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Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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ITPM Flash Ep57 Old School Alpha

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Manage episode 445293484 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down the latest macroeconomic data, including updates on the ISM Purchasing Managers Indices, U.S. non-farm payrolls, and the Consumer Price Index. He considers the potential for a strong market performance in the final quarter of the year, driven by a moderating economy and a possible interest rate easing cycle. Based on his macro outlook, he explores trading opportunities in underrepresented sectors like infrastructure and highlights specific stocks, such as MasTec (MTC), and ETFs like PAVE, offering detailed trade strategies and risk management ideas.

  continue reading

157 episodes

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ITPM Flash Ep57 Old School Alpha

ITPM Podcast

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Manage episode 445293484 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down the latest macroeconomic data, including updates on the ISM Purchasing Managers Indices, U.S. non-farm payrolls, and the Consumer Price Index. He considers the potential for a strong market performance in the final quarter of the year, driven by a moderating economy and a possible interest rate easing cycle. Based on his macro outlook, he explores trading opportunities in underrepresented sectors like infrastructure and highlights specific stocks, such as MasTec (MTC), and ETFs like PAVE, offering detailed trade strategies and risk management ideas.

  continue reading

157 episodes

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