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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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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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As President of the International Institute for Management Development - better known as IMD - Jean-François Manzoni has a direct line to some of the world’s most interesting and successful business leaders. In this new podcast, he shares that opportunity with you.In each episode, we’ll hear from a different CEO about the path that brought them to the C-suite, the insights they’ve gained at the top -- and the advice they’d like to pass on to the next generation.New episodes every other Thursday.
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The Future of Work

Singapore Institute of Management

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One of Singapore's premiere professional development institutions offering a holistic and immersive learning experience for C-suite executives and PMEs to grow their skills through training and exposure to top global thinking and management best practices. Helping the workforce to stay versatile, innovative and market ready.
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International Education Marketing and Recruitment

Middlebury Institute Marketing & Recruiting class

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Issues related to marketing and recruiting for international education programs and in the IE context. Season 5 started October 2023, with new episode #83. Produced by the International Education Management community at the Middlebury Institute of International Studies. https://www.middlebury.edu/institute/academics/degree-programs/international-education-management
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With all of these great ideas growing all over Manila, it’s only fair to give all of that talent and potential an avenue to learn, network and eventually, find an opportunity to grow. International Start Up Meetings (ISUM) aims to do just that. ISUM has been bringing together startups, professionals, business-owners, mentors and investors since 2011. From the launch in Paris and through other exciting destinations such as Vienna, Lima and Mexico, ISUM has been a platform for entrepreneurs fr ...
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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 dives deep into the current state of trading the AI theme, focusing on the potential of Astera Labs Inc. Despite the recent underperformance of its stock, which has halved since its IPO, Anthony explains why he belie…
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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 valuable insights on navigating the stock market, emphasizing that it's a market of stocks with both winners and losers. He discusses his current outlook on various sectors, particularly retail and furniture, …
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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 explores the shifting market dynamics and discusses how to position your portfolio amidst evolving economic scenarios. Ed revisits some past predictions that are now playing out and takes a deep dive into the potentia…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggren analyzes recent market trends, focusing on the volatility affecting major tech stocks like Microsoft, Amazon, Meta, and others, and their significant declines from recent highs. He discusses the broader market's resi…
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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 discusses the importance of identifying companies with flawed business models that might be heading towards a zero valuation. He highlights how they can represent a "tail-trade" in a balanced and diversified portfoli…
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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 emphasizes the importance of understanding economic fundamentals at both company and sector levels. He discusses the Federal Reserve's potential rate cuts, the mixed performance in retail sales, and how a decrease in…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ed Shek delves into the strategic reasoning behind adding a rotation trade to his portfolio. Ed discusses the current two-tier market scenario, dominated by high-performing hyperscalers and underperforming value stocks. He explai…
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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 the current state of the US housing market, highlighting significant changes and potential trading opportunities. He explains that despite past resilience, leading economic indicators and recent data sugg…
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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, a seasoned ITPM trading mentor, delves into last week's surprising CPI number and its implications for the stock market. Raj offers a comprehensive analysis of the CPI, exploring core goods inflation, housing costs,…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! JIn this episode Ed Shek returns to dissect the latest market trends and the pervasive Fear of Missing Out (FOMO). With the S&P, Nasdaq, and Dow at all-time highs, Ed explores the "happy talk" driving the market optimism and the underlying realit…
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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 breaks down the surprising moves and correlations in the market. Raj delves into the divergent performance of commodities, highlighting significant gains in copper and unexpected surges in cocoa futures. He then exam…
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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 looks into the implications of persistently high interest rates and evolving market dynamics. Raj explores everything from the Federal Reserve's shifting policies to unexpected behaviours in gold when compared to bot…
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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 updates us on the success of the commodity themed trades he's mentioned previously and then moves on to talking about a different commodity: Cannabis! Ben explores the changing landscape for Cannabis at both societa…
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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 explores the auto industry's evolution towards electric vehicles (EVs), highlighting the rise of hybrid technologies due to slow EV infrastructure development and declining EV resale values. He notes the stock perfor…
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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 dives into the antitrust actions facing major tech companies, with a spotlight on Apple, following the US Justice Department's allegations of monopolistic practices in the iPhone ecosystem. After highlighting the E…
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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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Regenerative agriculture techniques are vital to improve the resilience of crops and help farmers achieve humanity’s dual objective of growing more food using less land, the CEO of the Swiss agriculture group tells IMD President Jean-François Manzoni, as he advocates for carbon labelling on produce.By IMD
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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 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 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 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 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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