ITPM Podcast

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.

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 briefly touches on Groupon as a stock he is paying close attention to.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jsaon McDonaldgives 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 Iserdiscusses 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 Malhotrashares 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 Berggreentalks through the current market landscape and how fear is so important in driving market prices.