Fill The Gap: The Official Podcast of CMT Association

This episode of Fill the Gap features James Brodie, CMT . Throughout the conversation, James emphasizes how technical analysis is fundamentally about risk management, discipline, and controlling behavioral biases, especially the tendency to cut winners too soon and hold losers too long. He also explains how his approach evolved from discretionary trading to more systematic methods, using trend-fol...

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...

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 opportuni...

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 syste...

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 critica...

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...

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...

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 a...

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...

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, t...

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 participant...

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 bu...

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...

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...

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...

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 insig...

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 populatio...

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....

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...

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...

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. Joh...

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...

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-foll...

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 asset...

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 i...