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ITPM Podcast

ITPM Flash Ep57 Old School Alpha

Broadcast on:
15 Oct 2024

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.