Fill The Gap: The Official Podcast of the CMT Association
44 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 38 ratingsFill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, brings veteran market analysts and money managers onto a monthly podcast. These conversational sessions will explore interviewees’ investment philosophy, process and decision making tools. By learning more about key mentors, early influences and their long careers in financial services, Fill the Gap will highlight lessons our guests have learned over many decades and multiple market cycles. Join us in conversation with the men and women of Wall St. who discovered, engineered, and refined the discipline of technical market analysis to improve your own investment decision making and approach to markets.
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Episodes
Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer
March 26, 2024 12:00 - 1 hour - 54.9 MBThis 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 care...
Episode 36: Gina Martin Adams, CMT, CFA
January 05, 2024 20:00 - 1 hour - 47.6 MBKick 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, indust...
Episode 35: Buff Dormeier, CMT
December 18, 2023 15:00 - 1 hour - 45.9 MBIt'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...
Episode 34: John Kolovos, CMT, CFA
November 18, 2023 18:00 - 1 hour - 51.6 MBThe 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 responsib...
Episode 33: Jonathan Krinsky, CMT
October 12, 2023 15:00 - 1 hour - 45.8 MBJonathan 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, ...
Episode 32: Ari Wald, CMT, CFA
September 11, 2023 14:00 - 1 hour - 46.7 MBWill 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 th...
Episode 31: Clint Sorenson, CMT, CFA
August 14, 2023 13:00 - 57 minutes - 39.6 MBHow 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, ...
Episode 30: Jamie Coutts, CMT
July 21, 2023 05:00 - 1 hour - 55.8 MBTechnical 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 clas...
Episode 29: Craig Johnson, CMT, CFA
June 26, 2023 13:00 - 1 hour - 52 MBCraig 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...
Episode 28: Live from NYC with Jerry Parker
May 02, 2023 14:00 - 1 hour - 48.1 MBFill the Gap LIVE: Tenets of Trendfollowing This 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 followin...
Episode 27: Mark Deriet, CMT, CFA
March 24, 2023 05:00 - 1 hour - 50.4 MBThis 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, ...
Episode 26: Vernon Bice, CMT
February 21, 2023 15:00 - 1 hour - 50.1 MBVernon 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 o...
Episode 25: Patrick Kent, CMT, CFA
January 23, 2023 14:00 - 1 hour - 50.4 MBFill 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 ...
Episode 24: Tim Hayes, CMT
December 16, 2022 05:00 - 1 hour - 42.7 MBWhy 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 an...
Episode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022
November 18, 2022 04:00 - 1 hour - 52.2 MBFill The Gap Live: Investment Management Trends at an Inflection Point Interview recorded Live at CMT APAC Summit 2022 in Mumbai India on Nov 5, 2022 In 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 an...
Episode 22: John Lewis, CMT
October 12, 2022 05:00 - 1 hour - 43.7 MBThe 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 c...
Episode 21: Jurrien Timmer, CMT
September 23, 2022 02:00 - 1 hour - 47.3 MB"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 ...
Episode 20: David Keller, CMT
August 05, 2022 01:00 - 1 hour - 45.8 MBMost 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 knowle...
Episode 19: Katie Stockton, CMT
July 06, 2022 21:00 - 1 hour - 54.8 MBRenowned 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 m...
Episode 18: Rusty Vanneman, CMT, CFA
June 10, 2022 14:00 - 57 minutes - 39.7 MBThirty 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 a...
Special Symposium Episode: Bill Miller IV, CMT, CFA
May 24, 2022 05:00 - 1 hour - 43.5 MBHow 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 cove...
Episode 17: Laura Martin, CMT, CFA
May 06, 2022 05:00 - 54 minutes - 37.3 MBTiming 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 tec...
Episode 16: JC Parets, CMT
April 06, 2022 17:00 - 1 hour - 53.2 MBThis 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 o...
Episode 15: Ian McMillan, CMT
March 11, 2022 15:00 - 1 hour - 58.7 MBIan 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 c...
Episode 14: Meb Faber, CMT
February 11, 2022 06:00 - 1 hour - 47 MBWhen not skiing Lake Louise or surfing off the California coast, this month’s guest is helping investors catch the next big wave in the markets. For our listeners not already familiar, Mebane Faber, CMT is the: - Author of 5 books and editor of 2 compilations - Creator of the Idea Farm – a market research library - Host of the Meb Faber Show, one of the most widely received podcasts on financial topics - Scores of white papers - and hundreds...
Episode 13: Jim Bianco, CMT
January 07, 2022 06:00 - 1 hour - 52.2 MBIs the Fed raising rates in 2022? What will happen to equities? What is an NFT and why should I care? How can I hedge my portfolio against inflation? Answers to each of these questions and many more are covered in this month's interview. In the kickoff to season #2 of Fill the Gap, we are joined by one of the best macro strategists on the street – and a man who came close to being a Fed Governor himself! James Bianco, CMT is President of Bianco Research, L.L.C., an Arbor Research & Trad...
Episode 12: John Bollinger, CMT, CFA
December 10, 2021 05:00 - 1 hour - 46.6 MBWhat are the first principles of the market? Listeners this month will embark on a journey of original research. By examining the life and career of John Bollinger, CMT, CFA we will better understand how to identify the foundational elements of any market and begin the investigative process that leads to robust, durable investment processes. Stripping away assumptions, and digging into how indicators are calculated, how data is structured and represented, and what actually drives price w...
Episode 11: Irusha Peiris, CMT
November 05, 2021 04:00 - 1 hour - 50.2 MBFor our penultimate season one episode of Fill the Gap, we are very fortunate to feature an in-depth conversation with Irusha Peiris, CMT. Not only has Irusha been practicing the CAN SLIM methodology made famous by William J. O'Neil in his bestselling book, How to Make Money in Stocks, for over two decades; he has also been working within the O'Neil companies since 2009. As a CMT charterholder, portfolio manager at O'Neil Global Advisors, weekly contributor on IBD's must-listen weekly podc...
Episode 10: Larry Berman, CMT, CFA
October 08, 2021 04:00 - 1 hour - 49.3 MBCan technical analysis complement value investing? Yes, indeed. Fundamental practitioners are often grouped into value or growth styles of investing, while within the technical community the corollary styles are momentum vs mean reversion. In Episode #10, we speak with Canada’s foremost market expert Larry Berman, CMT, CFA who shares a compelling perspective on using technical analysis tools to position his funds toward undervalued securities. Dogmatic believers in any style can conside...
Episode 10: Larry Berman
October 08, 2021 04:00 - 1 hour - 49.3 MBCan technical analysis complement value investing? Yes, indeed. Fundamental practitioners are often grouped into value or growth styles of investing, while within the technical community the corollary styles are momentum vs mean reversion. In Episode #10, we speak with Canada’s foremost market expert Larry Berman, CMT, CFA who shares a compelling perspective on using technical analysis tools to position his funds toward undervalued securities. Dogmatic believers in any style can conside...
Episode 9: Chris Verrone, CMT
September 10, 2021 04:00 - 1 hour - 46.7 MBConsistently ranked among the top macro analysts on Wall Street in the annual All-America Research Survey by Institutional Investor magazine, Chris is known to most in this business as one of the hardest-working technical analysts on the street. Episode #9 of Fill the Gap focuses on the distillation process of Mr. Verrone, whose comprehensive and exhaustive coverage of securities markets seeks to highlight what is cogent and compelling. The sheer magnitude of his charts is impressive, but ...
Episode 8: Pamela Yoon, CMT
August 06, 2021 04:00 - 49 minutes - 28.2 MBThe August episode of Fill the Gap shines a light on the vitality of technical analysis not often on display in broader financial media. Learn how client advisors use technical analysis to improve portfolio risk management, strengthen the investment process and supplement client education in this engaging conversation with Pamela Yoon, CMT, CIM, Vice-President & Portfolio Manager at RBC Dominion Securities in Vancouver, British Columbia, Canada. An investment management veteran with 28 ye...
Episode 7: Andreas Clenow, CMT
July 09, 2021 04:00 - 1 hour - 41.9 MBChief Investment Officer of Zurich-based Acies Asset Management, critically acclaimed author, and systematic trend-following expert Andreas Clenow, CMT brings decades of asset management experience to the podcast this month. Episode #7 of Fill the Gap focuses on the process and precision of strategy development and so much more. Challenging the very definitions of commonly held terms in the investment industry, Andreas brought wit and candor to this interview while engaging honestly wi...
Episode 6: Ralph Acampora
June 11, 2021 04:00 - 1 hour - 32.2 MBThe Godfather of Technical Analysis, Ralph Acampora, CMT joins Fill the Gap for a conversation about the history of markets, and market technicians. As the co-founder of the “MTA” in the late 1960s, Ralph’s passion for the discipline of technical market analysis has not waned a bit in his 50-year career on Wall Street. Discussing long-term secular market trends and periods of extended market expansion, Ralph shares that we may be in a fifth “Mega Market” cycle. Comparing historical periods...
Episode 6: Ralph Acampora, CMT
June 11, 2021 04:00 - 1 hour - 32.2 MBThe Godfather of Technical Analysis, Ralph Acampora, CMT joins Fill the Gap for a conversation about the history of markets, and market technicians. As the co-founder of the “MTA” in the late 1960s, Ralph’s passion for the discipline of technical market analysis has not waned a bit in his 50-year career on Wall Street. Discussing long-term secular market trends and periods of extended market expansion, Ralph shares that we may be in a fifth “Mega Market” cycle. Comparing historical periods...
Episode 5: Frank Teixeira
May 07, 2021 04:00 - 1 hour - 54.5 MBPartner, Portfolio Manager, and Director of Technical Research at Wellington Management for over 20 years, Frank Teixeira brings his unmatched insight to addressing what it takes to navigate institutional pools of capital through multiple market cycles. Episode #5 of Fill the Gap delivers a first-hand account of the often-opaque world of professional money management. Exploring the difference between the emotional “pain management” that many investors practice, and a repeatable process of ...
Episode 5: Frank Teixeira, CMT, CFA
May 07, 2021 04:00 - 1 hour - 54.5 MBPartner, Portfolio Manager, and Director of Technical Research at Wellington Management for over 20 years, Frank Teixeira brings his unmatched insight to addressing what it takes to navigate institutional pools of capital through multiple market cycles. Episode #5 of Fill the Gap delivers a first-hand account of the often-opaque world of professional money management. Exploring the difference between the emotional “pain management” that many investors practice, and a repeatable process of ...
Episode 4: Jeff deGraaf
April 09, 2021 04:00 - 1 hour - 53.7 MBAs the discipline of technical analysis has evolved so have the practitioners. Episode #4 of Fill the Gap features one of Wall Street’s current icons of market research – Jeff deGraaf, CMT, CFA who is the founder and Chairman of Renaissance Macro Research LLC. In this interview, Jeff dives deep into the quantifiable data-driven approach he and the RenMac team leverage towards understanding markets. Jeff reveals some of the spurious pitfalls of data science, how RenMac separates signal from n...
Episode 4: Jeff deGraaf, CMT, CFA
April 09, 2021 04:00 - 1 hour - 53.7 MBAs the discipline of technical analysis has evolved so have the practitioners. Episode #4 of Fill the Gap features one of Wall Street’s current icons of market research – Jeff deGraaf, CMT, CFA who is the founder and Chairman of Renaissance Macro Research LLC. In this interview, Jeff dives deep into the quantifiable data-driven approach he and the RenMac team leverage towards understanding markets. Jeff reveals some of the spurious pitfalls of data science, how RenMac separates signal from n...
Episode 3: Walter Deemer, CMT
March 05, 2021 05:00 - 52 minutes - 36 MBAs exchanges handle nearly 17 billion shares a day, the VIX remains elevated and intermittently spikes, market breadth surges to include cyclical sectors and small-cap stocks, and the S&P maintains a choppy advance all within 5% of all-time highs, Walter Deemer shares his current and historical view over more than 50 years on Wall St. on the latest installment of Fill the Gap. Walter’s endless wit was perhaps perfected in the crucible of Wall St. institutions such as Bob Farrell’s market r...
Episode 3: Walter Deemer
March 05, 2021 05:00 - 52 minutes - 36 MBAs exchanges handle nearly 17 billion shares a day, the VIX remains elevated and intermittently spikes, market breadth surges to include cyclical sectors and small-cap stocks, and the S&P maintains a choppy advance all within 5% of all-time highs, Walter Deemer shares his current and historical view over more than 50 years on Wall St. on the latest installment of Fill the Gap. Walter’s endless wit was perhaps perfected in the crucible of Wall St. institutions such as Bob Farrell’s market r...
Episode 2: Louise Yamada, CMT
February 05, 2021 05:00 - 1 hour - 42.5 MBPerhaps one of the most inspiring entrances into the world of Wall St., Louise Yamada, CMT joins Fill the Gap for a riveting discussion of macro trends as market volatility peaks and we witness the madness of crowds. In this fascinating episode, hosts Tyler Wood and David Lundgren chat with Louise about her incredible career at Smith Barney (Citigroup) working with Alan Shaw, CMT, Ralph Acampora, CMT and many others, as well as the past 15 years directing her own research firm, Louise Yamad...
Episode 2: Louise Yamada
February 05, 2021 05:00 - 1 hour - 42.5 MBPerhaps one of the most inspiring entrances into the world of Wall St., Louise Yamada, CMT joins Fill the Gap for a riveting discussion of macro trends as market volatility peaks and we witness the madness of crowds. In this fascinating episode, hosts Tyler Wood and David Lundgren chat with Louise about her incredible career at Smith Barney (Citigroup) working with Alan Shaw, CMT, Ralph Acampora, CMT and many others, as well as the past 15 years directing her own research firm, Louise Yamad...
Episode 1: Robert J. Farrell
January 08, 2021 05:00 - 1 hour - 48.4 MBIn Fill the Gap's inaugural episode, hosts Tyler Wood and David Lundgren chat with guest Robert J. Farrell about his incredible career touching on diverse influences including Graham and Dodd, William Dunkak, and the myriad of talented analysts who joined his team at Merrill Lynch. Bob discusses the circuitous path that shaped his approach to markets, but also the environment that led to the formation of the Market Technicians Association (CMT Association) and his stewardship as the first Pr...