ITPM Podcast

Episode 19 - David Perlin and Chris Cathey


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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 David Perlin and Chris Cathey. Discussion topics include:

  • Defensives vs Cyclicals
  • The Flat(ish) US Yield Curve
  • Currency Volatility, a Precursor to Equity Volatility
  • Equity Ideas across multiple Sectors

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

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ITPM PodcastBy Institute of Trading and Portfolio Management (ITPM)

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