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cover of episode Episode 40: Janine Guenther, CMT, CFA

Episode 40: Janine Guenther, CMT, CFA

2024/6/2
logo of podcast Fill The Gap: The Official Podcast of the CMT Association

Fill The Gap: The Official Podcast of the CMT Association

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D
David Lundgren
J
Janine Guenther
T
Tyler Wood
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David Lundgren: 技术分析最大的优势在于它能让人们关注当下,而不是过度关注未来。它能让人们在做出投资决策前,先看看市场是否认同他们的观点。 Tyler Wood: 技术分析既有数学计算的一面,也有经验和个人判断的一面。每个投资者都需要找到适合自己的方法。 Janine Guenther: 将基本面分析和技术分析相结合,可以帮助投资者做出更明智的投资决策。交易量和相对强弱指标(RSI)是其投资纪律中非常重要的组成部分。寻找趋势线的突破是其投资策略的关键。投资决策应综合考虑基本面、技术面和宏观背景三个方面,并根据市场变化调整投资策略。技术分析的艺术性体现在对趋势变化、动量和交易量的综合判断上,这需要经验的积累。投资组合的韧性在于其在市场上涨时也能获得较高的收益,而在市场下跌时也能有效控制亏损。在合适的时机获利了结是重要的投资策略。如果一只股票的基本面良好,但技术指标不佳,则将其列入观察名单,等待市场确认其投资价值。投资组合中既需要稳定增长的股票,也需要具有高增长潜力的股票。投资组合的多元化不应与集中投资相冲突,关键在于选择具有不同经济领域和市场板块的股票,以获得不相关的回报。与客户沟通时,需要向他们解释投资过程和策略,并帮助他们理解投资组合的现金流。与客户沟通时,需要帮助他们了解市场波动,并做好应对市场风险的准备。

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Shownotes Transcript

In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT and CFA designations, Guenther provided a nuanced perspective on navigating today's complex market dynamics.Throughout the hour-long discussion, Guenther emphasized her holistic approach to investment analysis, integrating technical indicators with rigorous fundamental research. Drawing on her experience from roles at BMO Capital Markets and CIBC World Markets, she highlighted actionable strategies for identifying market trends and opportunities. Guenther also addressed the role of behavioral finance in shaping market movements, illustrating how understanding investor psychology can enhance trading strategies.Listeners gained insights into her methodology for evaluating stocks and sectors, leveraging both quantitative and qualitative factors to drive investment decisions. Guenther's commitment to risk management and portfolio protection resonated throughout the interview, underscoring the importance of disciplined approaches in volatile markets.Her expertise and dedication to advancing financial analysis, evident through her contributions to the CMT Association and CFA Institute, provided a rich backdrop to the podcast, offering professionals and enthusiasts alike valuable perspectives on effective investment strategies in today's ever-evolving financial landscape.

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