Episode 61: Anchored VWAP Legend Brian Shannon, CMT

Episode 65: The Technically Driven Portfolio with David Cox, CMT, CFA

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/  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

Episode 64: Thriving in Volatile Markets with Razan Hilal, CMT

In this episode of Fill the Gap, Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview Razan Hilal, CMT, a Dubai-based global macro market analyst at StoneX. Razan explains how she came to technical analysis through mentors and dealing-room experience, emphasizing the importance of risk management, discipline, and adhering to a structured framework when finding and capitalizing on trade opportunities. The conversation then connects FX, commodities, and equities through an intermarket lens, focusing on how conflict-driven energy shocks and inflation expectations feed into central bank policy and market behavior. Enjoy this incredible glimpse into global markets with our guest, Razan Hilal, 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

Episode 63: Technical Analysis Process with Ted Hicks, CMT, CFP, CKA

In this episode of Fill the Gap, our friend Ted Hicks, CMT, CFP, CKA joins us to talk about his journey from traditional financial planning to a technically driven, rules-based investment process after living through the dot‑com crash and the global financial crisis. Ted explains why those experiences led him to question conventional asset allocation and embrace technical analysis, combining systematic models with discretionary swing trading to better manage risk and client behavior.  The conversation centers on his book, "Evidence‑Based Investing," which aims to clearly explain why many accepted academic assumptions fail in real markets and why process matters more than predictions. Technical analysis works because it focuses on observable market behavior, not explanations, and provides practical tools for navigating inevitable market cycles. 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

Episode 62: Weight of the Evidence with Keith Lerner, CMT, CFA

In episode 62 of Fill the Gap, hosts Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview Keith Lerner, CMT, CFA, the CIO and Chief Market Strategist at Truist Advisory Services, about his “weight of the evidence” investment framework, which integrates history, economics, fundamentals, and technical analysis to guide portfolio decisions.  Lerner explains how technical analysis serves as a critical accountability tool that can challenge narratives, force humility, and prompt timely portfolio adjustments when market data diverges from expectations. He discusses how the relative importance of different signals changes across market cycles, noting periods—such as sharp volatility events—when technicals deserve greater weight due to uncertainty in fundamentals or macro outcomes. 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

Episode 61: Anchored VWAP Legend Brian Shannon, CMT

In this episode of Fill the Gap, hosts Tyler Wood, CMT and Dave Lundgren, CMT, CFA speak with veteran trader and educator Brian Shannon, CMT about his swing‑trading approach and the evolution of the Anchored VWAP indicator. Brian explains how Anchored VWAP helps identify who is in control of a market, and why it offers objective insight into market psychology. He gives incredible insight into the creation of the Anchored VWAP, and how he uses it in his analysis. The conversation also covers why Brian favors swing trading over day trading, highlighting the importance of process, risk management, and emotional discipline. Overall, the episode reinforces the idea that price is the most reliable truth in markets and that thoughtful, flexible use of technical tools can improve decision‑making across timeframes and asset classes. 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