Fill The Gap: The Official Podcast of CMT Association
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.
Fill The Gap: The Official Podcast of CMT Association
Episode 65: The Technically Driven Portfolio with David Cox, CMT, CFA
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In this episode of Fill the Gap, Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview David Cox, CMT, CFA, Senior Portfolio Manager at Financially INsync, about his evolution into a technically driven investor and how his experience shaped a disciplined, trend-following approach. David also emphasizes the importance of routines, risk management, and acting decisively at market inflection points. He describes it as a "technically driven approach," relying far more on price, volume, relative strength, and market behavior than on narratives or headlines, which he views as often misleading for investors.
The conversation also explores the emotional and practical challenges of managing client money, including handling cash positions, avoiding large drawdowns, and balancing clear rules with discretion rather than fully automating decisions. This episode gives you a glimpse into the inner workings of portfolio management, as well as the mindset of a successful portfolio manager.
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/
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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