ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)
  • 4.6 (9)
  • INVESTING
  • UPDATED MONTHLY

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.

  1. JAN 8

    ITPM Flash Ep98 Trading the K-Shaped Economy

    ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   The K-shaped economy is widening — and markets are still pricing only the winners. In this episode, Ed breaks down why the AI-driven data-center supercycle has become a macro force, propping up growth, earnings, and asset prices while masking deepening stress in the real economy. With the top 10% now driving half of all discretionary spending, the system is increasingly dependent on rising asset values rather than wage growth.   Ed argues the real risk isn't inflation — it's consumer spending. As AI boosts productivity without job growth, anxiety around employment could tip the lower arm of the K into contraction, triggering credit stress, falling discretionary demand, and a negative wealth effect that eventually hits equities. He outlines how traders should position for volatility, where patience matters most, and which macro triggers would signal when the K-shaped economy finally breaks.

    12 min

  2. 12/18/2025

    ITPM Flash Ep97 A Change of Clothes $VFC

    ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   Apparel stocks have been left behind as consumer preferences shift and discretionary spending remains under pressure. Philip Klein turns to VF Corporation ($VFC), a former market leader whose shares collapsed from triple digits as brand missteps, rising debt, and weakening demand hit the business.   He walks through what went wrong — from the overpaid Supreme acquisition to Vans losing relevance — and what has started to change under new CEO Bracken Darrell. With costs coming down, debt being reduced, insider buying signalling confidence, and early signs of stabilisation across key brands, the episode explores this turnaround story and presents a high reward options structure for 2026.

    9 min

  3. 11/25/2025

    ITPM Flash Ep96 Ugly Duckling

    ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   Volatility is rising, speculative names have already been hit, and Ben Berggreen shifts the focus to a new weak spot: consumer discretionary. With sentiment collapsing, unemployment ticking higher, and holiday spending under pressure, several stocks look exposed.   Ben highlights Ulta Beauty ($ULTA) — a company facing slowing growth, margin pressure, and its first loss of market share — yet still trading near the top of its multi-year range. With earnings in early December, he walks through a bearish calendar ratio put spread offering asymmetric reward if the stock rolls over.

    7 min

  4. 11/17/2025

    ITPM Flash Ep95 The Silent Killer $USD

    ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   In this episode of ITPM Flash, Jason McDonald takes a deep dive into the US dollar, current FX positioning, and the macro forces that could drive a rotation in risk assets.   Jason walks through multi-year charts of the trade-weighted dollar, investor positioning, and the key rate differentials that drive FX markets. He then connects the macro outlook directly to equity risk assets, explaining which companies benefit from a strong dollar ($HD, $TJX, $DG) and which companies face headwinds ($MCD, $AAPL, $MSFT). He also presents a high-conviction rotation idea: long $IWM / short $QQQ via call and put spreads, taking advantage of decade-low relative valuations in small–mid caps and stretched pricing in mega-cap tech.

    9 min

  5. 10/30/2025

    ITPM Flash Ep94 Charged Up $MVST

    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: charging speed. With batteries that charge to 80% in 10 minutes, a breakthrough in solid-state technology, and partnerships with BMW and GM, this $1.8B company is positioned to benefit from powerful tailwinds in electrification, regulation, and energy storage demand.   Philip walks through the company's fundamentals, catalysts, and valuation — including strong revenue acceleration, U.S. expansion, and a calendar ratio call spread options trade designed to capture high implied volatility and asymmetric upside.

    8 min

  6. 10/23/2025

    ITPM Flash Ep93 Uniformly Stretched $CTAS

    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 slowing, wage growth stagnating, and little evidence of a broad cyclical recovery, Cintas faces structural headwinds that could pressure earnings and trigger multiple compression. He outlines the company's fundamentals, exposure to employment trends, and explains why a January vertical put spread offers an attractive way to express the view.

    11 min

  7. 10/15/2025

    ITPM Flash Ep92 Warfare Backlog Optionality

    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 contracts that restore pricing power and margins, Dieter explains why HII offers compelling earnings optionality even in a messy macro environment. He walks through the company's fundamentals, margin recovery, cost-cutting efficiencies, and outlines a calendar spread options trade designed to capture both credit income and upside potential into year-end.

    11 min

  8. 10/03/2025

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

    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 funding raised, and Wall Street only just initiating coverage, the stock looks primed for a rerating.

    9 min
See All (166)

Ratings & Reviews

4.6
out of 5
9 Ratings

About

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.

Information

  • Creator
    Institute of Trading and Portfolio Management (ITPM)
  • Years Active
    2018 - 2026
  • Episodes
    166
  • Rating
    Clean
  • Copyright
    © The Institute of Trading and Portfolio Management is a subsidiary of Jakubstadt Holdings Pte (Singapore) Ltd. 2018 Copyright. All Rights Reserved.
  • Show Website
    ITPM Podcast