Talking Technical Analysis with Katie Stockton
Excess ReturnsApril 21, 202300:51:01

Talking Technical Analysis with Katie Stockton

In this episode we talk technical analysis with Fairlead Strategies founder Katie Stockton. As fundamental investors, this one was a great learning experience for us as we covered a wide range of ways in which technical analysis can help all of us in our investment strategies. We discuss the major tools available to technical analysts and how Katie thinks about deploying them, how Katie uses technical analysis to build a sector rotation portfolio that also manages risk and how fundamental investors can use technical analysis to improve their investment strategies.

03:34 - Katie's path to starting her own firm
07:03 - Using technical analysis to manage risk
09:07 - Defining technical analysis
11:32 - Why does technical analysis work?
14:47 - The biggest changes Katie has seen in technical analysis during her career
16:52 - Has technology made technical analysis easier or harder?
19:22 - How Katie looks at the technicals of the current market
23:53 - The dynamic nature of technical analysis
25:22 - How to look at popular technical indicators like the Death Cross and Hindenburg Omen
31:01 - Does technical analysis work better in certain asset classes?
33:05 - How investors should look at support and resistance
35:36 - An overview of the strategy of Katie's ETF
39:05 - How the ETF might fit into an investor's portfolio
44;00 - Do technical indicators become less effective as more investors use them?
45:47 - How technical analysis can improve fundamental strategies?
48:07 - The one lesson Katie would teach the average investor

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