ITPM Podcast

By Institute of Trading and Portfolio Management (ITPM)

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Category: Investing

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Subscribers: 6
Reviews: 0
Episodes: 176

Description

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.

Episode Date
ITPM Flash Ep108 Tail Risk Inflation Hedge $TLT
Mar 30, 2026
ITPM Flash Ep107 Space Race 2.0: The Orbital Cloud
Mar 23, 2026
ITPM Flash Ep106 A Rare Find? $MP
Mar 17, 2026
ITPM Flash Ep105 Dispersion is Back $ROKU
Mar 06, 2026
ITPM Flash Ep104 When Trillions Move $FCX
Feb 20, 2026
ITPM Flash Ep103 Leveraging the Offshore Supercycle $RIG
Feb 13, 2026
ITPM Flash Ep102 The Golden Egg? $VITL
Feb 06, 2026
ITPM Flash Ep101 The US Electricity Squeeze $ITRI
Jan 30, 2026
ITPM Flash Ep100 AI Resilience: Blue-Collar SaaS $TTAN
Jan 23, 2026
ITPM Flash Ep99 Maduro Shockwave $AVAV
Jan 16, 2026
ITPM Flash Ep98 Trading the K-Shaped Economy
Jan 08, 2026
ITPM Flash Ep97 A Change of Clothes $VFC
Dec 18, 2025
ITPM Flash Ep96 Ugly Duckling
Nov 25, 2025
ITPM Flash Ep95 The Silent Killer $USD
Nov 17, 2025
ITPM Flash Ep94 Charged Up $MVST
Oct 30, 2025
ITPM Flash Ep93 Uniformly Stretched $CTAS
Oct 23, 2025
ITPM Flash Ep92 Warfare Backlog Optionality
Oct 15, 2025
ITPM Flash Ep91 Roll Up, Roll Up, Roll Up!
Oct 03, 2025
ITPM Flash Ep90 The Sky is the Limit
Oct 03, 2025
ITPM Flash Ep89 Go Stealthy Stay Wealthy
Sep 11, 2025
ITPM Flash Ep88 Guac' the Hell is Going On?
Sep 05, 2025
ITPM Flash Ep87 RIP SAAS?
Aug 26, 2025
ITPM Flash Ep86 A Slippery Slope
Aug 14, 2025
ITPM Flash Ep85 Mid-Cap Insurance
Aug 08, 2025
ITPM Flash Ep84 A Shoe-in
Aug 01, 2025
ITPM Flash Ep83 Banking on a Rally?
Jul 18, 2025
ITPM Flash Ep82 Deal or No Deal
Jul 09, 2025
ITPM Flash Ep81 Winning the Data Center Race
Jul 03, 2025
ITPM Flash Ep80 We Just Went Platinum
Jun 13, 2025
ITPM Flash Ep79 Creative Opportunity?
Jun 05, 2025
ITPM Flash Ep78 A Couple of Verticals
May 29, 2025
ITPM Flash Ep77 An Unlikely Recession Hedge
May 16, 2025
ITPM Flash Ep76 Time for Geo' Risk Rotation?
May 09, 2025
ITPM Flash Ep75 Trouble in Paradise
Apr 28, 2025
ITPM Flash Ep74 Strap On Some Security
Apr 11, 2025
ITPM Flash Ep73 Emerging Opportunities
Apr 04, 2025
ITPM Flash Ep72 Liquidity Blows
Mar 26, 2025
ITPM Flash Ep71 Listen Up
Mar 21, 2025
ITPM Flash Ep70 Shaky Foundations?
Mar 07, 2025
ITPM Flash Ep69 Is Gold Turning Black?
Feb 28, 2025
ITPM Flash Ep68 The Divinity is in the Data
Feb 20, 2025
ITPM Flash Ep67 Time for a Gas Pump?
Feb 14, 2025
ITPM Flash Ep66 Stacking Bills
Jan 31, 2025
ITPM Flash Ep65 Get Shorty
Jan 17, 2025
ITPM Flash Ep64 A RIGged Game
Jan 10, 2025
ITPM Flash Ep63 Positioning for Conflict De-escalation
Dec 05, 2024
ITPM Flash Ep62 Russell Up Some Alpha
Nov 22, 2024
ITPM Flash Ep61 Banking Profits
Nov 15, 2024
ITPM Flash Ep60 Out of Favour Beverages
Nov 04, 2024
ITPM Flash Ep59 Three Legs, One Spread.
Oct 25, 2024
ITPM Flash Ep58 Game Theory
Oct 21, 2024
ITPM Flash Ep57 Old School Alpha
Oct 15, 2024
ITPM Flash Ep56 Trading the EM Squeeze
Oct 04, 2024
ITPM Flash Ep55 Never Go Full Macro
Sep 27, 2024
ITPM Flash Ep54 Beyond Disappointing
Sep 06, 2024
ITPM Flash Ep53 A Call on China
Sep 02, 2024
ITPM Flash Ep52 Trading the AI Bottleneck
Aug 23, 2024
ITPM Flash Ep51 No Chance of Restoration?
Aug 19, 2024
ITPM Flash Ep50 Goldilocks gets a Standing Count
Aug 09, 2024
ITPM Flash Ep49 Return to Value
Aug 05, 2024
ITPM Flash Ep48 Bumbling to Zero?
Jul 29, 2024
ITPM Flash Ep47 Same Store Punishment
Jul 19, 2024
ITPM Flash Ep46 Rotation Makes The World Go Round
Jul 05, 2024
ITPM Flash Ep45 Construction Malaise?
Jun 28, 2024
ITPM Flash Ep44 Big Boys Richer. Small Boys get?
Jun 23, 2024
ITPM Flash Ep43 Dancing with the FOMO
Jun 08, 2024
ITPM Flash Ep42 The Power Rally
May 17, 2024
ITPM Flash Ep41 Higher for Wronger and Fake AI
Apr 22, 2024
ITPM Flash Ep40 Let's Get High!
Apr 15, 2024
ITPM Flash Ep39 The Big EV Trend
Apr 08, 2024
ITPM Flash Ep38 How do you like them Apples?
Apr 01, 2024
ITPM Flash Ep37 Unfashionable Re-ratings
Mar 22, 2024
ITPM Flash Ep36 Golden Opportunities?
Mar 15, 2024
ITPM Flash Ep35 Immigration Leads to Migration
Mar 08, 2024
ITPM Flash Ep34 How do you like your Tech? Hard, or Soft?
Mar 01, 2024
ITPM Flash Ep33 Buybacks are Back.
Feb 23, 2024
ITPM Flash Ep32 Picking up Steam
Feb 16, 2024
ITPM Flash Ep31 Ship em' in!
Feb 09, 2024
ITPM Flash Ep30 Killing Angry Bears
Feb 02, 2024
ITPM Flash Ep29 Current Valuation Assessment
Jan 26, 2024
ITPM Flash Ep28 The Governor has Spoken!
Jan 22, 2024
ITPM Flash Ep27 Animal Spirits vs Earnings
Jan 12, 2024
ITPM Flash Ep26 Revenge of the Small Caps
Jan 11, 2024
ITPM Flash Ep25 Sometimes Crime Does Pay
Nov 24, 2023
ITPM Flash Ep24 The End of 60/40?
Nov 20, 2023
ITPM Flash Ep23 Where have all the Big Buyers gone?
Nov 10, 2023
ITPM Flash Ep22 The Dark Side
Oct 27, 2023
ITPM Flash Ep21 Play Chess Not Checkers
Oct 20, 2023
ITPM Flash Ep20 Same Same but Different
Oct 06, 2023
ITPM Flash Ep19 The First Domino Has Fallen
Sep 29, 2023
ITPM Flash Ep18 Follow the Money
Sep 19, 2023
ITPM Flash Ep17 Blindsided by Oil?
Sep 08, 2023
ITPM Flash Ep16 Where are We Now?
Sep 05, 2023
ITPM Flash Ep15 Gushing for Oil
Aug 18, 2023
ITPM Flash Ep14 High Octane Commodity Trades
Aug 12, 2023
ITPM Flash Ep13 Don't Be a Dumb Fitch
Aug 04, 2023
ITPM Flash Ep12 "This Time it's Different"
Jul 31, 2023
ITPM Flash Ep11 Together in Electric Dreams
Jul 21, 2023
ITPM Flash Ep10 What's the Risk Premium Saying?
Jul 14, 2023
ITPM Flash Ep9 Whose Finger is on the Nuclear Button?
Jul 07, 2023
ITPM Flash Ep8 Chasing Tail
Jun 30, 2023
ITPM Flash Ep7 Never Flog a Dead Horse
Jun 27, 2023
ITPM Flash Ep6 Falling Inflation Will Bait The Bear
Jun 09, 2023
ITPM Flash Ep5 You Won't Like Me When I'm Mad
Jun 02, 2023
ITPM Flash Ep4 What if Genius Fails Again?
May 26, 2023
ITPM Flash Ep3 Why Size Matters
May 19, 2023
ITPM Flash Ep2 Is the Fed Asleep at the Wheel?
May 18, 2023
ITPM Flash Ep1 Financial Repression Still Exists
May 18, 2023
Episode 100 - Riding off into the Sunset
Mar 23, 2023
Episode 99 - Tik Tik Make-up Classes
Mar 10, 2023
Episode 98 - Swinging from the Chandeliers
Feb 17, 2023
Episode 97 - Introducing Positive Tail Risk
Feb 03, 2023
Episode 96 - Where's Your Energy?
Jan 14, 2023
Episode 95 - The Obsolete Crypto Exchange?
Dec 09, 2022
Episode 94 - Hiding During a Hard Landing
Nov 19, 2022
Episode 93 - Trading the Tactical Bounce
Nov 04, 2022
Episode 92 - Turnarounds and Takeovers?
Oct 17, 2022
Episode 91 - Navigating Pavlov's Pivot
Oct 07, 2022
Episode 90 - Preying on the Weak
Sep 23, 2022
Episode 88 - Skewering the Bull
Aug 30, 2022
Episode 85 - Trading Tech Intelligence
Jul 15, 2022
Episode 84 - Margin Squeeze Disease
Jun 24, 2022
Episode 82 - Eggspecting a Squeeze!
May 30, 2022
Episode 80 - The Froth is Out of the Market (Thailand Edition)
May 02, 2022
Episode 79 - Adults Only Shorts
Mar 25, 2022
Episode 78 - Focussing on Beaten Up Quality
Mar 11, 2022
Episode 76 - For Whom the Bell Tolls?
Feb 11, 2022
Episode 75 - It's about to go Nuclear
Feb 04, 2022
Episode 73 - Santa is Piste Off this Time
Dec 17, 2021
Episode 72 - Cross Border Carrots
Nov 12, 2021
Episode 70 - Appsolutely Killing It!
Sep 17, 2021
Episode 69 - Prince of Thieves
Sep 03, 2021
Episode 67 - Ploughing Automated Profits
Jun 18, 2021
Episode 65 - Printing 3D Money!
May 21, 2021
Episode 64 - Zero. The Final Frontier.
May 07, 2021
Episode 63 - Turnaround Bright Eyes
Apr 16, 2021
Episode 61 - Nobody Knows You Darling
Mar 26, 2021
Episode 59 - It's a Game of Chicken
Feb 12, 2021
Episode 58 - My Rates are Higher Than Yours
Feb 05, 2021
Episode 57 - The Frothiest Market in Frothiest Mark History
Jan 15, 2021
Episode 55 - I Can't Even Buy the Boat I Want
Dec 04, 2020
Episode 53 - Cruising to a Vaccine?
Oct 30, 2020
Episode 52 - Value & Growth or Garbage & Quality?
Oct 16, 2020
Episode 50 - We Are Owed Good Earnings
Sep 18, 2020
Episode 48 - It's a Market of Stocks
Aug 07, 2020
Episode 45 - Dead Men Walking
Jun 12, 2020
Episode 43 - The SaaSy Chassis Spread
May 01, 2020
Episode 41 - When Everything has a Delta of 1
Apr 03, 2020
Episode 39 - CoronaTunities: Smaller Baller wins out!
Mar 06, 2020
Episode 38 - Hold My Beer While I Trade Corona!
Mar 04, 2020
Episode 37 - Trade What is Probable, NOT What is Possible
Feb 14, 2020
Episode 35 - The Stock Market is NOT the Economy
Jan 10, 2020
Episode 34 - Long Short Stock Pickers are Winning
Nov 22, 2019
Episode 33 - Happiness is a Dish Best Served Cold!
Nov 15, 2019
Episode 32 - Tasty Longs and Juicy Shorts
Oct 25, 2019
Episode 30 - Santa Claus is Coming to Town?
Sep 27, 2019
Episode 29 - Money Has Got to Go Somewhere!
Sep 13, 2019
Episode 27 - U.S. Recession Narrative = Cessation Narrative?
Aug 23, 2019
Episode 25 - Climbing the Wall of Worry
Jul 19, 2019
Episode 24 - Everyone Can't Be Right!
Jun 14, 2019
Episode 23 - Macro Slowdown and Defensive Plays
May 31, 2019
Episode 21 - Jason McDonald and Raj Malhotra
May 03, 2019
Episode 19 - David Perlin and Chris Cathey
Mar 22, 2019
Episode 17 - David Perlin and Anthony Iser
Feb 22, 2019
Episode 16 - Chris Cathey and Hichem Djouhri
Feb 08, 2019
Episode 15 - Jason McDonald and Anthony Iser
Jan 25, 2019
Episode 13 - David Perlin and Jason McDonald
Dec 14, 2018
Episode 12 - Anthony Iser and Hichem Djourhi
Nov 30, 2018
Episode 11 - Raj Malhotra and Chris Cathey
Nov 16, 2018
Episode 9 - Jason McDonald & Hichem Djourhi
Oct 19, 2018
Episode 8 - Chris Cathey & Anthony Iser
Oct 12, 2018
Episode 7 - David Perlin and Raj Malhotra
Oct 05, 2018
Episode 5 - Jason McDonald and Chris Cathey
Sep 23, 2018
Episode 4 - Raj Malhotra and Anthony Iser
Sep 23, 2018
Episode 3 - David Perlin and Hichem Djouhri
Sep 23, 2018
Episode 1 - Raj Malhotra and Jason McDonald
Sep 23, 2018