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ITPM Podcast

ITPM Flash Ep72 Liquidity Blows

Broadcast on:
26 Mar 2025

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.