Ryan Redfern on the NAAIM Exposure Index, Kitchin Cycle, and Navigating Market Pullbacks Artwork

Market Misbehavior Podcast

On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward talks and friendly advice you can count on.

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Market Misbehavior Podcast

Ryan Redfern on the NAAIM Exposure Index, Kitchin Cycle, and Navigating Market Pullbacks

April 03, 2025 • Dave Keller, CMT

For the 33rd episode of the Market Misbehavior podcast, I caught up with Ryan Redfern, CMT, President and Chief Investment Officer at Shadowridge Asset Management. Ryan and I dug into leadership rotation themes we’ve seen play out in Q1 2025, and he broke down how the NAAIM Exposure Index compares to other sentiment tools like the AAII survey. We also explored the implications of the 3–5 year Kitchin cycle for future market returns, and Ryan shared how he helps clients stay grounded during periods of heightened market volatility.

This conversation was recorded on March 11, 2025.

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