ITPM Flash Ep19 – is a video series from the Institute of Trading and Portfolio Management (ITPM), founded by Anton Kreil, that provides market insights from the Institute’s senior trading mentors.

ITPM Flash Ep19 – Summary

In this episode of ITPM Flash, Ed Shek discusses the changing tone in the market and its implications. He points out that the recent surge in oil prices has influenced rates and contributed to the “higher for longer” narrative. However, Ed raises concerns about the strength of the US consumer, emphasizing the importance of consumer spending based on earnings rather than stimulus or debt. He highlights rising credit card debt, delinquencies, and the potential impact on consumer spending. Ed also questions the sustainability of GDP growth, given excessive government spending. He suggests that these factors could lead to a chain reaction, affecting corporate profitability, employment, and GDP. Ed’s analysis underscores the need to consider tail risk and position portfolios accordingly.


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About me

The Institute of Trading and Portfolio Management (ITPM), founded by ex-Goldman Sachs trader Anton Kreil, helped me on my journey to become a profitable retail trader

Review of ITPM Courses

The courses of the Institute of Trading and Portfolio Management helped me massively to become a profitable retail trader. I genuinely believe that ITPM provides the best trading education on the market – but not everything is perfect. Find out more in my reviews

Results of my Mentoring with Anton Kreil

In September 2022 Anton Kreil asked me and another one of his former mentees, if we want to do a webinar with him. After the Thailand class in April 2022 and the following mentoring with Anton from Mai to July 2022 I thought it was great opportunity to show what I have learned and how I have progressed

ITPM Thailand Mentoring

After completing my first ITPM Course, the PTM 1.0 (the predecessor of the PTM 2.0), I knew I want to do a mentoring. After a thorough analysis I decided to attended the April 2022 Thailand mentoring class

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