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Fill The Gap: The Official Podcast of the CMT AssociationAuthor: 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. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 58: Profiling Market Strength with Julius de Kempenaer, CMT
Episode 58
Friday, 14 November, 2025
In this episode of Fill the Gap, Julius de Kempenaer, CMT shares the story behind the creation of the Relative Rotation Graph (RRG), a data visualization tool that revolutionized how investors analyze relative strength and momentum across sectors and asset classes. The conversation highlights the importance of not just identifying what to buy, but also knowing what to remove from a portfolio to avoid underperformance. We also discuss the significance of portfolio weighting versus equal weighting when benchmarking performance. The episode concludes with reflections on the ongoing need for education in technical analysis and Julius’s personal journey to finally completing his CMT designation after decades in the industry.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 orhttps://www.linkedin.com/company/cmtassociationCMT 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
