Episode 65: The Technically Driven Portfolio with David Cox, CMT, CFA

In this episode of Fill the Gap, Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview David Cox, CMT, CFA, Senior Portfolio Manager at Financially INsync, about his evolution into a technically driven investor and how his experience shaped a disciplined, trend-following approach. David also emphasizes the importance of routines, risk management, and acting decisively at market inflection points. He describes it as a "technically driven approach," relying far more on price, volume, relative strength, and market behavior than on narratives or headlines, which he views as often misleading for investors. The conversation also explores the emotional and practical challenges of managing client money, including handling cash positions, avoiding large drawdowns, and balancing clear rules with discretion rather than fully automating decisions. This episode gives you a glimpse into the inner workings of portfolio management, as well as the mindset of a successful portfolio manager.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