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PODCAST

ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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.

business investing

All Episodes

11:54

ITPM Flash Ep74 Strap On Some Security

ITPM Podcast ·

2025/04/11

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj dives into Trump's tariff policy, the geopolitical ripple effects, and how they could impact global trade, especially with China. He also shares why cybersecurity stocks like Zscaler (ZS) are set to outperform – even in a tough market – and breaks down a high-reward options strategy to capitalize on it. On the short side, Raj highlights why Coca-Cola (KO) could be

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11:51

ITPM Flash Ep73 Emerging Opportunities

ITPM Podcast ·

2025/04/04

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald breaks down the changing global investment landscape. He explains why US equities are becoming less attractive compared to European and emerging market equities, against a backdrop of rising inflation expectations, surging commodity prices, and worsening US budget deficits. Jason discusses the narrowing valuation gap between US and European equities, the

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13:22

ITPM Flash Ep72 Liquidity Blows

ITPM Podcast ·

2025/03/26

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek explores the powerful shift in global capital flows at a potential market pivot. With US assets having dominated for over a decade, signs of softening macro data and changing global dynamics—like the yen carry trade unwinding and rising opportunity internationally—suggest the tide may be turning. Through the lens of fictional traders Barry and Sally, Ed unpacks why

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11:46

ITPM Flash Ep71 Listen Up

ITPM Podcast ·

2025/03/21

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen recaps recent market volatility and reviews two trade ideas from January—one a win, one still in play—before diving into a fresh setup in the AI space. With macro data showing signs of slowing growth and inflation concerns rising due to tariffs, Ben highlights how this environment is ideal for options spreads. He then breaks down a compelling opportunity in

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15:46

ITPM Flash Ep70 Shaky Foundations?

ITPM Podcast ·

2025/03/07

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Tariffs are adding confusion and risk to the markets, and the housing sector is caught in the crossfire. In this video, Anthony Iser breaks down how tariffs impact businesses, why economic data is signaling weakness, and why Lennar (LEN) is a compelling short opportunity. With slowing demand, rising costs, and potential earnings pressure, he outlines a high risk-reward trade setup ahead

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11:47

ITPM Flash Ep69 Is Gold Turning Black?

ITPM Podcast ·

2025/02/28

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Gold is soaring to new highs, while oil remains stuck in a range—so what’s driving the divergence? In this episode, Jason McDonald breaks down the factors behind gold’s relentless rally, from geopolitical risks to monetary policy shifts, and explores whether the market is overstretched. Meanwhile, oil inventories are tight, and potential geopolitical shifts could spark a move higher. Is the

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12:16

ITPM Flash Ep68 The Divinity is in the Data

ITPM Podcast ·

2025/02/20

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The AI revolution is accelerating, and the data gold rush is in full swing! In this week's ITPM Flash, Edward Shek breaks down the latest trends in tech—from surging CapEx in data center hardware to software's growing dominance. With AI adoption expanding rapidly, the cost of inference is set to plummet, driving mass adoption. That’s why the real opportunity lies in data stocks—companies that

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10:23

ITPM Flash Ep67 Time for a Gas Pump?

ITPM Podcast ·

2025/02/14

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, join Raj Malhotra as he breaks down the evolving market landscape in early 2025. While the S&P 500 is up around 3%, the real story is the broadening of the rally, with equal-weighted indices keeping pace with mega-cap tech. Raj explores key themes, including potential rotations into small and mid-cap stocks, the resilience of natural gas, and the dispersion within

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11:33

ITPM Flash Ep66 Stacking Bills

ITPM Podcast ·

2025/01/31

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, Anthony Iser discusses the major market moves following the release of Deep Seek, highlighting its impact on AI and software companies. While the AI infrastructure debate continues, he focuses on how AI-driven applications will drive growth for software companies, particularly Bill Holdings. As a key player in the payments sector for SMBs, Bill Holdings has seen

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13:34

ITPM Flash Ep65 Get Shorty

ITPM Podcast ·

2025/01/17

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Edward Shek for this episode, where he explores the rapidly shifting trading landscape and the opportunities it presents. With narrowing tech leadership, weak global economic signals, and a focus on risk-adjusted returns, this episode is packed with actionable insights. Ed talks through two short trade ideas for his portfolio: CDW Corporation, grappling with slowing public sector demand

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13:02

ITPM Flash Ep64 A RIGged Game

ITPM Podcast ·

2025/01/10

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Ben Berggreen for the first flash episode of 2025, as he dives into the evolving market landscape and highlight key opportunities. With a steepening yield curve, surprises from ISM manufacturing data, and the Fed dialing back on expected rate cuts, the macro backdrop is shifting rapidly. Ben breaks down how these developments could impact crude oil, energy stocks, and more. Featured in

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08:52

ITPM Flash Ep63 Positioning for Conflict De-escalation

ITPM Podcast ·

2024/12/05

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Jason McDonald as he explores the implications of the recent U.S. elections, inflation and market dynamics. He provides an update on his recent trades in Victoria’s Secret and Abercrombie & Fitch whilst sharing a new idea in Barrick Gold. Jason discusses the potential impact of geopolitical de-escalation and inflation trends on the gold market, presenting a calendar spread strategy that

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15:04

ITPM Flash Ep62 Russell Up Some Alpha

ITPM Podcast ·

2024/11/22

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In Edward Shek's final episode of the year he dives into the shifting market landscape and uncovers a mid-cap software opportunity. From analyzing the relative performance of major indices to examining the impact of recent earnings and policy changes, he explains why he's adding a mid-cap software stock like Freshworks to the portfolio and hedging for inflation risks. With markets broadening

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08:42

ITPM Flash Ep61 Banking Profits

ITPM Podcast ·

2024/11/15

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Ben Berggreen in this episode as he revisits his recent trades and dives into new opportunities for the months ahead! From reviewing the stellar performance of his MTZ and PAVE strategies, to introducing his latest bullish idea on Duolingo (DUOL), Ben breaks down the setups, strategies, and insights driving market moves. Learn how Duolingo's explosive growth, AI innovation, and market

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09:50

ITPM Flash Ep60 Out of Favour Beverages

ITPM Podcast ·

2024/11/04

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! With the US Presidential Election just days away, Anthony Iser shares his top strategies for finding trade ideas that thrive no matter who wins. He zeroes in on Celsius Holdings, an energy drink company facing temporary setbacks but with a promising future. Anthony breaks down the company's challenges, including inventory issues with Pepsi’s distribution network, and explains why he believes

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12:28

ITPM Flash Ep59 Three Legs, One Spread.

ITPM Podcast ·

2024/10/25

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, join Jason MacDonald as he dives into two intriguing apparel trade ideas—one long and one short—both set to play out over the next six months. In this video, Jason explores the potential recovery of Victoria's Secret (VSCO) under new management, with a focus on a turnaround in North America. He also analyzes the growth of Abercrombie & Fitch (ANF) and questions whether its

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14:46

ITPM Flash Ep58 Game Theory

ITPM Podcast ·

2024/10/21

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ed Shek discusses the positive setup for equities heading into earnings season, driven by low expectations, recent economic bullishness, and trillions in the money markets. Ed sees potential for a second wave of rotation into equities and highlights his interest in turnaround stories. With market volume largely controlled by black box quant hedge funds that prioritize sentiment

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12:35

ITPM Flash Ep57 Old School Alpha

ITPM Podcast ·

2024/10/15

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down the latest macroeconomic data, including updates on the ISM Purchasing Managers Indices, U.S. non-farm payrolls, and the Consumer Price Index. He considers the potential for a strong market performance in the final quarter of the year, driven by a moderating economy and a possible interest rate easing cycle. Based on his macro outlook, he explores

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11:43

ITPM Flash Ep56 Trading the EM Squeeze

ITPM Podcast ·

2024/10/04

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald talks about his view on US interest rates and how it lead him to a trade idea in emerging markets.

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15:35

ITPM Flash Ep55 Never Go Full Macro

ITPM Podcast ·

2024/09/27

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser discusses the uncertain future of the markets, presenting two potential outcomes: a soft landing with stable markets, low unemployment, and solid earnings, or a hard landing leading to a recession, high unemployment, and falling market values. Drawing on historical data, he notes that the Federal Reserve has triggered hard landings in the past after rate cuts, but

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195 results

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