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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

09:08

ITPM Flash Ep35 Immigration Leads to Migration

ITPM Podcast ·

2024/03/08

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 in the United States, unpacking its widespread implications for voters, the economy, and future market trends. He then demonstrates how to distil these

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12:17

ITPM Flash Ep34 How do you like your Tech? Hard, or...

ITPM Podcast ·

2024/03/01

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 Mid-Cap Tech - offering insight into the strategic positioning of each and where the best risk-return may be going forward. Specific companies

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09:59

ITPM Flash Ep33 Buybacks are Back.

ITPM Podcast ·

2024/02/23

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 performance as a significant financial factor to consider.

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13:20

ITPM Flash Ep32 Picking up Steam

ITPM Podcast ·

2024/02/16

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 recent performance of these giants, highlighting the opportunities they continue to present. The question Ben raises is simple: 'Are you making money in

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10:06

ITPM Flash Ep31 Ship em' in!

ITPM Podcast ·

2024/02/09

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 geopolitical tensions on the company's cash flow, their dividend policy, and a strategy for asymmetric risk management using options.

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09:27

ITPM Flash Ep30 Killing Angry Bears

ITPM Podcast ·

2024/02/02

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 historical patterns and the potential for a substantial rebound. He also mentions opportunities in under-loved sectors like small and mid-cap stocks, and

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12:29

ITPM Flash Ep29 Current Valuation Assessment

ITPM Podcast ·

2024/01/26

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.

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11:13

ITPM Flash Ep28 The Governor has Spoken!

ITPM Podcast ·

2024/01/22

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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09:47

ITPM Flash Ep27 Animal Spirits vs Earnings

ITPM Podcast ·

2024/01/12

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.

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12:04

ITPM Flash Ep26 Revenge of the Small Caps

ITPM Podcast ·

2024/01/11

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.

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08:41

ITPM Flash Ep25 Sometimes Crime Does Pay

ITPM Podcast ·

2023/11/24

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.

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10:38

ITPM Flash Ep24 The End of 60/40?

ITPM Podcast ·

2023/11/20

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.

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09:08

ITPM Flash Ep23 Where have all the Big Buyers gone?

ITPM Podcast ·

2023/11/10

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.

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08:35

ITPM Flash Ep22 The Dark Side

ITPM Podcast ·

2023/10/27

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.

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08:42

ITPM Flash Ep21 Play Chess Not Checkers

ITPM Podcast ·

2023/10/20

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.

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10:28

ITPM Flash Ep20 Same Same but Different

ITPM Podcast ·

2023/10/06

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.

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11:55

ITPM Flash Ep19 The First Domino Has Fallen

ITPM Podcast ·

2023/09/29

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.

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09:36

ITPM Flash Ep18 Follow the Money

ITPM Podcast ·

2023/09/19

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.

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09:05

ITPM Flash Ep17 Blindsided by Oil?

ITPM Podcast ·

2023/09/08

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.

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10:44

ITPM Flash Ep16 Where are We Now?

ITPM Podcast ·

2023/09/05

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.

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196 results

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