Fill The Gap: The Official Podcast of the CMT Association

Aug 26 2024 43 ep. 69 mins 116
Fill The Gap: The Official Podcast of the CMT Association artwork

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT 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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Episode 42: Frank Cappelleri, CMT, CFA

Aug 26 2024 69 mins  
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

Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT

Jul 10 2024 63 mins  
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 dynam

Episode 40: Janine Guenther, CMT, CFA

Jun 01 2024 71 mins  
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 provi

Episode 39: Mark Newton, CMT

May 01 2024 58 mins  
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 h

Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA

Apr 26 2024 84 mins  
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

Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer

Mar 26 2024 79 mins  
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 del

Episode 36: Gina Martin Adams, CMT, CFA

Jan 05 2024 69 mins  
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 Equ

Episode 35: Buff Dormeier, CMT

Dec 18 2023 66 mins  
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

Episode 34: John Kolovos, CMT, CFA

Nov 18 2023 75 mins  
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 clien

Episode 33: Jonathan Krinsky, CMT

Oct 12 2023 66 mins  
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 Taba