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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇵🇱PL · Investing#188500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
250 to 1.5K🎙 ~2x weekly·177 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇵🇱100% - Active Followers
Loyal subscribers who consistently listen
200 to 1.2K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 14 epsHosts
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Recent episodes
ITPM Flash Ep115 Defence against the Machine $CIBR
Jun 19, 2026
Unknown duration
ITPM Flash Ep114 Point, Click, Profit. $LOGI
Jun 5, 2026
12m 01s
ITPM Flash Ep113 Standing on the Edge
May 29, 2026
12m 04s
ITPM Flash Ep112 The Price of Victory $KTOS
May 23, 2026
9m 52s
ITPM Flash Ep111 NVIDIA's $2bn Bet $SNPS
May 12, 2026
12m 41s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/19/26 | ![]() ITPM Flash Ep115 Defence against the Machine $CIBR | Cybersecurity could be the next major AI-driven market theme. In this episode of ITPM Flash, Dieter breaks down how the AI revolution has already created waves in data centers, energy, CPUs and memory — and why cybersecurity may be the next area to attract serious investor attention. With advanced AI models exposing software vulnerabilities and major institutions racing to strengthen their systems, the setup for cybersecurity stocks could become increasingly relevant. Dieter explains why he prefers ETF exposure through the First Trust Nasdaq Cybersecurity ETF, ticker CIBR, rather than trying to pick individual cybersecurity winners. He also walks through a long call trade structure using November and August options, explaining the setup, the credit received, the risk/reward, and why a longer time horizon may make sense for this particular theme. Listen now to see why AI-fuelled cyber risk could become one of the next big trades in the market. | — | ||||||
| 6/5/26 | ![]() ITPM Flash Ep114 Point, Click, Profit. $LOGI✨ | tradingAI+3 | — | $LOGIInstitute of Trading and Portfolio Management | NasdaqTreasury | tradingAI+3 | — | 12m 01s | |
| 5/29/26 | ![]() ITPM Flash Ep113 Standing on the Edge✨ | market analysistrading strategies+4 | — | Institute of Trading and Portfolio ManagementS&P 500+4 | United States | tradingmarket rally+5 | — | 12m 04s | |
| 5/23/26 | ![]() ITPM Flash Ep112 The Price of Victory $KTOS✨ | defense sectortrading insights+3 | Alessandro Ameli | autonomous systemsattritable drones+2 | — | Kratosdefense+5 | — | 9m 52s | |
| 5/12/26 | ![]() ITPM Flash Ep111 NVIDIA's $2bn Bet $SNPS✨ | AI infrastructuresoftware stocks+3 | Raj Malhotra | NVIDIASynopsys+3 | — | NVIDIASynopsys+4 | — | 12m 41s | |
| 4/23/26 | ![]() ITPM Flash Ep110 Game Changer? $TTWO✨ | consumer sentimenttrading insights+3 | — | Take-Two InteractiveInstitute of Trading and Portfolio Management+2 | — | consumer sentimentTake-Two Interactive+3 | — | 9m 18s | |
| 4/10/26 | ![]() ITPM Flash Ep109 Cracks in the Foundation $ABNB✨ | Airbnbmarket analysis+4 | — | AirbnbEU | Europe | Airbnbmacro environment+5 | — | 9m 54s | |
| 3/30/26 | ![]() ITPM Flash Ep108 Tail Risk Inflation Hedge $TLT✨ | tail riskinflation hedge+4 | — | goldU.S. Treasuries+1 | IranU.S. | tail riskinflation+5 | — | 12m 13s | |
| 3/23/26 | ![]() ITPM Flash Ep107 Space Race 2.0: The Orbital Cloud✨ | AI infrastructurespace-based data centres+3 | — | Rocket Lab | U.S.space+1 | AIdata centres+5 | — | 7m 18s | |
| 3/17/26 | ![]() ITPM Flash Ep106 A Rare Find? $MP✨ | market analysisgeopolitical tensions+3 | — | MP Materials | United StatesChina+3 | tradingportfolio management+3 | — | 10m 27s | |
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| 3/6/26 | ![]() ITPM Flash Ep105 Dispersion is Back $ROKU✨ | market analysisequity dispersion+4 | — | RokuAnthropic+1 | US | dispersionRoku+5 | — | 11m 00s | |
| 2/20/26 | ![]() ITPM Flash Ep104 When Trillions Move $FCX✨ | capital rotationindustrial metals+4 | — | electric vehiclesAI data centres+5 | markets | copperFreeport-McMoRan+6 | — | 10m 57s | |
| 2/13/26 | ![]() ITPM Flash Ep103 Leveraging the Offshore Supercycle $RIG✨ | offshore supercycleenergy markets+3 | Philip Klien | $RIGTransocean+2 | — | offshore supercycleenergy markets+5 | — | 8m 54s | |
| 2/6/26 | ![]() ITPM Flash Ep102 The Golden Egg? $VITL✨ | trading insightsegg market+5 | — | $VITLUS egg producers+1 | — | egg pricestrading+5 | — | 8m 52s | |
| 1/30/26 | ![]() ITPM Flash Ep101 The US Electricity Squeeze $ITRI✨ | electricity costsAI data centers+4 | Jason McDonald | Goldplatinum+2 | USAI data centers | electricity squeezeAI trade+4 | — | 8m 51s | |
| 1/23/26 | ![]() ITPM Flash Ep100 AI Resilience: Blue-Collar SaaS $TTAN | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The market is selling SaaS indiscriminately — and AI fear is driving the narrative. In this episode of ITPM Flash, Dieter breaks down why not all SaaS is exposed to AI in the same way, and how the current selloff is confusing white-collar software with software built for the physical economy. He focuses on ServiceTitan, a SaaS platform serving the trades industry, and explains why its customers can't simply replace it with AI agents or in-house tools. When software is embedded in dispatch, payroll, inventory, and payments, switching isn't trivial — and AI doesn't change that. The result? A business with high switching costs, sticky demand, and a long growth runway that's being sold off alongside far more vulnerable SaaS models. | — | ||||||
| 1/16/26 | ![]() ITPM Flash Ep99 Maduro Shockwave $AVAV | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Rising geopolitical tensions are reshaping the macro environment and creating new tradeable opportunities across global markets. In this episode, Ben Berggreen outlines a top-down trading approach, starting with macro and geopolitical developments, filtering into sector rotation, and identifying where capital is likely to move as narratives shift. Following the capture of Venezuela's president, markets have reacted unevenly, but for traders the focus is on how geopolitical risk, defense spending, and global instability translate into medium-term positioning rather than political debate. Ben explains why defense stocks moved immediately into focus and why smaller, innovation-driven defense companies can offer more asymmetric setups than large-cap incumbents. He then breaks down a bullish options trade in AeroVironment ($AVAV), discussing how military contracts, Department of Defense spending, earnings timing, and volatility shape the risk-reward. The episode focuses on defined-risk options strategies, flexibility around earnings, and managing outcomes as price action develops. | — | ||||||
| 1/8/26 | ![]() ITPM Flash Ep98 Trading the K-Shaped Economy | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The K-shaped economy is widening — and markets are still pricing only the winners. In this episode, Ed breaks down why the AI-driven data-center supercycle has become a macro force, propping up growth, earnings, and asset prices while masking deepening stress in the real economy. With the top 10% now driving half of all discretionary spending, the system is increasingly dependent on rising asset values rather than wage growth. Ed argues the real risk isn't inflation — it's consumer spending. As AI boosts productivity without job growth, anxiety around employment could tip the lower arm of the K into contraction, triggering credit stress, falling discretionary demand, and a negative wealth effect that eventually hits equities. He outlines how traders should position for volatility, where patience matters most, and which macro triggers would signal when the K-shaped economy finally breaks. | — | ||||||
| 12/18/25 | ![]() ITPM Flash Ep97 A Change of Clothes $VFC | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Apparel stocks have been left behind as consumer preferences shift and discretionary spending remains under pressure. Philip Klein turns to VF Corporation ($VFC), a former market leader whose shares collapsed from triple digits as brand missteps, rising debt, and weakening demand hit the business. He walks through what went wrong — from the overpaid Supreme acquisition to Vans losing relevance — and what has started to change under new CEO Bracken Darrell. With costs coming down, debt being reduced, insider buying signalling confidence, and early signs of stabilisation across key brands, the episode explores this turnaround story and presents a high reward options structure for 2026. | — | ||||||
| 11/25/25 | ![]() ITPM Flash Ep96 Ugly Duckling | 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 stocks look exposed. Ben highlights Ulta Beauty ($ULTA) — a company facing slowing growth, margin pressure, and its first loss of market share — yet still trading near the top of its multi-year range. With earnings in early December, he walks through a bearish calendar ratio put spread offering asymmetric reward if the stock rolls over. | — | ||||||
| 11/17/25 | ![]() ITPM Flash Ep95 The Silent Killer $USD | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, Jason McDonald takes a deep dive into the US dollar, current FX positioning, and the macro forces that could drive a rotation in risk assets. Jason walks through multi-year charts of the trade-weighted dollar, investor positioning, and the key rate differentials that drive FX markets. He then connects the macro outlook directly to equity risk assets, explaining which companies benefit from a strong dollar ($HD, $TJX, $DG) and which companies face headwinds ($MCD, $AAPL, $MSFT). He also presents a high-conviction rotation idea: long $IWM / short $QQQ via call and put spreads, taking advantage of decade-low relative valuations in small–mid caps and stretched pricing in mega-cap tech. | — | ||||||
| 10/30/25 | ![]() ITPM Flash Ep94 Charged Up $MVST | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The world is going electric faster than you think — but not just for passenger cars. In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution. While Tesla and Rivian dominate headlines, the commercial EV space is growing even faster — and Microvast is solving its biggest bottleneck: charging speed. With batteries that charge to 80% in 10 minutes, a breakthrough in solid-state technology, and partnerships with BMW and GM, this $1.8B company is positioned to benefit from powerful tailwinds in electrification, regulation, and energy storage demand. Philip walks through the company's fundamentals, catalysts, and valuation — including strong revenue acceleration, U.S. expansion, and a calendar ratio call spread options trade designed to capture high implied volatility and asymmetric upside. | — | ||||||
| 10/23/25 | ![]() ITPM Flash Ep93 Uniformly Stretched $CTAS | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Slowing job creation and stagnant wages make Cintas ($CTAS) uniformly stretched. In this episode of ITPM Flash, Edward Shek presents a short idea on Cintas ($CTAS) — the U.S. market leader in workplace uniforms and hygiene services. While Cintas has delivered years of steady growth and trades at premium valuations, Ed argues the story is uniformly stretched. With job creation slowing, wage growth stagnating, and little evidence of a broad cyclical recovery, Cintas faces structural headwinds that could pressure earnings and trigger multiple compression. He outlines the company's fundamentals, exposure to employment trends, and explains why a January vertical put spread offers an attractive way to express the view. | — | ||||||
| 10/15/25 | ![]() ITPM Flash Ep92 Warfare Backlog Optionality | ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Defense stocks are booming in 2025 — and Huntington Ingalls ($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 shipbuilder and a cornerstone of U.S. defense infrastructure. With rising geopolitical tensions, a $50B+ backlog, and new post-COVID contracts that restore pricing power and margins, Dieter explains why HII offers compelling earnings optionality even in a messy macro environment. He walks through the company's fundamentals, margin recovery, cost-cutting efficiencies, and outlines a calendar spread options trade designed to capture both credit income and upside potential into year-end. | — | ||||||
| 10/3/25 | ![]() ITPM Flash Ep91 Roll Up, Roll Up, Roll Up! | 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 executing the same acquisition strategy that's delivered spectacular returns in the past. With the first deal already bedding in, $2B of fresh funding raised, and Wall Street only just initiating coverage, the stock looks primed for a rerating. | — | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.
