ITPM Podcast

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 societal and legal levels around the world, and how this...

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 performance gap between traditional automakers and EV co...

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 EU's aggressive stance with the Digital Markets Act...

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 and the demand for AI-capable devices, highlightin...

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 between gold, USD and inflation. Finally, Ben discusses...

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 impl...

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...

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 con...

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...

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 di...

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...

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.

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.

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.

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.    

 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.

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.

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.  

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.  

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.

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.

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.

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 .

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 .

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 .