Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style

In today's episode, Rusty and Robyn talk with Dave Lundgren, a 30-year investment veteran who is now the co-host of the Fill The Gap podcast. Dave is an expert in technical analysis strategies. He’s especially adept at watching trends and momentum swings in stock valuation. Currently, Dave serves on the CMT Association’s board of directors and is a private investor.  Dave talks with Rusty and Robyn about the wonders of technical analysis, the difference between following trends and the following momentum, the role of sentiment in stock valuation, and how to master your investment style.  “It's not about finding the holy grail—finding the style that makes money all the time. It's about finding the style that fits you, and knowing that style inside and out so that when things are going wrong, you don't take it personally." ~ Dave Lundgren Main Takeaways  Technical analysis is as important as fundamental analysis. It's your road map; it shows you how to get to your destination. Focus on the price. There's a universal formula for price and it involves stock valuation and sentiment.  Master your own investing style. There's no absolute investing approach that makes more money over the long-term. Making money and overcoming setbacks are all about the execution of whichever method you use. Links Dave Lundgren on LinkedIn Rosalita by Bruce Springsteen Dave Lundgren, CMT, CFA Fill The Gap Podcast Charles Dow Theory Trading In the Zone: Master the Market with Confidence, Discipline and a Winning Attitude by Mark Douglas David Ricardo Reminiscences of a Stock Operator by Edwin Lefevre How to Trade in Stocks by Jesse Livermore How I Made $2,000,000 in the Stock Market by Nicholas Darvas How to Make Money in Stocks: A Winning System in Good Times and Bad by William O'Neil Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

Om Podcasten

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024