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 weighting when benchmarking performance. The episode concludes with reflections on the ongoing need for education in technical analysis and Julius’s personal journey to finally completing his CMT designation after decades in the industry.

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

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 regimes. He also emphasizes that while bubbles can present opportunities, investors must remain vigilant for signals—such as earnings misses or changes in market breadth—that could indicate a shift in market conditions.

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

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 conversation also covers current market conditions, the role of liquidity and credit spreads, and highlights opportunities in emerging sectors like small-cap technology and healthcare, stressing the need for adaptability and continuous learning.

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

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

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

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

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

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