The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek delves into the concept of "unfashionable re-ratings" and focuses on under-looked stocks in the Tech and AI value chain like HP Inc and Best Buy. Ed discusses potential growth in the PC market, driven by advancements …
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen highlights gold's recent movements and it's appeal to traders, especially in light of current geopolitical tensions and economic uncertainties. He then demystifies common misconceptions about the relationship betwee…
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ITPM Flash Ep35 Immigration Leads to Migration
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra reveals how understanding the profound impact of real-life events on human behaviour unlocks a treasure trove of trading opportunities. Specifically, Raj delves into the pressing issue of the southern border crisis i…
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ITPM Flash Ep34 How do you like your Tech? Hard, or Soft?
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on the significant role AI is set to play in driving corporate earnings and reshaping the tech landscape. He splits the industry into bespoke segments for analysis - Hyperscalers, AI Hardware, AI Software and …
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald explores the record-breaking surge in US share buybacks, totaling $105 billion in early February. He examines and explains key aspects of buybacks, highlights various successes and failures, and emphasizes their pe…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen dives into 2024 market dynamics, providing an overview of important economic results and focusing on major movements in large-cap tech companies like Meta, Microsoft, Amazon, Tesla, and NVIDIA. He breaks down the rec…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser delves into how the recent conflict affecting the Suez Canal and Red Sea shipping routes are creating a unique trading opportunity in a specific shipping company. Anthony discuss the implications of sustained geopolit…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra, senior trading mentor at ITPM, dives into the latest market trends discussing the recent FOMC meeting, market reactions, and potential policy shifts. Raj breaks down the ongoing market correction, highlighting histor…
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ITPM Flash Ep29 Current Valuation Assessment
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jsaon McDonald gives his take on equity valuations, return expectations and Fed policy.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser discusses Governor Waller's narrative of many rate cuts to come, and his recent change in direction. Are expectations set to change regarding a soft vs hard economic landing? Keep an eye on earnings season.…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episodeEdward Shek outlines the importance of maintaining a flexible and balanced portfolio in light of the upcoming earnings season.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep26 Revenge of the Small Caps
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen discusses whether he thinks there will be a resurgence in small cap performance in the coming months.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra shares his outlook on areas of outperformance in the stock market, and which stocks he is looking at for his own portfolio.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald discusses whether we have seen the end of the 60/40 portfolio era, and looks at some thematic differences from the current decade to the previous.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep23 Where have all the Big Buyers gone?
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek talks about who the big buyers in markets are and where they have gone.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen talks through the current market landscape and how fear is so important in driving market prices.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj discusses the current Gaza conflict from a trading perspective and how to play Chess, not Checkers, when making decisions.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony talks about the rhymes of today's market with the past.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep19 The First Domino Has Fallen
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ed explains the implications of the recent fall in consumer discretionary spending, and what to look out for next.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben highlights where the money is flowing in markets and the opportunities it creates.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra shares his opinion on US inflation, oil, interest rates and equities.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald gives a summary of where financial markets have been and where they are now in order to understand what might come next.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek gives his take on oil, and how he's using it to take positions in his portfolio.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep14 High Octane Commodity Trades
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Bergreen covers various commodity markets and how they effect his portfolio decision-making.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra talks about the recent Fitch credit rating downgrade to the US, and how he sees markets going forward.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser shares a couple of themes that he's been looking at for his portfolio.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep11 Together in Electric Dreams
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald shares his outlook on the Electric Vehicle industry, and which stocks he's avoiding.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep10 What's the Risk Premium Saying?
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek discusses the Equity Risk Premium in the market and what it could mean in the months ahead.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep9 Whose Finger is on the Nuclear Button?
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald argues for a turn in the Uranium market and sheds light on how he is representing it in his own portfolio.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra discusses the importance of having positions that can take advantage of "tail" events - and which assets he has been looking at in the last few weeks.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser analyzes the US Housing Market, and warns traders of attempting to "flog a dead horse".By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep6 Falling Inflation Will Bait The Bear
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek discusses his thoughts on interest rate and inflation expectations - and what could be in store for the market ahead.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep5 You Won't Like Me When I'm Mad
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Bergreen talks about a potential squeeze in markets that have crowded around negative macro outlooks.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep4 What if Genius Fails Again?
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra highlights what bond traders have got wrong, and how smart money is positioned.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser talks about why size matters when it comes to making trading decisions in the current market.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep2 Is the Fed Asleep at the Wheel?
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald talks about whether the US is sleep-walking into a banking crisis, and if the Fed has any idea.By Institute of Trading & Portfolio Management (ITPM)
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ITPM Flash Ep1 Financial Repression Still Exists
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ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek talks about the current Financial Repression and how it is driving decisions in his portfolio.By Institute of Trading & Portfolio Management (ITPM)
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What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
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continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
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continue reading
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Episode 98 - Swinging from the Chandeliers
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What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
1
Episode 97 - Introducing Positive Tail Risk
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What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
1
Episode 95 - The Obsolete Crypto Exchange?
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What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
1
Episode 94 - Hiding During a Hard Landing
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What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
…
continue reading