What's On Your Mind is a show that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be visited at the "InstituteofTrading" YouTube channel and provides charts and other supplementary material to compliment the conversation.

This time on What's On Your Mind, Chris Quill talks to Ross Williams and Jason McDonald. Discussion topics include:

• Equity ideas - BKNG and QLYS
• Market mispricing of macro events in Q4 2018
• Macro analysis - understanding the global supply chain and specific indicators to consider
• Brexit

Enjoy the show, and don't forget to subscribe!