All Episodes

ITPM Flash Ep111 NVIDIA's $2bn Bet $SNPS

ITPM Flash Ep110 Game Changer? $TTWO

ITPM Flash Ep109 Cracks in the Foundation $ABNB

ITPM Flash Ep108 Tail Risk Inflation Hedge $TLT

ITPM Flash Ep107 Space Race 2.0: The Orbital Cloud

ITPM Flash Ep106 A Rare Find? $MP

ITPM Flash Ep105 Dispersion is Back $ROKU

ITPM Flash Ep104 When Trillions Move $FCX

ITPM Flash Ep103 Leveraging the Offshore Supercycle $RIG

ITPM Flash Ep102 The Golden Egg? $VITL

ITPM Flash Ep101 The US Electricity Squeeze $ITRI

ITPM Flash Ep100 AI Resilience: Blue-Collar SaaS $TTAN

ITPM Flash Ep99 Maduro Shockwave $AVAV

ITPM Flash Ep98 Trading the K-Shaped Economy

ITPM Flash Ep97 A Change of Clothes $VFC

ITPM Flash Ep96 Ugly Duckling

ITPM Flash Ep95 The Silent Killer $USD

ITPM Flash Ep94 Charged Up $MVST

ITPM Flash Ep93 Uniformly Stretched $CTAS

ITPM Flash Ep92 Warfare Backlog Optionality

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

ITPM Flash Ep90 The Sky is the Limit

ITPM Flash Ep89 Go Stealthy Stay Wealthy

ITPM Flash Ep88 Guac' the Hell is Going On?

ITPM Flash Ep87 RIP SAAS?

ITPM Flash Ep86 A Slippery Slope

ITPM Flash Ep85 Mid-Cap Insurance

ITPM Flash Ep84 A Shoe-in

ITPM Flash Ep83 Banking on a Rally?

ITPM Flash Ep82 Deal or No Deal

ITPM Flash Ep81 Winning the Data Center Race

ITPM Flash Ep80 We Just Went Platinum

ITPM Flash Ep79 Creative Opportunity?

ITPM Flash Ep78 A Couple of Verticals

ITPM Flash Ep77 An Unlikely Recession Hedge

ITPM Flash Ep76 Time for Geo' Risk Rotation?

ITPM Flash Ep75 Trouble in Paradise

ITPM Flash Ep74 Strap On Some Security

ITPM Flash Ep73 Emerging Opportunities

ITPM Flash Ep72 Liquidity Blows

ITPM Flash Ep71 Listen Up

ITPM Flash Ep70 Shaky Foundations?

ITPM Flash Ep69 Is Gold Turning Black?

ITPM Flash Ep68 The Divinity is in the Data

ITPM Flash Ep67 Time for a Gas Pump?

ITPM Flash Ep66 Stacking Bills

ITPM Flash Ep65 Get Shorty

ITPM Flash Ep64 A RIGged Game

ITPM Flash Ep63 Positioning for Conflict De-escalation

ITPM Flash Ep62 Russell Up Some Alpha

ITPM Flash Ep61 Banking Profits

ITPM Flash Ep60 Out of Favour Beverages

ITPM Flash Ep59 Three Legs, One Spread.

ITPM Flash Ep58 Game Theory

ITPM Flash Ep57 Old School Alpha

ITPM Flash Ep56 Trading the EM Squeeze

ITPM Flash Ep55 Never Go Full Macro

ITPM Flash Ep54 Beyond Disappointing

ITPM Flash Ep53 A Call on China

ITPM Flash Ep52 Trading the AI Bottleneck

ITPM Flash Ep51 No Chance of Restoration?

ITPM Flash Ep50 Goldilocks gets a Standing Count

ITPM Flash Ep49 Return to Value

ITPM Flash Ep48 Bumbling to Zero?

ITPM Flash Ep47 Same Store Punishment

ITPM Flash Ep46 Rotation Makes The World Go Round

ITPM Flash Ep45 Construction Malaise?

ITPM Flash Ep44 Big Boys Richer. Small Boys get?

ITPM Flash Ep43 Dancing with the FOMO

ITPM Flash Ep42 The Power Rally

ITPM Flash Ep41 Higher for Wronger and Fake AI

ITPM Flash Ep40 Let's Get High!

ITPM Flash Ep39 The Big EV Trend

ITPM Flash Ep38 How do you like them Apples?

ITPM Flash Ep37 Unfashionable Re-ratings

ITPM Flash Ep36 Golden Opportunities?

ITPM Flash Ep35 Immigration Leads to Migration

ITPM Flash Ep34 How do you like your Tech? Hard, or Soft?

ITPM Flash Ep33 Buybacks are Back.

ITPM Flash Ep32 Picking up Steam

ITPM Flash Ep31 Ship em' in!

ITPM Flash Ep30 Killing Angry Bears

ITPM Flash Ep29 Current Valuation Assessment

ITPM Flash Ep28 The Governor has Spoken!

ITPM Flash Ep27 Animal Spirits vs Earnings

ITPM Flash Ep26 Revenge of the Small Caps

ITPM Flash Ep25 Sometimes Crime Does Pay

ITPM Flash Ep24 The End of 60/40?

ITPM Flash Ep23 Where have all the Big Buyers gone?

ITPM Flash Ep22 The Dark Side

ITPM Flash Ep21 Play Chess Not Checkers

ITPM Flash Ep20 Same Same but Different

ITPM Flash Ep19 The First Domino Has Fallen

ITPM Flash Ep18 Follow the Money

ITPM Flash Ep17 Blindsided by Oil?

ITPM Flash Ep16 Where are We Now?

ITPM Flash Ep15 Gushing for Oil

ITPM Flash Ep14 High Octane Commodity Trades

ITPM Flash Ep13 Don't Be a Dumb Fitch

ITPM Flash Ep12 "This Time it's Different"

ITPM Flash Ep11 Together in Electric Dreams

ITPM Flash Ep10 What's the Risk Premium Saying?

ITPM Flash Ep9 Whose Finger is on the Nuclear Button?

ITPM Flash Ep8 Chasing Tail

ITPM Flash Ep7 Never Flog a Dead Horse

ITPM Flash Ep6 Falling Inflation Will Bait The Bear

ITPM Flash Ep5 You Won't Like Me When I'm Mad

ITPM Flash Ep4 What if Genius Fails Again?

ITPM Flash Ep3 Why Size Matters

ITPM Flash Ep2 Is the Fed Asleep at the Wheel?

ITPM Flash Ep1 Financial Repression Still Exists

Episode 100 - Riding off into the Sunset

Episode 99 - Tik Tik Make-up Classes

Episode 98 - Swinging from the Chandeliers

Episode 97 - Introducing Positive Tail Risk

Episode 96 - Where's Your Energy?

Episode 95 - The Obsolete Crypto Exchange?

Episode 94 - Hiding During a Hard Landing

Episode 93 - Trading the Tactical Bounce

Episode 92 - Turnarounds and Takeovers?

Episode 91 - Navigating Pavlov's Pivot

Episode 90 - Preying on the Weak

Episode 88 - Skewering the Bull

Episode 85 - Trading Tech Intelligence

Episode 84 - Margin Squeeze Disease

Episode 82 - Eggspecting a Squeeze!

Episode 80 - The Froth is Out of the Market (Thailand Edition)

Episode 79 - Adults Only Shorts

Episode 78 - Focussing on Beaten Up Quality

Episode 76 - For Whom the Bell Tolls?

Episode 75 - It's about to go Nuclear

Episode 73 - Santa is Piste Off this Time

Episode 72 - Cross Border Carrots

Episode 70 - Appsolutely Killing It!

Episode 69 - Prince of Thieves

Episode 67 - Ploughing Automated Profits

Episode 65 - Printing 3D Money!

Episode 64 - Zero. The Final Frontier.

Episode 63 - Turnaround Bright Eyes

Episode 61 - Nobody Knows You Darling

Episode 59 - It's a Game of Chicken

Episode 58 - My Rates are Higher Than Yours

Episode 57 - The Frothiest Market in Frothiest Mark History

Episode 55 - I Can't Even Buy the Boat I Want

Episode 53 - Cruising to a Vaccine?

Episode 52 - Value & Growth or Garbage & Quality?

Episode 50 - We Are Owed Good Earnings

Episode 48 - It's a Market of Stocks

Episode 45 - Dead Men Walking

Episode 43 - The SaaSy Chassis Spread

Episode 41 - When Everything has a Delta of 1

Episode 39 - CoronaTunities: Smaller Baller wins out!

Episode 38 - Hold My Beer While I Trade Corona!

Episode 37 - Trade What is Probable, NOT What is Possible

Episode 35 - The Stock Market is NOT the Economy

Episode 34 - Long Short Stock Pickers are Winning

Episode 33 - Happiness is a Dish Best Served Cold!

Episode 32 - Tasty Longs and Juicy Shorts

Episode 30 - Santa Claus is Coming to Town?

Episode 29 - Money Has Got to Go Somewhere!

Episode 27 - U.S. Recession Narrative = Cessation Narrative?

Episode 25 - Climbing the Wall of Worry

Episode 24 - Everyone Can't Be Right!

Episode 23 - Macro Slowdown and Defensive Plays

Episode 21 - Jason McDonald and Raj Malhotra

Episode 19 - David Perlin and Chris Cathey

Episode 17 - David Perlin and Anthony Iser

Episode 16 - Chris Cathey and Hichem Djouhri

Episode 15 - Jason McDonald and Anthony Iser

Episode 13 - David Perlin and Jason McDonald

Episode 12 - Anthony Iser and Hichem Djourhi

Episode 11 - Raj Malhotra and Chris Cathey

Episode 9 - Jason McDonald & Hichem Djourhi

Episode 8 - Chris Cathey & Anthony Iser

Episode 7 - David Perlin and Raj Malhotra

Episode 5 - Jason McDonald and Chris Cathey

Episode 4 - Raj Malhotra and Anthony Iser

Episode 3 - David Perlin and Hichem Djouhri

Episode 1 - Raj Malhotra and Jason McDonald