Episode 28: Live from NYC with Jerry Parker

05/02/23 • 70 min

Fill The Gap: The Official Podcast of the CMT Association

Fill the Gap LIVE: Tenets of Trendfollowing
This fireside chat was broadcast live from midtown Manhattan on April 28, 2023 as episode #28 of Fill the Gap: the Official Podcast of CMT Association.
One of the famed Turtle Traders groomed under Richard Dennis, Jerry Parker has continued to thrive through multiple market cycles as a systematic trend-following manager and CEO of Chesapeake Capital. Co-host of Fill the Gap, David Lundgren explores Jerry’s time-tested approach to trend following, and what it takes to succeed, both as a portfolio manager and business owner, using this “simple but not easy” style of investing.

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/
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@CMTAssociation or
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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

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

Previous Episode

Episode 27: Mark Deriet, CMT, CFA

This month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT.
"Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-pack from the show notes here: https://cmtassociation.org/podcast/fill-the-gap-episode-twenty-seven-with-mark-deriet-cmt-cfa/
Mark Deriet, CMT, CFA, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis | Cormark Securities Inc.

Mark Deriet is the Quantitative and Technical Analyst for Cormark Securities Inc (previously Sprott Securities)., a leading Canadian independent investment dealer. Mark is the recipient of the Brendan Wood TopGun award for Technical Analysis for more than 15 consecutive years.

Mark served over 10 years on the buyside combining both fundamental and quant/technical analysis into his investment process. In this role Mark was able to interface with many technical research analysts incorporating tools and concepts into his top-down approach.

Having earned both the CFA and CMT designations, Mark appreciates the pros and cons of both disciplines. Investing primarily in Europe and emerging markets, Mark developed screening tools to isolate leaders and laggards across the vast array of securities within his mandate.

Over the past 17 years, Mark has served in a sell-side role at Cormark. Representing their first foray into the technical and quantitative research arena. While in his current role at Cormark, Mark developed research products including top-down macro indicators to identify opportunities in sectors, industry groups and among various factors as well as bottom-up stock screens.

When not chasing fresh powder in Whistler, Mark’s next endeavor is to launch a fund based on his proprietary quantitative momentum models later this year.

Education: B.Comm, University of Toronto, 1993; M.A. Economics, University of Ottawa, 1995; Chartered Financial Analyst, Association for Investment Management and Research, 1998; Chartered Market Technician, CMT, 2004.

Experience: In the investment business since 1996; with Sprott Securities, now Cormark since 2006. Previously with Scotia Cassels Investment Counsel since 1999.

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

Next Episode

Episode 29: Craig Johnson, CMT, CFA

Craig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors.

Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using classic trend analysis, his team simply highlighted the series of higher highs and higher lows appearing in the equity index. But their process is revealed in the 300+ pages of the “Informed Investor” research report which delivers in-depth analysis of sectors, industry subgroups and a healthy appreciation for relative strength.

Craig has a deep appreciation for the analysts who preceded him at Piper Sandler including Steve Leuthold who sadly passed in March, 2023, and Ed Nikoski who Craig worked with closely before his retirement. There is a strong technical analysis community in Minnesota which now includes Ralph Acampora, CMT. However, he reflects on the advantage of being outside New York where independent thinking and contrarian viewpoint can flourish based solely on the message of the market.

This episode also explores some remarkable alternatives to home heating in the depths of Minnesota’s sub-zero winters! Enjoy this conversation with Chief Technical Strategist and former president of CMT Association, Craig Johnson, 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.