April 5, 2025
A presentation as part of the CMT West Coast Regional Summit 2025
About the Presentation: “You are what you do, not what you say you’ll do.” In this session, we’ll apply this quote from psychologist Carl Jung to our investing process. The mindless investor blindly chases performance, struggles to manage overwhelming amounts of information, and falls victim to whatever eye candy pops up on their screens. The mindful investor is thoughtful and intentional about how they spend their time, how they prioritize their efforts, and how they use technical analysis tools to minimize behavioral biases. You’ll leave this discussion with specific tools and techniques to improve your mindset, upgrade your market awareness, and work smarter not harder!
