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...

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,...

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...

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...

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...

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,...

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...

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...

Fill 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...

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,...

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...

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...

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...

Fill 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 and...

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...

"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...

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...

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...

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...

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...

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...

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...

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...