
Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Dave Lundgren, CMT, CFA is a 30-year investment industry veteran, with a focus on technical analysis strategies, particularly momentum and trend following.
He has held both analyst and portfolio manager positions at several major investment firms, including Wellington Management, Fidelity Investments, and Thomson Financial. In addition, David has started several research and investment firms, including Lundgren Financial Services, Breakaway Research, and hedge fund Lyceum Capital.
David also taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, Ma., where he was honored to receive the 2015 Excellence in Teaching Award in his first year. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute. He is also a Chartered Market Technician (CMT), and serves on the CMT Association’s board of directors. He recently launched the “Fill the Gap” podcast for the CMT Association.
David graduated with high honors from Babson College (1988), with a degree in finance and investments.
Listen above, or subscribe on your favorite podcast service and never miss an update! Resources Download Mark's Slides Give us a shout: @dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/ @_TBone_Pickens or...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Fill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Why do we all believe technical indicators should be quantified? Why do we follow a top-down approach to market analysis? Why do practitioners follow a "weight of the...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Atul Suri and David Lundgren, CMT, CFA hosted by Tyler Wood, CMT | Fill The Gap Live: Investment Management Trends at an Inflection Point Interview recorded Live at CMT...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary The timing of this month’s episode is uncanny. Investors around the globe are faced with a challenging market environment across all asset classes. Our guest this month...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary "Global Macro Analysis is like four dimensional chess." says Jurrien Timmer, CMT "It's intellectually thrilling!" If the recent market environment has been less...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Most market participants have learned that the markets are driven by Fear and Greed. This month’s guest challenges that assumption with the idea that financial markets...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Renowned technical analyst Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm. Additionally this year, she...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Thirty year veteran of the financial markets, decorated investment manager, leader of investment teams, and communicator of investment strategies joins us this month...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary How does the heir to an iconic value manager find their path into the CMT Program? Where does technical analysis fit into the investment process of Miller Value Partners?...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Timing is everything in the world of technical analysis, and this month we had the distinct honor of bringing the exceptionally talented Laura Martin, CMT, CFA onto Fill...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary This month’s guest on Fill the Gap is a household name in the field of technical analysis – one of the most widely read market commentators of this generation and a...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Ian McMillan, CMT and his colleagues run an RIA in a less-than-traditional approach... They use technical analysis to participate in trends and limit downside risk. For...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary When not skiing Lake Louise or surfing off the California coast, this month’s guest is helping investors catch the next big wave in the markets. For our listeners not already...
Presenter(s): Atul Suri, Dave Lundgren, CMT, CFA, Tyler Wood, CMT
Presenter(s): Dave Lundgren, CMT, CFA, Bill Miller IV, CMT, CFA
Presenter(s): Dave Lundgren, CMT, CFA, Atul Suri
Presenter(s): Tyler Wood, CMT, Dave Lundgren, CMT, CFA
Presenter(s): Dave Lundgren, CMT, CFA, Mark Dibble, Stewart Taylor, CMT, Jeff deGraaf, CMT, CFA
Presenter(s): Frank Teixeira, CMT, CFA, Dave Lundgren, CMT, CFA, Michael Murphy, CMT, CFA