#52 – Julius de Kempenaer, creator of Relative Rotation Graphs on Relative Rotation Graphs, Sector Rotation Intelligence, and Why Momentum Still Rules the Markets
Description
In this episode, Julius de Kempenaer, creator of Relative Rotation Graphs (RRG®), CMT charterholder, and one of the most influential technical minds in modern market analysis joins Jim Worden and Talley Leger for a deep dive into how professional investors spot rotation, manage risk, and visualize market leadership before it shows up in price. Julius shares the origin story behind RRG, why institutions rely on it globally, and how advisors can use rotation analysis to improve portfolio construction, timing, and client communication.
From sector rotation to asset-class mapping to avoiding the “doghouse quadrant,” Julius breaks down the tools and signals that he thinks matter most in today’s market.
What you’ll learn
• How Julius invented Relative Rotation Graphs and why they changed market analysis
• Why RRG captures true leadership changes better than traditional relative strength charts
• How to read momentum, tail length, heading, and quadrant shifts with confidence
• When a rotation may be an early warning signal vs. noise
• Why tech dominance can distort traditional sector narratives
• How to use RRG for equities, fixed income, currencies, crypto, and asset allocation
• How advisors can use RRG visuals to simplify complex portfolio conversations
Chapters:
02:00 — Julius’ unexpected path: Dutch Air Force captain to fund manager to technical pioneer
07:00 — How RRG was born: the Bloomberg debut and the Excel “aha moment”
12:00 — Sector rotation today: tech strength, defensive improvement, and warning signs
17:00 — How to interpret tail length, heading, and quadrant transitions
22:00 — Lagging → improving vs. leading → weakening: what matters most
27:00 — Using RRG for multi-asset portfolios, yield curve analysis, and crypto
32:00 — Benchmark selection: why picking the wrong benchmark breaks your analysis
38:00 — How advisors can use RRG to communicate positioning and risk
44:00 — The future of rotation analysis and why momentum still works
Guest:
Julius de Kempenaer, CMT and Creator of Relative Rotation Graphs (RRG®)
Hosts:
Talley Leger, Chief Market Strategist, WCG
Jim Worden, Chief Investment Officer, WCG
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