ITPM Podcast

ITPM Podcast

By Institute of Trading and Portfolio Management (ITPM)BusinessInvesting
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ITPM Podcast episodes

  • Episode 26 - Late Cycle Vegans, Chips and Sitcoms

    What's On Your Mind 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 viewed on 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 Anthony Iser about the Fed, Vegans, Semi-conductors and Friends.

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

    34 min
  • Episode 25 - Climbing the Wall of Worry

    What's On Your Mind 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 viewed on 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 about US Macro, FED Policy, and how to navigate your portfolio through the current economic climate.

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

    29 min
  • Episode 24 - Everyone Can't Be Right!

    What's On Your Mind 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 viewed on 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 Jason McDonald and Anthony Iser about the current macro environment, fund flows, and equity ideas.

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

    27 min
  • Episode 23 - Macro Slowdown and Defensive Plays

    What's On Your Mind 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 viewed on 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 Raj Malhotra and David Perlin about Macro Slowdown, Defensive Plays, and various individual Equity Ideas.

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

    22 min
  • Episode 22 - US China Trade War Nonsense

    What's On Your Mind 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 viewed on 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 Chris Cathey about Trade War Nonsense, China, Commodities, US out-performance and various individual Equity Ideas.

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

    36 min
  • Episode 21 - Jason McDonald and Raj Malhotra

    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 Jason McDonald and Raj Malhotra. Discussion topics include:

    • Record VIX Shorts
    • Fincantieri
    • Penumbra
    • Restaurant Brands
    • CVS Health

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

    25 min
  • Episode 20 - Ross Williams & Anthony Iser

    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 Anthony Iser. Discussion topics include:

    • The Economic and Stock Market Cycle
    • iRobot
    • Jet Airways
    • Samsung

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

    23 min
  • Episode 19 - David Perlin and Chris Cathey

    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!

    31 min
  • Episode 18 - Ross Williams and Jason McDonald

    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!

    35 min
  • Episode 17 - David Perlin and Anthony Iser

    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 Anthony Iser. Topics include the downturn in global economic performance, the FED, market performance through December-February, individual stock ideas and a US political update.

    29 min

About ITPM Podcast

From the publisher's feed

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…