Katie Stockton - Technical Analysis & Investing

Investment Manager Podcast

(00:01:36) - Katie's Background

(00:03:05) - Connecticut as an investment hub

(00:04:26) - Early influences and family background

(00:06:10) - Studying finance and international business

(00:07:42) - Women on Wall St

(00:13:44) - Technical Analysis is not widely adopted in the Investment space

(00:17:01) - Focusing on Equities

(00:18:12) - The use case for Technical Analysis in institutions

(00:20:37) - Do Macro factors blend with Technical views?

(00:23:32) - Technical Analysis is perception of data, not the data itself

(00:24:42) - Starting an investment business

(00:27:34) - How Katie built a retail investment investor following

(00:30:15) - The catalyst for entering portfolio management

(00:32:40) - Leap of faith in launching an Active ETF

(00:35:02) - The case for a sector rotation investment strategy

(00:38:00) - Technical indicators that Katie uses to form a view

(00:40:07) - Quantifying Maco factors

(00:42:29) - Advice for Emerging Managers

(00:45:05) - Biggest inspirations in the Investment industry

Introduction

My guest today is Katie Stockton.

Katie is Founder and Managing Partner of Fairlead Strategies, an independent research firm and investment advisor focused on technical analysis. Katie has spent more than 20 years on Wall Street providing technical research and advice to institutional investors.

She is the portfolio manager for the Fairlead Tactical Sector ETF and is a contributor for CNBC and other financial news networks.

Join me as we discuss:

• How and why Katie got into technical analysis
• The types of technical indicators that Katie uses
• Launching a business as a female founder

Important Links

Fairlead Strategies - https://www.fairleadstrategies.com/

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