Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

ITPM Flash Ep72 Liquidity Blows

13:22
 
Share
 

Manage episode 473435159 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, 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 unwinding and rising opportunity internationally—suggest the tide may be turning. Through the lens of fictional traders Barry and Sally, Ed unpacks why "buying the dip" may not work this time, and why staying diversified with smart downside protection could be critical. Whether you’re Barry, Sally, or somewhere in between, understanding liquidity flow is everything.

  continue reading

146 episodes

Artwork

ITPM Flash Ep72 Liquidity Blows

ITPM Podcast

115 subscribers

published

iconShare
 
Manage episode 473435159 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, 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 unwinding and rising opportunity internationally—suggest the tide may be turning. Through the lens of fictional traders Barry and Sally, Ed unpacks why "buying the dip" may not work this time, and why staying diversified with smart downside protection could be critical. Whether you’re Barry, Sally, or somewhere in between, understanding liquidity flow is everything.

  continue reading

146 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play