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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

08:01

ITPM Flash Ep94 Charged Up $MVST

ITPM Podcast ·

2025/10/30

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The world is going electric faster than you think — but not just for passenger cars. In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution. While Tesla and Rivian dominate headlines, the commercial EV space is growing even faster — and Microvast is solving its biggest bottleneck:

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11:13

ITPM Flash Ep93 Uniformly Stretched $CTAS

ITPM Podcast ·

2025/10/23

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Slowing job creation and stagnant wages make Cintas ($CTAS) uniformly stretched. In this episode of ITPM Flash, Edward Shek presents a short idea on Cintas ($CTAS) — the U.S. market leader in workplace uniforms and hygiene services. While Cintas has delivered years of steady growth and trades at premium valuations, Ed argues the story is uniformly stretched. With job creation

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10:56

ITPM Flash Ep92 Warfare Backlog Optionality

ITPM Podcast ·

2025/10/15

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Defense stocks are booming in 2025 — and Huntington Ingalls ($HII) might be the biggest winner of them all. In this episode of ITPM Flash, Dieter Plas presents a long idea on Huntington Ingalls Industries ($HII) — America’s largest military shipbuilder and a cornerstone of U.S. defense infrastructure. With rising geopolitical tensions, a $50B+ backlog, and new post-COVID

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08:38

ITPM Flash Ep91 Roll Up, Roll Up, Roll Up!

ITPM Podcast ·

2025/10/03

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser is looking past the noisy macro backdrop and backing a proven roll-up model in the fragmented building materials sector. Serial dealmaker and CEO Brad Jacobs has injected over $1B of his own capital in to QXO and is executing the same acquisition strategy that’s delivered spectacular returns in the past. With the first deal already bedding in, $2B of fresh

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09:45

ITPM Flash Ep90 The Sky is the Limit

ITPM Podcast ·

2025/10/03

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen revisits his June long play on Unity Software — with the underlying now up nearly 80% — before turning to a fresh small-cap tech idea: Ondas Holdings. With its mix of government-backed networking contracts and fast-growing autonomous drone business, Ondas offers a speculative but exciting growth story despite cash burn and dilution risks. Ben walks through the

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11:37

ITPM Flash Ep89 Go Stealthy Stay Wealthy

ITPM Podcast ·

2025/09/11

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of “tough love” as a low-growth cyclical, the stock is 50% off the summer lows and now has three clear catalysts in refrigeration, cost savings, and legal overhangs. The real excitement, however, lies in next-gen liquid cooling, where CC’s Opteon

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10:30

ITPM Flash Ep88 Guac' the Hell is Going On?

ITPM Podcast ·

2025/09/05

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Chipotle’s $13 burritos aren’t selling like they used to — and Raj Malhotra thinks the growth story is over. With sales stalling, margins slipping, and a sky-high valuation, CMG could be heading for a major re-rating. In this episode, Raj presents his short idea on Chipotle Mexican Grill, and the options structure he’s targeting into earnings.

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12:11

ITPM Flash Ep87 RIP SAAS?

ITPM Podcast ·

2025/08/26

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek dives into the cracks forming in the SaaS business model and what it could mean for major players like Salesforce (CRM). From commoditization of code and AI-driven efficiency pressures to the dominance of hyperscalers swallowing entire markets, the moat around many software companies is vanishing fast. We look at examples like GoDaddy, Wix, and Duolingo to show

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10:33

ITPM Flash Ep86 A Slippery Slope

ITPM Podcast ·

2025/08/14

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down a high-conviction short opportunity in the energy space, triggered by a sudden shift in ISM sector data and weakening fundamentals in major oilfield service companies. Focusing on Schlumberger, he outlines a bearish calendar put spread targeting downside into earnings, with a 3:1 reward-to-risk profile. Ben also explores a broader macro angle, noting

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12:20

ITPM Flash Ep85 Mid-Cap Insurance

ITPM Podcast ·

2025/08/08

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser breaks down the current market mood, which is cautiously optimistic despite mixed economic data. He highlights strong corporate earnings, especially in tech, and massive ongoing hyperscaler CapEx as key positives, while retail data and AI names are also showing strength. However, he warns of risks beneath the surface: weakening employment data, margin pressure,

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12:03

ITPM Flash Ep84 A Shoe-in

ITPM Podcast ·

2025/08/01

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra explains why the recent rally in the S&P 500 could still have legs, potentially reaching 7100+ by next May if history repeats. But the key, he argues, is breadth: a broad-based rally across sectors, not just large-cap tech. Raj highlights the RSP equal-weight ETF as the signal to watch and spotlights Deckers Outdoor (DECK)—parent of HOKA, UGG, and Teva—as a

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09:41

ITPM Flash Ep83 Banking on a Rally?

ITPM Podcast ·

2025/07/18

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald shares his bullish outlook on US regional banks and outlines a trade idea using the KRE ETF. Jason explains how recent regulatory shifts—led by Vice Chair Michelle Bowman—signal aggressive banking deregulation, potentially boosting bank earnings and stock performance. He highlights three major deregulatory themes: relaxed capital requirements, more unified

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08:04

ITPM Flash Ep82 Deal or No Deal

ITPM Podcast ·

2025/07/09

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data. Then he dives into a fresh long idea: Papa John’s. The stock is trading well below its 2021 peak, but a potential $2B buyout and improving

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10:17

ITPM Flash Ep81 Winning the Data Center Race

ITPM Podcast ·

2025/07/03

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on Iris Energy ($IREN) — a $3bn clean energy-powered Bitcoin miner rapidly evolving into a serious player in AI cloud infrastructure. With the broader data centre and semiconductor trade still on fire, he's bullish on the theme but increasingly selective about where real upside remains. $IREN stands out for its unique model: using Bitcoin mining cash flow to

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11:09

ITPM Flash Ep80 We Just Went Platinum

ITPM Podcast ·

2025/06/13

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald makes a bullish case for platinum, highlighting its recent breakout after years of underperformance. He explores the fundamentals driving the move—including constrained supply, demand from hybrid vehicles, and investor rotation out of gold—and explains why platinum remains significantly undervalued relative to gold. Jason also reviews several ways to gain

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09:05

ITPM Flash Ep79 Creative Opportunity?

ITPM Podcast ·

2025/06/05

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen discusses the recent equity rebound as volatility eases and investor focus returns to earnings. He presents a long trade idea in Unity Software, a market leader in real-time 3D development powering over half of all mobile games. With expanding applications across industries like automotive and healthcare, improving fundamentals, and a transition to an AI-driven

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11:56

ITPM Flash Ep78 A Couple of Verticals

ITPM Podcast ·

2025/05/29

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek breaks down the current market mood—where macro data remains benign, tariffs are still a moving target, and risks like stagflation are underpriced. He presents a compelling long idea in mid-cap tech: Xometry (XMTY), a fast-growing AI-powered digital marketplace transforming custom manufacturing. With strong revenue growth, expanding supplier and buyer networks, and

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12:08

ITPM Flash Ep77 An Unlikely Recession Hedge

ITPM Podcast ·

2025/05/16

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Recession risks may be down to 40%, but that’s still a major threat markets aren’t fully pricing in. In this ITPM Flash update, Anthony Iser breaks down why the risk has only been delayed—not resolved—with unresolved tariffs, weakening consumers, and $15 trillion in debt needing refinancing. He dives deep into how these pressures could hit equity markets and explains why a defensive stock like

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09:50

ITPM Flash Ep76 Time for Geo' Risk Rotation?

ITPM Podcast ·

2025/05/09

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason MacDonald dives into the surprising strength of the Taiwanese dollar as well as broader FX trends, including the euro's rise and its implications for global asset allocations, while questioning whether the U.S. market’s outsized dominance—now 66% of global equity cap—can continue. Jason outlines his current positioning: long Brazil and Germany via ETFs and select stocks,

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10:30

ITPM Flash Ep75 Trouble in Paradise

ITPM Podcast ·

2025/04/28

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets have been wild lately — massive swings, fear, and FOMO driving the chaos. In this video, Ben Berggreen breaks down the macro backdrop, why it's a trader’s market right now, and why the traditional long-only tech approach has been getting crushed. He shares his bearish thesis on Disney ($DIS), explaining how weakening discretionary spending, poor box office performance, and troubling

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195 results

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