#47 - Fairlead Strategies founder and technical strategist Katie Stockton on Technical Analysis, Trend Discipline, and Building a Risk-Aware ETF (recorded 11/03/25)

In this episode, technical strategist and Fairlead Strategies founder Katie Stockton, CMT, joins hosts Jim Worden and Talley Leger to explore the discipline of technical analysis—how it complements fundamentals, informs risk management, and shapes portfolio strategy. Katie shares the story behind launching the Fairlead Tactical Sector ETF (TACK) and how she applies a systematic, long-term approach to identifying opportunities and managing drawdowns. What you’ll learn:  •  Why technical and fundamental analysis work best together  •  How to apply trend-following and momentum without chasing noise  •  Lessons from launching an ETF built for risk-aware investors  •  How advisors can use sector rotation and cross-asset diversification  •  Common mistakes advisors make when applying momentum or trend models  •  Katie’s most under-appreciated indicators for gauging trend exhaustion Chapters02:00 – From CMT to entrepreneur: Katie’s journey to Fairlead Strategies06:00 – Launching TACK: designing a risk-aware ETF12:00 – Technicals vs. fundamentals: finding balance18:00 – Sector rotation and market breadth24:00 – Risk management and adaptive models31:00 – The art of using indicators effectively45:00 – How advisors can apply trend discipline in practice58:00 – Katie’s most underrated tools and closing thoughts Guest: Katie Stockton, CMT, Founder & Managing Partner, Fairlead StrategiesHosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG) Follow usLinkedIn: The Wealth Consulting GroupX (Twitter): @WealthCGYouTube: @thewealthconsultinggroup Making Life Better at The Wealth Consulting GroupIf you’re ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources built to make your practice—and your life—better.Subscribe at bit.ly/wealthcg