The Bull of Wall Street #47 - Fairlead Strategies founder Katie Stockton (recorded 11/03/25) скачать в хорошем качестве

The Bull of Wall Street #47 - Fairlead Strategies founder Katie Stockton (recorded 11/03/25)

In this episode, technical strategist and Fairlead Strategies founder Katie Stockton, CMT, joins hosts Jim Worden and Talley Leger to explore the discipline of technical analysis—how it complements fundamentals, informs risk management, and shapes portfolio strategy. Katie shares the story behind launching the Fairlead Tactical Sector ETF (TACK) and how she applies a systematic, long-term approach to identifying opportunities and managing drawdowns. What you’ll learn: • Why technical and fundamental analysis work best together • How to apply trend-following and momentum without chasing noise • Lessons from launching an ETF built for risk-aware investors • How advisors can use sector rotation and cross-asset diversification • Common mistakes advisors make when applying momentum or trend models • Katie’s most under-appreciated indicators for gauging trend exhaustion Chapters 02:00 – From CMT to entrepreneur: Katie’s journey to Fairlead Strategies 06:00 – Launching TACK: designing a risk-aware ETF 12:00 – Technicals vs. fundamentals: finding balance 18:00 – Sector rotation and market breadth 24:00 – Risk management and adaptive models 31:00 – The art of using indicators effectively 45:00 – How advisors can apply trend discipline in practice 58:00 – Katie’s most underrated tools and closing thoughts Guest: Katie Stockton, CMT, Founder & Managing Partner, Fairlead Strategies Hosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG) Follow us LinkedIn: The Wealth Consulting Group X (Twitter): @WealthCG YouTube: @thewealthconsultinggroup Making Life Better at The Wealth Consulting Group If you’re ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources built to make your practice—and your life—better. Subscribe at bit.ly/wealthcg