Episodios

  • Episode 55 - Bob Minter, CMT, CFA, CAIA
    Oct 24 2025

    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 as oil, gold, silver, and agricultural products. He also highlights the value of community and continuous learning within the CMT Association, emphasizing the importance of sharing ideas and improving investment processes.

    Recorded October 17, 2025

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    1 h y 18 m
  • Episode 54 - Stephen Suttmeier, CMT, CFA
    Oct 17 2025

    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 the importance of monitoring interest rates and inflation. Steve emphasizes the value of technical signals for navigating market cycles and highlights opportunities in commodities, global ETFs, and emerging leadership themes.

    Recorded October 15, 2025

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    1 h y 7 m
  • Episode 53: Rich Ross, CMT
    Aug 1 2025

    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 bias but flexibility for tactical opportunities. He notes today’s markets are increasingly influenced by passive flows, quants, and algos, making adaptability essential.

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    1 h y 18 m
  • Episode 52: Vincent Randazzo, CMT
    Jun 27 2025

    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 has guided portfolio managers and investors through multiple market cycles, developing proprietary market breadth indicators that help minimize losses in downturns while maximizing upside. As founder of ViewRight Advisors, he implements systematic, technically-driven investment processes that consistently outperform traditional strategies while maintaining strict risk parameters.

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    1 h y 14 m
  • Episode 51: Exploring Dual Momentum with Gary Antonacci
    May 19 2025

    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 the ways investors can apply these principles to achieve superior risk-adjusted returns. Whether you’re a practitioner of systematic investing, a trend-following enthusiast, or simply curious about momentum’s role in portfolio management, this conversation will offer valuable perspectives from one of the field’s leading experts.

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    59 m
  • Episode 50: Navigating Market Cycles with Dan Wantrobski, CMT
    Apr 21 2025

    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: We examine the historical patterns of commodity markets and discuss what current trends suggest about future cycles.
    • Secular Shifts in Debt Markets: Dan provides insights into the evolving landscape of debt markets, highlighting potential long-term implications for investors.
    • Technical Analysis in Modern Markets: Drawing from his extensive background, Dan discusses the role of technical analysis in understanding and navigating complex market environments.

    Dan's comprehensive perspective, rooted in decades of market analysis, offers valuable guidance for investors seeking to understand the interplay between long-term trends and market behavior.

    Tune in to gain a deeper understanding of the macroeconomic factors and technical indicators that are shaping the future of investing.

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    1 h y 12 m
  • Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT
    Mar 14 2025

    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 him during this interview, we covered basically every market on the planet.

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

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    1 h y 22 m
  • Episode 48: Wait for the Signal with Duke Jones, CMT
    Feb 21 2025

    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 Analyst Society.

    This was a fantastic interview. Duke has been in this industry a long time, and he's humble enough to admit that he is still learning lessons, and he's generous enough to share those lessons with our listeners. Keeping it simple, and waiting for the technical signal is critical, especially for portfolio managers. The market knows more than we do, and it's not shy about showing us.

    Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

    For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

    Give us a shout:
    @dlundgren3333 or
    https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
    @_TBone_Pickens or
    https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
    @CMTAssociation or
    https://www.linkedin.com/company/cmtassociation

    CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

    Learn more at: www.cmtassociation.org

    Más Menos
    1 h y 24 m