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.
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Markets are at all-time highs, but beneath the surface, something important is changing. In the first episode of At the Desk, Ben and Phil break down the major rotation taking place across markets as capital moves away from some of the most crowded AI, semiconductor and speculative trades and into financials, industrials, healthcare and consumer staples. They also discuss the collapse in crypto…
Cybersecurity could be the next major AI-driven market theme. In this episode of ITPM Flash, Dieter breaks down how the AI revolution has already created waves in data centers, energy, CPUs and memory — and why cybersecurity may be the next area to attract serious investor attention. With advanced AI models exposing software vulnerabilities and major institutions racing to strengthen their…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! While investors chase AI winners, a quieter opportunity may be emerging in an overlooked corner of the technology sector. The AI trade continues to dominate headlines, pushing the Nasdaq to fresh highs and driving valuations across parts of the technology sector to increasingly stretched levels.…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are pushing higher despite valuation metrics flashing warning signs across the board. In this week's ITPM Flash, Edward Shek breaks down the extraordinary concentration driving the current rally — from hyperscaler CapEx spending to explosive AI-driven earnings growth. With the S&P 500…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! What if a weapon costs less than the target it destroys? In this episode of ITPM Flash, Alessandro Ameli examines a catalyst-driven opportunity in the defence sector through Kratos Defense & Security Solutions (KTOS). The discussion focuses on the shift towards affordable autonomous systems, the…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Software stocks are getting destroyed. AI infrastructure stocks are exploding. And sitting right in the middle of that dislocation is Synopsys ($SNPS). While names like Salesforce, Adobe, and ServiceNow have been crushed by fears that AI agents will destroy traditional SaaS models, the companies…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Consumer sentiment is collapsing… yet one sector may be perfectly positioned to benefit. In this week's ITPM Flash, Dieter breaks down why a weak consumer backdrop doesn't necessarily mean weak spending — and how the "substitution effect" could drive demand toward lower-cost, high-engagement…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets may be underestimating a growing structural shift — and one high-profile stock could be caught in the middle. In this week's ITPM Flash, Ben Berggreen breaks down the fundamental setup behind Airbnb (ABNB) and why the current macro environment could trigger a significant re-rating. With…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets continue to show surprising resilience despite escalating geopolitical tensions — but are investors underestimating the risks? In this week's ITPM Flash, Jason McDonald examines the muted reaction in equities following the Iran conflict, with the S&P 500 only modestly off its highs. He…
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The next phase of the AI boom may not happen on Earth. In this week's ITPM Flash, Alessandro Ameli explores a major shift in AI infrastructure — as data centres begin to reach physical limits in power, water usage, and grid capacity. With projections suggesting AI could consume up to 50% of U.S.…
