremy Lundgren: Faith, College, and Finding Your PathIn today’s Stand Up for the Truth, Dave Wager and Jeremy Lundgren, president of Nicolet Bible Institute, discuss the impact of higher education on young people’s faith and direction. Lundgren shares his journey from studying construction to earning a Ph.D. in theology, emphasizing that education isn’t just about career paths but personal growth and faith formation. They challenge the fear of “wasting time” in college, encouraging students to focus on learning, responsibility, and trusting God’s guidance. Whether choosing a Christian or secular school, they stress the importance of knowing why you believe what you believe and...
2025-02-0356 min
Tales from the Backlog150: Mad Max (with Jacob Price & Cameron Warren - The Pre-Order Bonus)Learn about and support the SAG-AFTRA union and video game actors on strike.
Whenever the topic of "7/10 games" or "underrated games" or "bargain bin gems" comes up, Mad Max (Avalanche Studios) is almost guaranteed to be mentioned in the conversation. This game isn't tied into the movie storylines, but it does a great job of getting you into the grimy, desolate, hyper-masculine and violent world of Mad Max. It has its flaws, to be sure, but make no mistake- this is a blast.
Guest info: Cameron Warren & Jacob Price of The Pre-Order Bonus podcast
2025-01-292h 14Fill The Gap: The Official Podcast of CMT AssociationEpisode 47: Technicals Tell The Story with Jay Woods, CMTIn 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...
2025-01-031h 14Fill The Gap: The Official Podcast of CMT AssociationEpisode 46: John Kosar, CMTIn 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...
2024-12-131h 09Fill The Gap: The Official Podcast of CMT AssociationEpisode 45: Cynthia Kase, CMT, MFTAIn 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...
2024-12-0651 minFill The Gap: The Official Podcast of CMT AssociationEpisode 44: Tactical Insights with Dan Russo, CMTIn 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...
2024-11-081h 23Fill The Gap: The Official Podcast of CMT AssociationEpisode 43: Navigating Markets with Todd Sohn, CMTIn 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...
2024-10-251h 15
Monsters Lounge38: Animal Spirits and Dark Entities with June Lundgren
In this fascinating episode, we explore the mysterious world of animal communication with our guest, June Lundgren, who shares her experiences connecting with receiving messages from pets to understanding the deep bond we share with the animal kingdom. Hosts Jeni Monroe and Tressa Slater explore as the conversation takes a darker turn as we delve into her encounters with hauntings and negative entities. What lurks in the shadows, and how do these energies interact with both animals and humans?
Animal Spirits and Dark Entities - Monsters Lounge Podcast
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2024-09-251h 00
The Paranormal 60 NetworkAnimal Spirits and Dark Entities - Monsters Lounge PodcastIn this episode, the mysterious world of animal communication unfolds as guest June Lundgren shares her experiences connecting with pets and understanding the deep bond we share with the animal kingdom. Hosts Jeni Monroe and Tressa Slater steer the conversation into darker territory, revealing June's chilling encounters with hauntings and negative entities. What sinister forces lurk in the shadows, and how do these energies influence both animals and humans? Find out in this thrilling discussion.For more about June and her many amazing books visit here: https://www.mysticconnections.org...
2024-09-251h 04Fill The Gap: The Official Podcast of CMT AssociationEpisode 42: Frank Cappelleri, CMT, CFAIn 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...
2024-08-261h 09Fill The Gap: The Official Podcast of CMT AssociationEpisode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMTJoin 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...
2024-07-101h 03Fill The Gap: The Official Podcast of CMT AssociationEpisode 40: Janine Guenther, CMT, CFAIn 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...
2024-06-021h 11
Epic Real Estate InvestingThe Future of Turnkey Investing: Embracing Manufactured Homes | Dave LundgrenIn this riveting episode of the Epic Real Estate Investing Podcast, Mercedes Torres sits down with Dave Lundgren, a true titan in the turnkey real estate realm boasting over two decades of expertise, particularly in modular and manufactured homes. Together, they delve into the burgeoning trend and enduring promise of modular homes as a solution to the pressing need for affordable housing. Their spotlight on Texas' real estate market, nestled snugly beside Austin, illuminates the remarkable growth in this sector.Join them as they unravel the myriad benefits of modular homes, from slashed maintenance costs thanks to...
2024-05-0241 minEpic Real Estate InvestingThe Future of Turnkey Investing: Embracing Manufactured Homes | Dave LundgrenIn this riveting episode of the Epic Real Estate Investing Podcast, Mercedes Torres sits down with Dave Lundgren, a true titan in the turnkey real estate realm boasting over two decades of expertise, particularly in modular and manufactured homes. Together, they delve into the burgeoning trend and enduring promise of modular homes as a solution to the pressing need for affordable housing. Their spotlight on Texas' real estate market, nestled snugly beside Austin, illuminates the remarkable growth in this sector.Join them as they unravel the myriad benefits of modular homes, from slashed maintenance costs thanks to...
2024-05-0241 minFill The Gap: The Official Podcast of CMT AssociationEpisode 39: Mark Newton, CMTMark 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...
2024-05-0158 minFill The Gap: The Official Podcast of CMT AssociationEpisode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFAThis 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...
2024-04-261h 24
DavetheMystic Show#674 Medium, Healer and Demon Seer June LundgrenPlease join Dave the Mystic on Monday, April 8, 2024 at 8pm MDT with guest June Lundgren. This show was prerecorded on April 3, 2024. She a psychic, medium, demon seer, healer, animal communicator, international author and nurse. Television and radio personality. She has appeared on such shows as Coast to Coast Am, Midnight in the Desert, Jim Harold’s Paranormal Podcast, Ground Zero and the television show Ghost Adventures: Graveyards of the Pacific- The Norblad Hostel episode. Raised by her maternal grandmother she grew up communicating with spirits, animals and angels. She is descended from a long line of women with psychic and spi...
2024-04-0947 minDavetheMystic Radio#674 Medium, Healer and Demon Seer June LundgrenPlease join Dave the Mystic on Monday, April 8, 2024 at 8pm MDT with guest June Lundgren. This show was prerecorded on April 3, 2024. She a psychic, medium, demon seer, healer, animal communicator, international author and nurse. Television and radio personality. She has appeared on such shows as Coast to Coast Am, Midnight in the Desert, Jim Harold’s Paranormal Podcast, Ground Zero and the television show Ghost Adventures: Graveyards of the Pacific- The Norblad Hostel episode. Raised by her maternal grandmother she grew up communicating with spirits, animals and angels. She is descended from a long line of women with psychic and spi...
2024-04-0947 minFill The Gap: The Official Podcast of CMT AssociationEpisode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter DeemerThis 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...
2024-03-261h 19
Spaced Out RadioMarch 11/24 - Demon and Paranormal Seeking with June LundgrenJune Lundgren is a psychic/medium and spiritual healer. She seeks out spirits in the paranormal and isn't afraid to go head to head with demons.Become a supporter of this podcast: https://www.spreaker.com/podcast/spaced-out-radio--1657874/support.
2024-03-122h 54
THE FILM JUNKEEAquaman 2 Cut CALLED OUT and DCU Updates - Film Junkee LiveDolph Lundgren calls out the theatrical cut of Aquaman 2 saying that was not what James Wan wanted. Rachel Brosnahan talks about her Lois Lane and Superman, and results of a Supergirl casting poll. SHOW TIMELINE: 0:00 - Opening 4:17 - Intro 15:00 - Indiana Jones Short-Round Easter Egg in Loki 17:27 - Fast 11 to go BACK TO THE BASICS 21:42 - Jo Koy Not Handling Golden Globes Bomb Well 26:31 - Robert Downey Jr. Says Tony Stark/Iron Man Was Some Of His Best Work 29:26 - Mia Goth Maxxxine Lawsuit 31:40 - Johnny Cage Belt from Mortal Kombat 2 Movie 34:19 - Creature Commandos Update 37:26 - Aquaman 2 CALLED...
2024-01-161h 21Fill The Gap: The Official Podcast of CMT AssociationEpisode 36: Gina Martin Adams, CMT, CFAKick 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...
2024-01-051h 09Fill The Gap: The Official Podcast of CMT AssociationEpisode 35: Buff Dormeier, CMTIt'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...
2023-12-181h 06Fill The Gap: The Official Podcast of CMT AssociationEpisode 34: John Kolovos, CMT, CFAThe 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...
2023-11-181h 15Fill The Gap: The Official Podcast of CMT AssociationEpisode 33: Jonathan Krinsky, CMTJonathan 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...
2023-10-121h 06Fill The Gap: The Official Podcast of CMT AssociationEpisode 32: Ari Wald, CMT, CFAWill 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...
2023-09-111h 07Fill The Gap: The Official Podcast of CMT AssociationEpisode 31: Clint Sorenson, CMT, CFAHow 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...
2023-08-1457 minFill The Gap: The Official Podcast of CMT AssociationEpisode 30: Jamie Coutts, CMTTechnical 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...
2023-07-211h 21
LIFE AT HOMELife at Home with Saskia and Dave: Home is Where the Yurt IsWelcome to the sixth episode of 'Life at Home' Season 4, where we transport you into an extraordinary world that challenges conventional notions of home. Meet Saskia and Dave, a deeply connected couple who have chosen to live harmoniously with nature in their beautiful yurt nestled within a field.
This special episode invites you into Saskia and Dave's awe-inspiring, magical, yet very grounded and connected world. Living in a space that blends seamlessly with the surrounding nature, they share the profound impact it has on visitors - the big 'wow' moments and the peaceful coexistence with the natural...
2023-07-1935 minFill The Gap: The Official Podcast of CMT AssociationEpisode 29: Craig Johnson, CMT, CFACraig 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...
2023-06-261h 15
How To Be Happier For EntrepreneursEP06: Is There an Answer to Your Life's Problems with Dave LundgrenSelf-love is not a luxury but a necessity, and that's why in this episode, Dave Lundgren shares the daily struggles and challenges people face. Take advantage of this meaningful conversation and start recognizing your worth, treating yourself with kindness and compassion. Key takeaways to listen for How understanding the foundational law of love and oneness can lead to a long-term health The difference between destruction and celebration Importance of understanding and letting go for true self-love and joy The impact of internal transformation on external success
2023-05-3033 min
Inside the Wolf’s Den an Entrepreneurial Journey with Shawn and Joni Wolfswinkel159. All Change Starts with Honesty - An In-Depth Discussion with Thought Leader Dave LungrenIn this week's Inside The Wolf's Den episode, Shawn and Joni are excited to welcome a very special guest, Dave Lungren, a renowned business coach and mentor. For over 25 years, Dave has served as a business and sales consultant to some of the most extensive educational, training, coaching, and personal development world, working directly with or for people like Tony Robbins, Dean Graziosi, Mark Victor Hansen, Forbes Riley, Anthony Morrison, and many others. Armed with a Master's Degree in Marriage and Family Therapy and having served as a chaplain in the US Army, Dave guides his clients to align...
2023-05-2400 minFill The Gap: The Official Podcast of CMT AssociationEpisode 28: Live from NYC with Jerry ParkerFill 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...
2023-05-021h 10Fill The Gap: The Official Podcast of CMT AssociationEpisode 27: Mark Deriet, CMT, CFAThis 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...
2023-03-241h 13Fill The Gap: The Official Podcast of CMT AssociationEpisode 26: Vernon Bice, CMTVernon 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...
2023-02-211h 12
Orion's The Weighing MachineDavid Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023Investing in the stock market can be tricky. With so many different strategies available, it can be difficult to know where to start. Considering the current rollercoaster scenario in the market, how can investors make informed decisions about buying and selling assets and maximize their returns?In this episode, Rusty and Robyn talk with David Lundgren, Founder and Chief Market Strategist at MOTR Capital Management and Research. David is a 30-year investment industry veteran focusing on technical analysis strategies, particularly momentum and trend following. He is the former Director of Technical Research at Wellington Management and held...
2023-01-2457 minFill The Gap: The Official Podcast of CMT AssociationEpisode 25: Patrick Kent, CMT, CFAFill 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...
2023-01-231h 13Fill The Gap: The Official Podcast of CMT AssociationEpisode 24: Tim Hayes, CMTWhy 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...
2022-12-161h 02Fill The Gap: The Official Podcast of CMT AssociationEpisode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022Fill 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...
2022-11-181h 15Fill The Gap: The Official Podcast of CMT AssociationEpisode 22: John Lewis, CMTThe 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...
2022-10-121h 03Fill The Gap: The Official Podcast of CMT AssociationEpisode 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...
2022-09-231h 08
Video Store Clerks33) “We Must Break You… At The Video Store!”DOLPH LUNDGREN NIGHT! The guys are in the video store to pick their top 3 favorite movies starring Dolph Lundgren.
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Send in a voice message: https://podcasters.spotify.com/pod/show/videostoreclerks/message
2022-09-021h 36Fill The Gap: The Official Podcast of CMT AssociationEpisode 20: David Keller, CMTMost 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...
2022-08-051h 06Fill The Gap: The Official Podcast of CMT AssociationEpisode 19: Katie Stockton, CMTRenowned 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...
2022-07-061h 19Fill The Gap: The Official Podcast of CMT AssociationEpisode 18: Rusty Vanneman, CMT, CFAThirty 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...
2022-06-1057 minFill The Gap: The Official Podcast of CMT AssociationSpecial Symposium Episode: Bill Miller IV, CMT, CFAHow 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...
2022-05-241h 03Fill The Gap: The Official Podcast of CMT AssociationEpisode 17: Laura Martin, CMT, CFATiming 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 "...
2022-05-0654 minFill The Gap: The Official Podcast of CMT AssociationEpisode 16: JC Parets, CMTThis 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...
2022-04-061h 17Fill The Gap: The Official Podcast of CMT AssociationEpisode 15: Ian McMillan, CMTIan 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...
2022-03-111h 25