Episode 5: Frank Teixeira, CMT, CFA

Partner, Portfolio Manager, and Director of Technical Research at Wellington Management for over 20 years, Frank Teixeira brings his unmatched insight to addressing what it takes to navigate institutional pools of capital through multiple market cycles. Episode #5 of Fill the Gap delivers a first-hand account of the often-opaque world of professional money management. 

Exploring the difference between the emotional “pain management” that many investors practice, and a repeatable process of risk management, Frank shares personal successes and challenges that are at times surprising, but always refreshingly candid and instructive . Without the theoretical jargon of cognitive behavior or trading psychology, listeners will hear the visceral account of how we as investors learn lessons – good or bad – from every experience in the markets. “Be aware of what lesson you are learning” advises Frank, and remove words like “regret” from the lexicon. 

For veteran asset managers who have the passion to continue refining their process, or anyone considering a career in finance, this episode of Fill the Gap provides essential insight into the discipline of trend-following and momentum investing.  This podcast features several charts which reflect Frank’s work, referenced in the course of conversation. To better understand the concepts covered, we recommend you download the supplemental chart resources using this link: go.cmtassociation.org/ftge5 

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

Om Podcasten

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, 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.