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When it comes to storing vaccines for children, maintaining the correct temperature is critical to preserving their potency and safety. TempGenius offers a state-of-the-art Vaccine Temperature Monitoring System designed to meet CDC and VFC (Vaccines for Children) compliance standards. Ideal for paediatric clinics, hospitals, and pharmacies, this wireless solution ensures continuous, real-time monitoring of vaccine storage units with instant alerts for any temperature deviation. Using advance ...
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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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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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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Apparel stocks have been left behind as consumer preferences shift and discretionary spending remains under pressure. Philip Klein turns to VF Corporation ($VFC), a former market leader whose shares collapsed from triple digits as brand missteps,…
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How can a baby be an "Everlasting Father?" In this message, Lead Pastor Jamie Nunnally shares about this name given to our Savior before His birth. The name Jesus in Hebrew is Yeshua (Joshua). Yeshua in Greek is Iēsoûs. Translated from Greek to English, it becomes Jesus. Joshua, Yeshua, Iēsoûs, and Jesus are the same name in different languages, al…
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Do you need a champion? Someone who fights for you? In this message, Lead Pastor Jamie Nunnally shares about Jesus, the Might God: Heaven's champion who stepped onto the battlefield and won our victory. Isaiah 9:6 ESV: For to us a child is born, to us a son is given; and the government shall be upon his shoulder, and his name shall be called Wonder…
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Feeling pulled in a hundred directions? In this message, Pastor Eric Robertson will be sharing how the Wonderful Counselor can cut through all of the noise. King Ahaz (2 Kings 16:1-20) became the King of Judah at 20 years old. The nation of Israel was fractured after Solomon's reign. The Northern Kingdom and their alliances made Judah unstable. Isa…
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Do you feel like you're wandering in a spiritual wilderness? In this message, Ann Nunnally, founding co-pastor of Victory Fellowship Church, shares how to leave your spiritual wilderness and enter the promised land that God has prepared for you. "The temptations in your life are no different from what others experience. And God is faithful. He will…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Volatility is rising, speculative names have already been hit, and Ben Berggreen shifts the focus to a new weak spot: consumer discretionary. With sentiment collapsing, unemployment ticking higher, and holiday spending under pressure, several sto…
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Is your spiritual life running on low power mode? In this message, Pastor Jamie Nunnally shares how to plug in and power up by fully immersing yourself in the Spirit. This world will drain you, but the Holy Spirit will sustain you. We need to be baptized in the Holy Spirit. Baptize (baptizō) – to dip, immerse, submerge. 3 Baptisms in the Bible: Bap…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, Jason McDonald takes a deep dive into the US dollar, current FX positioning, and the macro forces that could drive a rotation in risk assets. Jason walks through multi-year charts of the trade-weighted dollar, inves…
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Who do you go to when life glitches? In this message, Lead Pastor, Jamie Nunnally continues our Holy Spirit series with instructions on how to engage with God's tech support. Ephesians 5:10 NLT Carefully determine what pleases the Lord. The Bible gives general truth for everyone, but it doesn't always answer specific situations. The great news: Chr…
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Do you need the Holy Spirit? In this message, Lead Pastor Jamie Nunnally helps us understand that the Holy Spirit isn't optional in the Christian life—He's the source of it. Who Is the Holy Spirit? The Holy Spirit is the third person of the Trinity. He is God. The Hebrew word Ruach and the Greek word Pneuma both mean "wind" or "breath." The Holy Sp…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The world is going electric faster than you think — but not just for passenger cars. In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution. While Tesla…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Slowing job creation and stagnant wages make Cintas ($CTAS) uniformly stretched. In this episode of ITPM Flash, Edward Shek presents a short idea on Cintas ($CTAS) — the U.S. market leader in workplace uniforms and hygiene services. While Cintas …
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Who is the devil? What does he do and which strategies does he use the most? In this message, Lead Pastor Jamie Nunnally shares part 2 of our "Not Today, Satan" series as we learn about our enemy. Revelation 12:7-9 (NLT): Then there was war in heaven. Michael and his angels fought against the dragon... the dragon lost... This great dragon—the ancie…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Defense stocks are booming in 2025 — and Huntington Ingalls ($HII) might be the biggest winner of them all. In this episode of ITPM Flash, Dieter Plas presents a long idea on Huntington Ingalls Industries ($HII) — America's largest military shipb…
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Satan wants the church confused about sin—because if you don't know what's killing you, you'll never reach for the cure. In this message, Lead Pastor Jamie Nunnally shares how to overcome sin and live the life God calls you to live. What is sin? Sin is any behavior, intentional or accidental, outside of God's boundaries. The Bible also calls it "tr…
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In a race, DNF means "Did Not Finish." You started but didn't make it to the end. In this message, Tiffany Nunnally tells us how to avoid a spiritual DNF—and how to bounce back when we do fail. A spiritual DNF is failing to walk in obedience to God's calling on our lives. 2 Timothy 4:7-8: "I have fought the good fight, I have finished the race, I h…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser is looking past the noisy macro backdrop and backing a proven roll-up model in the fragmented building materials sector. Serial dealmaker and CEO Brad Jacobs has injected over $1B of his own capital in to QXO and is e…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen revisits his June long play on Unity Software — with the underlying now up nearly 80% — before turning to a fresh small-cap tech idea: Ondas Holdings. With its mix of government-backed networking contracts and fast-g…
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When God's people aren't lined up together, we lose ground. In this message, Pastor Jamie Nunnally shares how to avoid the football penalty "illegal formation," which is called when players aren't lined up correctly. Church, what if we're out of formation? What if we have the right players, play, and coach—but we're not aligned with each other? Spi…
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Don't get called for double dribble in the kingdom! In this message, Pastor Jamie Nunnally shares how to stay consistent in your walk with God and keep your spiritual momentum. In sports, a penalty stops the game until it's addressed. Spiritually, penalties stop our momentum. We're learning to identify and call them out in ourselves so we can keep …
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of "tough love" as a low-growth cyclical, the stock is 50% off the summer lows and now has three c…
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Are you holding onto the past? In this message, Pastor Eric Robertson shares about the penalty called "Holding". Spiritual holding happens when we cling to the past in ways that block our growth in the present. Israel struggled with this during their time in the wilderness. And that's often when we struggle with it too—during seasons of transition …
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Chipotle's $13 burritos aren't selling like they used to — and Raj Malhotra thinks the growth story is over. With sales stalling, margins slipping, and a sky-high valuation, CMG could be heading for a major re-rating. In this episode, Raj present…
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Some Christians seem to be obsessed with modern-day Israel, while others act like it doesn't matter at all. But what does the Bible actually say about God's chosen people? In this message, Lead Pastor Jamie Nunnally wraps up our Elephants in the Room series by challenging us to think biblically about Israel. Today's topic is the relationship betwee…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek dives into the cracks forming in the SaaS business model and what it could mean for major players like Salesforce (CRM). From commoditization of code and AI-driven efficiency pressures to the dominance of hyperscalers…
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Pornography isn't just present in our culture—it's pervasive. The average age of first exposure is 11 for boys, and around 12–13 for girls. About 67% of men and 41% of women view porn at least occasionally. Even in the church, over half of practicing Christians admit to using it, and 67% of pastors have struggled with it—18% currently. The biggest …
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This world reeks of war and violence, but the church has not only stopped addressing the issue, we've stopped even thinking about it. In this message, Pastor Eric Robertson shares what the church is called to do about war and violence. · The 20th century claimed about 231 million lives through war. The problem is, we've stopped wrestling and adopte…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down a high-conviction short opportunity in the energy space, triggered by a sudden shift in ISM sector data and weakening fundamentals in major oilfield service companies. Focusing on Schlumberger, he outlin…
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Welcome to Elephants in the WOMB! Since Roe v. Wade in 1973, around 63 million legal abortions have been performed—equal to the population of the top 47 U.S. cities combined. In 2022, Roe was overturned, leaving legality to the states. Annual abortions have increased to about 1 million. The Church has often responded with either truth without love …
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser breaks down the current market mood, which is cautiously optimistic despite mixed economic data. He highlights strong corporate earnings, especially in tech, and massive ongoing hyperscaler CapEx as key positives, wh…
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