Fill The Gap: The Official Podcast of CMT Association
Tyler Wood, CMT and Dave Lundgren, 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. 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.
Episodes
Mentioned books
Mar 27, 2026 • 1h 22min
Episode 63: Technical Analysis Process with Ted Hicks, CMT, CFP, CKA
Ted Hicks, founder of Hicks & Associates and author of Evidence‑Based Investing, is a CMT, CFP, and CKA who moved from traditional planning to a rules‑based, technically driven approach. He recounts market shocks that reshaped his thinking. The conversation covers his shift to observable market behavior, combining systematic models with discretionary swing trading, and clear ways he communicates process to clients.
Mar 6, 2026 • 1h 6min
Episode 62: Weight of the Evidence with Keith Lerner, CMT, CFA
Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, shares his 'weight of the evidence' framework blending history, economics, fundamentals, and technicals. He explains when technicals should carry extra weight, how checklists force accountability, and why rapid sector and global rotations demand flexible tactical tilts. Practical portfolio examples and communication around volatility complete the conversation.
10 snips
Feb 27, 2026 • 1h 12min
Episode 61: Anchored VWAP Legend Brian Shannon, CMT
Brian Shannon, CMT — veteran trader, AlphaTrends founder and educator. He discusses his swing‑trading approach and why he prefers it to day trading. He explains the origins and practical uses of Anchored VWAP, how anchoring choices reveal buyer versus seller control, and how to manage entries, stops, and scaling for better trade discipline.
Jan 30, 2026 • 1h 6min
Episode 60: Thoughtful Portfolio Management with Damanick Dantes, CMT
Damanick Dantes, founder of Dante's Outlook and CMT charterholder, builds adaptive quantitative portfolios. He talks trend, momentum and dispersion across global assets. He explains rotating sleeves like Bitcoin versus gold, volatility and correlation management, stress-testing models, and tailoring allocations for different client needs.
Jan 23, 2026 • 1h 20min
Episode 59: Technical Analysis and Cryptocurrency with Javier Pineda, CMT
Javier Pineda, institutional portfolio manager and CMT charterholder who manages crypto strategies and wrote a book on crypto investing. He discusses applying technical analysis and on-chain metrics to crypto markets. Short takes cover Bitcoin cycles and halvings, challenges of aggregating decentralized volume data, how capital rotates from Bitcoin to Ethereum to altcoins, and why quantum computing is not an immediate threat to blockchain security.
10 snips
Nov 14, 2025 • 1h 32min
Episode 58: Profiling Market Strength with Julius de Kempenaer, CMT
Julius de Kempenaer, CMT, a seasoned technical analyst and creator of the Relative Rotation Graph (RRG), discusses his journey from military academy to finance. He dives into the pivotal role of relative strength in portfolio management and reveals how RRG aids in visualizing asset momentum. Julius provides insights on optimal portfolio weighting, the significance of removing underperformers, and common pitfalls in RRG application. He also emphasizes the ongoing need for education in technical analysis, reflecting on his recent achievement of the CMT designation.
Oct 31, 2025 • 1h 14min
Episode 57: Sunil Garg, CMT
Sunil Garg, CMT, is Chief Investment Officer at Lighthouse Canton in Dubai and a former J.P. Morgan executive specializing in global investment analysis. In this discussion, he explores the interplay between technical and fundamental analysis, emphasizing that price action often leads fundamentals. Sunil shares insights on the current AI-driven market bubble, offering key risk management rules to spot shifts in market conditions. He emphasizes the UAE's evolving financial landscape and the decoupling of equities from oil, highlighting emerging market trends and opportunities.
15 snips
Oct 31, 2025 • 1h 16min
Episode 56: JC O'Hara, CMT
JC O'Hara, Chief Technical Strategist at Roth Capital Partners, shares insights from his career, highlighting the synergy of technical and fundamental analysis. He discusses strategies for understanding market behavior and emphasizes the importance of timing in trading. O'Hara sheds light on current market conditions, potential in small-cap tech and healthcare, and the significance of liquidity and credit spreads. He also advocates for continuous learning and adapting by analyzing various market players to refine investment strategies.
16 snips
Oct 24, 2025 • 1h 18min
Episode 55: Bob Minter, CMT, CFA, CAIA
Robert 'Bob' Minter, Director of Investment Strategy at Aberdeen Investments and seasoned expert in commodities, shares his insights on blending technical and fundamental analysis in investing. He discusses how shifts in global supply chains and central bank activities impact commodities like oil and gold. Bob explains the importance of market signals, including moving averages, to gauge trade opportunities and highlights how changing trade routes may increase volatility. He also emphasizes the CMT community's role in continuous learning and idea sharing.
5 snips
Oct 17, 2025 • 1h 7min
Episode 54: Stephen Suttmeier, CMT, CFA
Stephen Suttmeier, CMT, CFA, is a seasoned technical strategist and founder of Suttmeyer Technical Strategies, transitioning from a pre-med path to finance. In this discussion, he shares insights on the mega-cap melt-up and the implications of AI on market trends. He emphasizes the importance of technical signals for navigating market cycles, and highlights emerging opportunities in commodities and global ETFs. Suttmeier also examines sector rotations and the risks posed by rising inflation and interest rates.
