Bästa Dave Lundgren podcaster (2024)

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Episode 42: Frank Cappelleri, CMT, CFA 1:09:21

2M ago1:09:21

1:09:21

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 tech…

1
Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT 1:03:04

4M ago1:03:04

1:03:04

Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the…

1
Episode 40: Janine Guenther, CMT, CFA 1:11:56

5M ago1:11:56

1:11:56

In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT an…

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Episode 39: Mark Newton, CMT 58:39

6M ago58:39

58:39

Mark Newton, CMT, a distinguished market analyst and strategist at Fundstrat Global Advisors, brought his wealth of experience and analytical prowess to the forefront in a compelling podcast interview on the CMT Association's Fill The Gap series. With a career spanning significant roles at firms like Morgan Stanley Wealth Management and Greywolf Ex…

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Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA 1:24:22

6M ago1:24:22

1:24:22

This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future. In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgre…

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Michael Kramer: Rising Bond Yields, Are Equities on Borrowed Time? 1:24:58

7M ago1:24:58

1:24:58

Recorded April 4, 2024. Follow Michael Kramer on Twitter (https://twitter.com/MichaelMOTTCM) Follow George Noble on Twitter & YouTube Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the t…

1
How High Can Markets Go with John Roque 1:05:12

7M ago1:05:12

1:05:12

Recorded March 23, 2024. Follow John Roque on Twitter Follow George Noble on Twitter & YouTube Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitche…

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Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer 1:19:58

7M ago1:19:58

1:19:58

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 …

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Episode 36: Gina Martin Adams, CMT, CFA 1:09:13

10M ago1:09:13

1:09:13

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 o…

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Episode 35: Buff Dormeier, CMT 1:06:49

11M ago1:06:49

1:06:49

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 d…

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Michael Kramer - 2024: The Year Ahead with Dave Nicoski and Tom Thornton 1:35:21

11M ago1:35:21

1:35:21

Recorded December 11, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

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David Lundgren of MOTR Capital Management - Charting My Interruption 1:20:40

11M ago1:20:40

1:20:40

Recorded December 4th, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in nee…

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Larry Jeddeloh of TIS Group: The Outlook for Global Markets 1:19:52

11M ago1:19:52

1:19:52

Recorded November 29, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

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Episode 34: John Kolovos, CMT, CFA 1:15:04

12M ago1:15:04

1:15:04

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 const…

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Episode 33: Jonathan Krinsky, CMT 1:06:39

1y ago1:06:39

1:06:39

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 & Tr…

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Episode 32: Ari Wald, CMT, CFA 1:07:59

1y ago1:07:59

1:07:59

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 …

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Episode 31: Clint Sorenson, CMT, CFA 57:39

1y ago57:39

57:39

How do the tenets of trend following apply to private equity and venture capital? What does Eminem’s final rap battle in 8Mile have to do with client communications strategies? How could macro volatility be a helpful landscape for active investors over the coming 18 months? Find answers to these and so much more in the latest episode #31 of Fill th…

1
Michael Belkin -The Great Rotation 1:45:02

1+ y ago1:45:02

1:45:02

Recorded July 28, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of …

1
Episode 30: Jamie Coutts, CMT 1:21:13

1+ y ago1:21:13

1:21:13

Technical Analysts know that "timing is everything." This month's interview could not come at a better moment as the global discussion around cryptocurrencies, decentralized finance and digital assets again takes center stage. Our longtime friend, past CMT Association Board Member, and exceptional market analyst Jamie Coutts, CMT, CFTe is the Crypt…

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Episode 29: Craig Johnson, CMT, CFA 1:15:37

1+ y ago1:15:37

1:15:37

Craig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors. Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using c…

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Market Talk with Tom Thornton, Michael Kantrowitz & Bob Justich 1:58:07

1+ y ago1:58:07

1:58:07

Recorded May 5, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fr…

1
Episode 28: Live from NYC with Jerry Parker 1:10:04

1+ y ago1:10:04

1:10:04

Fill the Gap LIVE: Tenets of Trendfollowing This fireside chat was broadcast live from midtown Manhattan on April 28, 2023 as episode #28 of Fill the Gap: the Official Podcast of CMT Association. One of the famed Turtle Traders groomed under Richard Dennis, Jerry Parker has continued to thrive through multiple market cycles as a systematic trend-fo…

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Michael Belkin on 2Q Outlook for Markets 1:46:21

1+ y ago1:46:21

1:46:21

Recorded April 12, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of…

1
Tom Thornton on the Outlook for Markets 1:50:54

1+ y ago1:50:54

1:50:54

Recorded March 30, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of…

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Episode 27: Mark Deriet, CMT, CFA 1:13:18

1+ y ago1:13:18

1:13:18

This month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT. "Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-…

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Market Turmoil with Kantrowitz, Kayfabe, Thornton, Nicoski & Chanos 2:10:21

1+ y ago2:10:21

2:10:21

Recorded March 12, 2023. Unfortunately technical difficulties from Twitter required partial editing of the recordings. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukrai…

1
Larry Jeddeloh of TIS Group - Global Markets and World at a Crossroads 1:24:17

1+ y ago1:24:17

1:24:17

Recorded March 2, 2023. Larry's slides are available here: https://twitter.com/gnoble79/status/1631401034374414338 Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. …

1
Dave Nicoski of Vermilion Research - Market Cross Currents 1:40:06

1+ y ago1:40:06

1:40:06

Recorded February 23, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
Episode 26: Vernon Bice, CMT 1:12:57

1+ y ago1:12:57

1:12:57

Vernon Bice, CMT joins Fill the Gap this month! Vernon Bice, CMT is a Portfolio Manager at Lord Abbett, where he is responsible for contributing to the management for the firm’s micro-cap growth, small cap growth, mid cap growth and large cap growth strategies. He plays a key role in technical analysis, drawing on his deep experience to provide ins…

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Albert Saporta of AIM&R Research - Le Big Trade Is Back 1:38:31

1+ y ago1:38:31

1:38:31

Recorded February 18, 2023. Albert's slides are available here: link Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to …

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Too Soon to Be Bullish? With Ian Harnett & Michael Howell 1:50:22

1+ y ago1:50:22

1:50:22

Recorded February 5, 2023. Links to Ian Harnett's charts added to the nest: https://twitter.com/IanRHarnett/status/1621273838481805314 https://twitter.com/IanRHarnett/status/1621630868845461505 https://twitter.com/IanRHarnett/status/1614725267578028033 https://twitter.com/IanRHarnett/status/1616190929295257600 https://twitter.com/IanRHarnett/status…

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Tesla Meltup With Motorhead and Mark Spiegel 3:14:43

2y ago3:14:43

3:14:43

Recorded January 28, 2023. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need …

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Episode 25: Patrick Kent, CMT, CFA 1:13:21

2y ago1:13:21

1:13:21

Fill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management. Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Inve…

1
Charles Peabody on Financials - The Scylla and Charybdis of Higher Rates 1:39:13

2y ago1:39:13

1:39:13

Recorded January 10, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need …

1
Why Tesla May Decline 80% In 2023 With Motörhead 2:25:06

2y ago2:25:06

2:25:06

Recorded December 27, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
The Santa Rally, Who Shot Rudolph? Thornton, Chanos, Motorhead & Tesla 2:53:52

2y ago2:53:52

2:53:52

Recorded December 24, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

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Equities Offer Return Free Risk with Thornton, Kantrowitz, Harnett & Howell 1:39:22

2y ago1:39:22

1:39:22

Recorded December 15th, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in ne…

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Episode 24: Tim Hayes, CMT 1:02:11

2y ago1:02:11

1:02:11

Why do we all believe technical indicators should be quantified? Why do we follow a top-down approach to market analysis? Why do practitioners follow a "weight of the evidence" approach? This month's guest is the author of seminal work in the field which cemented principles followed by technical analysts worldwide. Timothy W. Hayes, CMT, is NDR’s C…

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Barry Ritholtz - Simple But Hard 2:13:00

2y ago2:13:00

2:13:00

Recorded December 12, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
John Roque - The Outlook with Nicoski, Kantrowitz, Tamminga, Nicoski & Shrub 4:24:10

2y ago4:24:10

4:24:10

Recorded December 11, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
Open Mic with Nicoski, Kantrowitz, Thornton, Tamminga, Kramer & More 2:10:34

2y ago2:10:34

2:10:34

Recorded December 9 , 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
Michael Howell - Liquidity in 2023: Have We Passed Maximum Tightness? 1:49:43

2y ago1:49:43

1:49:43

Recorded December 7, 2022. Follow along with Michael's slides here Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to pr…

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Arjun Murti - The Future of Energy Investing 2:22:47

2y ago2:22:47

2:22:47

Recorded December 5, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need …

1
Michael J. Kramer - Can the Stock Market Continue to Fight the Fed? 1:20:44

2y ago1:20:44

1:20:44

Recorded December 1, 2022. Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bord…

1
Gordon Johnson - Bubbles, Mark to Myth & Other Insanities 2:09:20

2y ago2:09:20

2:09:20

Recorded November 28, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
Bitfinex’ed Speaks with Cas Piancy & Mike Green 2:14:11

2y ago2:14:11

2:14:11

Recorded November 21, 2022. George is joined by the single most outspoken voice on fraud in the cryptocurrency market. Bitfinex'ed has been harassed relentlessly for the last five years as he tried to raise the alarm about Tether, Bitfinex, FTX, and the wider cryptocurrency market. Recent events have started to vindicate his effort. George is also …

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Lisa Franks of LM Franks Capital - Equities and Energy Stocks 1:26:32

2y ago1:26:32

1:26:32

Recorded November 21, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

1
Vincent Deluard - Inflation Is the Solution 2:15:34

2y ago2:15:34

2:15:34

Recorded November 17, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

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Episode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022 1:15:57

2y ago1:15:57

1:15:57

Fill The Gap Live: Investment Management Trends at an Inflection Point Interview recorded Live at CMT APAC Summit 2022 in Mumbai India on Nov 5, 2022 In this live installment of Fill the Gap, the official podcast of the CMT Association, global money management veterans share how they use technical analysis in their trend following investment proces…

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Bob Elliott - The Worst Bear Market In History? 1:53:30

2y ago1:53:30

1:53:30

Recorded November 10, 2022. Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need…

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Dave Lundgren podcaster

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