Best Sky S The Limit Podcasts (2025)

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Climate Change Follows the Water 25:54

Play Pause

1h ago25:54

25:54

We live on an ever-changing world, and by studying the past, we can better understand our potential futures. In this episode, we follow the water and look at how past periods of glacial melt changed water levels, look into the water and see how pond and sea life add greenhouse gases to the atmosphere, and reflect on a glacier that shrank by 24 km i…

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ITPM Flash Ep95 The Silent Killer $USD 8:36

43m ago8:36

8:36

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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JWST's picture album of Baby stars, planets, moons and more 27:58

11d ago27:58

27:58

In this episode, we look at some of our latest discoveries about the formation of star systems, including planets and moons, and the growth of black holes. We also take a closer look at our brightening skies, and the missions set to make things worse. We also cover the latest tales from the launch pad.…

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ITPM Flash Ep94 Charged Up $MVST 8:01

21d ago8:01

8:01

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 Ep93 Uniformly Stretched $CTAS 11:13

27d ago11:13

11:13

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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Giant Black Holes Cosplay as Little Red Dots 26:46

1M ago26:46

26:46

The universe is hard enough to figure out without one kind of object dressing up as another, but - just in time for Halloween - researchers have figured out that the Little Red Dot in the early universe just might be massive black holes surrounded in a costume of glowing red gas. Also in this episode, Hyabusa2's amusingly tiny destination, a white …

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ITPM Flash Ep92 Warfare Backlog Optionality 10:56

1M ago10:56

10:56

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…

1
ITPM Flash Ep91 Roll Up, Roll Up, Roll Up! 8:38

1M ago8:38

8:38

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 Ep90 The Sky is the Limit 9:45

2M ago9:45

9:45

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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The Black Hole eating star with supernova sized regrets 27:31

2M ago27:31

27:31

In this week's episode, we tell the story of a Giant Blue Star that made the terrible, terrible mistake of trying to nibble on its more evolved sibling; it's black hole of a sibling. Folks, don't eat the dark holes in spacetime. We also look at this week's news, including lumpy planets, forming planets, asteroids getting up close and personal, and …

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ITPM Flash Ep89 Go Stealthy Stay Wealthy 11:37

2M ago11:37

11:37

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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ITPM Flash Ep88 Guac' the Hell is Going On? 10:30

2M ago10:30

10:30

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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Rockets make bad neighbors 33:57

2M ago33:57

33:57

In this week's episode, we take a look at the impact SpaceX launches from the Space Coast will have on their competitors and those living, working, and going to school near Kennedy and Cape Canaveral. We also look at a bunch of new science discoveries, including the origins of Ryugu & Bennu, the solar system shocked itself, a new supernova that ble…

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ITPM Flash Ep87 RIP SAAS? 12:11

3M ago12:11

12:11

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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ITPM Flash Ep86 A Slippery Slope 10:33

3M ago10:33

10:33

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…

1
ITPM Flash Ep85 Mid-Cap Insurance 12:20

3M ago12:20

12:20

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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ITPM Flash Ep84 A Shoe-in 12:03

4M ago12:03

12:03

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra explains why the recent rally in the S&P 500 could still have legs, potentially reaching 7100+ by next May if history repeats. But the key, he argues, is breadth: a broad-based rally across sectors, not just large-ca…

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It came from the outer solar system 29:53

3M ago29:53

29:53

In this week's episode we take a look at all the news our outer solar system has to offer. From newly discovered outer solar system objects to intersteller comet I3/Atlas to the Peried Meteor shower, we have icy objects and absolutely no aliens (It's never aliens #IYKYK).By Pamela L Gay

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ITPM Flash Ep83 Banking on a Rally? 9:41

4M ago9:41

9:41

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald shares his bullish outlook on US regional banks and outlines a trade idea using the KRE ETF. Jason explains how recent regulatory shifts—led by Vice Chair Michelle Bowman—signal aggressive banking deregulation, pot…

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Volunteer Stargazers 34:18

4M ago34:18

34:18

In this special episode we look at how volunteers throughout history have aided in scientific explorations and tell you how you can get involved with our latest community science projects.By Pamela L Gay

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ITPM Flash Ep82 Deal or No Deal 8:04

4M ago8:04

8:04

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data…

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ITPM Flash Ep81 Winning the Data Center Race 10:17

5M ago10:17

10:17

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on Iris Energy ($IREN) — a $3bn clean energy-powered Bitcoin miner rapidly evolving into a serious player in AI cloud infrastructure. With the broader data centre and semiconductor trade still on fire, he's bu…

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2 Tales of 2 decades: Rubin Observatory and SpaceX Starship 36:01

4M ago36:01

36:01

Join us as we look at two parallel stories - the development of the Vera Rubin Observatory and the SpaceX Starship rocket. Both projects are 20 years in the making, and both were supposed to start work in 2019. Both hit new milestones in June, and it's time to review their very different progress. Also included in this episode: Tales from the launc…

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When the Universe Attacks 37:28

5M ago37:28

37:28

In this episode we celebrate the 75th anniversary of the Fermi Paradox by looking at a bunch of science capable of preventing and destroying civilizations. We also review our latest not-so-great attempts to land on the moon and launch a rocket that (if it worked) could carry us to Mars.By Pamela L Gay

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ITPM Flash Ep80 We Just Went Platinum 11:09

5M ago11:09

11:09

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald makes a bullish case for platinum, highlighting its recent breakout after years of underperformance. He explores the fundamentals driving the move—including constrained supply, demand from hybrid vehicles, and inve…

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ITPM Flash Ep79 Creative Opportunity? 9:05

6M ago9:05

9:05

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen discusses the recent equity rebound as volatility eases and investor focus returns to earnings. He presents a long trade idea in Unity Software, a market leader in real-time 3D development powering over half of all …

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ITPM Flash Ep78 A Couple of Verticals 11:56

6M ago11:56

11:56

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek breaks down the current market mood—where macro data remains benign, tariffs are still a moving target, and risks like stagflation are underpriced. He presents a compelling long idea in mid-cap tech: Xometry (XMTY), a…

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Happy Space News! Aurorae, Planet 9, and weird things that make us say "it's not aliens" 30:14

6M ago30:14

30:14

This week, we take a closer look at the weirdly twisty search for a possible planet in our outer solar system. We'll also take in the happy science of aurorae here, at Jupiter, and over Neptune, as well as a bunch of weird discoveries that has some people screaming "It's Aliens!" (it's not aliens).

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A failing look at Earth, a first look at other worlds, and more 34:01

6M ago34:01

34:01

In this week's closer look we are going to look at the earth-facing missions that are getting dragged down by our atmosphere and will be forcibly retired by physics in the next few years, again with no replacements in the works. These missions allow us to do long term monitoring of our planet, its atmosphere, and the variables that help us understa…

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ITPM Flash Ep77 An Unlikely Recession Hedge 12:08

6M ago12:08

12:08

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Recession risks may be down to 40%, but that's still a major threat markets aren't fully pricing in. In this ITPM Flash update, Anthony Iser breaks down why the risk has only been delayed—not resolved—with unresolved tariffs, weakening consumers,…

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ITPM Flash Ep76 Time for Geo' Risk Rotation? 9:50

6M ago9:50

9:50

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason MacDonald dives into the surprising strength of the Taiwanese dollar as well as broader FX trends, including the euro's rise and its implications for global asset allocations, while questioning whether the U.S. market's out…

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ITPM Flash Ep75 Trouble in Paradise 10:30

7M ago10:30

10:30

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets have been wild lately — massive swings, fear, and FOMO driving the chaos. In this video, Ben Berggreen breaks down the macro backdrop, why it's a trader's market right now, and why the traditional long-only tech approach has been getting …

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Federal Budget Cuts: An extinction-level event 32:37

7M ago32:37

32:37

This week we look at how the elimination of science programs, projects, datasets, and funding may be shaping into an extinction-level event for US Space-related sciences. Come cry with us.By Pamela Gay

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ITPM Flash Ep74 Strap On Some Security 11:54

7M ago11:54

11:54

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj dives into Trump's tariff policy, the geopolitical ripple effects, and how they could impact global trade, especially with China. He also shares why cybersecurity stocks like Zscaler (ZS) are set to outperform – even in a tou…

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From the beginning of the universe to the beginning of spring, it's all science 31:13

7M ago31:13

31:13

Let's take a fast-paced journey through all that's new in space and astronomy, including dark energy news, the death of supersymmetry, a closer look at remoting sensing in Earth science, and tales from the launch pad.By Pamela Gay

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Space is hard: IM2 Failure, Starship 8 explosion, Mars Sample Return delays, and more 29:09

7M ago29:09

29:09

Let's take a fast-paced journey through all that's new in space and astronomy, including new results from Perseverance Rover, Venusian Volcanism, Mars Sample Return (or not), Intuitive Machines' failure to land upright, Firefly Aerospace's amazing success with Blue Ghost, and tales from the launch pad.…

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ITPM Flash Ep73 Emerging Opportunities 11:51

8M ago11:51

11:51

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald breaks down the changing global investment landscape. He explains why US equities are becoming less attractive compared to European and emerging market equities, against a backdrop of rising inflation expectations,…

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ITPM Flash Ep72 Liquidity Blows 13:22

8M ago13:22

13:22

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek explores the powerful shift in global capital flows at a potential market pivot. With US assets having dominated for over a decade, signs of softening macro data and changing global dynamics—like the yen carry trade u…

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ITPM Flash Ep71 Listen Up 11:46

8M ago11:46

11:46

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen recaps recent market volatility and reviews two trade ideas from January—one a win, one still in play—before diving into a fresh setup in the AI space. With macro data showing signs of slowing growth and inflation c…

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The Book of Mars, Star Formation, and More 36:18

8M ago36:18

36:18

Let's take a fast-paced journey thru all that's new in space and astronomy, including DESI takes a census of central blackholes, star formation in clusters, and updates on Europa Clipper, along with a deep dive into Mars science, and tales from the launch pad.By Pamela Gay

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ITPM Flash Ep70 Shaky Foundations? 15:46

9M ago15:46

15:46

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Tariffs are adding confusion and risk to the markets, and the housing sector is caught in the crossfire. In this video, Anthony Iser breaks down how tariffs impact businesses, why economic data is signaling weakness, and why Lennar (LEN) is a com…

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ITPM Flash Ep69 Is Gold Turning Black? 11:47

9M ago11:47

11:47

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Gold is soaring to new highs, while oil remains stuck in a range—so what's driving the divergence? In this episode, Jason McDonald breaks down the factors behind gold's relentless rally, from geopolitical risks to monetary policy shifts, and expl…

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ITPM Flash Ep68 The Divinity is in the Data 12:16

9M ago12:16

12:16

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The AI revolution is accelerating, and the data gold rush is in full swing! In this week's ITPM Flash, Edward Shek breaks down the latest trends in tech—from surging CapEx in data center hardware to software's growing dominance. With AI adoption …

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Temperatures That Kill 34:49

9M ago34:49

34:49

Let's take a fast-paced journey thru all that's new in space and astronomy, including a potentially killer asteroid, a new look at the history of Earth's water, and a mini-quasi-moon, along with a deep dive into climate change, and tales from the launch pad.

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ITPM Flash Ep67 Time for a Gas Pump? 10:23

9M ago10:23

10:23

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, join Raj Malhotra as he breaks down the evolving market landscape in early 2025. While the S&P 500 is up around 3%, the real story is the broadening of the rally, with equal-weighted indices keeping pace with mega-c…

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ITPM Flash Ep66 Stacking Bills 11:33

9M ago11:33

11:33

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, Anthony Iser discusses the major market moves following the release of Deep Seek, highlighting its impact on AI and software companies. While the AI infrastructure debate continues, he focuses on how AI-driven appli…

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Space stories of joy 33:36

10M ago33:36

33:36

It's the kind of week where we feel the need to put joy into the world, and we've made the decision to just find stories to bring a smile and share them with you. And also rockets, we're bringing you all the rocket news.By Pamela Gay

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ITPM Flash Ep65 Get Shorty 13:34

10M ago13:34

13:34

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Edward Shek for this episode, where he explores the rapidly shifting trading landscape and the opportunities it presents. With narrowing tech leadership, weak global economic signals, and a focus on risk-adjusted returns, this episode is pac…

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ITPM Flash Ep64 A RIGged Game 13:02

10M ago13:02

13:02

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Ben Berggreen for the first flash episode of 2025, as he dives into the evolving market landscape and highlight key opportunities. With a steepening yield curve, surprises from ISM manufacturing data, and the Fed dialing back on expected rat…

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Science Here & Far: The Moon, Asteroids, Dark Comets... & Dark Energy 29:59

11M ago29:59

29:59

Let's take a fast-paced journey thru new discoveries planetary science and Cosmology. We look at Dark Comets, Io's gooey mantle, the colonization of a Ryugu sample by Earth bacteria, galaxies growing too fast too early, and more. As always, we'll also bring you tales from the launch pad.