Podcast appearances and mentions of dorsey wright

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

This week, Portfolio Manager Chuck Fuller joins Miles Clark to discuss current market positioning, indicators to monitor, and how football pairs up with relative strength

This week, Will Gibson, CFA joins Miles Clark to discuss NVDA earnings, gold, copper, inflation, and real estate.

This week, David Clark joins Ian Saunders to discuss the equity rebound and latest sector movements.

This week, Ian Saunders joins Will Gibson, CFA to discuss the latest equity rebound, economic data, technology correction, and commodity performance.

This week, Joseph Tuzzolo joins Will Gibson, CFA to discuss the latest uptick in volatility, carry trade, mega caps, interest rates, and more.

This week, Miles Clark joins Ian Saunders to discuss major performance trends from July, specifically an uptick in stock participation.

This week, Will Gibson, CFA is joined by Nasdaq Dorsey Wright's summer intern Ethan Hopp. The two discuss a path to interning, Hampden-Sydney, Ethan's summer project, career aspirations, and more.

This week, David Clark and Ian Saunders discuss the historic outperformance from small caps.

This week, Miles Clark and Ian Saunders discuss the biggest themes for the second quarter (Q2).

This week, Matt Kaufman, CETF Head of ETFs at Calamos joins Will Gibson, CFA to discuss the latest capital protection products. Matt shares about the history, development, and use case for these innovative strategies.

This week, Miles Clark and Will Gibson, CFA discuss recent performance trends, persistent weakness from small caps, Q2 catalysts, and more.

This week, David Clark and Miles Clark discuss the recent strength from commodities and major equity benchmarks.

This week, Nasdaq Dorsey Wright Senior Portfolio Manager John Lewis, CMT joins Ian Saunders to discuss the profile of the momentum factor in 2024. The two discuss domestic and international markets, specifically Mexico, and what to watch going forward.

This week, Miles Clark and Will Gibson, CFA record the podcast live at the Wealth Management EDGE Conference. The two share thoughts on the event and the biggest market trends over the past week.

This week, Steve Raymond joins Ian Saunders to discuss key seasonal quarter model updates.

This week, Ian Saunders and Will Gibson, CFA discuss historical market performance during election years, elevated interest rates, and major earnings reports.

This week, Ian Saunders is joined by Brendan Ahern, CIO at KraneShares. Brendan shares his expert opinion on the Chinese economy and market, and what investors are missing.

This week, Joseph and Will discuss the market exhale, uptick in rates, declining breadth, small caps, extended stays above the 50-day moving average, and more.

This week, Miles Clark and David Clark (no, they aren't brothers) unpack a new quarterly report, discuss the recent CPI print, market reaction, interest rates, and more.

This week, Senior Portfolio Manager Chuck Fuller, CFA, CMT, joins Ian Saunders for a quarterly wrap up on winners and losers over the last three months, and what to look toward in the second quarter of 2024.

In this episode, Ryan is joined by Jay Gragnani, Senior Market Strategist at Nasdaq Dorsey Wright for a discussion about how financial professionals are utilizing technical analysis and Dorsey Wright's research as an objective input for their decision-making process.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

This week, Ian Saunders and Will Gibson, CFA discuss the 15 year anniversary of the GFC, the latest Fed meeting, international stocks, commodities breaking out, and Chipotle burritos.

This week, David Clark and Will Gibson, CFA discuss the latest inflation data, market reactions, investor sentiment, and demand for Chinese equities.

This week, Miles Clark and Will Gibson, CFA discuss the recent breakout for the S&P 500 Equal Weight, the implications for momentum strategies, gold, Apple, and Target.

This week, Ian Saunders and Will Gibson, CFA discuss the historic February performance, small cap equities, improving participation readings, and why trends can persist much longer than expected.

This week, Will Gibson, CFA and Miles Clark discuss the continued run from NVIDIA, Amazon getting added to the Dow, earnings season, and why some investors may hate the current bull market.

This week, David and Miles discuss market action following a notable CPI print and highlight a key relative strength relationship between the cap-weight and equal-weight S&P 500.

This week, Ian is joined by Steve Raymond, originator of our Fund Score system, for a discussion on thematic shifts seen in this week's Fund Score Model updates.

This week, Senior Portfolio Manager Chuck Fuller, CFA, CMT joins Ian Saunders to discuss market tops, historical growth rates for equities, and what that means for the present.

This week, Joseph and Ian discuss the technical picture for the biggest names around earnings season.

This week, Miles Clark and Will Gibson discuss notable index chart changes, several individual stocks, and recent developments with investor sentiment.

This week, David Clark and Will Gibson discuss some signs of market exhaustion, Boeing's pullback, the S&P 500 near all-time highs, and earnings on the horizon.

This week, Ian Saunders and Miles Clark review the best and worst performing ETFs in 2023.

This week, Ian Saunders and Will Gibson, CFA review the most clicked Point & Figure charts on the Nasdaq Dorsey Wright research platform for 2023.

This week, Miles and Ian discuss the quick market exhale, retailers, and why coal might be a preferred stocking stuffer this year.

This week, Will Gibson, CFA and Ian Saunders discuss the historic overbought posture of equities and oversold condition of fixed income markets. The two also acknowledge breadth thrusts taking place and what this could all mean for markets going forward.

This week, David Clark and Ian Saunders run through notable stocks in the Dow.

This week, Ian Saunders and Will Gibson, CFA do a mystery chart episode...cover up the name and see what you think.

This week, Chuck Fuller, CFA, CMT joins Ian Saunders to discuss risk management from the perspective of a seasoned, quantitative portfolio manager.

This week, Ari Baum, CEO of Endurance Wealth Partners, joins Ian to share his experience with risk as an active Financial Advisor. The two discuss client behavior, the importance of a process, and effective ways to communicate risk to individual investors.

This week, Jay Gragnani joins Will to kick off a four-part Risk Series. The two share their perspective on the topic of risk and explain why managing the risk of yourself is of utmost importance.

This week, Dr. Rufus Rankin, Head of Empirical Research at Nasdaq, joins Will Gibson to share his thoughts and experience with Risk as a previous fund manager and academic researcher.

This week, Senior Portfolio Manager (PM) John Lewis joins Will to share his thoughts on the market. The two discuss questions like: What is going well? What is not going well? What to make of fixed income? Why is the momentum factor so bad?

In Episode 259, I converse with Scott Lask, Founder of Scott Lask Wealth Management Group LLC. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council.He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott's specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals.  He is a frequent speaker for groups and organizations and continuing education seminars.We speak about In This Together Roundtable, the weekly networking group where we met, financial setbacks, classic rock, jamming with our 9th Podcast Guest Mike Papapavlou, CEO of Guitar Guide Guru, mitigating risk in chess and finance, his new book Let Wall Street Work for You, personal finance tips for milennials and more. 

This week, Miles and Will discuss earnings and a beaten up Consumer Staples sector.

This week, Ian and David share four key charts to monitor as we head into the last quarter of 2023. They involve the US Dollar, Crude Oil, All Equity Funds, and a depressed ten-week indicator.

This week, Joseph and Will discuss the latest exhale from equities, breakout for yields, and explore a technical case for a near-term upside bounce.

This week, Ian and David discuss the near term weakness seen in major domestic equity representatives, changes to the value vs. growth dynamic, and more strength from the US dollar.