11 episodes

Fill 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.

Fill The Gap: The Official Podcast of the CMT Association Tyler Wood and Dave Lundgren, CMT, CFA

    • Business
    • 4.7 • 23 Ratings

Fill 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.

    Episode 11: Irusha Peiris, CMT

    Episode 11: Irusha Peiris, CMT

    For 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 podcast Investing with IBD, and former Director for O'Neil's excellent Market Smith web-based equity research product, Irusha brings a wealth of experience and perspective to this highly informative discussion.
    Our conversation spans topics that range from staying focused on picking "game-changing stocks" to the importance of patience and discipline; from always staying humble, to how to manage the pesky mental challenge of constant portfolio drawdowns, and so much more. 
    As a life sciences student in Boston, Irusha was given the fateful advice to only get into medicine if he was 100% sure it was what he wanted. Certain that he wasn't that certain, he decided to shift his focus to the stock market, where he truly found his passion - and we are grateful that he did. 
    To better understand the concepts covered and market commentary included in this episode, we recommend reviewing the supplemental resources available on the CMT Association website using this link: go.cmtassociation.org/ftge11. 

    • 1 hr 13 min
    Episode 10: Larry Berman, CMT, CFA

    Episode 10: Larry Berman, CMT, CFA

    Can 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 consider this quote from the episode:
    “There is no right or wrong in what we do. It’s just how you do it. 
    And results are results.” – Larry M. Berman, CMT, CFA
     Fill the Gap covers a lot of ground this month, including: 
     •How fund managers can think about risk and objective outside the box,
    •Details on a multi-factor diffusion model that combines technical, fundamental, and cyclical factors
    •The behavioral implications of questions like “is China investable?” 
    •Why “Thinking in Bets” is all any practitioner can do in a market of infinite uncertainties
     Larry gives concrete examples of how to use a multi-timeframe perspective to locate mean reversion opportunities, and explains how technical analysis can help investors avoid “value traps.” 
     Mr. Berman appears weekly on BNN’s Berman’s Call where he blends fundamentals with expert technical analysis to help Bloomberg viewers uncover opportunities in the marketplace. He is a Co-Founder of ETF Capital Management and The Independent Investor Institute — an organization dedicated to providing unbiased education to Canadian investors. With nearly twenty-five years of investment industry experience, Larry is an accomplished money manager across the equity, commodity, foreign exchange, and fixed income markets.
     To better understand the concepts covered and current market commentary, we recommend reviewing the supplemental resources accompanying this episode using this link: go.cmtassociation.org/ftge10

    • 1 hr 11 min
    Episode 9: Chris Verrone, CMT

    Episode 9: Chris Verrone, CMT

    Consistently 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 the precision of the message is what makes Chris and his team’s work so invaluable to clients. Mr. Verrone is a partner of Strategas and is the head of the Firm’s Technical Strategy & Macro Research team. His regularly-published research highlights actionable investment opportunities across the equity, commodity, foreign exchange, and fixed income markets. Whether you are a publishing analyst, a portfolio manager, or an enthusiast of markets, Chris’s insights will help you develop your own method for separating signal from noise. Learn why – despite all of the datasets, geopolitical information, and fundamental narratives available – price is the final arbiter of investment decisions.

    To better understand the concepts covered and current market commentary, we recommend reviewing the supplemental resources accompanying this episode using this link: go.cmtassociation.org/ftge9

    • 1 hr 7 min
    Episode 8: Pamela Yoon, CMT

    Episode 8: Pamela Yoon, CMT

    The 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 years of experience, Pam has guided a wide range of investors through many bull and bear markets. We discuss her process in detail to better understand how she manages concentrated, high-conviction global portfolios, while always controlling risk . As a tactical portfolio manager, Pam blends a unique mix of technical tools and analytical methods into her process. The conversation also touches on how cognitive neuroscience literature relates directly to the contrarian positioning often required by disciplined active managers who respond to the evidence of market price.  
    To see Pam’s favorite chart that appears in every new client meeting, and learn more about this month’s guest, we recommend reviewing the supplemental resources accompanying this episode using this link: go.cmtassociation.org/ftge8.

    • 49 min
    Episode 7: Andreas Clenow, CMT

    Episode 7: Andreas Clenow, CMT

    Chief 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 with the debate around systematic vs discretionary money management. We encourage all of our listeners to check their assumptions as Andreas helped define these approaches through terms such as mechanical and unsupervised.
       
     Digging into the common pitfalls of the business, Andreas spoke authentically about lessons he has learned personally as a trader, fund manager, strategy developer, and allocator of hedge funds across all asset classes. Perhaps most important for listeners this month is the concept that managers will inevitably find periods where their strategy is out of style with the market, but as Andreas says “You can lose money by following your rules, or by breaking your rules. One is just much easier to explain to investors.”
       
     A lifelong learner and investigator of markets, Andreas is forever exploring new concepts and approaches. Have you ever built a trading strategy completely void of historical price data? Want to better understand the commercial business of trading strategies as product development? Longing to read a novelized account of the dark underbelly of Swiss financiers? We explore all of this and more with Andreas Clenow, CMT in episode #7 of Fill the Gap!
     
     To better understand the concepts covered, we recommend reviewing the supplemental resources accompanying this episode using this link: go.cmtassociation.org/ftge7 

    • 1 hr 18 min
    Episode 6: Ralph Acampora, CMT

    Episode 6: Ralph Acampora, CMT

    The 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 of great economic expansion, Ralph coined the term to describe post-war market rallies in his book “The Fourth Mega Market” which he penned in the 1990s.  As the world slowly begins to emerge from the COVID pandemic, the massive injection of funding for research to fight the virus will likely be commercialized in the period ahead, helping extend a global bull market over the coming years. 

    Ralph opens up about his lifelong passion for historical study, his experience computing indicators and plotting charts by hand in the windowless “War Rooms” of the 1960s and 70s, and gaining direct advice from veteran technical analysts such as Ralph Rotnem and Ken Ward in his early career. These were the giants upon whose shoulders the technical community was built. Ralph references his personal Chart Museum, as well as other moments when the CMT Association library played a key role in expanding global finance knowledge.

    Ralph’s riveting stories about his accidental start in finance, as well as the contributions he’s made to the discipline of technical analysis over the last five decades, provide critical insight and context for market technicians operating in today’s digital-first environment. To better understand the concepts he references, we recommend you review the supplemental resources accompanying this episode using this link: go.cmtassociation.org/ftge6

    • 1 hr 5 min

Customer Reviews

4.7 out of 5
23 Ratings

23 Ratings

Omfgwtfomg ,

Make more podcast

Great interviews but lack of consistency, 1 pod a month is lazy imo

Bouch425 ,

Sticking to the script. Great stuff

First of all the intro music jams. Second of all, podcasts have started with one subject and moved onto others to fill the space. This one sticks to the script. Very good and concise. Helpful for all level of investors. Thx for organizing

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