38 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
    • 4.8 • 38 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 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer

    Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer

    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 as colleagues, clients, and friends. 

    One of Institutional Investors most highly decorated research analysts and first President of The Market Technicians Association (now CMT Association), Robert J. Farrell will share insights on how he implemented the toolkit of technical analysis to understand market behavior, fund flows, positioning, price action and the character and direction of public markets. 

    Joined by Walter Deemer, who got his start into finance on Bob’s famed Merrill Lynch research team before moving to the buyside at George Tsai's Manhattan Fund during the "go-go years" of the Nifty 50, and then leading technical research at Putnam in Boston alongside other technical giants Bill Doane at Fidelity Investments and Bill Diianni at Wellington Management. These colleagues explore what it takes to be an effective contrarian investor, how to communicate technical concepts to a broad audience, and how the discipline has evolved. 

    Enjoy Episode #37 of Fill the Gap with special guest host Frank Teixeira, CMT, CFA!
    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

    • 1 hr 19 min
    Episode 36: Gina Martin Adams, CMT, CFA

    Episode 36: Gina Martin Adams, CMT, CFA

    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, companies, and government policy, available on the Bloomberg Professional Service at BI.
    Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She is a familiar face to many on Bloomberg News, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey. 

    Enjoy this interview with one of the top minds in global equity strategy and understand how technical analysis adds clarity to in a most unpredictable investment landscape.
    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

    • 1 hr 9 min
    Episode 35: Buff Dormeier, CMT

    Episode 35: Buff Dormeier, CMT

    It's time to turn up the Volume! Our special guest this month is one of the most prolific contributors to the technical analysis body of knowledge today and arguably the world's foremost expert on volume analysis. Buff Dormeier, CMT asserts that volume - when used correctly - is the most important factor in any portfolio manager's toolkit.

    We dig deep into the intricacies of volume data and how it informs the message of the market vis a vis price. We got a glimpse of the painstaking efforts Buff takes to decompose the reported data sets and reconstruct cap-weighted and dollar-weighted volume for his analysis at the index, sector and single security levels. But most importantly, Buff shared how he thinks about managing investments not just with offense and defensive strategy, but with "special teams" to capture the explosive moves at key market turning points. You've probably guessed, but volume is the key factor in making those all-important decisions.

    Our favorite quote from one of Buff's recent presentations was: "If Price action is the DNA of the  market, then volume is the RNA of Price" which helps decode and activate the critical information we can glean from price action.

    Enjoy Episode #35 of Fill the Gap with award winning author, magnanimous advocate, and Chief Technical Analyst at Kingsview Investment Partners, Buff Dormeier, CMT.
    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

    • 1 hr 6 min
    Episode 34: John Kolovos, CMT, CFA

    Episode 34: John Kolovos, CMT, CFA

    The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio construction to his institutional clients cannot be overstated. 
    While understanding "the health of the market" allows portfolio managers to responsibly take on risk for clients while maintaining situational awareness of market fragility, ignoring intermarket relationships and bottom-up trends leaves precious alpha off the table and presents career risk. Considering the ~60% rally of US equities off the LTCM low in 1998 to the peak in March of 2000, a lack of breadth is not reason enough to avoid market risk.
    The long and winding road of John's career on Wall St. allowed him to learn from many notable practitioners from his early days at Lehman Brothers to more recently as a buy-side technical strategist at Fidelity (FMR). He outlines a fascinating genealogy of technical analysts in his "family tree," which he takes great inspiration from and aspires to pay forward that is rooted in Robert J. Farell's Merrill Lynch technical research group. John is a huge advocate for technical analysis, where he is an adjunct university professor and an executive board member of the CMT Association.  
    Enjoy this insightful, informative, and hilarious episode of Fill the Gap with John Kolovos, CMT, CFA!



    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

    • 1 hr 15 min
    Episode 33: Jonathan Krinsky, CMT

    Episode 33: Jonathan Krinsky, CMT

    Jonathan Krinsky, who holds the Chartered Market Technician (CMT) designation,  is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Trading Group at Miller Tabak & Company.

    Jonathan provides clients with actionable technical commentary on U.S. and global equities, commodities, interest rates and currencies. Jonathan looks at the market on a global basis, taking into account inter-market relationships, sentiment and seasonality, in addition to traditional technical indicators based on price. 
    Jonathan is a regular contributor on Financial Sense, Bloomberg, CNBC, Seeking Alpha, and MarketWatch. He graduated from Penn State University. 
    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

    • 1 hr 6 min
    Episode 32: Ari Wald, CMT, CFA

    Episode 32: Ari Wald, CMT, CFA

    Will value catch up to growth’s steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap!
    Ari Wald, CMT, CFA joins us in Episode #32 where we explore the detailed and comprehensive market research behind Oppenheimer’s head of Technical Analysis. Before getting into markets, Ari walks through the “genealogy” of his career with influences from mentors like Andrew Burkly, Charlie Blood, and Sam Burns. These Wall St. veterans shaped Ari’s research process from contrarian views looking for turning points and mean reversion in every chart, to the trend-following outlook anchored on the momentum factor which he delivers today. 
    Throughout Ari’s career the toolkit has been consistent and the focus on objective, quantifiable tools has been the hallmark. From Brown Brothers Harriman to Wolfe Research and now Oppenheimer, Ari has added tremendous value to his institutional clients and to the CMT Community worldwide. Most importantly, his thorough bottom-up review of thousands of securities combined with a historical appreciation for economic cycles and big picture view on the state of the investable environment provide clients with a repeatable disciplined process they can rely on. 
    Enjoy the latest interview with your co-hosts David Lundgren, CMT, CFA and Tyler Wood, CMT.
    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

    • 1 hr 7 min

Customer Reviews

4.8 out of 5
38 Ratings

38 Ratings

Niletoga ,

Keep it going

Enjoy listening to many personalities in the technical world.

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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