Fill The Gap: The Official Podcast of the CMT Association

Episode 2: Louise Yamada, CMT

February 05, 2021 Tyler Wood and Dave Lundgren. CMT, CFA Season 1 Episode 2
Fill The Gap: The Official Podcast of the CMT Association
Episode 2: Louise Yamada, CMT
Show Notes

Perhaps one of the most inspiring entrances into the world of Wall St., Louise Yamada, CMT joins Fill the Gap for a riveting discussion of macro trends as market volatility peaks and we witness the madness of crowds.

In this fascinating episode, hosts Tyler Wood and David Lundgren chat with Louise about her incredible career at Smith Barney (Citigroup) working with Alan Shaw, CMT, Ralph Acampora, CMT and many others, as well as the past 15 years directing her own research firm, Louise Yamada Technical Research Advisors (LYA). 

Louise discusses the major themes that have shaped her invaluable research for clients over multiple cycles, including the real inflation not captured by current measurements and the sensitivity of various sectors and industry groups to the effects of inflation. With a global lens for secular trends, Louise offers insights on the relative performance breakout of Emerging Markets equities and the specific impacts of implementing next generation technology in frontier and developing economies.  

Reviewing Louise’s prescient book Market Magic, this episode delves into the unique insights taken from long-term trend analysis, demographic impacts, and historical corollaries. Listeners will even get a lesson in the natural laws of physics that apply to the world economy. Get to know a perennial leader in the Institutional Investor polls, the CMT Association’s Lifetime Achievement recipient of 2016, and a truly gifted market analyst – Louise Yamada, CMT.