In this episode of Fill the Gap , Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview David Cox, CMT, CFA , Senior Portfolio Manager at Financially INsync, about his evolution into a technically driven investor and how his experience shaped a disciplined, trend-following approach. David also emphasizes the importance of routines, risk management, and acting decisively at market inflection points. He describes it as a "technically driven approach," relying far more on price, volume, relative st...
May 08, 2026•1 hr 19 min•Season 6Ep. 65
In this episode of Fill the Gap , Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview Razan Hilal, CMT, a Dubai-based global macro market analyst at StoneX. Razan explains how she came to technical analysis through mentors and dealing-room experience, emphasizing the importance of risk management, discipline, and adhering to a structured framework when finding and capitalizing on trade opportunities. The conversation then connects FX, commodities, and equities through an intermarket lens, focu...
Apr 24, 2026•1 hr 11 min•Season 6Ep. 64
In this episode of Fill the Gap, our friend Ted Hicks, CMT, CFP, CKA joins us to talk about his journey from traditional financial planning to a technically driven, rules-based investment process after living through the dot‑com crash and the global financial crisis. Ted explains why those experiences led him to question conventional asset allocation and embrace technical analysis, combining systematic models with discretionary swing trading to better manage risk and client behavior. The convers...
Mar 27, 2026•1 hr 22 min•Season 6Ep. 63
In episode 62 of Fill the Gap, hosts Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview Keith Lerner, CMT, CFA, the CIO and Chief Market Strategist at Truist Advisory Services, about his “weight of the evidence” investment framework, which integrates history, economics, fundamentals, and technical analysis to guide portfolio decisions. Lerner explains how technical analysis serves as a critical accountability tool that can challenge narratives, force humility, and prompt timely portfolio adju...
Mar 06, 2026•1 hr 6 min•Season 6Ep. 62
In this episode of Fill the Gap, hosts Tyler Wood, CMT and Dave Lundgren, CMT, CFA speak with veteran trader and educator Brian Shannon, CMT about his swing‑trading approach and the evolution of the Anchored VWAP indicator. Brian explains how Anchored VWAP helps identify who is in control of a market, and why it offers objective insight into market psychology. He gives incredible insight into the creation of the Anchored VWAP, and how he uses it in his analysis. The conversation also covers why ...
Feb 27, 2026•1 hr 12 min•Season 6Ep. 61
This 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 adj...
Jan 30, 2026•1 hr 6 min•Season 6Ep. 60
This 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 ch...
Jan 23, 2026•1 hr 20 min•Season 6Ep. 59
In 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 weightin...
Nov 14, 2025•1 hr 32 min•Season 5Ep. 58
This 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 ...
Oct 31, 2025•1 hr 14 min•Season 5Ep. 57
In 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 conve...
Oct 31, 2025•1 hr 16 min•Season 5Ep. 55
This 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 a...
Oct 24, 2025•1 hr 18 min•Season 5Ep. 55
This 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...
Oct 17, 2025•1 hr 7 min•Season 5Ep. 54
This 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 bi...
Aug 01, 2025•1 hr 18 min•Season 5Ep. 53
In this episode of Fill the Gap, we are joined by Vince Randazzo, CMT. Vincent emphasizes the importance of systematic risk management and the use of breadth indicators to improve upon traditional buy-and-hold strategies by spotting market deterioration, even if an index is making new all time highs. He also highlights the need for financial advisors to justify their fees by providing value beyond passive management, particularly through effective risk mitigation during market downturns. Vincent...
Jun 27, 2025•1 hr 14 min•Season 5Ep. 52
Momentum remains one of the most persistent and powerful anomalies in financial markets. In this engaging fireside chat, recorded live at the West Coast Regional Summit in San Francisco, we sit down with Gary Antonacci, the renowned author of Dual Momentum Investing, to explore the evolution, application, and enduring effectiveness of momentum-based investment strategies. Gary will share his insights on the science behind Dual Momentum, how it enhances traditional trend-following approaches, and...
May 19, 2025•59 min•Season 5Ep. 51
In our milestone 50th episode of Fill the Gap , we are honored to host Dan Wantrobski, CMT , Associate Director of Research at Janney Montgomery Scott. With over two decades of experience as a technical analyst and strategist, Dan offers a profound exploration into the long-term forces shaping today's markets. Key Discussion Points: Demographic Dynamics: Dan delves into how shifting population trends influence economic growth, labor markets, and investment opportunities. Commodity Supercycles: W...
Apr 21, 2025•1 hr 12 min•Season 5Ep. 50
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we welcome Laurence Balanco, CMT . Laurence Balanco, CMT is a Technical Analyst at CLSA Australia Pty Ltd. Lawrence has a broad array of knowledge of all the different markets, and a real unique perspective about pulling all these different markets together. Back in the day he was very a very heavy user of Elliott Wave. Technicians that can do it well can do it well, and he's definitely one of them. In our time with h...
Mar 14, 2025•1 hr 22 min•Season 5Ep. 49
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we welcome Duke Jones, CMT , a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets. Duke has been quoted in Barron’s, the Wall Street Journal, Bloomberg and the local press. He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financial Analy...
Feb 21, 2025•1 hr 24 min•Season 5Ep. 48
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we welcome Jay Woods, CMT , the Chief Global Strategist for Freedom Capital Markets. Prior to joining Freedom, he was the Chief Market Strategist at DriveWealth Institutional. He also served as an Executive Floor Governor at the NYSE, the highest elected position at the Exchange held by only six NYSE members. Jay spent over 25 years as a Designated Market Maker on the NYSE floor. He started with Spear, Leeds, and Kell...
Jan 03, 2025•1 hr 14 min•Season 5Ep. 47
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we welcome John Kosar, CMT , President and Chief Market Strategist at Asbury Research. After spending most of the first half of his 40-year career on the Chicago Mercantile Exchange trading floor, he has spent much of the second half trying to take emotions out of the equation by becoming as data-driven as possible. John describes some of the indicators and models he and his son, Jack, combine into portfolios of varyi...
Dec 13, 2024•1 hr 10 min•Season 3Ep. 46
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we sit down with Cynthia Kase, CMT, MFTA , Expert Consultant at Kase and Company, Inc. Cynthia A. Kase, CMT, MFTA, and Dean Rogers, CMT have worked together for nearly a quarter of a century. During that time, they have worked closely to develop trading indicators, custom bars, and complex forecasting models. During the interview, we discuss the foundational concepts from Kase’s award-winning work, including the backg...
Dec 06, 2024•52 min•Season 3Ep. 45
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we sit down with Dan Russo, CMT, Portfolio Manager at Potomac Fund Management. Dan shares his tactical approach to navigating today’s markets, emphasizing the critical role of technical analysis in portfolio management. With over two decades of experience in financial markets, Dan discusses how he integrates trend-following strategies, relative strength analysis, and risk management to deliver results for clients. He ...
Nov 08, 2024•1 hr 24 min•Season 3Ep. 44
In this episode of Fill the Gap: The Official Podcast of the CMT Association , we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively managed ETFs, now comprising over 8% of total ETF assets—a figure that has doubled in just the past three years. Join us as Todd dives into actionable insi...
Oct 25, 2024•1 hr 15 min•Season 3Ep. 43
In Episode #42 of the CMT Association’s "Fill the Gap" podcast, we sit down with Frank Cappelleri, CMT, CFA, Founder of Capp Thesis LLC. In this engaging conversation, Frank provides his insights into the current market landscape, sharing his perspective on key trends and developments. We delve into Darvas Boxes, a classic yet powerful tool in technical analysis, and explore how Frank integrates this technique into his broader analytical toolkit. Whether you're a seasoned investor or new to tech...
Aug 26, 2024•1 hr 9 min•Season 3Ep. 42
Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the complexities of cross-asset dynamics with a specific emphasis on global bond portfolios. In this episode, he unveils his analytical process, which in...
Jul 10, 2024•1 hr 3 min•Season 3Ep. 41
In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT and CFA designations, Guenther provided a nuanced perspective on navigating today's complex market dynamics. Throughout the hour-long discussion, Guenth...
Jun 02, 2024•1 hr 12 min•Season 3Ep. 40
Mark Newton, CMT, a distinguished market analyst and strategist at Fundstrat Global Advisors, brought his wealth of experience and analytical prowess to the forefront in a compelling podcast interview on the CMT Association's Fill The Gap series. With a career spanning significant roles at firms like Morgan Stanley Wealth Management and Greywolf Execution Partners, Mark has honed his expertise in technical analysis and market strategy over decades. During the podcast, Mark delved into a comprehe...
May 01, 2024•59 min•Season 3Ep. 39
This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future. In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgren, CMT CFA will share insights from decades of institutional portfolio management experience on how Wall St. utilizes technical analysis to unders...
Apr 26, 2024•1 hr 24 min•Season 3Ep. 38
This episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA . Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024. This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry’s use of technical analysis throughout the illustrious 50 year careers a...
Mar 26, 2024•1 hr 20 min•Season 3Ep. 37
Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, ...
Jan 05, 2024•1 hr 9 min•Season 3Ep. 36
