ITPM Podcast

Author: Institute of Trading and Portfolio Management (ITPM)

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. Expect to expand your investment knowledge and improve your trading performance.
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Language: en

Genres: Business, Investing

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ITPM Flash Ep96 Ugly Duckling
Episode 96
Tuesday, 25 November, 2025

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.