HeyJaredITPM Podcast
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.
- Indexed episodes, last 90 days
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- Jul 15, 2026
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- Jul 15, 2026
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Sector Rotation has Flipped the Script - At The Desk Ep1 (opens the original)
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Markets are at all-time highs, but beneath the surface, something important is changing. In the first episode of At the Desk, Ben and Phil break down the major rotation taking place across markets as capital moves away from some of the most crowded AI, semiconductor and speculative trades and into financials, industrials, healthcare and consumer staples. They also discuss the collapse in crypto momentum, the Federal Reserve's changing stance on inflation and interest rates, falling oil prices, a
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