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Content provided by Tyler Wood, CMT and Dave Lundgren, CMT, CFA, Tyler Wood, CMT, Dave Lundgren, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Wood, CMT and Dave Lundgren, CMT, CFA, Tyler Wood, CMT, Dave Lundgren, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Episode 43: Navigating Markets with Todd Sohn, CMT

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Manage episode 451895672 series 2846969
Content provided by Tyler Wood, CMT and Dave Lundgren, CMT, CFA, Tyler Wood, CMT, Dave Lundgren, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Wood, CMT and Dave Lundgren, CMT, CFA, Tyler Wood, CMT, Dave Lundgren, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively managed ETFs, now comprising over 8% of total ETF assets—a figure that has doubled in just the past three years.

Join us as Todd dives into actionable insights for managing rapid sector rotation, the critical intersections of thematic investing with trend following, and the importance of sentiment and fund flow data, with notable closures of China-focused ETF products. He also examines how cap-weighted indices and ETF products compound the concentration dilemma and offers his thoughts on how to best manage risk.

Whether you're a seasoned investor or new to ETFs and technical analysis, this episode delivers expert-level guidance for navigating today's complex markets. Tune in for an engaging discussion packed with practical advice, professional anecdotes, and Todd's distinctive approach to solving market puzzles.

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

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 451895672 series 2846969
Content provided by Tyler Wood, CMT and Dave Lundgren, CMT, CFA, Tyler Wood, CMT, Dave Lundgren, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Wood, CMT and Dave Lundgren, CMT, CFA, Tyler Wood, CMT, Dave Lundgren, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively managed ETFs, now comprising over 8% of total ETF assets—a figure that has doubled in just the past three years.

Join us as Todd dives into actionable insights for managing rapid sector rotation, the critical intersections of thematic investing with trend following, and the importance of sentiment and fund flow data, with notable closures of China-focused ETF products. He also examines how cap-weighted indices and ETF products compound the concentration dilemma and offers his thoughts on how to best manage risk.

Whether you're a seasoned investor or new to ETFs and technical analysis, this episode delivers expert-level guidance for navigating today's complex markets. Tune in for an engaging discussion packed with practical advice, professional anecdotes, and Todd's distinctive approach to solving market puzzles.

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

  continue reading

52 episodes

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