<![CDATA[Opto Sessions – Invest in the Next Big Idea]]>Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.

]]>https://opto-sessions.buzzsprout.comRiverside.fm (https://riverside.com)Thu, 14 May 2026 03:29:52 GMTThu, 20 Nov 2025 10:04:28 GMT60Haydn Brain & Ed Gotham<p>Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.</p>episodicHaydn Brain & Ed Gothamoptoteam@cmcmarkets.comno<![CDATA[The AI Tax Firm Challenging How Americans Use Money]]>April is rethinking tax as something that should happen year-round, not just at filing time. In this episode, co-founder and CEO Ben Borodach explains how April embeds AI-powered tax filing, planning and estimation tools into financial platforms, why tax can become a more useful part of everyday financial decision-making, and how the company is building trusted infrastructure for banks, fintechs and millions of American households.

]]>721c7bcd-a122-42f7-9de5-dca51410ec5aFri, 08 May 2026 14:03:32 GMT<p>April is rethinking tax as something that should happen year-round, not just at filing time. In this episode, co-founder and CEO Ben Borodach explains how April embeds AI-powered tax filing, planning and estimation tools into financial platforms, why tax can become a more useful part of everyday financial decision-making, and how the company is building trusted infrastructure for banks, fintechs and millions of American households.</p>no00:37:57The AI Tax Firm Challenging How Americans Use Moneyfull<![CDATA[Kratos CEO on Drones, Hypersonics & Future of Defense]]>What can Kratos Defense do that larger defense primes can’t? In this episode of Opto Sessions, CEO Eric DeMarco explains the company’s low-cost approach to AI drones, hypersonic systems and space infrastructure, and makes the case that the future of defense belongs to scalable, software-enabled, affordable systems.

]]>bacaa88c-814d-42c8-a340-45f6675843efThu, 19 Mar 2026 12:28:52 GMT<p>What can Kratos Defense do that larger defense primes can’t? In this episode of Opto Sessions, CEO Eric DeMarco explains the company’s low-cost approach to AI drones, hypersonic systems and space infrastructure, and makes the case that the future of defense belongs to scalable, software-enabled, affordable systems. </p>no00:36:21Kratos CEO on Drones, Hypersonics & Future of Defensefull<![CDATA[ Healthcare Is Breaking: AI Agents Are the Fix]]>AI agents are targeting the biggest problem in healthcare: slow, expensive operations. In this episode, Autonomize AI founder & CEO Ganesh Padmanabhan breaks down why approvals like MRIs can take weeks and how AI agents streamline prior authorisation workflows to deliver faster decisions and lower costs in healthcare.

]]>3108b87e-60ee-4fc1-818b-2833751392bfFri, 06 Mar 2026 10:12:12 GMT<p>AI agents are targeting the biggest problem in healthcare: slow, expensive operations. In this episode, Autonomize AI founder &amp; CEO Ganesh Padmanabhan breaks down why approvals like MRIs can take weeks and how AI agents streamline prior authorisation workflows to deliver faster decisions and lower costs in healthcare.</p>no00:52:53 Healthcare Is Breaking: AI Agents Are the Fixfull<![CDATA[How AI Will Transform These Stocks in 2026]]>In this AI Christmas special of OPTO Sessions, we revisit standout moments from this year’s conversations on how AI is changing products, cost bases and competitive moats, from Better.com and Upstart in lending, to Box and Intercom in enterprise workflows and customer service, and SoundHound in voice AI. We look at near-term execution over the next year, longer-term positioning over five years, and the best criteria for spotting real AI advantage.

]]>b3bb6bfa-7818-4f22-9ec5-b3c3816837e4Wed, 24 Dec 2025 10:00:00 GMT<p>In this AI Christmas special of OPTO Sessions, we revisit standout moments from this year’s conversations on how AI is changing products, cost bases and competitive moats, from <a rel="noopener noreferrer nofollow" href="http://Better.com" target="_blank"><b>Better.com</b></a> and <b>Upstart</b> in lending, to <b>Box</b> and <b>Intercom</b> in enterprise workflows and customer service, and <b>SoundHound</b> in voice AI. We look at near-term execution over the next year, longer-term positioning over five years, and the best criteria for spotting real AI advantage.</p>no00:18:53How AI Will Transform These Stocks in 2026full<![CDATA[Jim Rogers - Investing Legend on "Worst Market Crash in My Lifetime" & Quantum's 4200% Return | Re-post]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today we revisit one of our most popular interviews to date.

In May 2020 we spoke to Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years. Rogers revealed his long/short investment strategy that helped achieve that extraordinary success, and explains while he’s not a 'contrarian', he hunts for the best value investments from around the globe.

Jim made a prescient call regarding world debt, warning that central banks’ relentless money-printing was just delaying an inevitable “epic crash”; he identified extreme value in the travel and tourism sector, still heavily discounted due to COVID lockdowns; and Jim delivered fascinating insight regarding Russia, which of course at the time was yet to invade its neighbouring Ukraine.

The interview provides a captivating look-back at an investing legend’s geo-political predictions which, while only 2 years have passed, were made in an almost unrecognisable market environment. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11115206Thu, 11 Aug 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter<br /></a><br />Today we revisit one of our most popular interviews to date.<br /><br />In May 2020 we spoke to Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years. Rogers revealed his long/short investment strategy that helped achieve that extraordinary success, and explains while he’s not a 'contrarian', he hunts for the best value investments from around the globe.<br /><br />Jim made a prescient call regarding world debt, warning that central banks’ relentless money-printing was just delaying an inevitable “epic crash”; he identified extreme value in the travel and tourism sector, still heavily discounted due to COVID lockdowns; and Jim delivered fascinating insight regarding Russia, which of course at the time was yet to invade its neighbouring Ukraine.<br /><br />The interview provides a captivating look-back at an investing legend’s geo-political predictions which, while only 2 years have passed, were made in an almost unrecognisable market environment. Enjoy!<br /><br />Thanks to <a href="http://cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:55:041128Jim Rogers - Investing Legend on "Worst Market Crash in My Lifetime" & Quantum's 4200% Return | Re-postfull<![CDATA[2021 Review (Part 1): Best Bits from Ross Gerber, Ali Urman, Jonah Lupton & More]]>This week's episode is slightly different. Over the Christmas period, Ed and I will be taking it in turns to pick our favourite snippets from the episodes recorded this year. Today it was my turn, and it struck me that a consistent theme ran throughout the majority of the interviews, namely: Investing in disruptive Innovation.

During this episode, we start by hearing from Jonah Lupton on his unique approach to investing in disruptive, innovative businesses. Then, we hear from other previous guests discussing favourite Themes & Megatrends including, 'The next generation economy' and the 'Genomics revolution'.

Finally, we finish by getting under the hood of two guests' portfolio favourites. Here we get some fascinating insight into two tech companies that our interviewees are keeping a close eye on!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9774656Thu, 23 Dec 2021 07:00:00 GMT<p>This week's episode is slightly different. Over the Christmas period, Ed and I will be taking it in turns to pick our favourite snippets from the episodes recorded this year. Today it was my turn, and it struck me that a consistent theme ran throughout the majority of the interviews, namely: Investing in disruptive Innovation.<br /><br />During this episode, we start by hearing from Jonah Lupton on his unique approach to investing in disruptive, innovative businesses. Then, we hear from other previous guests discussing favourite Themes &amp; Megatrends including, 'The next generation economy' and the 'Genomics revolution'.<br /><br />Finally, we finish by getting under the hood of two guests' portfolio favourites. Here we get some fascinating insight into two tech companies that our interviewees are keeping a close eye on!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href=" https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter<br /></a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:24:011952021 Review (Part 1): Best Bits from Ross Gerber, Ali Urman, Jonah Lupton & Morefull<![CDATA[Doomberg - A Nuclear Solution to Global Energy Challenges]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure to welcome Doomberg back to the show. 

In this episode, Doomberg covers current global energy challenges, key takeaways from COP28, and the debate surrounding climate change. Doomberg also shares thoughts on the future of energy, including solar, wind, and nuclear,  explaining the pivotal role of the latter. Finally, we discuss geopolitical challenges, including Saudi Arabia's oil price influence, Australia's vulnerability to refinery dependencies, China's solar dominance and EV market position, and why a China-Taiwan conflict would be a 'catastrophe of unthinkable proportions.' 

Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital.  Doomberg is one of the most popular paid financial publications on Substack.

Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.

Listen to our previous episode featuring Doomberg:

Apple Podcasts
Spotify

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13722715Thu, 05 Oct 2023 15:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure to welcome Doomberg back to the show. </p><p>In this episode, Doomberg covers current global energy challenges, key takeaways from COP28, and the debate surrounding climate change. Doomberg also shares thoughts on the future of energy, including solar, wind, and nuclear,  explaining the pivotal role of the latter. Finally, we discuss geopolitical challenges, including Saudi Arabia's oil price influence, Australia's vulnerability to refinery dependencies, China's solar dominance and EV market position, and why a China-Taiwan conflict would be a 'catastrophe of unthinkable proportions.' <br /><br />Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital.  Doomberg is one of the most popular paid financial publications on Substack.<br /><br />Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.<br /><br />Listen to our previous episode featuring Doomberg:<br /><br /><a href="https://podcasts.apple.com/gb/podcast/doomberg-nord-stream-sabotage-monetary-mayhem-the/id1504694129?i=1000626291335" rel="noopener noreferrer nofollow">Apple Podcasts <br /></a><a href="https://open.spotify.com/episode/0oajw20xFBD91Utboyvpdk" rel="noopener noreferrer nofollow">Spotify</a><br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:27Doomberg - A Nuclear Solution to Global Energy Challengesfull<![CDATA[2023 Special - AI Was This Year’s Paradigm Shift. Here’s What It Means For Global Macro in 2024 | P2]]>Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome back! In the second part of our 2023 special, the spotlight turns to the profound impact of artificial intelligence on the global economy.

As we step into 2024, we chose to reflect on this pivotal theme, drawing insights from thought-provoking interviews with Jeff Booth, technology leader and author of 'The Price of Tomorrow,’ and Jens Nordvig, Co-Founder and CEO of MarketReader.

Jeff foresees a future where labour, more efficient and intelligent through AI, could replace traditional jobs at an unprecedented rate.

Jens, our macro expert, highlights the efficiency gains catalysed by AI, raising crucial questions about its impact on demand and economic inequality.


As we navigate the complex macroeconomic landscape, our guests balance optimism about AI's role in boosting productivity growth with prudent cautions about the challenges involved in sustaining such advancements. 

We hope you enjoyed this 2023 special. Regular episodes will resume next week!

Watch this episode on YouTube: https://youtu.be/6Ydv9QXAvGU

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14186126Thu, 04 Jan 2024 09:00:00 GMT<p>Get OPTO's best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome back! In the second part of our 2023 special, the spotlight turns to the profound impact of artificial intelligence on the global economy.</p><p>As we step into 2024, we chose to reflect on this pivotal theme, drawing insights from thought-provoking interviews with Jeff Booth, technology leader and author of 'The Price of Tomorrow,’ and Jens Nordvig, Co-Founder and CEO of MarketReader.<br /><br /></p><p>Jeff foresees a future where labour, more efficient and intelligent through AI, could replace traditional jobs at an unprecedented rate.<br /><br /></p><p>Jens, our macro expert, highlights the efficiency gains catalysed by AI, raising crucial questions about its impact on demand and economic inequality.</p><p><br />As we navigate the complex macroeconomic landscape, our guests balance optimism about AI's role in boosting productivity growth with prudent cautions about the challenges involved in sustaining such advancements. <br /><br /></p><p>We hope you enjoyed this 2023 special. Regular episodes will resume next week! <br /><br />Watch this episode on YouTube: <a href="https://youtu.be/6Ydv9QXAvGU" rel="noopener noreferrer nofollow">https://youtu.be/6Ydv9QXAvGU</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.<br /><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:11:3112023 Special - AI Was This Year’s Paradigm Shift. Here’s What It Means For Global Macro in 2024 | P2full<![CDATA[Michael Venuto - Bitcoin Halving 2024: Will It Spark the Next Bull Run?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of welcoming Michael Venuto, CIO and Co-Founder of the Tidal Financial Group & Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show. 

 In this episode, Michael explores the potential impact of the 2024 Bitcoin halving on the cryptocurrency market, sharing insights on whether it will spark the next bull run or fall short of expectations. Michael also discusses why he thinks bitcoin stands as a hedge against hyperinflation, the potential impact of Coinbase’s custodianship of BlackRock’s spot bitcoin ETF, and the powerful intersection between blockchain and AI. Wrapping up, Micheal addresses the correlation between Bitcoin’s price and crypto miners, explaining why he views them as ‘a leveraged play.’ Michael mentions companies like MicroStrategy, Marathon Digital, and Riot Platforms, highlighting the distinguishing factors that set the top miners apart from the competition.

Before Tidal, Michael was Head of Investments at Global X, providing portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser. Enjoy!

Listen to our previous episode featuring Michael:

Apple Podcasts

Spotify

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13678371Thu, 28 Sep 2023 11:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of welcoming Michael Venuto, CIO and Co-Founder of the Tidal Financial Group &amp; Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show. </p><p> In this episode, Michael explores the potential impact of the 2024 Bitcoin halving on the cryptocurrency market, sharing insights on whether it will spark the next bull run or fall short of expectations. Michael also discusses why he thinks bitcoin stands as a hedge against hyperinflation, the potential impact of Coinbase’s custodianship of BlackRock’s spot bitcoin ETF, and the powerful intersection between blockchain and AI. Wrapping up, Micheal addresses the correlation between Bitcoin’s price and crypto miners, explaining why he views them as ‘a leveraged play.’ Michael mentions companies like MicroStrategy, Marathon Digital, and Riot Platforms, highlighting the distinguishing factors that set the top miners apart from the competition.<br /><br />Before Tidal, Michael was Head of Investments at Global X, providing portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser. Enjoy!<br /><br />Listen to our previous episode featuring Michael:</p><p><a href="https://podcasts.apple.com/gb/podcast/michael-venuto-blok-the-blockchain-etf-bitcoin-miners/id1504694129?i=1000613483012" rel="noopener noreferrer nofollow">Apple Podcasts</a></p><p><a href="https://open.spotify.com/episode/3F3wXjga9OY5E9sAcoMpf9" rel="noopener noreferrer nofollow">Spotify</a></p><p>------------------</p><p>Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.</p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p><p>CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:22Michael Venuto - Bitcoin Halving 2024: Will It Spark the Next Bull Run?full<![CDATA[Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst?]]>► Invest in top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landscape for GenAI, highlighting key indicators and lessons from past tech cycles, before sharing her insights on the potential winners and losers in the GenAI space. Enjoy!

Read Que's article here: https://www.researchaffiliates.com/publications/articles/1030-embrace-genai-mania

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15170508Fri, 31 May 2024 15:00:00 GMT<p>►<b> Invest in top-performing</b> <b>AI stocks </b>- <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow"><em>Install our FREE app</em></a>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landscape for GenAI, highlighting key indicators and lessons from past tech cycles, before sharing her insights on the potential winners and losers in the GenAI space. Enjoy!<br /><br />Read Que's article here: https://www.researchaffiliates.com/publications/articles/1030-embrace-genai-mania<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:32:17Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst?full<![CDATA[Michael Green - Peak Oil Prices and The End of Passive Investing]]>Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Today we have Michael Green on the show, Chief Strategist at Simplify Asset Management, Simplify offers a range of innovative options-based ETFs tackling today's biggest portfolio challenges.

Michael has been a student of markets and market structure, for nearly 30 years. Highlights in his career include managing macro strategies at Thiel Macro, an investment firm that manages the personal capital of Peter Thiel, founding Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management, and founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA.

In this interview we discuss whether or not we’ve hit peak oil even with China re-opening, are we witnessing the end of passive investing, and how to use Options-based ETFs as part of your portfolio.

Enjoy

simplify.us
@profplum99

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12069441Thu, 19 Jan 2023 07:00:00 GMT<p>Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />Today we have Michael Green on the show, Chief Strategist at Simplify Asset Management, Simplify offers a range of innovative options-based ETFs tackling today's biggest portfolio challenges.<br /><br />Michael has been a student of markets and market structure, for nearly 30 years. Highlights in his career include managing macro strategies at Thiel Macro, an investment firm that manages the personal capital of Peter Thiel, founding Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management, and founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA.<br /><br />In this interview we discuss whether or not we’ve hit peak oil even with China re-opening, are we witnessing the end of passive investing, and how to use Options-based ETFs as part of your portfolio.<br /><br />Enjoy<br /><br /><a href="https://www.simplify.us/" rel="noopener noreferrer nofollow">simplify.us<br /></a>@profplum99<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:48:521152Michael Green - Peak Oil Prices and The End of Passive Investingfull<![CDATA[The Macro Compass - A Global Market Outlook for 2023]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today I have the pleasure of interviewing Alfonso Peccatiello, founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to democratize professional macro analysis, tools, and portfolio strategy.

The Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable investment strategy.

Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.

In this interview we review Alf's global market outlook for 2023 touching on why the labor market holds the key and what asset classes and instruments could perform well and not so well in this environment.

Enjoy

themacrocompass.com
@MacroAlf

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12022848Thu, 12 Jan 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today I have the pleasure of interviewing Alfonso Peccatiello, founder &amp; CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to democratize professional macro analysis, tools, and portfolio strategy.<br /><br />The Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable investment strategy. <br /><br />Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.<br /><br />In this interview we review Alf's global market outlook for 2023 touching on why the labor market holds the key and what asset classes and instruments could perform well and not so well in this environment. <br /><br />Enjoy<br /><br /><a href="https://www.themacrocompass.com/" rel="noopener noreferrer nofollow">themacrocompass.com</a><br />@MacroAlf<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:401150The Macro Compass - A Global Market Outlook for 2023full<![CDATA[REPOST: Beth Kindig - Microtrends in Growth Stocks, AI & Electric Vehicles | Re-post]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today we revisit one of our most popular interviews to date. In June last year, Ed spoke to Beth Kindig, a technology analyst with over a decade of experience in private markets. Now though, Beth is co-founder of the IO fund, which specialises in helping individuals gain a competitive edge when investing in technology growth stocks.

So, how does Beth do this? She’s gained hands-on experience over many years either working for or analysing the technology companies driving the micro-trends causing wholesale disruption, and creating tomorrow’s world. Beth writes some incredible analysis of public companies and is a regular contributor to Forbes. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11977981Thu, 05 Jan 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today we revisit one of our most popular interviews to date. In June last year, Ed spoke to Beth Kindig, a technology analyst with over a decade of experience in private markets. Now though, Beth is co-founder of the IO fund, which specialises in helping individuals gain a competitive edge when investing in technology growth stocks.<br /><br />So, how does Beth do this? She’s gained hands-on experience over many years either working for or analysing the technology companies driving the micro-trends causing wholesale disruption, and creating tomorrow’s world. Beth writes some incredible analysis of public companies and is a regular contributor to Forbes. Enjoy!<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:07:531149REPOST: Beth Kindig - Microtrends in Growth Stocks, AI & Electric Vehicles | Re-postfull<![CDATA[Christmas Special - Lessons from Investing Legends: 4 Principles for Achieving Alpha]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today’s episode comprises insights from some of the most illuminating interviews we’ve run to date, including conversations with chess master and hedge fund adviser, Adam Robinson; founder of Morgan Creek Capital, Mark Yusko; co-founder of the Quantum Fund, Jim Rogers; and investing legend and strategist, Kiril Sokoloff, to name a few.

Tapping into their combined decades of experience, the following clips explore what it takes to develop a successful investment approach. From perfecting the craft of preparation and controlling your emotions, to honing a sophisticated strategy and intuition, they examine how to sharpen the craft of investing. Their knowledge testifies that by mastering that craft, an investor can attain alpha.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11941759Thu, 29 Dec 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today’s episode comprises insights from some of the most illuminating interviews we’ve run to date, including conversations with chess master and hedge fund adviser, Adam Robinson; founder of Morgan Creek Capital, Mark Yusko; co-founder of the Quantum Fund, Jim Rogers; and investing legend and strategist, Kiril Sokoloff, to name a few.<br /><br />Tapping into their combined decades of experience, the following clips explore what it takes to develop a successful investment approach. From perfecting the craft of preparation and controlling your emotions, to honing a sophisticated strategy and intuition, they examine how to sharpen the craft of investing. Their knowledge testifies that by mastering that craft, an investor can attain alpha.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br /></p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:22:061148Christmas Special - Lessons from Investing Legends: 4 Principles for Achieving Alphafull<![CDATA[Diego Parrilla - The New Paradigm of High Inflation, High Volatility, and High Risk]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today I have the pleasure of welcoming back Macro investor Diego Parrilla, the best-selling author of "The Energy World is Flat" and "The Anti-Bubbles". In his day-to-day, he’s both Managing Partner and Portfolio manager at Quadriga Asset Managers which focuses on Global Macro, Volatility, and Tail Risk.

Earlier in his career, he was managing risk with global teams in prestigious investment banks such as JP Morgan, Goldman Sachs, and Merrill Lynch.

We discuss ‘The New Paradigm of High Inflation, High Volatility and High Risk’ where we go over what the new world might look like with persistently higher inflation and we also talk about how to embrace volatility rather than fight it with active rebalancing and insurance.

This interview was recorded just prior to the FED funds announcement on the 14th of December.

Enjoy

quadrigafunds.com
@ParrillaDiego


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11911374Thu, 22 Dec 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today I have the pleasure of welcoming back Macro investor Diego Parrilla, the best-selling author of "The Energy World is Flat" and "The Anti-Bubbles". In his day-to-day, he’s both Managing Partner and Portfolio manager at Quadriga Asset Managers which focuses on Global Macro, Volatility, and Tail Risk.<br /><br />Earlier in his career, he was managing risk with global teams in prestigious investment banks such as JP Morgan, Goldman Sachs, and Merrill Lynch.<br /><br />We discuss ‘The New Paradigm of High Inflation, High Volatility and High Risk’ where we go over what the new world might look like with persistently higher inflation and we also talk about how to embrace volatility rather than fight it with active rebalancing and insurance.<br /><br />This interview was recorded just prior to the FED funds announcement on the 14th of December. <br /><br />Enjoy<br /><br /><a href="https://www.quadrigafunds.es/" rel="noopener noreferrer nofollow">quadrigafunds.com<br /></a>@ParrillaDiego<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:011147Diego Parrilla - The New Paradigm of High Inflation, High Volatility, and High Riskfull<![CDATA[Pedro Palandrani: The Exponential Age, Disruptive Materials & Thematic Investing, Explained]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Pedro Palandrani is Director of Research at Global X. With around $43bn of AUM in Global X ETFs listed worldwide, and 36 funds in their Thematic Growth suite – 22 of which are available to UK investors -, Global X is a thought-leader in thematic investing, and provide one of the most comprehensive product offerings around.

The Thematic Growth offering covers three broad trends – Disruptive technology, People & demographics, and the Physical environment. Funds from across this universe include a Metaverse ETF, an Aging Population ETF, and a Robotics and Artificial Intelligence ETF.

We discuss the Exponential Age, and how society is at an inflection point for technological innovation. We discuss how Global X identify trends and decide which ETFs to bring to market, and finish with Pedro’s take on ‘the next big idea’.  Enjoy!

Global X's Approach to Thematic Investing: https://www.globalxetfs.com/thematic-growth-etfs/

Disruptive Materials Infographic: https://www.visualcapitalist.com/sp/should-you-invest-in-disruptive-materials/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11871930Thu, 15 Dec 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Pedro Palandrani is Director of Research at Global X. With around $43bn of AUM in Global X ETFs listed worldwide, and 36 funds in their Thematic Growth suite – 22 of which are available to UK investors -, Global X is a thought-leader in thematic investing, and provide one of the most comprehensive product offerings around.<br /><br />The Thematic Growth offering covers three broad trends – Disruptive technology, People &amp; demographics, and the Physical environment. Funds from across this universe include a Metaverse ETF, an Aging Population ETF, and a Robotics and Artificial Intelligence ETF.<br /><br />We discuss the Exponential Age, and how society is at an inflection point for technological innovation. We discuss how Global X identify trends and decide which ETFs to bring to market, and finish with Pedro’s take on ‘the next big idea’.  Enjoy!<br /><br />Global X's Approach to Thematic Investing: <a href="https://www.globalxetfs.com/thematic-growth-etfs/" rel="noopener noreferrer nofollow">https://www.globalxetfs.com/thematic-growth-etfs/</a><br /><br />Disruptive Materials Infographic: <a href="https://www.visualcapitalist.com/sp/should-you-invest-in-disruptive-materials/" rel="noopener noreferrer nofollow">https://www.visualcapitalist.com/sp/should-you-invest-in-disruptive-materials/</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:46:191146Pedro Palandrani: The Exponential Age, Disruptive Materials & Thematic Investing, Explainedfull<![CDATA[Michael Gayed - Live Q&A: Black Swan Behaviour & a Return to Tradition Risk-on, Risk-off]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

On Wednesday 30th November I spoke to Michael A. Gayed, live to an audience of some of his 726,000 Twitter followers. Michael is a Portfolio Manager at Toroso Asset Management and author of the critically acclaimed newsletter and research publication, ‘The Lead Lag Report’.

We discuss unprecedented market behaviour, and when a return to a traditional risk-on, risk-off environment is likely. Michael points to a few signals indicating a possible return to normality, before offering his thoughts on how investors can attempt to cope with black swan events. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11834368Thu, 08 Dec 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />On Wednesday 30th November I spoke to Michael A. Gayed, live to an audience of some of his 726,000 Twitter followers. Michael is a Portfolio Manager at Toroso Asset Management and author of the critically acclaimed newsletter and research publication, ‘The Lead Lag Report’.<br /><br />We discuss unprecedented market behaviour, and when a return to a traditional risk-on, risk-off environment is likely. Michael points to a few signals indicating a possible return to normality, before offering his thoughts on how investors can attempt to cope with black swan events. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:42:391145Michael Gayed - Live Q&A: Black Swan Behaviour & a Return to Tradition Risk-on, Risk-offfull<![CDATA[Amir Weitmann - Driverless Cars, Lab-Grown Meat and What Makes a Great Founder?]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Hello everyone, I’m your host, Ed Gotham and welcome to another episode of Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.

This week we’ve got Amir Weitmann on the show, Co-founder and Managing Partner of Champel Capital, a VC firm headquartered in Israel, one of the major tech hubs of the world.

Champel was established in 2017 with a focus on investing in deep tech. Deep Tech covers disruptive technologies based on scientific discoveries that have a significant impact on our lives. To date, their largest exits have been unicorn Lemonade in the insurtech space which IPO’d for approx $4 billion, and Innoviz which creates lidar systems for autonomous vehicles.

In this interview, we go into detail on the future of autonomous cars, how they improve safety and how long adoption might take. We also discuss how Lab-Grown will eventually be cheaper than farm-grown meat and how Lemonade disrupted the insurance sector by reducing insurance fraud.

Enjoy

champelcapital.com

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11792871Thu, 01 Dec 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /> <br />Hello everyone, I’m your host, Ed Gotham and welcome to another episode of Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. <br /><br />This week we’ve got Amir Weitmann on the show, Co-founder and Managing Partner of Champel Capital, a VC firm headquartered in Israel, one of the major tech hubs of the world. <br /><br />Champel was established in 2017 with a focus on investing in deep tech. Deep Tech covers disruptive technologies based on scientific discoveries that have a significant impact on our lives. To date, their largest exits have been unicorn Lemonade in the insurtech space which IPO’d for approx $4 billion, and Innoviz which creates lidar systems for autonomous vehicles. <br /><br />In this interview, we go into detail on the future of autonomous cars, how they improve safety and how long adoption might take. We also discuss how Lab-Grown will eventually be cheaper than farm-grown meat and how Lemonade disrupted the insurance sector by reducing insurance fraud. <br /><br />Enjoy<br /><br /><a href="https://champelcapital.com/" rel="noopener noreferrer nofollow">champelcapital.com<br /></a><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:341144Amir Weitmann - Driverless Cars, Lab-Grown Meat and What Makes a Great Founder?full<![CDATA[Michael Loukas – ‘The New Economy’, Tech Sector Bifurcation, and the AI & Deep Learning ETF]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Michael Loukas is CEO of Truemark Investments, owner of TrueShares, an ETF provider that embodies active management, believing a concentrated portfolio that holds best-of-breed names is essential to capturing alpha. As they put it on their website, ‘Long-term investing in companies with a competitive edge’ is paramount to market outperformance.

We discuss this investment philosophy and dig into the TrueShares process to understand how they consistently identify these best-of-breed names. Michael also evaluates the bifurcation of the tech sector, having recently noticed a divergence between B2B and B2C company performance. And finally, we learn more about the TrueShares Technology, AI and Deep Learning ETF [LRNZ], a prime example of the firm’s commitment to investing in ‘the new economy’. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11751145Thu, 24 Nov 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Michael Loukas is CEO of Truemark Investments, owner of TrueShares, an ETF provider that embodies active management, believing a concentrated portfolio that holds best-of-breed names is essential to capturing alpha. As they put it on their website, ‘Long-term investing in companies with a competitive edge’ is paramount to market outperformance.<br /><br />We discuss this investment philosophy and dig into the TrueShares process to understand how they consistently identify these best-of-breed names. Michael also evaluates the bifurcation of the tech sector, having recently noticed a divergence between B2B and B2C company performance. And finally, we learn more about the TrueShares Technology, AI and Deep Learning ETF [LRNZ], a prime example of the firm’s commitment to investing in ‘the new economy’. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:061143Michael Loukas – ‘The New Economy’, Tech Sector Bifurcation, and the AI &amp; Deep Learning ETFfull<![CDATA[Carolyn Weinberg - Making Fixed Income ETFs Part of Your Portfolio & Innovation at Blackrock]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week I’ve had the pleasure of interviewing Carolyn Weinberg, Global Head of Product, ETF and Index Investments at Blackrock, the world's largest ETF provider. Carolyn oversees the commercialization and development of innovative products globally.

At Blackrock, Carolyn's teams build new product lines, forge strategic partnerships, and create research in support of iShares growth priorities such as fixed income and sustainability. Before joining BlackRock in 2018, Carolyn created structured derivatives solutions for corporations at Citibank, where she was Head of the North America Corporate Solutions Group. Carolyn graduated magna cum laude from Harvard College in applied mathematics and earned an MBA from Harvard Business School.

Carolyn has also been awarded a position on Barron's list of "100 Most Influential Women in U.S. Finance” three times which is an exceptional achievement.

In this interview we discuss the expansive range of ETFs at Blackrock, going into detail on some of their most innovative products to date including floating rate and interest rate hedged fixed income ETFs. We’ll discuss how to use these in your portfolio including why now is a very interesting time for Bonds.

Enjoy

blackrock.com
ishares.com/us/resources/tools/core-builder#


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11706202Thu, 17 Nov 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week I’ve had the pleasure of interviewing Carolyn Weinberg, Global Head of Product, ETF and Index Investments at Blackrock, the world's largest ETF provider. Carolyn oversees the commercialization and development of innovative products globally.<br /><br />At Blackrock, Carolyn's teams build new product lines, forge strategic partnerships, and create research in support of iShares growth priorities such as fixed income and sustainability. Before joining BlackRock in 2018, Carolyn created structured derivatives solutions for corporations at Citibank, where she was Head of the North America Corporate Solutions Group. Carolyn graduated magna cum laude from Harvard College in applied mathematics and earned an MBA from Harvard Business School.<br /><br />Carolyn has also been awarded a position on Barron's list of "100 Most Influential Women in U.S. Finance” three times which is an exceptional achievement. <br /><br />In this interview we discuss the expansive range of ETFs at Blackrock, going into detail on some of their most innovative products to date including floating rate and interest rate hedged fixed income ETFs. We’ll discuss how to use these in your portfolio including why now is a very interesting time for Bonds. <br /><br />Enjoy<br /><br /><a href="https://www.blackrock.com/" rel="noopener noreferrer nofollow">blackrock.com <br /></a><a href="https://www.ishares.com/us/resources/tools/core-builder#/" rel="noopener noreferrer nofollow">ishares.com/us/resources/tools/core-builder#<br /></a><br /> <br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:361142Carolyn Weinberg - Making Fixed Income ETFs Part of Your Portfolio & Innovation at Blackrockfull<![CDATA[Jaime Rogozinski - Founder of WSB (WallStreetBets)]]>This week I’m delighted to introduce Jaime Rogozinsk, Founder of the notorious WSB subreddit, you’ll all know them from the infamous GameStop short squeeze. A moment that will go down in history alongside the rise of the retail trader and the power of communities. Jaime founded WSB, a movement for ​​financial democracy, in 2012. The community currently stands at approx 11 million strong.

In this interview, we discuss why Jaime founded WSB, how the GameStop story unfolded, the power of communities, NFTs. We also cover a number of innovative Defi features from the new  WSB decentralized app such as high-yield liquidity pools and exchange-traded portfolios.

Enjoy

wsbdapp.com
@wallstreetbets

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9402390Thu, 21 Oct 2021 06:00:00 GMT<p>This week I’m delighted to introduce Jaime Rogozinsk, Founder of the notorious WSB subreddit, you’ll all know them from the infamous GameStop short squeeze. A moment that will go down in history alongside the rise of the retail trader and the power of communities. Jaime founded WSB, a movement for ​​financial democracy, in 2012. The community currently stands at approx 11 million strong. <br /><br />In this interview, we discuss why Jaime founded WSB, how the GameStop story unfolded, the power of communities, NFTs. We also cover a number of innovative Defi features from the new  WSB decentralized app such as high-yield liquidity pools and exchange-traded portfolios. <br /><br />Enjoy<br /><br /><a href="https://www.wsbdapp.com/" rel="noopener noreferrer nofollow">wsbdapp.com</a><br />@wallstreetbets<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:58:45186Jaime Rogozinski - Founder of WSB (WallStreetBets)full<![CDATA[Emmet Savage - Portfolio favourites, MyWallSt and Emmet’s 6 Golden Rules]]>Emmet Savage is Chief Investor and Co-Founder of MyWallSt. MyWallSt’s mission is to get their readers successfully investing in the stock market, over a long-term time horizon. In addition to timely market insights and illuminating educational content on the firm’s App and website, Emmet offers 24/7 access to his Horizon portfolio, a group of 20-50 stocks, all of which Emmet believes possess the potential to 10x over 12 years.

A professional audit of that portfolio showed a 24% annual return over more than a decade. That record has since been bettered, and Emmet now averages a 30.8% annual return – triple the S&P 500’s yearly average.

We discuss Emmet’s six golden rules to investing, his current stock picks and long-term portfolio favourites, as well as his 10-point pre-trade checklist. Enjoy!

------------------

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9365667Thu, 14 Oct 2021 06:00:00 GMT<p>Emmet Savage is Chief Investor and Co-Founder of MyWallSt. MyWallSt’s mission is to get their readers successfully investing in the stock market, over a long-term time horizon. In addition to timely market insights and illuminating educational content on the firm’s App and website, Emmet offers 24/7 access to his Horizon portfolio, a group of 20-50 stocks, all of which Emmet believes possess the potential to 10x over 12 years.<br /><br />A professional audit of that portfolio showed a 24% annual return over more than a decade. That record has since been bettered, and Emmet now averages a 30.8% annual return – triple the S&amp;P 500’s yearly average.<br /><br />We discuss Emmet’s six golden rules to investing, his current stock picks and long-term portfolio favourites, as well as his 10-point pre-trade checklist. Enjoy!<br /><br />------------------<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:55:57185Emmet Savage - Portfolio favourites, MyWallSt and Emmet’s 6 Golden Rulesfull<![CDATA[Kevin T. Carter - "The Biggest Opportunity in the History of Capitalism", Evergrande & Picking the Next Alibaba]]>Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While Kevin considers himself an active ‘value’ investor - a Buffett/Munger disciple -, a 20+-year partnership with Princeton economist and indexing legend Dr. Burton Malkiel, has seen his career take an unexpected turn.

Having co-founded Active Index Advisors in 2002, a pioneer in so-called ‘direct-indexing’, Kevin’s ambition had been to improve retail access to financial markets – a clear motivation in his founding of fractional share/dollar investment platform eInvesting, a few years earlier. However, it was a subsequent pivot toward China and Emerging Markets that changed everything.

Kevin launched EMQQ in 2014, an Emerging Markets Internet & Ecommerce ETF (available to UK investors). Kevin and I discuss what McKinsey labels the “biggest opportunity in the history of capitalism” by analysing the regions’ digital consumer revolution, before studying Evergrande’s impact, and how to identify the next Tencent or Alibaba. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9279578Thu, 30 Sep 2021 06:00:00 GMT<p>Kevin T. Carter is the Founder &amp; Chief Investment Officer of EMQQ. While Kevin considers himself an active ‘value’ investor - a Buffett/Munger disciple -, a 20+-year partnership with Princeton economist and indexing legend Dr. Burton Malkiel, has seen his career take an unexpected turn. <br /><br />Having co-founded Active Index Advisors in 2002, a pioneer in so-called ‘direct-indexing’, Kevin’s ambition had been to improve retail access to financial markets – a clear motivation in his founding of fractional share/dollar investment platform eInvesting, a few years earlier. However, it was a subsequent pivot toward China and Emerging Markets that changed everything. <br /><br />Kevin launched EMQQ in 2014, an Emerging Markets Internet &amp; Ecommerce ETF (available to UK investors). Kevin and I discuss what McKinsey labels the “biggest opportunity in the history of capitalism” by analysing the regions’ digital consumer revolution, before studying Evergrande’s impact, and how to identify the next Tencent or Alibaba. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:03:50183Kevin T. Carter - "The Biggest Opportunity in the History of Capitalism", Evergrande & Picking the Next Alibabafull<![CDATA[Keith McCullough - Forecasting Using Growth and Inflation, Quads & Debunking 'Old Wall' Misinformation]]>Today we welcomed back Keith McCullough, CEO of the renowned market insights outfit, Hedgeye.

With over 200,000 followers on Twitter, Keith has garnered a global reputation for his transparent, data-led approach.

We kick off the interview by discussing how Keith and his team of over 40 analysts use their proprietary Growth/Inflation/Policy (GIP) model, to paint an illuminating picture of the macroeconomic environment.

We also cover current markets, where I highlight the erroneous recession narrative being pedalled by some mainstream media, before we unravel it using Hedgeye’s unique top-down approach. Keith also makes sense of inflation, identifying the Fed’s baffling position before explaining how Hedgeye went long inflation acceleration well over a year ago. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9245864Thu, 23 Sep 2021 07:00:00 GMT<p>Today we welcomed back Keith McCullough, CEO of the renowned market insights outfit, Hedgeye. <br /><br />With over 200,000 followers on Twitter, Keith has garnered a global reputation for his transparent, data-led approach. <br /><br />We kick off the interview by discussing how Keith and his team of over 40 analysts use their proprietary Growth/Inflation/Policy (GIP) model, to paint an illuminating picture of the macroeconomic environment.<br /><br />We also cover current markets, where I highlight the erroneous recession narrative being pedalled by some mainstream media, before we unravel it using Hedgeye’s unique top-down approach. Keith also makes sense of inflation, identifying the Fed’s baffling position before explaining how Hedgeye went long inflation acceleration well over a year ago. Enjoy!<br /><br />Thanks<a href="http://cofruition.com/" rel="noopener noreferrer nofollow"> </a>to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:31182Keith McCullough - Forecasting Using Growth and Inflation, Quads & Debunking 'Old Wall' Misinformationfull<![CDATA[Jeff Ross - Live Q&A: Bitcoin's 'Real' Value, El Salvador & Hedging Dollar Debasement]]>This week’s episode is slightly different. You’ll hear a live Q&A held on Twitter Spaces last Friday with Founder of Vailshire Capital Management and friend of the show, Jeff Ross.

Jeff occupies the rare space of being both a radiologist and a founder of a successful hedge fund, and while the latter provides an innovative, all-weather, full-cycle portfolio management system – which has returned 95% in the past year – another topic currently hold Ross’s attention: Bitcoin.

I quiz Jeff on Bitcoin’s credentials as a Store of Value, comparing the cryptocurrency to physical SoV’s like Silver and Gold. It’s on open floor debate too, with a handful of listeners asking for Jeff’s opinion on anything from the merits of the Stock-to-Flow model, the ugly price action surrounding El Salvador’s turbulent BTC debut, and Jeff’s long-term price target. Enjoy!

Don't miss our next live event by following us on Twitter: https://twitter.com/OptoCMC


CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

67% of retail investor accounts lose money when spread betting and/or trading CFDs with his provider. You should consider whether you can afford to take the high risk of losing your money.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9207701Thu, 16 Sep 2021 17:00:00 GMT<p>This week’s episode is slightly different. You’ll hear a live Q&amp;A held on Twitter Spaces last Friday with Founder of Vailshire Capital Management and friend of the show, Jeff Ross.<br /><br />Jeff occupies the rare space of being both a radiologist and a founder of a successful hedge fund, and while the latter provides an innovative, all-weather, full-cycle portfolio management system – which has returned 95% in the past year – another topic currently hold Ross’s attention: Bitcoin.<br /><br />I quiz Jeff on Bitcoin’s credentials as a Store of Value, comparing the cryptocurrency to physical SoV’s like Silver and Gold. It’s on open floor debate too, with a handful of listeners asking for Jeff’s opinion on anything from the merits of the Stock-to-Flow model, the ugly price action surrounding El Salvador’s turbulent BTC debut, and Jeff’s long-term price target. Enjoy!<br /><br />Don't miss our next live event by following us on Twitter: <a href="https://twitter.com/OptoCMC" rel="noopener noreferrer nofollow">https://twitter.com/OptoCMC</a> <br /><br /><br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.<br /><br />67% of retail investor accounts lose money when spread betting and/or trading CFDs with his provider. You should consider whether you can afford to take the high risk of losing your money.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:35:03181Jeff Ross - Live Q&A: Bitcoin's 'Real' Value, El Salvador & Hedging Dollar Debasementfull<![CDATA[Andrew Chanin - Space. The final frontier. Shuttles, Hotels, Colonisation & Meteor Mining]]>Hello everyone, I’m your host, Ed Gotham, and welcome to another episode of Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.

This week we’ve got Andrew Chanin, CEO at ProcureAM on the show. ProcureAM enables investors to access other-worldly opportunities via the space ETF UFO.

Andrew has a rich history in the equity markets beginning his career working for the Kellogg Group in 2007 as an ETF trader followed by a move to  Cohen Capital Group as the Director of International Trading. The last 5 years however have been fully focused on ProcureAM.

In this interview, we discuss the finer details of the space industry covering space tourism, satellites, military defense systems, and even crazy things such as asteroid mining, space hotels, and the colonisation of planets. Andrew explains how these things are not so crazy after all and made by coming sooner than you would think.

The Space ETF UFO is also available in Europe and the UK as YODA via HanETF.

Enjoy

procureetfs.com/ufo - US
hanetf.com - EU/UK
@ProcureAM_LLC
@ETFwunderkind
@hanetf

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9159963Thu, 09 Sep 2021 06:00:00 GMT<p>Hello everyone, I’m your host, Ed Gotham, and welcome to another episode of Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. <br /><br />This week we’ve got Andrew Chanin, CEO at ProcureAM on the show. ProcureAM enables investors to access other-worldly opportunities via the space ETF UFO. <br /><br />Andrew has a rich history in the equity markets beginning his career working for the Kellogg Group in 2007 as an ETF trader followed by a move to  Cohen Capital Group as the Director of International Trading. The last 5 years however have been fully focused on ProcureAM. <br /><br />In this interview, we discuss the finer details of the space industry covering space tourism, satellites, military defense systems, and even crazy things such as asteroid mining, space hotels, and the colonisation of planets. Andrew explains how these things are not so crazy after all and made by coming sooner than you would think. <br /><br />The Space ETF UFO is also available in Europe and the UK as YODA via HanETF. <br /><br />Enjoy<br /><br /><a href="https://procureetfs.com/" rel="noopener noreferrer nofollow">procureetfs.com</a>/ufo - US<br /><a href="https://www.hanetf.com/" rel="noopener noreferrer nofollow">hanetf.com </a>- EU/UK<br />@ProcureAM_LLC<br />@ETFwunderkind<br />@hanetf<br /><br />Thanks to<a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow"> Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:05180Andrew Chanin - Space. The final frontier. Shuttles, Hotels, Colonisation & Meteor Miningfull<![CDATA[Bob Brown (CFO), AEye - AI-driven LiDAR systems for vehicle autonomy, robotic vision and more]]>This week we’ve got Bob Brown on the show, CFO at AEye. AEye is a leader in AI-driven LiDAR systems for autonomous vehicles, advanced driver-assistance, and robotic vision. Bob has over 30 years of financial experience, completing over $20 billion in financing and M&A transactions, and has a rich history of working in C-level positions at various other Lidar companies.

In this interview, we discuss how lidar is the future for autonomous driving and robotics, how the technology works including details of how it accurately tracks a speeding bullet, and what unique selling points AEye has over its rivals.

Enjoy

aeye.ai
@AEyeInc

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9123496Thu, 02 Sep 2021 06:00:00 GMT<p>This week we’ve got Bob Brown on the show, CFO at AEye. AEye is a leader in AI-driven LiDAR systems for autonomous vehicles, advanced driver-assistance, and robotic vision. Bob has over 30 years of financial experience, completing over $20 billion in financing and M&amp;A transactions, and has a rich history of working in C-level positions at various other Lidar companies. <br /><br />In this interview, we discuss how lidar is the future for autonomous driving and robotics, how the technology works including details of how it accurately tracks a speeding bullet, and what unique selling points AEye has over its rivals. <br /><br />Enjoy<br /><br /><a href="https://www.aeye.ai/" rel="noopener noreferrer nofollow">aeye.ai</a><br />@AEyeInc<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:18179Bob Brown (CFO), AEye - AI-driven LiDAR systems for vehicle autonomy, robotic vision and morefull<![CDATA[Oklo CFO: Revolutionizing Nuclear Energy]]>In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti...

X:   / optothemes 
Instagram: https://www.instagram.com/opto.themes...
LinkedIn:   / opto-invest-in-innovation-308416193 
Facebook:   / optothemes  

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16930654Mon, 07 Apr 2025 14:00:00 GMT<p>In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy.<br /><br />If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbEdvNEdIWEVmNTBPTktxZGlyR0c5azQ1ajZZd3xBQ3Jtc0tua3oyVlZueTlLeFhZT2xQYUJ6c3lpUWtrdDVrYXJnZFRxdC1NRFNjNnRFRnBEVnVMUFpUdTE5b1R5NV9EX3MyMTVWNWlNbkctTnZYeXJjVENJWUR4RXBPNGY2dmwzcE9KNndwNzVZUl9TbkR3UzdIQQ&amp;q=https%3A%2F%2Foptoforesight.substack.com%2F&amp;v=4C5urO1xPKQ" rel="noopener noreferrer nofollow">https://optoforesight.substack.com/</a><br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqblBjQjZhWUdaS3NmZlNuWTBUSG1GSmVkVjBYUXxBQ3Jtc0trY3RzODBmWWN6eHQ5cDFXZ1NvRUxuNjNLeTl6cVBzaDVkMWtaTnl2eGo1RENraWN4ZV9XUEVQZGtZRXdoVUUwVkVWMGRrRGZtRzhkbWU3dWVuTF9VUWxVei14TGtuaV9PNFppY2d6VmpfZXNtMDFYUQ&amp;q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti2lb2fd&amp;v=4C5urO1xPKQ" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti...</a><br /><br />X: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbk1lbGlIaWQtMjJZVkJyWmJYU1dXVjZHS09KZ3xBQ3Jtc0ttdmc3SVVib19mUzB0ckFjNWZxYkhJRkw2TktRNGc0U2E2Q01qS3QtSEMydm1mMkRDT0N2QXVrdUF1YVVSZVZzTVhGTS1MaU9SMklSVFdRNGVDVnJ6UllGdW5kLVRZeXl6N3Vra2FQWEdBSzA1OHZBNA&amp;q=https%3A%2F%2Ftwitter.com%2FOptoThemes&amp;v=4C5urO1xPKQ" rel="noopener noreferrer nofollow">  / optothemes  </a><br />Instagram: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbjc3SzVWd1RQdm1IY1NXM1hLVG9XcXBqV1ZUd3xBQ3Jtc0tuUS1UOW9MUG9SRXgySlBHS3lnb1FPNjNjVkxvVmdGWVhzTEtaVTlHVXdVWkRPbWVZVnY4Q052LUVESlBQRzdoQ2twcEN3UzkzUzFVWGVabTlaZllNQUFfaWxkSFlVZEdEQU1ROHpGamFzSERLX3dHaw&amp;q=https%3A%2F%2Fwww.instagram.com%2Fopto.themes%3Figsh%3DMXhwenU4dTk4aDBqMw%253D%253D%26utm_source%3Dqr&amp;v=4C5urO1xPKQ" rel="noopener noreferrer nofollow">https://www.instagram.com/opto.themes...</a><br />LinkedIn: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbVZDNG56dThKWFRQR3AzbEV4d1ZRSzYtTWl1UXxBQ3Jtc0tueUJjc04yc01GYjBZanhBNXEyem5qNmNEcXFfTDJEWXJkV2dMYVQ0c2l1WmNhNjZQX3U2S2JJWENISVEzVUg3cmZVT1NNU0NfVWdKVGd2MTVxYm9zTzFoZ2J1eks1bGdNYk4xdzREdjFSTkJhdmZTZw&amp;q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fopto-invest-in-innovation-308416193%2F&amp;v=4C5urO1xPKQ" rel="noopener noreferrer nofollow">  / opto-invest-in-innovation-308416193  </a><br />Facebook: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbkhjRzJYa0JXdGRtWkdJbFl1UkVBWFA2ay04QXxBQ3Jtc0trVDh4Q3pqV1ZkUF8tbUZJUkc3SThWVTN3bHMxczF2NXB2VVpFTUhjdnMtWkFldDdPN05YVzlzNTZuTmc5U1RhVktiN3d6eXgxc1N1VTdUZGpod0FQTERrMnBELUtzX0ZzX1VWbGdmdG1LS1E3a05vdw&amp;q=https%3A%2F%2Fwww.facebook.com%2FOptoThemes&amp;v=4C5urO1xPKQ" rel="noopener noreferrer nofollow">  / optothemes  </a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:42:20Oklo CFO: Revolutionizing Nuclear Energyfull<![CDATA[Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI]]>► Invest in top-performing AI stocks with OPTO - Install FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies developing clear AI strategies, particularly those already using cloud infrastructure. Miriam also notes the transformative impact of AI across industries, with examples from healthcare and sports, and advises businesses to secure their data to maintain competitive advantages when deploying generative AI technologies. Enjoy!

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15198892Wed, 05 Jun 2024 16:00:00 GMT<p>►<b> Invest in top-performing</b> <b>AI stocks with OPTO -</b> <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow"><em>Install FREE app</em></a>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies developing clear AI strategies, particularly those already using cloud infrastructure. Miriam also notes the transformative impact of AI across industries, with examples from healthcare and sports, and advises businesses to secure their data to maintain competitive advantages when deploying generative AI technologies. Enjoy!</p><p>--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:51Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AIfull<![CDATA[Kiril Sokoloff - Lessons From One Of The Greatest Investors Of Our Time]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week I have the great honor of welcoming the distinguished investor Kiril Sokoloff, CEO & Founder of 13D which he started back in 1983.

Kiril is an original thinker who has achieved phenomenal success over his decades of investing, often by going against the consensus. He is also a big advocate of thematic investing and has said “Over the last 40 years I don’t think we missed a single major technological transformation”.

In the late 1970s, he correctly anticipated an inflationary blow-off due to the fall of the Shah in Iran. In the early 1980s, he foresaw a period of disinflation and an ensuing takeover boom that nobody was prepared for. His firm became the expert in 13D filings and between 1983 and 1986, 175 of his firm’s recommendations were taken over. He then understood the great opportunity China in 1992 represented and co-founded the first pure Asian hedge fund during a period when the Hang Seng rose from 4900 to 12000. This was followed among over achievements by investing in internet and e-commerce companies in the 90s pre dot com crash and Oil in 2002 when it was only $20 dollars, riding the trend to over $140 at its peak in June 2008.

In this interview, we discuss the current macro environment and the intricacies of his investment strategy including theories on Anomalies and Contagion plus the implications of the new world order and rethinking supply chains.

This is one of my favorite interviews. Kiril is one of the few great investors of our time.

13d.com

If you’re interested in receiving a daily update on thematic investing in the stocks where we keep you up to date on the next big thing, sign up to the Opto newsletter: www.cmcmarkets.com/en/opto/newsletter

Enjoy

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11154461Thu, 18 Aug 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week I have the great honor of welcoming the distinguished investor Kiril Sokoloff, CEO &amp; Founder of 13D which he started back in 1983.<br /><br />Kiril is an original thinker who has achieved phenomenal success over his decades of investing, often by going against the consensus. He is also a big advocate of thematic investing and has said “Over the last 40 years I don’t think we missed a single major technological transformation”.<br /><br />In the late 1970s, he correctly anticipated an inflationary blow-off due to the fall of the Shah in Iran. In the early 1980s, he foresaw a period of disinflation and an ensuing takeover boom that nobody was prepared for. His firm became the expert in 13D filings and between 1983 and 1986, 175 of his firm’s recommendations were taken over. He then understood the great opportunity China in 1992 represented and co-founded the first pure Asian hedge fund during a period when the Hang Seng rose from 4900 to 12000. This was followed among over achievements by investing in internet and e-commerce companies in the 90s pre dot com crash and Oil in 2002 when it was only $20 dollars, riding the trend to over $140 at its peak in June 2008.<br /><br />In this interview, we discuss the current macro environment and the intricacies of his investment strategy including theories on Anomalies and Contagion plus the implications of the new world order and rethinking supply chains. <br /><br />This is one of my favorite interviews. Kiril is one of the few great investors of our time. <br /><br /><a href="https://www.13d.com/" rel="noopener noreferrer nofollow">13d.com</a><br /><br />If you’re interested in receiving a daily update on thematic investing in the stocks where we keep you up to date on the next big thing, sign up to the Opto newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Enjoy<br /> <br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC </p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:09:041129Kiril Sokoloff - Lessons From One Of The Greatest Investors Of Our Timefull<![CDATA[Diego Parrilla - Tackling Inflation, a New Paradigm, & Hong Kong's Liquidity Crisis]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today I welcome back Diego Parrilla, Managing Partner and Investment Manager at Quadriga Asset Managers. With 20 years’ experience in macro investing, commodities, and trading in London, Singapore, and New York, Diego has managed teams in world-renowned investment banks, including JP Morgan, Goldman Sachs, and Merrill Lynch.

Diego is a best-selling author too, publishing ‘The Energy World is Flat’ in 2015, and ‘The Anti-Bubbles’ in 2017.

We discuss the Fed’s latest rate hike and whether a soft landing for the US economy is now out of reach. We also dig into European developments, analyzing the recent ECB announcement and whether their new bond-buying programme will have the desired effect. Finally, we discuss Chinese divergence, highlighting the property sector’s colossal debt, before examining Hong Kong’s liquidity crisis. Enjoy!

Subscribe to Diego's newsletter, here: https://www.getrevue.co/profile/parrilladiego

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p>

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11075667Thu, 04 Aug 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today I welcome back Diego Parrilla, Managing Partner and Investment Manager at Quadriga Asset Managers. With 20 years’ experience in macro investing, commodities, and trading in London, Singapore, and New York, Diego has managed teams in world-renowned investment banks, including JP Morgan, Goldman Sachs, and Merrill Lynch.<br /><br />Diego is a best-selling author too, publishing ‘The Energy World is Flat’ in 2015, and ‘The Anti-Bubbles’ in 2017.<br /><br />We discuss the Fed’s latest rate hike and whether a soft landing for the US economy is now out of reach. We also dig into European developments, analyzing the recent ECB announcement and whether their new bond-buying programme will have the desired effect. Finally, we discuss Chinese divergence, highlighting the property sector’s colossal debt, before examining Hong Kong’s liquidity crisis. Enjoy!<br /><br />Subscribe to Diego's newsletter, here: <a href="https://www.getrevue.co/profile/parrilladiego" rel="noopener noreferrer nofollow">https://www.getrevue.co/profile/parrilladiego</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.&lt;/p&gt;<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:361127Diego Parrilla - Tackling Inflation, a New Paradigm, & Hong Kong's Liquidity Crisisfull<![CDATA[Ted Seides - How the World’s Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Ted Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron’s, Business Insider, and Forbes each naming it among the top investing podcasts.

Having run his own multibillion-dollar hedge fund, Protégé Partners, from 2002-2015, Ted was profiled in ‘Top Hedge Fund Investors', a book authored by Larry Kochard and Cathleen Rittereiser in 2010. Ted has subsequently distilled his vast knowledge of premier investors’ strategies in his second book, ‘Capital Allocators: How the world’s elite money managers lead and invest’, published in March last year.

We discuss some of Capital Allocators' most popular episodes, including interviews with investing legends Sam Zell, Chamath Palihapitiya, and Joel Greenblatt. We finish, by unpicking Ted’s bet with Warren Buffett, where Ted aimed to demonstrate the benefits of hedge funds on institutional portfolios, pitting 5 hedge fund of funds against the performance of the S&P 500 from 2008-2017. Enjoy!

Some of the interviews referenced in today’s episode:

- Sam Zell: https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/
- Chamath Palihapitiya: https://capitalallocators.com/podcast/the-social-capital-flywheel/
- Joel Greenblatt: https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/

Capital Allocators: How the world’s elite money managers lead and invest: https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11036620Thu, 28 Jul 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Ted Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron’s, Business Insider, and Forbes each naming it among the top investing podcasts.<br /><br />Having run his own multibillion-dollar hedge fund, Protégé Partners, from 2002-2015, Ted was profiled in ‘Top Hedge Fund Investors', a book authored by Larry Kochard and Cathleen Rittereiser in 2010. Ted has subsequently distilled his vast knowledge of premier investors’ strategies in his second book, ‘Capital Allocators: How the world’s elite money managers lead and invest’, published in March last year.<br /><br />We discuss some of Capital Allocators' most popular episodes, including interviews with investing legends Sam Zell, Chamath Palihapitiya, and Joel Greenblatt. We finish, by unpicking Ted’s bet with Warren Buffett, where Ted aimed to demonstrate the benefits of hedge funds on institutional portfolios, pitting 5 hedge fund of funds against the performance of the S&amp;P 500 from 2008-2017. Enjoy!<br /><br />Some of the interviews referenced in today’s episode:<br /><br />- Sam Zell: <a href="https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/" rel="noopener noreferrer nofollow">https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/</a><br />- Chamath Palihapitiya: <a href="https://capitalallocators.com/podcast/the-social-capital-flywheel/" rel="noopener noreferrer nofollow">https://capitalallocators.com/podcast/the-social-capital-flywheel/</a><br />- Joel Greenblatt: <a href="https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/" rel="noopener noreferrer nofollow">https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/<br /></a><br />Capital Allocators: How the world’s elite money managers lead and invest: <a href="https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866" rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866</a></p><p>Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse </p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:541126Ted Seides - How the World’s Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zellfull<![CDATA[Jeff Ross - Bear Markets, Oil & The Dollar Wrecking Ball]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week I welcome back Dr. Jeff Ross, founder of hedge-fund Vailshire Capital Management. Vailshire utilizes an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Its approach aims to achieve the highest possible portfolio returns in whatever macroeconomic conditions are present, either in the United States or around the world.

In this interview, we discuss the big picture, hedging strategies in bear markets, further downside potential, and the importance of Oil.

https://vailshire.com/
@VailshireCap

If you’re interested in receiving a daily update on thematic investing in the stock market where we keep you up to date on the next big thing, sign up to the Opto newsletter here. cmcmarkets.com/en/opto/newsletter

Enjoy


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10999731Thu, 21 Jul 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week I welcome back Dr. Jeff Ross, founder of hedge-fund Vailshire Capital Management. Vailshire utilizes an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Its approach aims to achieve the highest possible portfolio returns in whatever macroeconomic conditions are present, either in the United States or around the world.<br /><br />In this interview, we discuss the big picture, hedging strategies in bear markets, further downside potential, and the importance of Oil. <br /><br /><a href="https://vailshire.com/" rel="noopener noreferrer nofollow">https://vailshire.com/<br /></a>@VailshireCap<br /><br />If you’re interested in receiving a daily update on thematic investing in the stock market where we keep you up to date on the next big thing, sign up to the Opto newsletter here. <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">cmcmarkets.com/en/opto/newsletter</a><br /><br />Enjoy<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:041125Jeff Ross - Bear Markets, Oil & The Dollar Wrecking Ballfull<![CDATA[ARK Invest's Ali Urman - Gene Editing, CRISPResso, & a $1.1 Trillion Market By 2026]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Ali Urman is ARK Invest’s Genomics analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. Spearheaded by one of the most talked-about investors in modern history, Cathie Wood, ARK Invest’s flagship fund received $1.5bn inflows in the first half of 2022, even as a tech sell-off continues to hamper its top holdings.

I last spoke to Ali in November 2021, discussing the basics of DNA sequencing, and its overall potential. This time, we explored the efficacy of gene editing, examining her recent CRISPResso analysis – a method for assessing the efficacy of three major gene editing technologies. For help understanding the ultimate investment potential in Genomics, Ali’s insight is unparalleled. Enjoy!

We reference multiple diagrams throughout, view those here: https://ark-invest.com/newsletters/issue-315/

And listen to my previous interview with Ali, here: https://podcasts.apple.com/gb/podcast/89-ali-urman-ark-invest-dna-sequencing-the-genomic/id1504694129?i=1000541462274

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10955588Thu, 14 Jul 2022 17:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter<br /></a><br />Ali Urman is ARK Invest’s Genomics analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies &amp; Immunotherapy. Spearheaded by one of the most talked-about investors in modern history, Cathie Wood, ARK Invest’s flagship fund received $1.5bn inflows in the first half of 2022, even as a tech sell-off continues to hamper its top holdings.<br /><br />I last spoke to Ali in November 2021, discussing the basics of DNA sequencing, and its overall potential. This time, we explored the efficacy of gene editing, examining her recent CRISPResso analysis – a method for assessing the efficacy of three major gene editing technologies. For help understanding the ultimate investment potential in Genomics, Ali’s insight is unparalleled. Enjoy!<br /><br />We reference multiple diagrams throughout, view those here: <a href="https://ark-invest.com/newsletters/issue-315/" rel="noopener noreferrer nofollow">https://ark-invest.com/newsletters/issue-315/</a><br /><br />And listen to my previous interview with Ali, here: <a href="https://podcasts.apple.com/gb/podcast/89-ali-urman-ark-invest-dna-sequencing-the-genomic/id1504694129?i=1000541462274" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/89-ali-urman-ark-invest-dna-sequencing-the-genomic/id1504694129?i=1000541462274</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:031124ARK Invest's Ali Urman - Gene Editing, CRISPResso, & a $1.1 Trillion Market By 2026full<![CDATA[REPOST: David Rosenberg - A Commodity Supply Squeeze, US Recession & Stamping Out Rampant Inflation]]>Get all of Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today we’re revisiting one of our most popular episodes to date. Back in April, I spoke to David Rosenberg, President, and Chief Economist & Strategist at Rosenberg Research, an economic consultancy firm.

David offered a fascinating outlook for Russia, the likely repercussions of their invasion of Ukraine, and the resulting commodity supply squeeze. With Oil having rebounded above $100 as supply concerns outweigh the fear of recession, David’s insights prove both timely, and illuminating. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10917546Thu, 07 Jul 2022 06:00:00 GMT<p>Get all of Opto's best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today we’re revisiting one of our most popular episodes to date. Back in April, I spoke to David Rosenberg, President, and Chief Economist &amp; Strategist at Rosenberg Research, an economic consultancy firm.<br /><br />David offered a fascinating outlook for Russia, the likely repercussions of their invasion of Ukraine, and the resulting commodity supply squeeze. With Oil having rebounded above $100 as supply concerns outweigh the fear of recession, David’s insights prove both timely, and illuminating. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:57:221123REPOST: David Rosenberg - A Commodity Supply Squeeze, US Recession & Stamping Out Rampant Inflationfull<![CDATA[Sid Choraria - Asia Tech, Alibaba, & Warren Buffett's Reply]]>Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Sid Choraria is a Private investor & Portfolio manager, in Asia equities. Having served in senior investment roles at multi-billion-dollar funds, Sid’s CV boasts a stint at Goldman Sachs, working in their technology investment banking unit.

Having regularly featured on CNBC and the Goldman Alumni Network, amongst others, Sid presents an eloquent description of his valuation framework, explaining how he systematically analyses a company’s price and its resilience to what he calls ‘the risk of impermanence’.

Having worked in Asia for 15 years, and growing up in the region too, Sid intimately understands the nuances of Asia’s corporate culture. Sid offers his outlook for regional equities, unpicking the effect of regulatory crackdowns on China’s technology heavyweights, including Alibaba. However, it was his analysis of a 100-year-old Japanese company that caught Warren Buffett’s attention, and this is where we start the interview. Enjoy!

Check out Sid's blog content, on his LinkedIn page: https://www.linkedin.com/in/sidchoraria/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10840371Thu, 23 Jun 2022 06:00:00 GMT<p>Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Sid Choraria is a Private investor &amp; Portfolio manager, in Asia equities. Having served in senior investment roles at multi-billion-dollar funds, Sid’s CV boasts a stint at Goldman Sachs, working in their technology investment banking unit.<br /><br />Having regularly featured on CNBC and the Goldman Alumni Network, amongst others, Sid presents an eloquent description of his valuation framework, explaining how he systematically analyses a company’s price and its resilience to what he calls ‘the risk of impermanence’.<br /><br />Having worked in Asia for 15 years, and growing up in the region too, Sid intimately understands the nuances of Asia’s corporate culture. Sid offers his outlook for regional equities, unpicking the effect of regulatory crackdowns on China’s technology heavyweights, including Alibaba. However, it was his analysis of a 100-year-old Japanese company that caught Warren Buffett’s attention, and this is where we start the interview. Enjoy!<br /><br />Check out Sid's blog content, on his LinkedIn page: <a href="https://www.linkedin.com/in/sidchoraria/" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/sidchoraria/</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>yes00:58:101121Sid Choraria - Asia Tech, Alibaba, & Warren Buffett's Replyfull<![CDATA[Alex Shahidi - Risk Parity: How to Invest for All Market Environments]]>Today I welcome Alex Shahidi onto the show, Managing Partner & Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. At Evoke Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, the firm currently advises over $20 Bn in assets.

Alex’s career began at Merill Lynch where he worked for 15 years and achieved the coveted position of managing director, leading one of the firm’s largest institutional consulting groups advising on more than $10bn in assets.

Alex is also a talented writer in 2014 he published ‘a balanced Asset Allocation: How to Profit in Any Economic Climate’ and recently In 2021 he launched his second book titled ‘Risk Parity: How to Invest for All Market Environments’.

In this interview, we discuss the 3 macro scenarios that could play out in this economic environment, has inflation peaked and how to construct a balanced portfolio something that’s particularly interesting given the situation we’re currently in.

Enjoy

evokeadvisors.com
amazon.co.uk/Risk-Parity-Invest-Market-Environments/dp/1119812569

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10801000Thu, 16 Jun 2022 06:00:00 GMT<p>Today I welcome Alex Shahidi onto the show, Managing Partner &amp; Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. At Evoke Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, the firm currently advises over $20 Bn in assets.<br /><br />Alex’s career began at Merill Lynch where he worked for 15 years and achieved the coveted position of managing director, leading one of the firm’s largest institutional consulting groups advising on more than $10bn in assets. <br /><br />Alex is also a talented writer in 2014 he published ‘a balanced Asset Allocation: How to Profit in Any Economic Climate’ and recently In 2021 he launched his second book titled ‘Risk Parity: How to Invest for All Market Environments’.<br /><br />In this interview, we discuss the 3 macro scenarios that could play out in this economic environment, has inflation peaked and how to construct a balanced portfolio something that’s particularly interesting given the situation we’re currently in. <br /><br />Enjoy<br /><br /><a href="https://www.evokeadvisors.com/" rel="noopener noreferrer nofollow">evokeadvisors.com<br /></a><a href="https://www.amazon.co.uk/Risk-Parity-Invest-Market-Environments/dp/1119812569" rel="noopener noreferrer nofollow">amazon.co.uk/Risk-Parity-Invest-Market-Environments/dp/1119812569<br /></a><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:461120Alex Shahidi - Risk Parity: How to Invest for All Market Environmentsfull<![CDATA[Jay Jacobs - The Great Acceleration: 3 Permanent Transformations Unlocking Exponential Growth]]>Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.

Today, I have the pleasure of welcoming back Jay Jacobs, the U.S. Head of Thematics and Active Equity ETFs at BlackRock. Here one of Jay's main priorities is leading on the research and development of the Megatrends suite of active and index-based thematic ETFs.

Previously, Jay was SVP and head of research & development at Global X ETFs, a leader in the thematic ETF space.

In this interview, we discuss the great acceleration which covers 3 trends poised for exponential growth: Industrial Renaissance, the Power of the Purse, and Post-Covid Medical innovation.

Enjoy!

ishares.com/us/strategies/megatrends/three-permanent-transformations-driving-growth
@JayJacobsCFA


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10758523Thu, 09 Jun 2022 06:00:00 GMT<p>Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. <br /><br />Today, I have the pleasure of welcoming back Jay Jacobs, the U.S. Head of Thematics and Active Equity ETFs at BlackRock. Here one of Jay's main priorities is leading on the research and development of the Megatrends suite of active and index-based thematic ETFs. <br /><br />Previously, Jay was SVP and head of research &amp; development at Global X ETFs, a leader in the thematic ETF space. <br /><br />In this interview, we discuss the great acceleration which covers 3 trends poised for exponential growth: Industrial Renaissance, the Power of the Purse, and Post-Covid Medical innovation. <br /><br />Enjoy!<br /><br /><a href="https://www.ishares.com/us/strategies/megatrends/three-permanent-transformations-driving-growth" rel="noopener noreferrer nofollow">ishares.com/us/strategies/megatrends/three-permanent-transformations-driving-growth</a><br />@JayJacobsCFA<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:011119Jay Jacobs - The Great Acceleration: 3 Permanent Transformations Unlocking Exponential Growthfull<![CDATA[Ross Gerber – 'Things That Used to be Illegal', 'Pets Live Like Humans' & 7 More Investment Megatrends]]>Ross Gerber is one of the most influential investors on social and traditional media. Gerber’s candid insight has seen him become a regular on Bloomberg, Reuters, Yahoo Finance, CNN, and Forbes.

His wealth & investment management firm, Gerber Kawasaki, was founded in 2010 with business partner Danilo Kawasaki, and now looks after 8,000 clients and over $2 billion.

We discussed the firm’s unique approach to wealth management, identifying the 9 themes that govern GK’s investment strategy. From ‘Things that used to be illegal’ to ‘Pets live like humans’, Ross explains the megatrends he’s backing for long-term growth, all of which are captured in the company’s new ETF! Enjoy the interview.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9049337Thu, 19 Aug 2021 06:00:00 GMT<p>Ross Gerber is one of the most influential investors on social and traditional media. Gerber’s candid insight has seen him become a regular on Bloomberg, Reuters, Yahoo Finance, CNN, and Forbes. <br /><br />His wealth &amp; investment management firm, Gerber Kawasaki, was founded in 2010 with business partner Danilo Kawasaki, and now looks after 8,000 clients and over $2 billion.<br /><br />We discussed the firm’s unique approach to wealth management, identifying the 9 themes that govern GK’s investment strategy. From ‘Things that used to be illegal’ to ‘Pets live like humans’, Ross explains the megatrends he’s backing for long-term growth, all of which are captured in the company’s new ETF! Enjoy the interview.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:19:26177Ross Gerber – 'Things That Used to be Illegal', 'Pets Live Like Humans' & 7 More Investment Megatrendsfull<![CDATA[Sezzle’s $808M Quarter: Why Buy Now, Pay Later Is Just the Beginning]]>Charlie Youakim, CEO and Co-Founder of Sezzle, joins OPTO Sessions to discuss company’s journey from startup to a leading public company in the fintech space, the evolution of Buy Now, Pay Later (BNPL) model and record growth in the past 12 months.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ 

X: https://twitter.com/OptoThemes 

Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr 

Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17557119Thu, 24 Jul 2025 13:00:00 GMT<p>Charlie Youakim, CEO and Co-Founder of Sezzle, joins OPTO Sessions to discuss company’s journey from startup to a leading public company in the fintech space, the evolution of Buy Now, Pay Later (BNPL) model and record growth in the past 12 months.</p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: <a href="https://optoforesight.substack.com/" rel="noopener noreferrer nofollow">https://optoforesight.substack.com/</a></p><p>Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a></p><p>LinkedIn: <a href="https://www.linkedin.com/in/opto-invest-in-innovation-308416193/" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/opto-invest-in-innovation-308416193/</a> </p><p>X: <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">https://twitter.com/OptoThemes</a> </p><p>Instagram: <a href="https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr" rel="noopener noreferrer nofollow">https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr</a> </p><p>Facebook: <a href="https://www.facebook.com/OptoThemes" rel="noopener noreferrer nofollow">https://www.facebook.com/OptoThemes</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:05Sezzle’s $808M Quarter: Why Buy Now, Pay Later Is Just the Beginningfull<![CDATA[The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions]]>Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO Sessions to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy!

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15706577Fri, 06 Sep 2024 14:00:00 GMT<p>Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO <em>Sessions</em> to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy!</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:32:34The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessionsfull<![CDATA[Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally?]]>📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

The US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy!

Foresight by OPTO: https://optoforesight.substack.com/
The Lead-Lag Report: https://www.leadlagreport.com/

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15435075Thu, 18 Jul 2024 14:00:00 GMT<p>📲 <b> Find top-performing stocks &amp; ETFs -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />The US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder &amp; author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy!<br /><br /><b>Foresight</b> by OPTO: <a href="https://optoforesight.substack.com/" rel="noopener noreferrer nofollow">https://optoforesight.substack.com/</a><br />The Lead-Lag Report: <a href="https://leadlagreport.substack.com/" rel="noopener noreferrer nofollow">https://www.leadlagreport.com/</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:26:44Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally?full<![CDATA[Anthony Scaramucci - The Future of Money: Bitcoin's Path to a $15 Trillion Market Cap]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the privilege of sitting down with none other than Anthony Scaramucci, a man known both as 'The Mooch' and as the founder and managing partner of SkyBridge Capital. You might also remember him as the former White House Director of Communications.

Anthony shares his vision for the 'future of money', his belief in the immense power of Bitcoin, and the transformative potential of artificial intelligence, with Nvidia standing out as a 'clear winner.' In this episode, he voices deep concerns about the current monetary system, emphasising the devaluation of fiat currencies and challenges faced by the Federal Reserve. He envisions Bitcoin evolving into a store of value, potentially reaching a staggering $15 trillion market capitalisation, rather than serving as a universal currency. The Mooch also discusses SkyBridge's investments in the digital asset space and teases the upcoming launch of a SkyBridge AI ETF in 2024. We conclude the interview by covering the collapse of FTX, with Anthony sharing insights into the ongoing Sam Bankman-Fried trial and his take on the next big idea.

A quick note: This conversation took place prior to the recent escalation of conflict involving Hamas and Israel. Thus, you'll find that Anthony does not express his views on this matter during our discussion. Nonetheless, we delve into topics that possess far-reaching implications, not only for the realms of finance and investments but also for the landscape of global governance and cutting-edge technology.  Enjoy!

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13766227Thu, 12 Oct 2023 15:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the privilege of sitting down with none other than Anthony Scaramucci, a man known both as 'The Mooch' and as the founder and managing partner of SkyBridge Capital. You might also remember him as the former White House Director of Communications.<br /><br />Anthony shares his vision for the 'future of money', his belief in the immense power of Bitcoin, and the transformative potential of artificial intelligence, with Nvidia standing out as a 'clear winner.' In this episode, he voices deep concerns about the current monetary system, emphasising the devaluation of fiat currencies and challenges faced by the Federal Reserve. He envisions Bitcoin evolving into a store of value, potentially reaching a staggering $15 trillion market capitalisation, rather than serving as a universal currency. The Mooch also discusses SkyBridge's investments in the digital asset space and teases the upcoming launch of a SkyBridge AI ETF in 2024. We conclude the interview by covering the collapse of FTX, with Anthony sharing insights into the ongoing Sam Bankman-Fried trial and his take on the next big idea.<br /><br />A quick note: This conversation took place prior to the recent escalation of conflict involving Hamas and Israel. Thus, you'll find that Anthony does not express his views on this matter during our discussion. Nonetheless, we delve into topics that possess far-reaching implications, not only for the realms of finance and investments but also for the landscape of global governance and cutting-edge technology.  Enjoy!<br /><br />------------------</p><p>Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.</p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p><p>CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:12:041190Anthony Scaramucci - The Future of Money: Bitcoin's Path to a $15 Trillion Market Capfull<![CDATA[Jeff Desjardins - ‘Signals: The 27 Trends Defining the Future of the Global Economy’ | Repost]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Jeff Desjardins is the Editor-in-Chief of Visual Capitalist, frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum.

A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers cut through the clutter and simplify a complex world.

I spoke to Jeff about his new book, ‘Signals: The 27 Trends Defining the Future of the Global Economy’. The book draws on the oceans of data we're all surrounded by, to extract insights about where the world is headed, from society & demographics to technological innovation. In today’s episode, we focus on the socioeconomic trends governing the nearly 8 billion people on this planet. Enjoy!

Check out this infographic on thematic investing Visual Capitalist created for OPTO.

Check out the book on Amazon: https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176

Visit the Visual Capitalist website: https://www.visualcapitalist.com/

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

---------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13456932Thu, 07 Sep 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Jeff Desjardins is the Editor-in-Chief of <a href="https://www.visualcapitalist.com/" rel="noopener noreferrer nofollow">Visual Capitalist</a>, frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum.<br /><br />A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers cut through the clutter and simplify a complex world.<br /><br />I spoke to Jeff about his new book, ‘Signals: The 27 Trends Defining the Future of the Global Economy’. The book draws on the oceans of data we're all surrounded by, to extract insights about where the world is headed, from society &amp; demographics to technological innovation. In today’s episode, we focus on the socioeconomic trends governing the nearly 8 billion people on this planet. Enjoy!<br /><br />Check out this <a href="https://www.visualcapitalist.com/sp/thematic-investing-how-to-invest-in-the-next-big-idea/" rel="noopener noreferrer nofollow">infographic</a> on thematic investing Visual Capitalist created for OPTO. <br /><br />Check out the book on Amazon: <a href="https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176" rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176</a><br /><br />Visit the Visual Capitalist website: https://www.visualcapitalist.com/<br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />---------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:42:241191Jeff Desjardins - ‘Signals: The 27 Trends Defining the Future of the Global Economy’ | Repostfull<![CDATA[Doomberg - Nord Stream Sabotage, Monetary Mayhem & the Green Chicken | Repost]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are revisiting this October 2021 episode featuring Doomberg, where we discussed the Nord Stream sabotage, the Bank of Japan's economic battle against stagnation, and the wider question of global energy security - topics that remain deeply pertinent to this day.

Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital.  Doomberg is one of the most popular paid financial publications on Substack.

Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.

Enjoy!

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13464620Thu, 31 Aug 2023 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are revisiting this October 2021 episode featuring Doomberg, where we discussed the Nord Stream sabotage, the Bank of Japan's economic battle against stagnation, and the wider question of global energy security - topics that remain deeply pertinent to this day.</p><p>Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital.  Doomberg is one of the most popular paid financial publications on Substack.<br /><br />Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.<br /><br />Enjoy!<br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>yes00:45:00190Doomberg - Nord Stream Sabotage, Monetary Mayhem & the Green Chicken | Repostfull<![CDATA[Arelis Agosto - Big Data in Healthcare: Nvidia Set to Revolutionise MedTech’s Future?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of introducing Arelis Agosto, Senior Healthcare Analyst at Global X. 

In this episode, we explore the transformative landscape of healthcare, diving into the latest breakthroughs in gene therapy & editing and genomic technology and the sector’s increasing need for digitisation. Arelis shares insights from the latest J.P. Morgan Healthcare Conference, highlighting how the rapid pace of innovation drives immense investment potential in this space. She guides us through recent advancements in disease prevention strategies, such as soft therapy and enhanced diagnostics, set to reshape patient care. She also highlights key industry leaders, including Illumina, PacBio, and Nvidia, shedding light on why the latter plays a pivotal role in propelling progress, with healthcare now recognised as the world's foremost data-generating industry. Lastly, Arelis dives into Global X's Genomic & Biotechnology ETF [GNOM], designed to provide exposure to the genomic value chain.

Before joining Global X in 2022, Arelis worked as a Senior Healthcare Analyst at Third Bridge, covering US life sciences, diagnostics, biotech, pharmaceutical services, and animal health.

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

---------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13456715Thu, 24 Aug 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of introducing Arelis Agosto, Senior Healthcare Analyst at Global X. </p><p>In this episode, we explore the transformative landscape of healthcare, diving into the latest breakthroughs in gene therapy &amp; editing and genomic technology and the sector’s increasing need for digitisation. Arelis shares insights from the latest J.P. Morgan Healthcare Conference, highlighting how the rapid pace of innovation drives immense investment potential in this space. She guides us through recent advancements in disease prevention strategies, such as soft therapy and enhanced diagnostics, set to reshape patient care. She also highlights key industry leaders, including Illumina, PacBio, and Nvidia, shedding light on why the latter plays a pivotal role in propelling progress, with healthcare now recognised as the world's foremost data-generating industry. Lastly, Arelis dives into Global X's Genomic &amp; Biotechnology ETF [GNOM], designed to provide exposure to the genomic value chain. <br /><br />Before joining Global X in 2022, Arelis worked as a Senior Healthcare Analyst at Third Bridge, covering US life sciences, diagnostics, biotech, pharmaceutical services, and animal health.<br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />---------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:301189Arelis Agosto - Big Data in Healthcare: Nvidia Set to Revolutionise MedTech’s Future?full<![CDATA[Tim Bixby - Lemonade: The A.I. Insurtech Revolutionsing Insurance]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined by Tim Bixby, the CFO of Lemonade, a cutting-edge insurance technology company that's been revolutionising the insurance industry with its innovative use of AI and machine learning.

In this episode, we delve into Tim's journey as CFO of Lemonade and his insights into the company's expected growth and path to profitability following its 2020 IPO. We also discuss Lemonade's Maya AI bot, the challenges of disrupting an industry, and innovations in the wider insurtech space. 

Tim has also been serving as Audit chair and Board director of Rent the Runway since 2021. Before Lemonade, he served as CFO of Shutterstock from 2011 to 2015 and CFO at LivePerson from 1999 to 2011. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12492778Thu, 23 Mar 2023 07:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are joined by Tim Bixby, the CFO of Lemonade, a cutting-edge insurance technology company that's been revolutionising the insurance industry with its innovative use of AI and machine learning.<br /><br />In this episode, we delve into Tim's journey as CFO of Lemonade and his insights into the company's expected growth and path to profitability following its 2020 IPO. We also discuss Lemonade's Maya AI bot, the challenges of disrupting an industry, and innovations in the wider insurtech space. <br /><br />Tim has also been serving as Audit chair and Board director of Rent the Runway since 2021. Before Lemonade, he served as CFO of Shutterstock from 2011 to 2015 and CFO at LivePerson from 1999 to 2011. Enjoy!<br /><br /></p><p>Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:251164Tim Bixby - Lemonade: The A.I. Insurtech Revolutionsing Insurancefull<![CDATA[Christian Magoon - Amplify's Blockchain, Lithium, Cannabis & All-Stars ETFs]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Christian Magoon is the founder and CEO of Amplify ETFs and Magoon Capital, LLC.

Christian has launched over 70 ETFs in the United States throughout his career so far. He has often been referred to as an ‘ETF Pioneer’ by outlets such as The Financial Times and Financial Planning Magazine.

In this episode, we cover some of the ETFs Amplify launched to capture high-growth opportunities in blockchain, online retail stocks, lithium and battery technology, and legal cannabis stocks, and we discuss the Amplify All-Stars ETF, which uses a rules-based approach to dynamically provide exposure to global companies most widely owned by thematic ETFs.

Previously, Christian was President of Claymore Securities, now Guggenheim Investments, where he led product development, marketing and distribution of ETFs, unit investment trusts and closed-end funds. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12446682Thu, 16 Mar 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Christian Magoon is the founder and CEO of Amplify ETFs and Magoon Capital, LLC.<br /><br />Christian has launched over 70 ETFs in the United States throughout his career so far. He has often been referred to as an ‘ETF Pioneer’ by outlets such as The Financial Times and Financial Planning Magazine.<br /><br />In this episode, we cover some of the ETFs Amplify launched to capture high-growth opportunities in blockchain, online retail stocks, lithium and battery technology, and legal cannabis stocks, and we discuss the Amplify All-Stars ETF, which uses a rules-based approach to dynamically provide exposure to global companies most widely owned by thematic ETFs.<br /><br />Previously, Christian was President of Claymore Securities, now Guggenheim Investments, where he led product development, marketing and distribution of ETFs, unit investment trusts and closed-end funds. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:46:451162Christian Magoon - Amplify's Blockchain, Lithium, Cannabis & All-Stars ETFsfull<![CDATA[Alex Gurevich - Investing in a Pandemic, #2 Hedge Fund in 2020 & a Wall Street Journal Best Seller]]>Alex Gurevich is Founder and CIO of HonTe Advisors, a global macro hedge fund based in San Francisco.

Alex was hailed as J.P. Morgan’s star trader in 2003, where he served as managing director of Global Macro trading. And following remarkable outperformance in 2020, HonTe’s net return was ranked second in the world by Barclays.

Alex’s latest book, ‘The trades of March 2020’, was a Wall Street Journal best-seller, chronicling the collapse of financial markets during the onset of the COVID-19 pandemic. Alex explains how his fund not only survived but thrived, during this period, offering unparalleled insight into the command centre of a macro hedge fund, as stock markets plunged 35%.

Alex finishes by offering his outlook for recession, US equities and themes to watch in 2022. Enjoy!

A link to Alex's first book, 'The Next Perfect Trade': https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1456625616/

And 'The Trades of March 2020': https://www.amazon.com/Trades-March-2020-against-Uncertainty/dp/1544525133/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10680562Thu, 26 May 2022 06:00:00 GMT<p>Alex Gurevich is Founder and CIO of HonTe Advisors, a global macro hedge fund based in San Francisco.<br /><br />Alex was hailed as J.P. Morgan’s star trader in 2003, where he served as managing director of Global Macro trading. And following remarkable outperformance in 2020, HonTe’s net return was ranked second in the world by Barclays.<br /><br />Alex’s latest book, ‘The trades of March 2020’, was a Wall Street Journal best-seller, chronicling the collapse of financial markets during the onset of the COVID-19 pandemic. Alex explains how his fund not only survived but thrived, during this period, offering unparalleled insight into the command centre of a macro hedge fund, as stock markets plunged 35%.<br /><br />Alex finishes by offering his outlook for recession, US equities and themes to watch in 2022. Enjoy!<br /><br />A link to Alex's first book, 'The Next Perfect Trade': <a href="https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1456625616/" rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1456625616/</a><br /><br />And 'The Trades of March 2020': <a href="https://www.amazon.com/Trades-March-2020-against-Uncertainty/dp/1544525133/" rel="noopener noreferrer nofollow">https://www.amazon.com/Trades-March-2020-against-Uncertainty/dp/1544525133/</a> <a href="https://www.amazon.com/Trades-March-2020-against-Uncertainty/dp/1544525133/" rel="noopener noreferrer nofollow"><br /></a><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:50:141117Alex Gurevich - Investing in a Pandemic, #2 Hedge Fund in 2020 & a Wall Street Journal Best Sellerfull<![CDATA[Brian Feroldi - The Investing Checklist: How to Identify High Quality Stocks]]>Hello everyone, I’m Ed Gotham and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success.

Today I welcome Brian Feroldi, a financial educator, YouTuber, and author. Brian's investing strategy is to buy high-quality companies and then let compounding work its magic.

Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 writing more than 3,000 articles on stocks, investing, and personal finance. In his latest book “Why Does The Stock Market Go Up? “ He demystifies the stock market, explaining in plain english how the stock market works.

In this interview we dig deep into Brians comprehensive investing framework he uses to select only the highest quality stocks to invest in, at the right valuation. We touch on network effects, assessing the potential growth opportunity and reviewing moat and competitive advantage among many more...

Enjoy

brianferoldi.com
@BrianFeroldi

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10641275Thu, 19 May 2022 06:00:00 GMT<p>Hello everyone, I’m Ed Gotham and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. <br /><br />Today I welcome Brian Feroldi, a financial educator, YouTuber, and author. Brian's investing strategy is to buy high-quality companies and then let compounding work its magic. <br /><br />Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 writing more than 3,000 articles on stocks, investing, and personal finance. In his latest book “Why Does The Stock Market Go Up? “ He demystifies the stock market, explaining in plain english how the stock market works. <br /><br />In this interview we dig deep into Brians comprehensive investing framework he uses to select only the highest quality stocks to invest in, at the right valuation. We touch on network effects, assessing the potential growth opportunity and reviewing moat and competitive advantage among many more...<br /><br />Enjoy<br /><br />brianferoldi.com<br />@BrianFeroldi<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:301116Brian Feroldi - The Investing Checklist: How to Identify High Quality Stocksfull<![CDATA[Darius Dale - Will the FED Pivot Dovish? Deflation and the Opportunity in Bonds]]>Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.

Today I’m delighted to welcome Darius Dale, Founder of 42 Macro. 42 Macro is an investment research firm offering institutional-grade macro risk management frameworks and processes priced for the retail investor.

Prior to 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management. Here Darius focused among other things on the firm’s economic outlook and associated investment strategy views as the Sector Head of the Macro team. Darius joined Hedgeye after graduating from Yale and worked there for ~12 years.

In this interview, you’ll hear Darius’s strategic updates post the FED fund rate meeting last week. We’ll cover his views on global growth, inflation, the US dollar, interest rates, and how these macro variables are likely to affect assets such as equities, bonds, crypto, and more. We also wrap up the session by digging into Darius' data-driven 42 macro models that he uses to assess the markets.

Enjoy

42macro.com
@42macroDDale


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10599741Thu, 12 May 2022 06:00:00 GMT<p>Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.<br /><br />Today I’m delighted to welcome Darius Dale, Founder of 42 Macro. 42 Macro is an investment research firm offering institutional-grade macro risk management frameworks and processes priced for the retail investor.<br /><br />Prior to 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management. Here Darius focused among other things on the firm’s economic outlook and associated investment strategy views as the Sector Head of the Macro team. Darius joined Hedgeye after graduating from Yale and worked there for ~12 years.<br /><br />In this interview, you’ll hear Darius’s strategic updates post the FED fund rate meeting last week. We’ll cover his views on global growth, inflation, the US dollar, interest rates, and how these macro variables are likely to affect assets such as equities, bonds, crypto, and more. We also wrap up the session by digging into Darius' data-driven 42 macro models that he uses to assess the markets.<br /><br />Enjoy<br /><br /><a href="https://42macro.com/" rel="noopener noreferrer nofollow">42macro.com</a><br />@42macroDDale<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:47:011115Darius Dale - Will the FED Pivot Dovish? Deflation and the Opportunity in Bondsfull<![CDATA[David Rosenberg - A Commodity Supply Squeeze, US Recession & Stamping Out Rampant Inflation]]>David Rosenberg is the President and Chief Economist & Strategist at Rosenberg Research, an economic and consulting firm he established in January 2020.

David’s CV boasts stints at Merrill Lynch, first as Chief Economist & Strategist for the company’s Canadian arm, before a promotion to Chief North American Economist. From 2009, David was Chief Economist & Strategist at Gluskin Sheff & Associates, pivoting from an institutional focus to cover the interests of high-net-worths’.

David gives us his outlook for Russia, and the likely repercussions of their invasion into Ukraine, and the resulting commodity supply squeeze. David gives us the odds of a recession in China, an economy marred by regulatory clampdowns and draconian Covid restrictions. And finally, we turn our minds to the US, contemplating the probability of recession there as the Fed attempt to stamp out rampant inflation. Enjoy!

Try Rosenberg's research for free, here: https://app.rosenbergresearch.com/sign-up/custom/user-information

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10517516Thu, 28 Apr 2022 06:00:00 GMT<p>David Rosenberg is the President and Chief Economist &amp; Strategist at Rosenberg Research, an economic and consulting firm he established in January 2020.<br /><br />David’s CV boasts stints at Merrill Lynch, first as Chief Economist &amp; Strategist for the company’s Canadian arm, before a promotion to Chief North American Economist. From 2009, David was Chief Economist &amp; Strategist at Gluskin Sheff &amp; Associates, pivoting from an institutional focus to cover the interests of high-net-worths’.<br /><br />David gives us his outlook for Russia, and the likely repercussions of their invasion into Ukraine, and the resulting commodity supply squeeze. David gives us the odds of a recession in China, an economy marred by regulatory clampdowns and draconian Covid restrictions. And finally, we turn our minds to the US, contemplating the probability of recession there as the Fed attempt to stamp out rampant inflation. Enjoy!<br /><br />Try Rosenberg's research for free, here: <a href="https://app.rosenbergresearch.com/sign-up/custom/user-information" rel="noopener noreferrer nofollow">https://app.rosenbergresearch.com/sign-up/custom/user-information</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:57:371113David Rosenberg - A Commodity Supply Squeeze, US Recession & Stamping Out Rampant Inflationfull<![CDATA[Jeroen Blokland - Downgrading Equities, 'MSV', & Asset Allocation Amid Market Turmoil]]>Jeroen Blokland is the Founder of True Insights, a macro investment research platform. Having accumulated over 20 years of experience working in financial markets and asset management, Jeroen struck out on his own to offer elite-level research to retail and institutional clients alike. Having headed up Multi-asset at Robeco, a leading global asset manager with over 200bn euros in AUM, Jeroen has significant experience building and managing portfolios, and a time-tested track record in tactical asset allocation.

We use True Insights’ proprietary ‘Macro,’ ‘Sentiment,’ and ‘Valuation’ investment framework to get under the hood of the global economy, assessing the odds of a looming recession, and discussing how investors can under or overweight each asset class to navigate today’s tumultuous market environment. Enjoy!

Learn more about True Insights market research at: https://true-insights.net/
And for a free 14-day trial, visit: https://true-insights.net/register/premium/monthly/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

---------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10472456Thu, 21 Apr 2022 06:00:00 GMT<p>Jeroen Blokland is the Founder of True Insights, a macro investment research platform. Having accumulated over 20 years of experience working in financial markets and asset management, Jeroen struck out on his own to offer elite-level research to retail and institutional clients alike. Having headed up Multi-asset at Robeco, a leading global asset manager with over 200bn euros in AUM, Jeroen has significant experience building and managing portfolios, and a time-tested track record in tactical asset allocation.<br /><br />We use True Insights’ proprietary ‘Macro,’ ‘Sentiment,’ and ‘Valuation’ investment framework to get under the hood of the global economy, assessing the odds of a looming recession, and discussing how investors can under or overweight each asset class to navigate today’s tumultuous market environment. Enjoy!<br /><br />Learn more about True Insights market research at: <a href="https://true-insights.net/" rel="noopener noreferrer nofollow">https://true-insights.net/</a><br />And for a free 14-day trial, visit: <a href="https://true-insights.net/register/premium/monthly/" rel="noopener noreferrer nofollow">https://true-insights.net/register/premium/monthly/</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />---------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:151112Jeroen Blokland - Downgrading Equities, 'MSV', & Asset Allocation Amid Market Turmoilfull<![CDATA[Julian Brigden - Recession, Red-Hot Inflation & How to Make Calm Out of Chaos]]>Julian Brigden is the Co-founder and President of Macro Intelligence 2 Partners, a macro investment research firm based in Colorado. Julian has over 30 years of experience including positions in the market and policy-focused consulting to hedge funds and institutional investors, taking in stints at Credit Agricole, Medley Global Advisors, UBS, Lehman Brothers, and HSBC.

As a global macro strategist, Julian has developed an uncanny ability to spot trends ahead of market consensus. Julian explores correlations in both financial markets and the wider economy, deploying them as invaluable investment indicators. I ask him to share some of those during this interview, giving us his worldview as we cover each region and asset class.

Throughout his career, Julian has been featured in the biggest media outlets around, including Bloomberg, the New York Times, and The Wall Street Journal; and in 2017, he joined industry thought-leader Raoul Pal to launch Real Vision’s Macro Insiders. It’s there that Julian offers retail investors Wall Street’s elite-level insights, and this interview is no different. Enjoy!</p>

Visit the MI2 website here: https://mi2partners.com/

Subscribe to Macro Insiders on Real Vision, here: https://www.realvision.com/pricing

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10435110Thu, 14 Apr 2022 06:00:00 GMT<p>Julian Brigden is the Co-founder and President of Macro Intelligence 2 Partners, a macro investment research firm based in Colorado. Julian has over 30 years of experience including positions in the market and policy-focused consulting to hedge funds and institutional investors, taking in stints at Credit Agricole, Medley Global Advisors, UBS, Lehman Brothers, and HSBC.<br /><br />As a global macro strategist, Julian has developed an uncanny ability to spot trends ahead of market consensus. Julian explores correlations in both financial markets and the wider economy, deploying them as invaluable investment indicators. I ask him to share some of those during this interview, giving us his worldview as we cover each region and asset class.<br /><br />Throughout his career, Julian has been featured in the biggest media outlets around, including Bloomberg, the New York Times, and The Wall Street Journal; and in 2017, he joined industry thought-leader Raoul Pal to launch Real Vision’s Macro Insiders. It’s there that Julian offers retail investors Wall Street’s elite-level insights, and this interview is no different. Enjoy!&lt;/p&gt;<br /><br />Visit the MI2 website here: <a href="https://mi2partners.com/" rel="noopener noreferrer nofollow">https://mi2partners.com/</a><br /><br />Subscribe to Macro Insiders on Real Vision, here: <a href="https://www.realvision.com/pricing" rel="noopener noreferrer nofollow">https://www.realvision.com/pricing</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:331111Julian Brigden - Recession, Red-Hot Inflation & How to Make Calm Out of Chaosfull<![CDATA[Noah Hamman - AI Powered momentum investing & BEDZ (The hotel ETF)]]>Today, I have the pleasure of interviewing Noah Hamman, the Founder & CEO of Advisorshares, a firm which creates and manages a huge variety of interesting actively managed ETFs from Thematic focused ones to multi-asset and income.

Noah has more than 15 years experience in the industry and includes a focus on innovative financial technology.

In this interview, we explore what the FED is actually going to do with interest rates as opposed to what they’ve been telling the market, thematic ETFs such as VICE and BEDZ, and a fascinating AI-powered momentum ETF that uses both fundamental sentiment and technical indicators to inform it’s positions in the market.

advisorshares.com
@HammanShares

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

---------------------------------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10389801Thu, 07 Apr 2022 06:00:00 GMT<p>Today, I have the pleasure of interviewing Noah Hamman, the Founder &amp; CEO of Advisorshares, a firm which creates and manages a huge variety of interesting actively managed ETFs from Thematic focused ones to multi-asset and income.<br /><br />Noah has more than 15 years experience in the industry and includes a focus on innovative financial technology.<br /><br />In this interview, we explore what the FED is actually going to do with interest rates as opposed to what they’ve been telling the market, thematic ETFs such as VICE and BEDZ, and a fascinating AI-powered momentum ETF that uses both fundamental sentiment and technical indicators to inform it’s positions in the market.<br /><br /><a href="https://advisorshares.com/" rel="noopener noreferrer nofollow">advisorshares.com<br /></a>@HammanShares<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition </a>for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />---------------------------------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:42:501110Noah Hamman - AI Powered momentum investing & BEDZ (The hotel ETF)full<![CDATA[Kevin T. Carter - FMQQ: Investing in Frontier Markets & Excluding China]]>I last spoke to Kevin T. Carter in October last year, that time to discuss his original Emerging Markets Internet and E-commerce ETF, EMQQ, a fund with over $759 million in net assets. This time we caught up to discuss his second ETF; FMQQ was launched late last year and offers exposure to the Internet and Ecommerce sectors of the developing world, but this time, focusing on frontier markets and perhaps more pertinently, excluding China.

I ask Kevin why McKinsey has identified the digital consumer revolution in the developing world as the biggest growth opportunity in the history of capitalism. We discuss his recent trip to South America, where he visited several companies in the current FMQQ portfolio; and we finish by looking ahead, identifying the investment themes most exciting Kevin right now. Enjoy!

Listen to my previous interview with Kevin, here: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10346821Thu, 31 Mar 2022 06:00:00 GMT<p>I last spoke to Kevin T. Carter in October last year, that time to discuss his original Emerging Markets Internet and E-commerce ETF, EMQQ, a fund with over $759 million in net assets. This time we caught up to discuss his second ETF; FMQQ was launched late last year and offers exposure to the Internet and Ecommerce sectors of the developing world, but this time, focusing on frontier markets and perhaps more pertinently, excluding China.<br /><br />I ask Kevin why McKinsey has identified the digital consumer revolution in the developing world as the biggest growth opportunity in the history of capitalism. We discuss his recent trip to South America, where he visited several companies in the current FMQQ portfolio; and we finish by looking ahead, identifying the investment themes most exciting Kevin right now. Enjoy!<br /><br />Listen to my previous interview with Kevin, here: <a href="https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684</a><br /><br />Thanks to<a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow"> Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter<br /></a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:551109Kevin T. Carter - FMQQ: Investing in Frontier Markets & Excluding Chinafull<![CDATA[Dan Kemp - Morningstar's CIO on Russia-Ukraine: Investing Amid a Geopolitical Crisis]]>Dan Kemp is Morningstar’s Global Chief Investment Officer. Having joined the firm back in 2014 as the Co-head of Investment Consulting and Portfolio Management for EMEA, Dan was promoted to the region’s CIO the following year.

Prior to Morningstar Dan was a founding partner at Albemarle Street Partners, responsible for client risk profiling, fund research, portfolio construction, and asset allocation. With a wealth of experience in devising investment strategies that seek long-term outperformance, Dan was the perfect guest to discuss how best to manage investment exposure amid the tragic invasion of Ukraine, and the resulting geopolitical crisis.

We discuss the effect of the crisis so far on major global indices including the FTSE 100, the Hang Seng, and the S&P 500, before digging into Morningstar’s outlook for each region. I finish by asking Dan where Morningstar believes Value is right now, and how to identify the intrinsic value of a company amid so much market noise. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10303626Thu, 24 Mar 2022 07:00:00 GMT<p>Dan Kemp is Morningstar’s Global Chief Investment Officer. Having joined the firm back in 2014 as the Co-head of Investment Consulting and Portfolio Management for EMEA, Dan was promoted to the region’s CIO the following year.<br /><br />Prior to Morningstar Dan was a founding partner at Albemarle Street Partners, responsible for client risk profiling, fund research, portfolio construction, and asset allocation. With a wealth of experience in devising investment strategies that seek long-term outperformance, Dan was the perfect guest to discuss how best to manage investment exposure amid the tragic invasion of Ukraine, and the resulting geopolitical crisis.<br /><br />We discuss the effect of the crisis so far on major global indices including the FTSE 100, the Hang Seng, and the S&amp;P 500, before digging into Morningstar’s outlook for each region. I finish by asking Dan where Morningstar believes Value is right now, and how to identify the intrinsic value of a company amid so much market noise. Enjoy!<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:48:171108Dan Kemp - Morningstar's CIO on Russia-Ukraine: Investing Amid a Geopolitical Crisisfull<![CDATA[Jeff Desjardins - Visual Capitalist's 'Signals: The 27 Trends Defining the Future of the Global Economy']]>Jeff Desjardins is the Editor-in-Chief of Visual Capitalist, frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum.

A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers cut through the clutter and simplify a complex world.

I spoke to Jeff about his new book, ‘Signals: The 27 Trends Defining the Future of the Global Economy’. The book draws on the oceans of data we're all surrounded by, to extract insights about where the world is headed, from society & demographics to technological innovation. In today’s episode, we focus on the socioeconomic trends governing the near 8 billion people on this planet. Enjoy!

Check out the book on Amazon: https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176

Visit the Visual Capitalist website: https://www.visualcapitalist.com/

Join 300,000+ readers and subscribe to Visual Capitalist's free daily email: https://www.visualcapitalist.com/subscribe/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

---------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10261533Thu, 17 Mar 2022 07:00:00 GMT<p>Jeff Desjardins is the Editor-in-Chief of <a href="https://www.visualcapitalist.com/" rel="noopener noreferrer nofollow">Visual Capitalist</a>, frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum.<br /><br />A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers cut through the clutter and simplify a complex world.<br /><br />I spoke to Jeff about his new book, ‘Signals: The 27 Trends Defining the Future of the Global Economy’. The book draws on the oceans of data we're all surrounded by, to extract insights about where the world is headed, from society &amp; demographics to technological innovation. In today’s episode, we focus on the socioeconomic trends governing the near 8 billion people on this planet. Enjoy!<br /><br />Check out the book on Amazon: <a href="https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176" rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176</a><br /><br />Visit the Visual Capitalist website: https://www.visualcapitalist.com/<br /><br />Join 300,000+ readers and subscribe to Visual Capitalist's free daily email: https://www.visualcapitalist.com/subscribe/ <br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />---------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:161107Jeff Desjardins - Visual Capitalist's 'Signals: The 27 Trends Defining the Future of the Global Economy'full<![CDATA[Mark Yusko - (CSH) - A Smart Alternative to Cash]]>Today, I welcome Mark Yusko, the Founder, CEO & Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Digital Assets.

He currently manages close to $2 billion in discretionary and non-discretionary assets at Morgan Creek. He’s known for his unique investment strategies and interest in emerging asset types. One of the cornerstones of the morgan creek investment philosophy is to invest in innovation.

In this interview, we discuss the current macro environment, Canada freezing bank accounts, why inflation is theft, and CSH a new ETF by morgan creek which offers the safety of t-bills but also the opportunity to generate a decent return.

Enjoy

morgancreekcap.com
@MarkYusko

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10218175Thu, 10 Mar 2022 07:00:00 GMT<p>Today, I welcome Mark Yusko, the Founder, CEO &amp; Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Digital Assets.<br /><br />He currently manages close to $2 billion in discretionary and non-discretionary assets at Morgan Creek. He’s known for his unique investment strategies and interest in emerging asset types. One of the cornerstones of the morgan creek investment philosophy is to invest in innovation.<br /><br />In this interview, we discuss the current macro environment, Canada freezing bank accounts, why inflation is theft, and CSH a new ETF by morgan creek which offers the safety of t-bills but also the opportunity to generate a decent return.<br /><br />Enjoy<br /><br /><a href="https://www.morgancreekcap.com/" rel="noopener noreferrer nofollow">morgancreekcap.com<br /></a>@MarkYusko<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:331106Mark Yusko - (CSH) - A Smart Alternative to Cashfull<![CDATA[Sell-side M&A: What Makes a Company Valuable?]]>Victor Basta, Managing Partner and Co-founder of Artis Partners, joins OPTO Sessions to share his two-stage exit preparation process - designed to ensure companies are bought, not sold. He delves into why success often comes to those who exit uncomfortably early, the critical roles of boards and CEOs, and what it truly means to be prepared for an exit. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17402980Thu, 26 Jun 2025 13:00:00 GMT<p>Victor Basta, Managing Partner and Co-founder of Artis Partners, joins OPTO Sessions to share his two-stage exit preparation process - designed to ensure companies are bought, not sold. He delves into why success often comes to those who exit uncomfortably early, the critical roles of boards and CEOs, and what it truly means to be prepared for an exit. <br /><br />If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:31Sell-side M&A: What Makes a Company Valuable?full<![CDATA[Quality Investing: What Makes a Great Stock?]]>This week on OPTO Sessions, Compounding Quality’s founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment’s impact on quality investing.

OPTO x Compounding Quality Collaboration - Quality Stock Investment Case: https://optoforesight.substack.com/p/what-makes-kkr-a-high-quality-stock

Compounding Quality on Substack:  https://substack.com/@UCxUxD8PSFN_JofKFMRGz4hA 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16616911Thu, 13 Feb 2025 15:00:00 GMT<p>This week on OPTO Sessions, Compounding Quality’s founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment’s impact on quality investing.<br /><br />OPTO x Compounding Quality Collaboration - Quality Stock Investment Case: https://optoforesight.substack.com/p/what-makes-kkr-a-high-quality-stock<br /><br />Compounding Quality on Substack:  https://substack.com/@UCxUxD8PSFN_JofKFMRGz4hA </p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:36Quality Investing: What Makes a Great Stock?full<![CDATA[Aaron Levie, Box CEO: The Cloud, AI & the Future of Work]]>In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology.

📲  *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd

Disclaimer: https://optothemes.com/disclosures-and-legal-documentation

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16309041Thu, 19 Dec 2024 15:00:00 GMT<p>In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology.<br /><br />📲  *Invest in stocks &amp; ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Disclaimer: https://optothemes.com/disclosures-and-legal-documentation</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:29:01Aaron Levie, Box CEO: The Cloud, AI & the Future of Workfull<![CDATA[US Economy Reality Check with Julian Brigden]]>In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation.

📲  Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...

Disclaimer: https://optothemes.com/disclosures-and-legal-documentation

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16232461Fri, 06 Dec 2024 11:00:00 GMT<p>In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation. <br /><br />📲  <b>Find top-performing stocks &amp; ETFs</b> <em>Install app for free</em> (🇺🇸 US only): <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmVtTXR5U0psejNjNWRqSHhCLXVPM2xvUUFVQXxBQ3Jtc0tscTNOd0tsdXpKQ2ZnbnFMYjhhbElYZHBySmozTHlGTXFjMG5weGt3dHlJZENkeVAwWVlfaElzWnM2cWw4dFZvUmtCMXBTSWV0M3ZzaXJZQ1BMOEJxZ1B6UDRzQTB1R2EzMzM2MU10Z0k3d1dTTVdsQQ&amp;q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti2lb2fd&amp;v=inNnuZwDxjA" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti...</a><br /><br />Disclaimer: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbUpVQXRRaFBlT3pkOVhTMWV0SlI4N2lWQThsUXxBQ3Jtc0trVUxGb2ZQUDdLTnNvdzJ6eEpqWlp6NDd6U1ZDN3hEQXIzWEVzNEpITU05WDhPVGRlTU5RcGJuX1dfUjRSZzI1UmIyV0FQbmlzb0lCQ0NIVmpMSVdxYndMVU1OTUwyMVBNY0xYbUFnLTZqQV9OWktfSQ&amp;q=https%3A%2F%2Foptothemes.com%2Fdisclosures-and-legal-documentation&amp;v=KP2rN4ej9_4" rel="noopener noreferrer nofollow">https://optothemes.com/disclosures-and-legal-documentation</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:31:59US Economy Reality Check with Julian Brigdenfull<![CDATA[SoundHound CFO: The 3 Pillars of Voice AI]]>📲  Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...

Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company.

📲  Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...

#ai #voiceai #soundhound #soun #artificialintelligence

Disclaimer: https://optothemes.com/disclosures-and-legal-documentation

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15947748Fri, 18 Oct 2024 09:00:00 GMT<p>📲  Find top-performing stocks &amp; ETFs Install app for free (🇺🇸 US only): <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa2UxMGgtM3NYT0ZVa09La3FkWF85WnVHb2VOZ3xBQ3Jtc0trVzRZcnkwcTBNb2VMTnUwS1E4YWtveDdCUWg0MG1WcGxDR0plbkxrWC1wNXBldXFLdkxMZnVuek5ROWlIMlQzc0ZPVmozY1plYmNsN2Z2Rk5Nb0RIVUEtZFB3TmVYbU1rQ21sSXpFNUd1eDVfRUo1VQ&amp;q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti..&amp;v=KP2rN4ej9_4" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti..</a>. <br /><br />Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company.<br /><br />📲  Invest in stocks &amp; ETFs with OPTO Install app for free (🇺🇸 US only): <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbUFTQjkyMkNydGM0WlB2YUtlZ21sTGVKQWlTd3xBQ3Jtc0ttRUl2OTlWQXZndUYzLXBUY3kyQU1WV2hMQmJERXR0NEJNZWQxbk9xQUxBbEFwTlduSXZKdUZEenJ6R25XUUNOT05IWXZ5SW43SWlLdFpzbXVHOGlXYWRWYy1NaEZWZTRMUG8yN3F5OEl6RFBWVEZZTQ&amp;q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti..&amp;v=KP2rN4ej9_4" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti..</a>.<br /><br /><a href="https://www.youtube.com/hashtag/ai" rel="noopener noreferrer nofollow">#ai</a> <a href="https://www.youtube.com/hashtag/voiceai" rel="noopener noreferrer nofollow">#voiceai</a> <a href="https://www.youtube.com/hashtag/soundhound" rel="noopener noreferrer nofollow">#soundhound</a> <a href="https://www.youtube.com/hashtag/soun" rel="noopener noreferrer nofollow">#soun</a> <a href="https://www.youtube.com/hashtag/artificialintelligence" rel="noopener noreferrer nofollow">#artificialintelligence</a><br /><br />Disclaimer: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbUpVQXRRaFBlT3pkOVhTMWV0SlI4N2lWQThsUXxBQ3Jtc0trVUxGb2ZQUDdLTnNvdzJ6eEpqWlp6NDd6U1ZDN3hEQXIzWEVzNEpITU05WDhPVGRlTU5RcGJuX1dfUjRSZzI1UmIyV0FQbmlzb0lCQ0NIVmpMSVdxYndMVU1OTUwyMVBNY0xYbUFnLTZqQV9OWktfSQ&amp;q=https%3A%2F%2Foptothemes.com%2Fdisclosures-and-legal-documentation&amp;v=KP2rN4ej9_4" rel="noopener noreferrer nofollow">https://optothemes.com/disclosures-and-legal-documentation</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:47:25SoundHound CFO: The 3 Pillars of Voice AIfull<![CDATA[Doomberg - Why Nuclear is Better Than Renewables]]>📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy!

Foresight by OPTO: https://optoforesight.substack.com/
Doomberg: https://newsletter.doomberg.com/

Doomberg's posts:
https://newsletter.doomberg.com/p/no-solar-isnt-cheap 
https://newsletter.doomberg.com/p/boomerang 
https://newsletter.doomberg.com/p/road-kill

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15398789Thu, 11 Jul 2024 15:00:00 GMT<p>📲 <b> Find top-performing stocks &amp; ETFs -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy!<br /><br /><b>Foresight </b>by OPTO: https://optoforesight.substack.com/<br /><b>Doomberg</b>: https://newsletter.doomberg.com/<br /><br />Doomberg's posts:<br />https://newsletter.doomberg.com/p/no-solar-isnt-cheap <br />https://newsletter.doomberg.com/p/boomerang <br />https://newsletter.doomberg.com/p/road-kill</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:37Doomberg - Why Nuclear is Better Than Renewablesfull<![CDATA[Edwin Dorsey - Short Selling & Exposing Corporate Misconduct: Care.com, Chegg, DeFi Technologies]]>📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.com's negligence, and his intuitive approach led him to spot problems at Chegg, Planet Fitness, and DeFi Technologies, to name a few. Edwin dives deep into his methodologies, mentorship from industry leaders, and the importance of qualitative analysis in his influential newsletter. Enjoy!

Foresight by OPTO: https://optoforesight.substack.com/
The Bear Cave: https://thebearcave.substack.com/

Listen to our previous episode featuring Edwin:
Apple Podcasts: https://podcasts.apple.com/gb/podcast/edwin-dorsey-shorting-bad-businesses-investigating/id1504694129?i=1000545138840
Spotify: https://open.spotify.com/episode/0lKE3jOuKHehBsxnqtWXoN

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15322555Thu, 27 Jun 2024 14:00:00 GMT<p>📲 <b> Find top-performing stocks &amp; ETFs -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.com's negligence, and his intuitive approach led him to spot problems at Chegg, Planet Fitness, and DeFi Technologies, to name a few. Edwin dives deep into his methodologies, mentorship from industry leaders, and the importance of qualitative analysis in his influential newsletter. Enjoy! <br /><br /><b>Foresight </b>by OPTO:<a href="https://optoforesight.substack.com/" rel="noopener noreferrer nofollow"> https://optoforesight.substack.com/</a><br /><b>The Bear Cave</b>: <a href="https://thebearcave.substack.com/" rel="noopener noreferrer nofollow">https://thebearcave.substack.com/</a><br /><br />Listen to our previous episode featuring Edwin:<br />Apple Podcasts: <a href="https://podcasts.apple.com/gb/podcast/94-edwin-dorsey-shorting-bad-businesses-investigating/id1504694129?i=1000545138840" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/edwin-dorsey-shorting-bad-businesses-investigating/id1504694129?i=1000545138840</a><br />Spotify: <a href="https://open.spotify.com/episode/0lKE3jOuKHehBsxnqtWXoN" rel="noopener noreferrer nofollow">https://open.spotify.com/episode/0lKE3jOuKHehBsxnqtWXoN</a><br /><br />-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:37Edwin Dorsey - Short Selling & Exposing Corporate Misconduct: Care.com, Chegg, DeFi Technologiesfull<![CDATA[Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?]]>► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Matt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. Enjoy!

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15039661Thu, 09 May 2024 13:00:00 GMT<p>► <b>Discover top-performing spot bitcoin ETFs &amp; blockchain stocks</b> - <em>Install our FREE app</em>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Matt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. Enjoy!<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:46:09Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?full<![CDATA[Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data]]>► Discover top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Digital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipping it for long-term success. Enjoy!

Our previous interview featuring Lemonade CFO Tim Bixby:
Spotify
Apple Podcasts

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14955279Thu, 25 Apr 2024 14:00:00 GMT<p>► <b>Discover top-performing AI stocks</b> - <em>Install our FREE app</em>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Digital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipping it for long-term success. Enjoy!<br /><br />Our previous interview featuring Lemonade CFO Tim Bixby: <br /><a href="https://open.spotify.com/episode/6ErG9vXAjNaSN1c2QNPer2?si=X-EiypJORnO3t-v5Oa_MYw" rel="noopener noreferrer nofollow">Spotify </a><br /><a href="https://podcasts.apple.com/gb/podcast/164-tim-bixby-lemonade-the-a-i-insurtech/id1504694129?i=1000605511750" rel="noopener noreferrer nofollow">Apple Podcasts</a><br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:44Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Datafull<![CDATA[Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving?]]>► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Dr. Jeff Ross, Founder and Managing Director of Vailshire Partners and Vailshire Capital Management, joins the show to discuss why he believes the bitcoin price could fall in the aftermath of the halving, before gaining in the second half of 2024 through 2025. Jeff also explains Michael Saylor’s pioneering approach to acquiring bitcoin on MicroStrategy’s balance sheet and why he believes this will make the company the world’s most valuable in less than 10 years. Enjoy!

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14870943Thu, 11 Apr 2024 13:00:00 GMT<p>► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Today, Dr. Jeff Ross, Founder and Managing Director of Vailshire Partners and Vailshire Capital Management, joins the show to discuss why he believes the bitcoin price could fall in the aftermath of the halving, before gaining in the second half of 2024 through 2025. Jeff also explains Michael Saylor’s pioneering approach to acquiring bitcoin on MicroStrategy’s balance sheet and why he believes this will make the company the world’s most valuable in less than 10 years. Enjoy!<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:30Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving?full<![CDATA[The Big Picture | Jens Nordvig - China’s Great Economic Slowdown]]>Get OPTO’s best content every day by subscribing to our FREE newsletter!

Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader. In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning its economic data reliability, and analysing negative trends in Foreign Direct Investment (FDI) and capital flows.

From a property crisis to a record-low birth rate, we dive deep into the challenges China currently faces, mentioning recent measures announced by Chinese policymakers as they actively seek to support the economy, including a 2 trillion yuan ($280 billion) rescue package. We also discuss China's equity market rollercoaster, decoding recent downturns and rebounds before shifting our attention to India and why it’s emerging as a key destination for emerging market flows.

Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy!

For more OPTO insights: 

------------------

 Past performance is not a reliable indicator of future results.
  CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
  
  The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
  
  CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14420432Thu, 01 Feb 2024 13:00:00 GMT<p>Get OPTO’s best content every day by subscribing to our FREE <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">newsletter</a>!<br /><br />Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader. In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning its economic data reliability, and analysing negative trends in Foreign Direct Investment (FDI) and capital flows.<br /><br />From a property crisis to a record-low birth rate, we dive deep into the challenges China currently faces, mentioning recent measures announced by Chinese policymakers as they actively seek to support the economy, including a 2 trillion yuan ($280 billion) rescue package. We also discuss China's equity market rollercoaster, decoding recent downturns and rebounds before shifting our attention to India and why it’s emerging as a key destination for emerging market flows.<br /><br />Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy!<br /><br />For more OPTO insights: </p><ul><li>Follow us on X <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">@OptoThemes</a></li><li>Subscribe to our <a href="https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg" rel="noopener noreferrer nofollow">YouTube</a> channel </li><li>Subscribe to our FREE <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">newsletter</a></li></ul><p>------------------</p><p> Past performance is not a reliable indicator of future results.<br />  CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br />  <br />  The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />  <br />  CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:29The Big Picture | Jens Nordvig - China’s Great Economic Slowdownfull<![CDATA[Matthew Sigel - Bitcoin ETF, Ethereum’s Future & Halving 100-Day Countdown]]>Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome back! Today, we have the pleasure of introducing Matthew Sigel, Head of Digital Assets Research at VanEck. 

In this episode, Matthew dives into the SEC’s recent approval of US spot bitcoin ETFs, sharing his thoughts on the wild price movements post-launch and assessing the significance of this event for the future of crypto, including whether Ethereum might be next.

We also discuss global crypto adoption, touching on the implication of recent restrictive regulatory actions in India, before diving into the potential of bitcoin to stand as a hedge against inflation. Matthew discusses his predictions on the upcoming bitcoin halving event, examining its industry-wide implications and addressing questions about miners' selling pressure.

On Wednesday, VanEck announced the delisting of its Bitcoin Strategy ETF, which invested in bitcoin futures, by February 6th. The decision comes roughly a week after the firm received approval from the SEC to list shares of its spot bitcoin ETF, the VanEck Bitcoin Trust ETF [HODL]. Enjoy!

Want further OPTO insights? Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14332920Thu, 18 Jan 2024 13:00:00 GMT<p>Get OPTO's best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome back! Today, we have the pleasure of introducing Matthew Sigel, Head of Digital Assets Research at VanEck.  <br /><br />In this episode, Matthew dives into the SEC’s recent approval of US spot bitcoin ETFs, sharing his thoughts on the wild price movements post-launch and assessing the significance of this event for the future of crypto, including whether Ethereum might be next. <br /><br />We also discuss global crypto adoption, touching on the implication of recent restrictive regulatory actions in India, before diving into the potential of bitcoin to stand as a hedge against inflation. Matthew discusses his predictions on the upcoming bitcoin halving event, examining its industry-wide implications and addressing questions about miners' selling pressure. <br /><br />On Wednesday, VanEck announced the delisting of its Bitcoin Strategy ETF, which invested in bitcoin futures, by February 6th. The decision comes roughly a week after the firm received approval from the SEC to list shares of its spot bitcoin ETF, the VanEck Bitcoin Trust ETF [HODL]. Enjoy! <br /><br />Want further OPTO insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en/opto/newsletter</a></p><p>------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:18Matthew Sigel - Bitcoin ETF, Ethereum’s Future & Halving 100-Day Countdownfull<![CDATA[Jeff Desjardins - Space, Gene Editing, & Signals Gaining Momentum in the 'Exponential Age']]>Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome back! Today, we have the pleasure of hosting Jeff Desjardins, Editor-in-Chief of Visual Capitalist & author of the 2021 book ‘Signals: The 27 Trends Defining the Future of the Global Economy.’

In this episode, Jeff maps out the trajectory of the 'Exponential Age,' spotlighting the impact of the new space race, the genomics revolution, and the relentless pace of accelerating technology. 

We kick off the conversation by exploring the challenges of discerning signals from noise in today's fast-paced world. Jeff shares insights into the key factors fuelling demand for space-related products and services, highlighting major players in global satellite distribution, such as SpaceX. Delving into genomics, he highlights significant milestones, including the recent FDA approval of the first CRISPR cell therapy designed to treat sickle cell disease. Jeff also discusses potential breakthroughs in areas like cancer treatment, where CRISPR's revolutionary capabilities hold immense promise. Finally, he explains the ‘signal range’ and ‘signal-to-noise ratio’ scores assigned to both themes in his book before sharing his take on the next big idea. Enjoy! 

Check out this infographic on thematic investing Visual Capitalist created for OPTO.

- Listen to our previous episode featuring Jeff Desjardins:
Apple Podcasts
Spotify

- Listen to our Rocket Lab interview:
Apple Podcasts
Spotify

- Listen to our ARK Invest's Ali Urman interview on the genomic revolution:
Apple Podcasts
Spotify 

Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter

 ---------
 
 Past performance is not a reliable indicator of future results.
 CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
 
 The material has not been prepared in accordance with legal requirements designed to promote the independen

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14290961Thu, 11 Jan 2024 13:00:00 GMT<p>Get OPTO's best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome back! Today, we have the pleasure of hosting Jeff Desjardins, Editor-in-Chief of <a href="https://www.visualcapitalist.com/" rel="noopener noreferrer nofollow">Visual Capitalist</a> &amp; author of the 2021 book ‘Signals: The 27 Trends Defining the Future of the Global Economy.’</p><p>In this episode, Jeff maps out the trajectory of the 'Exponential Age,' spotlighting the impact of the new space race, the genomics revolution, and the relentless pace of accelerating technology. <br /><br /></p><p>We kick off the conversation by exploring the challenges of discerning signals from noise in today's fast-paced world. Jeff shares insights into the key factors fuelling demand for space-related products and services, highlighting major players in global satellite distribution, such as SpaceX. Delving into genomics, he highlights significant milestones, including the recent FDA approval of the first CRISPR cell therapy designed to treat sickle cell disease. Jeff also discusses potential breakthroughs in areas like cancer treatment, where CRISPR's revolutionary capabilities hold immense promise. Finally, he explains the ‘signal range’ and ‘signal-to-noise ratio’ scores assigned to both themes in his book before sharing his take on the next big idea. Enjoy! <br /><br /></p><p>Check out this <a href="https://www.visualcapitalist.com/sp/thematic-investing-how-to-invest-in-the-next-big-idea/" rel="noopener noreferrer nofollow">infographic</a> on thematic investing Visual Capitalist created for OPTO.<br /> <br /> - Listen to our previous episode featuring Jeff Desjardins: <br /><a href="https://podcasts.apple.com/gb/podcast/jeff-desjardins-signals-the-27-trends-defining-the/id1504694129?i=1000627044165" rel="noopener noreferrer nofollow">Apple Podcasts</a><br /><a href="https://open.spotify.com/episode/3KTOQzeqjRWSMJ4LFILDP0" rel="noopener noreferrer nofollow">Spotify</a> <br /> <br />- Listen to our Rocket Lab interview: <br /><a href="https://podcasts.apple.com/gb/podcast/colin-canfield-beyond-spacex-the-cosmic-rise-of/id1504694129?i=1000637836905" rel="noopener noreferrer nofollow">Apple Podcasts</a><br /><a href="https://open.spotify.com/episode/0mVral9wt07vOQu5v29B6P" rel="noopener noreferrer nofollow">Spotify</a> <br /><br />- Listen to our ARK Invest's Ali Urman interview on the genomic revolution:<br /><a href="https://podcasts.apple.com/gb/podcast/ark-invests-ali-urman-gene-editing-crispresso-a-$1/id1504694129?i=1000569921473" rel="noopener noreferrer nofollow">Apple Podcasts</a><br /><a href="https://open.spotify.com/episode/0vJF3pawc4ZjEbL7DaAzfU?si=78d0501d033c4b22" rel="noopener noreferrer nofollow">Spotify</a>  <br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en/opto/newsletter</a></p><p> ---------<br /> <br /> Past performance is not a reliable indicator of future results.<br /> CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /> <br /> The material has not been prepared in accordance with legal requirements designed to promote the independen</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:50Jeff Desjardins - Space, Gene Editing, & Signals Gaining Momentum in the 'Exponential Age'full<![CDATA[2023 Special - AI Was This Year’s Paradigm Shift. Here’s Why Nvidia Stood Out | P1]]>Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

As 2023 comes to a close, a year that witnessed transformative shifts across various industries, there's one theme that stood out— artificial intelligence.

Current forecasts predict that rapid advancements in artificial intelligence could add $16 trillion to the global economy by 2030. 

In this year’s two-part special, we want to take a closer look at why AI characterised 2023 and why a certain player, Nvidia, took centre stage in many of our interviews. 


Featuring snippets from thought leaders such as Pedro Palandrani, VP & Director of Research at Global X, Anthony Scaramucci, founder & managing partner of SkyBridge Capital, and Jens Nordvig, macro expert and CEO of Market Reader, among others, we bring you compelling insights on why Nvidia emerged in the AI landscape in 2023.

From all of us at OPTO, happy holidays and happy New Year!

Watch this episode on YouTube: https://youtu.be/0tn3p-tn-wM

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14186237Thu, 21 Dec 2023 13:00:00 GMT<p>Get OPTO's best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />As 2023 comes to a close, a year that witnessed transformative shifts across various industries, there's one theme that stood out— artificial intelligence.</p><p>Current forecasts predict that rapid advancements in artificial intelligence could add $16 trillion to the global economy by 2030. <br /><br /></p><p>In this year’s two-part special, we want to take a closer look at why AI characterised 2023 and why a certain player, Nvidia, took centre stage in many of our interviews. </p><p><br />Featuring snippets from thought leaders such as Pedro Palandrani, VP &amp; Director of Research at Global X, Anthony Scaramucci, founder &amp; managing partner of SkyBridge Capital, and Jens Nordvig, macro expert and CEO of Market Reader, among others, we bring you compelling insights on why Nvidia emerged in the AI landscape in 2023.<br /><br /></p><p>From all of us at OPTO, happy holidays and happy New Year!<br /><br />Watch this episode on YouTube: <a href="https://youtu.be/0tn3p-tn-wM" rel="noopener noreferrer nofollow">https://youtu.be/0tn3p-tn-wM</a><br /><br /></p><p>------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:22:252023 Special - AI Was This Year’s Paradigm Shift. Here’s Why Nvidia Stood Out | P1full<![CDATA[Dan Tapiero - Bitcoin To Reach A $10 Trillion Market Cap? | Repost]]>Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are revisiting our interview with Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners & 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE).

In this conversation, Dan explains why he thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing the overall growth potential of cryptocurrencies, stablecoins, and NFTs. Dan also addresses the tokenisation of real-world assets and the role of central bank digital currencies, highlighting trends and themes where he sees opportunities in the future.

Before founding 10T, Dan was the managing partner of DTAP Capital Advisors, a global macro investment fund he founded in 2003. He is also the co-founder of Gold Bullion International (GBI), a physical precious metals platform for the wealth management industry that also expanded into the crypto universe in 2014. Throughout his career, Dan has worked alongside investment greats, including Stan Druckenmiller (Duquesne Capital), Michael Steinhardt (Steinhardt Capital), Julian Robertson (Tiger Management), Steve Cohen (SAC Capital), and Lord Rothschild (RIT Capital). Enjoy!

Links:
https://1rtfund.com/
https://www.10tfund.com/

Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14141020Thu, 14 Dec 2023 07:00:00 GMT<p>Get OPTO's best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are revisiting our interview with Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners &amp; 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE).<br /><br />In this conversation, Dan explains why he thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing the overall growth potential of cryptocurrencies, stablecoins, and NFTs. Dan also addresses the tokenisation of real-world assets and the role of central bank digital currencies, highlighting trends and themes where he sees opportunities in the future.<br /><br />Before founding 10T, Dan was the managing partner of DTAP Capital Advisors, a global macro investment fund he founded in 2003. He is also the co-founder of Gold Bullion International (GBI), a physical precious metals platform for the wealth management industry that also expanded into the crypto universe in 2014. Throughout his career, Dan has worked alongside investment greats, including Stan Druckenmiller (Duquesne Capital), Michael Steinhardt (Steinhardt Capital), Julian Robertson (Tiger Management), Steve Cohen (SAC Capital), and Lord Rothschild (RIT Capital). Enjoy!<br /><br />Links:<br /><a href="https://1rtfund.com/" rel="noopener noreferrer nofollow">https://1rtfund.com/</a><br /><a href="https://1rtfund.com/" rel="noopener noreferrer nofollow">https://www.10tfund.com/<br /></a><br />Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:50:03Dan Tapiero - Bitcoin To Reach A $10 Trillion Market Cap? | Repostfull<![CDATA[Colin Canfield - Beyond SpaceX: The Cosmic Rise of Rocket Lab in the Space Economy]]>newsletter!

Today, we have the pleasure of speaking with Colin Canfield, Investor Relations Manager at Rocket Lab - as the company gears up for the next flight of its Electron small-scale launch vehicle.

We kick off this episode with an elevator pitch for Rocket Lab, exploring the company's vision as articulated by CEO Peter Beck, "We go to space to improve life on Earth." Colin delves into what sets the company apart from competitors, including Elon Musk's SpaceX. He shares insights on the company's vertical integration strategies, mentioning the recent leasing of Lockheed Martin's facility in Maryland, US. We discuss Rocket Lab's growth trajectory since going public in 2020, and Colin's insights on the optimal investment horizon in this space. He walks us through the significance of small satellites and advances in rocket engine reusability and hypersonic technology. Transitioning to financials, Colin dissects Q2 results, revenue growth, and Q3 guidance, offering insights into Rocket Lab's path to profitability. To conclude, we reflect on 'space' as an emerging asset class, with Colin listing potential risks for retail investors and sharing his take on the next big idea shaping the future of the space economy.


Before he joined Rocket Lab, Colin was an analyst on the institutional investors’ aerospace and defence team at Barclays and worked in equity research and aerospace and defence at Citi. He graduated from Marquette University with a bachelor’s in business administration.

For more OPTO insights: 

------------------

 Past performance is not a reliable indicator of future results.
 CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
 
 The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
 
 CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained h

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14107056Thu, 07 Dec 2023 16:00:00 GMTGet OPTO’s best content every day by subscribing to our FREE <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">newsletter</a>!<br /><br />Today, we have the pleasure of speaking with Colin Canfield, Investor Relations Manager at Rocket Lab - as the company gears up for the next flight of its Electron small-scale launch vehicle.<br /><br />We kick off this episode with an elevator pitch for Rocket Lab, exploring the company's vision as articulated by CEO Peter Beck, "We go to space to improve life on Earth." Colin delves into what sets the company apart from competitors, including Elon Musk's SpaceX. He shares insights on the company's vertical integration strategies, mentioning the recent leasing of Lockheed Martin's facility in Maryland, US. We discuss Rocket Lab's growth trajectory since going public in 2020, and Colin's insights on the optimal investment horizon in this space. He walks us through the significance of small satellites and advances in rocket engine reusability and hypersonic technology. Transitioning to financials, Colin dissects Q2 results, revenue growth, and Q3 guidance, offering insights into Rocket Lab's path to profitability. To conclude, we reflect on 'space' as an emerging asset class, with Colin listing potential risks for retail investors and sharing his take on the next big idea shaping the future of the space economy.<br /><br /><br />Before he joined Rocket Lab, Colin was an analyst on the institutional investors’ aerospace and defence team at Barclays and worked in equity research and aerospace and defence at Citi. He graduated from Marquette University with a bachelor’s in business administration.<br /><br />For more OPTO insights: <br /><br /><ul><li>Follow us on X <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">@OptoThemes</a></li><li>Subscribe to our <a href="https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg" rel="noopener noreferrer nofollow">YouTube</a> channel </li><li>Subscribe to our FREE <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">newsletter</a></li></ul>------------------<br /><br /> Past performance is not a reliable indicator of future results.<br /> CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /> <br /> The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /> <br /> CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained h<p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:46:14Colin Canfield - Beyond SpaceX: The Cosmic Rise of Rocket Lab in the Space Economyfull<![CDATA[The Big Picture | Jens Nordvig - Peak-Rates Euphoria & AI's Impact on Productivity and Ripple Effect on Global Macro]]>Get OPTO’s best content every day by subscribing to our FREE newsletter!

Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.

In this episode, Jens Nordvig, our macro expert and co-host, revisits a timely call he made during our last show, where he predicted interest rates would peak due to lower inflation concerns, which, in turn, would support risk assets. We delve into the data supporting his prediction and discuss Jens' forecasts for the coming months. Our discussion then moves onto AI's impact on markets, economies, and policymaking, with Jens discussing the potential for a bubble in the space and revealing why he doesn’t expect AI to be the dominant factor affecting economic growth. 

Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy!

Listen to the previous episode of The Big Picture:
Apple
Spotify


For more OPTO insights: 

------------------

 Past performance is not a reliable indicator of future results.
 CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
 
 The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
 
 CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14063975Thu, 30 Nov 2023 16:00:00 GMT<p>Get OPTO’s best content every day by subscribing to our FREE <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">newsletter</a>!<br /><br />Welcome back to <b>The Big Picture</b>, OPTO's macro show, in association with <em>MarketReader</em>, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.</p><p>In this episode, Jens Nordvig, our macro expert and co-host, revisits a timely call he made during our last show, where he predicted interest rates would peak due to lower inflation concerns, which, in turn, would support risk assets. We delve into the data supporting his prediction and discuss Jens' forecasts for the coming months. Our discussion then moves onto AI's impact on markets, economies, and policymaking, with Jens discussing the potential for a bubble in the space and revealing why he doesn’t expect AI to be the dominant factor affecting economic growth.  <br /><br />Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded <em>MarketReader</em>, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy! <br /><br />Listen to the previous episode of <b>The Big Picture: </b><br /><a href="https://podcasts.apple.com/gb/podcast/the-big-picture-jens-nordvig-when-rates-will-peak-how/id1504694129?i=1000631896674" rel="noopener noreferrer nofollow">Apple</a><br /><a href="https://open.spotify.com/episode/7fXjtZ7RjNWS4NcJcckWIj" rel="noopener noreferrer nofollow">Spotify</a></p><p><br />For more OPTO insights: </p><ul><li>Follow us on X <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">@OptoThemes</a></li><li>Subscribe to our <a href="https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg" rel="noopener noreferrer nofollow">YouTube</a> channel </li><li>Subscribe to our FREE <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">newsletter</a></li></ul><p>------------------</p><p> Past performance is not a reliable indicator of future results.<br /> CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /> <br /> The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /> <br /> CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:44:051The Big Picture | Jens Nordvig - Peak-Rates Euphoria & AI's Impact on Productivity and Ripple Effect on Global Macrofull<![CDATA[Jeff Booth - AI, Bitcoin, & The Future of Work | The Evolution of Intelligence | Part 2]]>Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter
 
In the second part of our conversation with Jeff Booth, author, entrepreneur and technology visionary, we embark on a journey into the future of Bitcoin, work, and automation. 

Jeff walks us through real-world applications of Bitcoin before sharing his vision for its evolution.  He highlights Breez, a company he invested in, which is revolutionising lightning payments with SDK (software development kit). Jeff also touches on the potential of Fedimints, introducing blind signature trust for secure transactions.  Finally, Jeff explains why he believes people and governments are underestimating the impact of AI on employment and the global economy before contemplating a future where work might become obsolete and pondering the prospects of universal income and a work-free existence. Enjoy! 


GIVEAWAY
 
Want to win a signed copy of Jeff’s book “The Price of Tomorrow”? 
To enter our giveaway, simply:

  1. Follow @OptoThemes & @JeffBooth
  2. Comment under our pinned giveaway post on Twitter. 
  3. Bonus entry: subscribe to OPTO’s YouTube channel 

5 lucky winners will be announced in one week on our platforms. 

 ------------------
Listen to Part 1 :

Apple PodcastsSpotify
------------------

 Past performance is not a reliable indicator of future results.
 CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
 
 The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
 
 CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13990552Thu, 23 Nov 2023 07:00:00 GMT<p>Get OPTO’s best content every day by subscribing to our FREE newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /> <br /> In the second part of our conversation with Jeff Booth, author, entrepreneur and technology visionary, we embark on a journey into the future of Bitcoin, work, and automation. </p><p>Jeff walks us through real-world applications of Bitcoin before sharing his vision for its evolution.  He highlights Breez, a company he invested in, which is revolutionising lightning payments with SDK (software development kit). Jeff also touches on the potential of Fedimints, introducing blind signature trust for secure transactions.  Finally, Jeff explains why he believes people and governments are underestimating the impact of AI on employment and the global economy before contemplating a future where work might become obsolete and pondering the prospects of universal income and a work-free existence. Enjoy! </p><p><br /><b>GIVEAWAY<br /></b> <br />Want to win a signed copy of Jeff’s book “<em>The Price of Tomorrow</em>”? <br />To enter our giveaway, simply:</p><ol><li>Follow <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">@OptoThemes</a> &amp; <a href="https://twitter.com/JeffBooth" rel="noopener noreferrer nofollow">@JeffBooth</a></li><li>Comment under our pinned giveaway post on Twitter. </li><li>Bonus entry: subscribe to OPTO’s <a href="https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg" rel="noopener noreferrer nofollow">YouTube</a> channel </li></ol><p>5 lucky winners will be announced in one week on our platforms. </p><p> ------------------<br />Listen to Part 1 :</p><p><a href="https://podcasts.apple.com/gb/podcast/jeff-booth-bitcoin-deflation-a-i-the-path-to-a-better-world/id1504694129?i=1000618711385" rel="noopener noreferrer nofollow">Apple Podcasts</a><a href="https://open.spotify.com/episode/6AicxPTiVSD9qgJsoTqw8O" rel="noopener noreferrer nofollow">Spotify</a><br />------------------</p><p> Past performance is not a reliable indicator of future results.<br /> CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /> <br /> The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /> <br /> CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:24:31Jeff Booth - AI, Bitcoin, & The Future of Work | The Evolution of Intelligence | Part 2full<![CDATA[Jeff Booth - Bitcoin vs Fiat | The Evolution of Intelligence | Part 1]]>Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter
 
Today, we are thrilled to have Jeff Booth back on the show. 

As a successful entrepreneur, technology leader, and the author of 'The Price of Tomorrow – Why Deflation is Key to an Abundant Future' (2020), Jeff challenges conventional wisdom in this two-part episode. 

In this first part, he dissects the flaws of low, controlled inflation, delving into the factors behind the US dollar's decline and exploring the feasibility of resolving the country's debt crisis. Jeff paints a vivid picture of a financial system powered by Bitcoin, raising questions about the coexistence of fiat and Bitcoin and the potential showdown between the two. Jeff takes us on a journey through current Bitcoin applications and predicts their evolution. 

Don't miss part two, coming out next week!

Jeff is also a founding partner of Ego Death Capital. From 1999 to 2017, Jeff led BuildDirect, a technology company revolutionising the building industry. Alongside his entrepreneurial endeavours, he holds board positions for companies like Terramera, Breez, and Fedi.

GIVEAWAY
 
Want to win a signed copy of Jeff’s book “The Price of Tomorrow”? 
To enter our giveaway, simply:

  1. Follow @OptoThemes & @JeffBooth
  2. Comment under our pinned giveaway post on Twitter. 
  3. Bonus entry: subscribe to OPTO’s YouTube channel 

5 lucky winners will be announced in 2 weeks on our platforms. 

 ------------------
Listen to our previous episode featuring Jeff:

Apple Podcasts

Spotify
------------------

 Past performance is not a reliable indicator of future results.
 CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
 
 The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
 
 CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13983542Thu, 16 Nov 2023 11:00:00 GMT<p>Get OPTO’s best content every day by subscribing to our FREE newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /> <br /> Today, we are thrilled to have Jeff Booth back on the show. </p><p>As a successful entrepreneur, technology leader, and the author of 'The Price of Tomorrow – Why Deflation is Key to an Abundant Future' (2020), Jeff challenges conventional wisdom in this two-part episode. <br /><br /></p><p>In this first part, he dissects the flaws of low, controlled inflation, delving into the factors behind the US dollar's decline and exploring the feasibility of resolving the country's debt crisis. Jeff paints a vivid picture of a financial system powered by Bitcoin, raising questions about the coexistence of fiat and Bitcoin and the potential showdown between the two. Jeff takes us on a journey through current Bitcoin applications and predicts their evolution. <br /><br /></p><p>Don't miss part two, coming out next week!<br /><br /></p><p>Jeff is also a founding partner of Ego Death Capital. From 1999 to 2017, Jeff led BuildDirect, a technology company revolutionising the building industry. Alongside his entrepreneurial endeavours, he holds board positions for companies like Terramera, Breez, and Fedi.<br /><br /></p><p><b>GIVEAWAY<br /></b> <br />Want to win a signed copy of Jeff’s book “<em>The Price of Tomorrow</em>”? <br />To enter our giveaway, simply:</p><ol><li>Follow <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">@OptoThemes</a> &amp; <a href="https://twitter.com/JeffBooth" rel="noopener noreferrer nofollow">@JeffBooth</a></li><li>Comment under our pinned giveaway post on Twitter. </li><li>Bonus entry: subscribe to OPTO’s <a href="https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg" rel="noopener noreferrer nofollow">YouTube</a> channel </li></ol><p>5 lucky winners will be announced in 2 weeks on our platforms. </p><p> ------------------<br />Listen to our previous episode featuring Jeff:</p><p><a href="https://podcasts.apple.com/gb/podcast/jeff-booth-bitcoin-deflation-a-i-the-path-to-a-better-world/id1504694129?i=1000618711385" rel="noopener noreferrer nofollow">Apple Podcasts</a></p><p><a href="https://open.spotify.com/episode/6AicxPTiVSD9qgJsoTqw8O" rel="noopener noreferrer nofollow">Spotify</a><br /> ------------------</p><p> Past performance is not a reliable indicator of future results.<br /> CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /> <br /> The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /> <br /> CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:34:101192Jeff Booth - Bitcoin vs Fiat | The Evolution of Intelligence | Part 1full<![CDATA[Kevin T. Carter - Why India Might Be the ‘Perfect’ Emerging Market]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show.

In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the Chinese market and key takeaways from that experience, emphasising the paramount role of the consumer sector in emerging markets and the allure of consumer-oriented internet companies. We shift the focus to India's evolving digital landscape, exploring how key players like Reliance Industries, with their Jio initiative, are contributing to nationwide 4G and 5G connectivity and how other companies, including Zomato and Info Edge, are revolutionising India's digital landscape. We conclude with Kevin sharing why he believes India’s economic growth could beat current predictions. Enjoy!


Listen to our previous interviews with Kevin here:

Learn about INQQ: https://podcasts.apple.com/gb/podcast/kevin-t-carter-inqq-is-india-the-next-internet-e/id1504694129?i=1000610821823

Learn about EMQQ: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684

Learn about FMQQ: https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information co

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13940157Thu, 09 Nov 2023 15:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show.</p><p>In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the Chinese market and key takeaways from that experience, emphasising the paramount role of the consumer sector in emerging markets and the allure of consumer-oriented internet companies. We shift the focus to India's evolving digital landscape, exploring how key players like Reliance Industries, with their Jio initiative, are contributing to nationwide 4G and 5G connectivity and how other companies, including Zomato and Info Edge, are revolutionising India's digital landscape. We conclude with Kevin sharing why he believes India’s economic growth could beat current predictions. Enjoy!</p><p><br />Listen to our previous interviews with Kevin here:</p><p>Learn about INQQ: <a href="https://podcasts.apple.com/gb/podcast/kevin-t-carter-inqq-is-india-the-next-internet-e/id1504694129?i=1000610821823" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/kevin-t-carter-inqq-is-india-the-next-internet-e/id1504694129?i=1000610821823</a> <br /> <br /> Learn about EMQQ:<a href="https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684" rel="noopener noreferrer nofollow"> https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684</a><br /> <br /> Learn about FMQQ: <a href="https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862</a><br /><br />------------------</p><p>Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.</p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p><p>CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information co</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:06:04Kevin T. Carter - Why India Might Be the ‘Perfect’ Emerging Marketfull<![CDATA[Brandon Rakszawski - How VanEck’s MOAT ETF Beats the S&P 500]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome back! Today, we have the pleasure of introducing Brandon Rakszawski, VP, Director of Product Management at VanEck. 

In this episode, Brandon delves into the remarkable performance of the VanEck Morningstar Wide Moat ETF (MOAT) compared to the S&P 500, highlighting its consistent edge over the index over the long-term. He also uncovers the strategy that underlies MOAT’s success, based on undervalued stocks that may temporarily lag but deliver outstanding long-term returns. Brandon discusses the ETF's unique approach to the ‘Magnificent Seven’ stocks, walking us through why it maintains an underweight position and how this strategy remains effective. Finally, Brandon mentions some holdings in the ETF’s portfolio that investors might find surprising, including Domino’s Pizza and Keysight Technologies, explaining why both meet the ETF’s stock selection criteria.


Prior to joining VanEck in 2011, Brandon worked at Federated Investors as a Senior Marketing Specialist from 2007 to 2011. In this role, they focused on mutual fund marketing, sales support, competitive analysis, and managing marketing relationships with major brokerage home offices. Enjoy!

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13894722Thu, 02 Nov 2023 11:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome back! Today, we have the pleasure of introducing Brandon Rakszawski, VP, Director of Product Management at VanEck. </p><p>In this episode, Brandon delves into the remarkable performance of the VanEck Morningstar Wide Moat ETF (MOAT) compared to the S&amp;P 500, highlighting its consistent edge over the index over the long-term. He also uncovers the strategy that underlies MOAT’s success, based on undervalued stocks that may temporarily lag but deliver outstanding long-term returns. Brandon discusses the ETF's unique approach to the ‘Magnificent Seven’ stocks, walking us through why it maintains an underweight position and how this strategy remains effective. Finally, Brandon mentions some holdings in the ETF’s portfolio that investors might find surprising, including Domino’s Pizza and Keysight Technologies, explaining why both meet the ETF’s stock selection criteria.</p><p><br />Prior to joining VanEck in 2011, Brandon worked at Federated Investors as a Senior Marketing Specialist from 2007 to 2011. In this role, they focused on mutual fund marketing, sales support, competitive analysis, and managing marketing relationships with major brokerage home offices. Enjoy!<br /><br />------------------</p><p>Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.</p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p><p>CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:47:49Brandon Rakszawski - How VanEck’s MOAT ETF Beats the S&P 500full<![CDATA[Alec Lucas - South America's Lithium Rush: Powering Battery Tech, EVs & Infrastructure]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show.

In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and how it's catering to a growing demand for battery technology and electric vehicles. Alec walks us through the lithium production value chain, highlighting key players such as SQM and Albemarle and their ongoing negotiations with the Chilean government, revealing why Argentina and Brazil could be 'the quicker growing components' of the South American lithium market. To conclude, Alec delves into global efforts to drive investment in infrastructure, highlighting the significance of the Inflation Reduction Act (IRA) before analysing the impact of reshoring in the US. 

Prior to joining Global X, Alec interned as an equity research analyst at Nicusa Investment Advisors. He has a Masters in sustainability management from the Colombia University School of Professional Studies, and earned his Bachelor’s Degree in finance and value investing from Fordham University in New York. Enjoy!

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13850906Thu, 26 Oct 2023 13:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show.</p><p>In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and how it's catering to a growing demand for battery technology and electric vehicles. Alec walks us through the lithium production value chain, highlighting key players such as SQM and Albemarle and their ongoing negotiations with the Chilean government, revealing why Argentina and Brazil could be 'the quicker growing components' of the South American lithium market. To conclude, Alec delves into global efforts to drive investment in infrastructure, highlighting the significance of the Inflation Reduction Act (IRA) before analysing the impact of reshoring in the US. <br /><br /></p><p>Prior to joining Global X, Alec interned as an equity research analyst at Nicusa Investment Advisors. He has a Masters in sustainability management from the Colombia University School of Professional Studies, and earned his Bachelor’s Degree in finance and value investing from Fordham University in New York. Enjoy!<br /><br />------------------</p><p>Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.</p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p><p>CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:071192Alec Lucas - South America's Lithium Rush: Powering Battery Tech, EVs & Infrastructurefull<![CDATA[The Big Picture | Jens Nordvig - When Rates Will Peak & How It Drives Everything]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome to The Big Picture, OPTO's new macro show, in association with MarketReader, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.

Meet Jens Nordvig, our macro expert and co-host, who brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis.

In this first episode, we explore interest rates' past, present, and future and their profound impact on the financial landscape. Jens deciphers the economic signals leading up to the Fed's pivotal September meeting, delves into the Fed's current stance on interest rates, and explores whether it signifies a policy shift and the conclusion of the current hiking cycle. We also delve into a comprehensive analysis of the recent spike in NFP data, the repercussions of interest rates on equity markets, and how biotech companies and the tech sector are taking centre stage as the financial landscape continues to evolve.

Stay tuned for more episodes as we cover new macro themes each month. Enjoy!

------------------


Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13809143Thu, 19 Oct 2023 15:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome to <b>The Big Picture</b>, OPTO's new macro show, in association with <em>MarketReader</em>, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.</p><p>Meet Jens Nordvig, our macro expert and co-host, who brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded <em>MarketReader</em>, dedicated to explaining market movements through innovative empirical real-time analysis.<br /><br />In this first episode, we explore interest rates' past, present, and future and their profound impact on the financial landscape. Jens deciphers the economic signals leading up to the Fed's pivotal September meeting, delves into the Fed's current stance on interest rates, and explores whether it signifies a policy shift and the conclusion of the current hiking cycle. We also delve into a comprehensive analysis of the recent spike in NFP data, the repercussions of interest rates on equity markets, and how biotech companies and the tech sector are taking centre stage as the financial landscape continues to evolve.<br /><br />Stay tuned for more episodes as we cover new macro themes each month. Enjoy!<br /><br />------------------</p><p><br />Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.</p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.</p><p>CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:391191The Big Picture | Jens Nordvig - When Rates Will Peak & How It Drives Everythingfull<![CDATA[Yuri Khodjamirian - Tema's American Reshoring, Luxury, & Monopolies and Oligopolies ETFs]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined in our London studio by Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic ETFs.

Yuri dives into Tema's Monopolies and Oligopolies ETF [TOLL], targeting businesses with strong competitive advantages in monopolistic industries. He highlights its focus on companies providing mission-critical value, using Visa as an example of enduring value accrual. In this episode, Yuri also discusses Tema's other innovative funds, the American Reshoring ETF [RSHO], capitalising on US infrastructure spending and reshoring initiatives, and the Luxury ETF [LUX], granting exclusive access to the global luxury industry. We conclude with Yuri emphasising why he believes active management and dedicated fund managers are essential for grasping market intricacies, followed by his take on the next big idea.

With a background in Economics from Cambridge and a decade working at Majedie Asset Management, where he co-managed the UK Income Fund, growing assets from £300m to a staggering £1.5bn, Yuri has proven himself a highly accomplished investment professional. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13164570Thu, 06 Jul 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are joined in our London studio by Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic ETFs.<br /><br />Yuri dives into Tema's Monopolies and Oligopolies ETF [TOLL], targeting businesses with strong competitive advantages in monopolistic industries. He highlights its focus on companies providing mission-critical value, using Visa as an example of enduring value accrual. In this episode, Yuri also discusses Tema's other innovative funds, the American Reshoring ETF [RSHO], capitalising on US infrastructure spending and reshoring initiatives, and the Luxury ETF [LUX], granting exclusive access to the global luxury industry. We conclude with Yuri emphasising why he believes active management and dedicated fund managers are essential for grasping market intricacies, followed by his take on the next big idea.<br /><br />With a background in Economics from Cambridge and a decade working at Majedie Asset Management, where he co-managed the UK Income Fund, growing assets from £300m to a staggering £1.5bn, Yuri has proven himself a highly accomplished investment professional. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:53:221180Yuri Khodjamirian - Tema's American Reshoring, Luxury, & Monopolies and Oligopolies ETFsfull<![CDATA[Jeff Booth - Bitcoin, Deflation, A.I. & The Path to a Better World]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined by Jeff Booth, entrepreneur, technology leader and author of the 2020 book, "The Price of Tomorrow – Why Deflation is Key to an Abundant Future.”

In this episode, Jeff explores the intricacies of our economic system, delving into the role of inflation, the manipulation of money, and its impact on society, highlighting the shrinking cycle of reserve currencies and the consequences of endless money printing. Jeff also walks through the transformative power of A.I. and its exponential growth, discussing its impact on jobs and the need to reimagine our economic system. The episode concludes with Jeff advocating for embracing Bitcoin as the only solution for a foundation of a new economic and financial system that is equitable, inclusive and stable. 

Jeff is also a founding partner of Ego Death Capital. From 1999 to 2017, Jeff led BuildDirect, a technology company revolutionising the building industry. Jeff's achievements include being named BC Technology Industry Association's 'Person of the Year' in 2015 and being listed among Goldman Sachs' '100 Most Intriguing Entrepreneurs' in 2016. Alongside his entrepreneurial endeavours, he holds board positions for companies like Terramera, Breez, and Fedi. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13123939Thu, 29 Jun 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are joined by Jeff Booth, entrepreneur, technology leader and author of the 2020 book, "The Price of Tomorrow – Why Deflation is Key to an Abundant Future.”<br /><br />In this episode, Jeff explores the intricacies of our economic system, delving into the role of inflation, the manipulation of money, and its impact on society, highlighting the shrinking cycle of reserve currencies and the consequences of endless money printing. Jeff also walks through the transformative power of A.I. and its exponential growth, discussing its impact on jobs and the need to reimagine our economic system. The episode concludes with Jeff advocating for embracing Bitcoin as the only solution for a foundation of a new economic and financial system that is equitable, inclusive and stable. <br /><br />Jeff is also a founding partner of Ego Death Capital. From 1999 to 2017, Jeff led BuildDirect, a technology company revolutionising the building industry. Jeff's achievements include being named BC Technology Industry Association's 'Person of the Year' in 2015 and being listed among Goldman Sachs' '100 Most Intriguing Entrepreneurs' in 2016. Alongside his entrepreneurial endeavours, he holds board positions for companies like Terramera, Breez, and Fedi. Enjoy!</p><p><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:44:551179Jeff Booth - Bitcoin, Deflation, A.I. & The Path to a Better Worldfull<![CDATA[Jonathan Hirtle - Building a $20bn RIA With The OCIO Model]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined by Jonathan Hirtle, pioneer of the Outsourced Chief Investment Officer (OCIO) model and Executive Chairman at Hirtle, Callaghan & Co, a $20bn RIA whose growth has been solely driven by organic means and without the aid of outside capital.

Jonathan tells us about his days at Goldman Sachs, his early leap to independence, his lessons from the October 1987 crash, and the incredible impact of the OCIO model on the growth of his firm and in the broader industry. He dives into the main pillars of the OCIO model, including custom-designed programmes, global index cores, dynamic asset allocation, and the search for high-conviction managers, before delving into the core principles of his own investment philosophy and his macro outlook for the rest of 2023.

Prior to founding Hirtle Callaghan in 1988, Jonathan worked as Vice President at Goldman Sachs from 1982 to 1988. Previously, he served as an infantry officer in the United States Marine Corps from 1975 to 1982. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13081319Thu, 22 Jun 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are joined by Jonathan Hirtle, pioneer of the Outsourced Chief Investment Officer (OCIO) model and Executive Chairman at Hirtle, Callaghan &amp; Co, a $20bn RIA whose growth has been solely driven by organic means and without the aid of outside capital.<br /><br />Jonathan tells us about his days at Goldman Sachs, his early leap to independence, his lessons from the October 1987 crash, and the incredible impact of the OCIO model on the growth of his firm and in the broader industry. He dives into the main pillars of the OCIO model, including custom-designed programmes, global index cores, dynamic asset allocation, and the search for high-conviction managers, before delving into the core principles of his own investment philosophy and his macro outlook for the rest of 2023.<br /><br />Prior to founding Hirtle Callaghan in 1988, Jonathan worked as Vice President at Goldman Sachs from 1982 to 1988. Previously, he served as an infantry officer in the United States Marine Corps from 1975 to 1982. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:50:401178Jonathan Hirtle - Building a $20bn RIA With The OCIO Modelfull<![CDATA[Alex Svanevik - Nansen CEO on Blockchain Analytics, Smart Money & Ethereum’s Potential]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of introducing Alex Svanevik, the co-founder and CEO of the blockchain analytics platform Nansen.

In this episode, Alex tells us about the origins of Nansen, the meaning behind its name, and the importance of on-chain wallet information in the crypto industry. Nansen aims to help crypto investors surface signal from noise through different blockchain data analytics solutions, including its Smart Money labels. Alex also sheds light on where we are in the crypto cycle and the impact of regulation, exploring the potential outcomes of the recent SEC lawsuits against Binance and Coinbase. He concludes by sharing his bullish outlook on Ethereum, citing its track record of innovation and resilience.

Before founding Nansen in 2019, Alex worked for about 10 years in the A.I. and data science fields and for a few years in management consulting. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

--------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13038454Thu, 15 Jun 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of introducing Alex Svanevik, the co-founder and CEO of the blockchain analytics platform Nansen.<br /> <br />In this episode, Alex tells us about the origins of Nansen, the meaning behind its name, and the importance of on-chain wallet information in the crypto industry. Nansen aims to help crypto investors surface signal from noise through different blockchain data analytics solutions, including its Smart Money labels. Alex also sheds light on where we are in the crypto cycle and the impact of regulation, exploring the potential outcomes of the recent SEC lawsuits against Binance and Coinbase. He concludes by sharing his bullish outlook on Ethereum, citing its track record of innovation and resilience. <br /> <br />Before founding Nansen in 2019, Alex worked for about 10 years in the A.I. and data science fields and for a few years in management consulting. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>--------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:461177Alex Svanevik - Nansen CEO on Blockchain Analytics, Smart Money & Ethereum’s Potentialfull<![CDATA[Dan Tapiero - Bitcoin To Reach A $10 Trillion Market Cap?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined by Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners & 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE).

In this conversation, Dan explains why he thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing the overall growth potential of cryptocurrencies, stablecoins, and NFTs. Dan also addresses the tokenisation of real-world assets and the role of central bank digital currencies, highlighting trends and themes where he sees opportunities in the future.

Before founding 10T, Dan was the managing partner of DTAP Capital Advisors, a global macro investment fund he founded in 2003. He is also the co-founder of Gold Bullion International (GBI), a physical precious metals platform for the wealth management industry that also expanded into the crypto universe in 2014. Throughout his career, Dan has worked alongside investment greats, including Stan Druckenmiller (Duquesne Capital), Michael Steinhardt (Steinhardt Capital), Julian Robertson (Tiger Management), Steve Cohen (SAC Capital), and Lord Rothschild (RIT Capital). Enjoy!

Links:
https://1rtfund.com/
https://www.10tfund.com/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12996088Thu, 08 Jun 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are joined by Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners &amp; 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE).<br /><br />In this conversation, Dan explains why he thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing the overall growth potential of cryptocurrencies, stablecoins, and NFTs. Dan also addresses the tokenisation of real-world assets and the role of central bank digital currencies, highlighting trends and themes where he sees opportunities in the future.<br /><br />Before founding 10T, Dan was the managing partner of DTAP Capital Advisors, a global macro investment fund he founded in 2003. He is also the co-founder of Gold Bullion International (GBI), a physical precious metals platform for the wealth management industry that also expanded into the crypto universe in 2014. Throughout his career, Dan has worked alongside investment greats, including Stan Druckenmiller (Duquesne Capital), Michael Steinhardt (Steinhardt Capital), Julian Robertson (Tiger Management), Steve Cohen (SAC Capital), and Lord Rothschild (RIT Capital). Enjoy!<br /><br />Links: <br /><a href="https://1rtfund.com/" rel="noopener noreferrer nofollow">https://1rtfund.com/</a><br /><a href="https://1rtfund.com/" rel="noopener noreferrer nofollow">https://www.10tfund.com/<br /></a><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:50:031176Dan Tapiero - Bitcoin To Reach A $10 Trillion Market Cap?full<![CDATA[Anthony Ginsberg - The Tech Megatrends ETF & Industry 4.0 Innovations]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of hosting Anthony Ginsberg, CEO of GinsGlobal Index Funds Inc, an asset management firm providing a diverse selection of index-linked products with operations in North America, Africa, the Middle East and Asia-Pacific.

In this episode, we discuss the HANS-GINS Tech Megatrend Equal Weight UCITS ETF [ITEK], which Anthony manages. ITEK tracks the Solactive Innovative Technologies Index, an index of leading companies that are driving innovation in sectors from robotics to entertainment. We delve into how the fund captures the megatrends emerging from the Fourth Industrial Revolution, exploring the fund’s composition, its geographical diversification and the rationale behind its equal-weighting approach and strategic avoidance of over-exposure to FAANG stocks. Anthony walks us through the carefully selected megatrends and their sub-themes, highlighting the explosive potential of AI in tech and its impact on various sectors. He also emphasises the growth potential of themes such as genomics, becoming more mainstream after COVID, and online gaming, an industry which has now surpassed Hollywood in size and which, in the future, could potentially converge with cloud computing and social media, as recent deals such as Microsoft’s acquisition of Activision could suggest.

Before founding GinsGlobal in 2000, Anthony served as Director at Barclays. He is originally from South Africa and holds a Bachelor of Business Science and CPA certificate from the University of Cape Town. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12953168Thu, 01 Jun 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of hosting Anthony Ginsberg, CEO of GinsGlobal Index Funds Inc, an asset management firm providing a diverse selection of index-linked products with operations in North America, Africa, the Middle East and Asia-Pacific.<br /><br />In this episode, we discuss the HANS-GINS Tech Megatrend Equal Weight UCITS ETF [ITEK], which Anthony manages. ITEK tracks the Solactive Innovative Technologies Index, an index of leading companies that are driving innovation in sectors from robotics to entertainment. We delve into how the fund captures the megatrends emerging from the Fourth Industrial Revolution, exploring the fund’s composition, its geographical diversification and the rationale behind its equal-weighting approach and strategic avoidance of over-exposure to FAANG stocks. Anthony walks us through the carefully selected megatrends and their sub-themes, highlighting the explosive potential of AI in tech and its impact on various sectors. He also emphasises the growth potential of themes such as genomics, becoming more mainstream after COVID, and online gaming, an industry which has now surpassed Hollywood in size and which, in the future, could potentially converge with cloud computing and social media, as recent deals such as Microsoft’s acquisition of Activision could suggest.<br /><br />Before founding GinsGlobal in 2000, Anthony served as Director at Barclays. He is originally from South Africa and holds a Bachelor of Business Science and CPA certificate from the University of Cape Town. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:44:111175Anthony Ginsberg - The Tech Megatrends ETF & Industry 4.0 Innovationsfull<![CDATA[Larry Cermak – The Block – Tether’s Bitcoin Investment & The Potential of ZK-Rollups]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are pleased to introduce Larry Cermak, CEO of The Block, a news and research company for the crypto industry.

In this episode, Larry discusses the significance of Tether's recent announcement to invest 15% of its profits in Bitcoin and explains how Tether generates its revenue, highlighting its position as the largest stablecoin and the potential long-term benefits of this strategy.

The conversation then shifts to the overall health of the blockchain industry, addressing regulatory concerns, compliance, and the recent slowdown. Larry touches on the various use cases in the blockchain industry, including financial products, NFTs, data storage, and layer one and layer two solutions. He expresses excitement about layer twos and roll-ups, highlighting prominent solutions like zkSync, Scroll, Polygon, and StarkNet, emphasising the potential of these technologies to scale blockchains while maintaining security and decentralisation.

Before becoming CEO, Larry served as Head of Research and Data and, previously, as VP of Research at The Block, where he played a crucial role in analysing market trends, further solidifying his reputation as a trusted authority in the crypto space. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12915601Thu, 25 May 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are pleased to introduce Larry Cermak, CEO of The Block, a news and research company for the crypto industry.<br /><br />In this episode, Larry discusses the significance of Tether's recent announcement to invest 15% of its profits in Bitcoin and explains how Tether generates its revenue, highlighting its position as the largest stablecoin and the potential long-term benefits of this strategy.<br /><br />The conversation then shifts to the overall health of the blockchain industry, addressing regulatory concerns, compliance, and the recent slowdown. Larry touches on the various use cases in the blockchain industry, including financial products, NFTs, data storage, and layer one and layer two solutions. He expresses excitement about layer twos and roll-ups, highlighting prominent solutions like zkSync, Scroll, Polygon, and StarkNet, emphasising the potential of these technologies to scale blockchains while maintaining security and decentralisation.<br /><br />Before becoming CEO, Larry served as Head of Research and Data and, previously, as VP of Research at The Block, where he played a crucial role in analysing market trends, further solidifying his reputation as a trusted authority in the crypto space. Enjoy!</p><p><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:041173Larry Cermak – The Block – Tether’s Bitcoin Investment & The Potential of ZK-Rollupsfull<![CDATA[Michael Venuto - BLOK - The Blockchain ETF, Bitcoin Miners & Lack of Regulatory Clarity]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we sit down with Michael Venuto, CIO and Co-Founder of the Tidal Financial Group, Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], and an expert in blockchain and cryptocurrency investments.

Michael explores the challenges and opportunities in cryptocurrencies and blockchain applications and how they can potentially enhance the financial sector, particularly in mitigating moments of chaos such as banking crises. He delves into the industry's current state, discussing how regulatory inaction on Bitcoin has hindered innovation and created setbacks, triggering the need for greater clarity. Michael also shares why Bitcoin miners are starting to emerge from a long crypto winter that saw major bankruptcies and fire sales, exploring the potential macro risks that lie ahead and the interplay between inflation, interest rates, and Bitcoin as a hedge.

Before Tidal, Michael was Head of Investments at Global X, providing portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser. Enjoy!

Listen to our previous episode featuring Michael Venuto: https://podcasts.apple.com/gb/podcast/136-michael-venuto-redefining-esg-thematic-funds-the/id1504694129?i=1000581766221

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12867040Thu, 18 May 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we sit down with Michael Venuto, CIO and Co-Founder of the Tidal Financial Group, Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], and an expert in blockchain and cryptocurrency investments.<br /><br />Michael explores the challenges and opportunities in cryptocurrencies and blockchain applications and how they can potentially enhance the financial sector, particularly in mitigating moments of chaos such as banking crises. He delves into the industry's current state, discussing how regulatory inaction on Bitcoin has hindered innovation and created setbacks, triggering the need for greater clarity. Michael also shares why Bitcoin miners are starting to emerge from a long crypto winter that saw major bankruptcies and fire sales, exploring the potential macro risks that lie ahead and the interplay between inflation, interest rates, and Bitcoin as a hedge.<br /><br />Before Tidal, Michael was Head of Investments at Global X, providing portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser. Enjoy!<br /><br />Listen to our previous episode featuring Michael Venuto: <a href="https://podcasts.apple.com/gb/podcast/136-michael-venuto-redefining-esg-thematic-funds-the/id1504694129?i=1000581766221" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/136-michael-venuto-redefining-esg-thematic-funds-the/id1504694129?i=1000581766221</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:211172Michael Venuto - BLOK - The Blockchain ETF, Bitcoin Miners & Lack of Regulatory Clarityfull<![CDATA[Christie Obiaya - Heliogen's Mission: AI-enabled Concentrated Solar To Mitigate Climate Change]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of hosting Christie Obiaya, the CEO of Heliogen. As a leading provider of AI-enabled concentrated solar energy, Heliogen has set out on a mission to significantly reduce the impact of climate change, which Christie identifies as the "single greatest threat to humanity."

During our conversation, she explains how Heliogen uses artificial intelligence in its products to ensure maximum solar thermal energy capture. She also discusses HelioFuel, which involves green hydrogen production using only concentrated solar power and water, resulting in a fuel that can replace fossil fuels in transportation, heavy equipment, and other applications. Christie shares insights into the advantages of solar thermal solutions compared to different types of renewables and a potential time horizon for the clean energy transition, highlighting why investors should consider taking part in this mission sooner rather than later and seize the opportunity to help shape a sustainable future for our planet.

Christie served as CFO of Heliogen from March 2021 to February 2023, when she was named CEO, replacing company founder Bill Gross. Before joining Heliogen, she was the CFO of Bechtel Corporation between 2018 and 2021. Her earlier experience includes working on renewable energy projects in Kenya and India and serving as Senior Product Manager/Senior Engineer at Procter & Gamble. She holds a BS in Chemical Engineering from the Massachusetts Institute of Technology (MIT) and an MBA from MIT’s Sloan School of Management. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12829071Thu, 11 May 2023 12:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of hosting Christie Obiaya, the CEO of Heliogen. As a leading provider of AI-enabled concentrated solar energy, Heliogen has set out on a mission to significantly reduce the impact of climate change, which Christie identifies as the "single greatest threat to humanity."<br /><br />During our conversation, she explains how Heliogen uses artificial intelligence in its products to ensure maximum solar thermal energy capture. She also discusses HelioFuel, which involves green hydrogen production using only concentrated solar power and water, resulting in a fuel that can replace fossil fuels in transportation, heavy equipment, and other applications. Christie shares insights into the advantages of solar thermal solutions compared to different types of renewables and a potential time horizon for the clean energy transition, highlighting why investors should consider taking part in this mission sooner rather than later and seize the opportunity to help shape a sustainable future for our planet.<br /><br />Christie served as CFO of Heliogen from March 2021 to February 2023, when she was named CEO, replacing company founder Bill Gross. Before joining Heliogen, she was the CFO of Bechtel Corporation between 2018 and 2021. Her earlier experience includes working on renewable energy projects in Kenya and India and serving as Senior Product Manager/Senior Engineer at Procter &amp; Gamble. She holds a BS in Chemical Engineering from the Massachusetts Institute of Technology (MIT) and an MBA from MIT’s Sloan School of Management. Enjoy!</p><p><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:28:57Christie Obiaya - Heliogen's Mission: AI-enabled Concentrated Solar To Mitigate Climate Changefull<![CDATA[Brandon Deer - UiPath: The A.I. Awakening & The Future of Business Automation]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

As ChatGPT continues to take the world by storm, the debate surrounding artificial intelligence research is intensifying, with leaders like Elon Musk calling for a pause.

Today, we are thrilled to cover this highly debated topic as we are joined by Brandon Deer, Chief Strategy Officer at UiPath, a leading provider of enterprise automation software.

Brandon discusses the company's robotic process automation (RPA) technology, its competitive advantages, and how it can help businesses save time, energy, and costs. He also shares his insights on how AI and automation can streamline workflows and take on mundane tasks without displacing human jobs in the long term. Finally, Brandon walks us through three layers of UiPath's AI-practice-oriented processes and third-party integrations that differentiate the company from its competitors, revealing UiPath's business case and competitive moat based on its deep expertise in automation and experience working with heavily regulated industries such as banking and healthcare.

Brandon is also a co-founder and General Partner at Crew Capital, a venture capital firm investing in entrepreneurs building category-defining technology companies. He has been a prolific angel investor and has supported dozens of companies, including Expensify, BetterUp, Cedar and Chainalysis, to name a few. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12776544Thu, 04 May 2023 13:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />As ChatGPT continues to take the world by storm, the debate surrounding artificial intelligence research is intensifying, with leaders like Elon Musk calling for a pause.<br /><br />Today, we are thrilled to cover this highly debated topic as we are joined by Brandon Deer, Chief Strategy Officer at UiPath, a leading provider of enterprise automation software.<br /><br />Brandon discusses the company's robotic process automation (RPA) technology, its competitive advantages, and how it can help businesses save time, energy, and costs. He also shares his insights on how AI and automation can streamline workflows and take on mundane tasks without displacing human jobs in the long term. Finally, Brandon walks us through three layers of UiPath's AI-practice-oriented processes and third-party integrations that differentiate the company from its competitors, revealing UiPath's business case and competitive moat based on its deep expertise in automation and experience working with heavily regulated industries such as banking and healthcare.<br /><br />Brandon is also a co-founder and General Partner at Crew Capital, a venture capital firm investing in entrepreneurs building category-defining technology companies. He has been a prolific angel investor and has supported dozens of companies, including Expensify, BetterUp, Cedar and Chainalysis, to name a few. Enjoy!</p><p><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:24:561171Brandon Deer - UiPath: The A.I. Awakening & The Future of Business Automationfull<![CDATA[Rakesh Bordia - Emerging Markets: Finding Value in A Diverse Landscape]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are pleased to introduce Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, an American firm with recognised expertise in deep value investing.

In this episode, Rakesh brings his understanding of emerging markets to the forefront, shedding light on Pzena's value approach to investing. He delves into the opportunities and challenges of investing in EM, sharing valuable insights on the crucial valuation metrics that Pzena considers.

Rakesh also emphasises the significance of a long-term horizon in EM value investing, providing strategic perspectives on stocks like Alibaba and JD.com and their potential impact on value investors in 2023.

Before joining Pzena in 2007, Rakesh served as a Principal at Booz Allen Hamilton, focusing on innovation and growth strategies. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12682572Thu, 20 Apr 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are pleased to introduce Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, an American firm with recognised expertise in deep value investing.<br /><br />In this episode, Rakesh brings his understanding of emerging markets to the forefront, shedding light on Pzena's value approach to investing. He delves into the opportunities and challenges of investing in EM, sharing valuable insights on the crucial valuation metrics that Pzena considers. <br /><br />Rakesh also emphasises the significance of a long-term horizon in EM value investing, providing strategic perspectives on stocks like Alibaba and JD.com and their potential impact on value investors in 2023.<br /><br />Before joining Pzena in 2007, Rakesh served as a Principal at Booz Allen Hamilton, focusing on innovation and growth strategies. Enjoy!<br /><br />Thanks to <a href="http://cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:41:131169Rakesh Bordia - Emerging Markets: Finding Value in A Diverse Landscapefull<![CDATA[Tim Seymour - Investing in Cannabis: A High-Growth Story?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of introducing Tim Seymour, a renowned expert in the cannabis industry, portfolio manager of the Amplify Seymour Cannabis ETF [CNBS] and founder and Chief Investment Officer of Seymour Asset Management.

In this episode, Tim discusses the importance of understanding the cannabis industry as it evolves, the unique opportunities it presents for investors, and the impact of legislation on the market.

Tim also shares his thoughts on big Canadian and U.S. cannabis companies, highlighting tips on how to evaluate them, manage risk, and optimise investment portfolios in this evolving market.

With over 25 years of experience in global and emerging markets, Tim is a recognised voice within the investment community as a trader and market strategist. For the past decade, he co-hosted CNBC's Fast Money. Tim is often cited as one of the top finance professionals on Twitter, including in The Wall Street Journal's "Top Tweets For Your Money".

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12637173Thu, 13 Apr 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of introducing Tim Seymour, a renowned expert in the cannabis industry, portfolio manager of the Amplify Seymour Cannabis ETF [CNBS] and founder and Chief Investment Officer of Seymour Asset Management.<br /> <br />In this episode, Tim discusses the importance of understanding the cannabis industry as it evolves, the unique opportunities it presents for investors, and the impact of legislation on the market.<br /> <br />Tim also shares his thoughts on big Canadian and U.S. cannabis companies, highlighting tips on how to evaluate them, manage risk, and optimise investment portfolios in this evolving market.<br /> <br />With over 25 years of experience in global and emerging markets, Tim is a recognised voice within the investment community as a trader and market strategist. For the past decade, he co-hosted CNBC's Fast Money. Tim is often cited as one of the top finance professionals on Twitter, including in The Wall Street Journal's "Top Tweets For Your Money".<br /><br />Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:36:291168Tim Seymour - Investing in Cannabis: A High-Growth Story?full<![CDATA[Michael Kantrowitz - Why Markets Aren't Forward Looking & The Hope Framework]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Michael Kantrowitz, Chief Investment Strategist and Managing Director at Piper Sandler, a leading US investment bank, joins Opto Sessions to discuss market cycles and how changes in interest rates affect the economy.

As a seasoned expert in macroeconomic research and investment strategy, Michael explains he created a framework called HOPE - which tracks and stands for housing, orders, profits, and employment - to navigate periods between the beginning of an easing or a tightening cycle and understand how the economy responds to changes in rates. 

In this episode, we also explore the underperformance of housing stocks and Michael's thoughts on the future of the real estate market and the global economy in the next five years.

Previously, Michael worked as Managing Director and Portfolio Strategist at Wolfe Research, LLC from 2010 to 2013 and at International Strategy and Investment Group (ISI) from 2007 to 2010.   Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12593622Thu, 06 Apr 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Michael Kantrowitz, Chief Investment Strategist and Managing Director at Piper Sandler, a leading US investment bank, joins Opto Sessions to discuss market cycles and how changes in interest rates affect the economy. <br /> <br />As a seasoned expert in macroeconomic research and investment strategy, Michael explains he created a framework called HOPE - which tracks and stands for housing, orders, profits, and employment - to navigate periods between the beginning of an easing or a tightening cycle and understand how the economy responds to changes in rates.  <br /> <br />In this episode, we also explore the underperformance of housing stocks and Michael's thoughts on the future of the real estate market and the global economy in the next five years.<br /> <br />Previously, Michael worked as Managing Director and Portfolio Strategist at Wolfe Research, LLC from 2010 to 2013 and at International Strategy and Investment Group (ISI) from 2007 to 2010.   Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:44:101167Michael Kantrowitz - Why Markets Aren't Forward Looking & The Hope Frameworkfull<![CDATA[John Ciampaglia - The Clean Energy Transition: Lithium, Uranium & Other Critical Minerals]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we sit down with John Ciampaglia, CEO of Sprott Asset Management, to discuss the current state of the clean energy transition and the investment opportunities it presents.

In this episode, we focus on the Sprott Energy Transition Materials ETF, which seeks to gain exposure to the metals and materials necessary for the transition. John shares insights on the potential of these materials and how they are likely to play a critical role in shaping the energy industry's future. We also explore the opportunities and challenges of investing in mining companies with exposure to these materials and the role that such investments can play in building a sustainable and resilient investment portfolio.

Before joining Sprott in 2010, John was a Senior Executive at Invesco Canada and held the position of Senior Vice President, Product Development. Prior to Invesco, John worked as Senior Analyst at TD Asset Management.

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12541894Thu, 30 Mar 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we sit down with John Ciampaglia, CEO of Sprott Asset Management, to discuss the current state of the clean energy transition and the investment opportunities it presents.</p><p>In this episode, we focus on the Sprott Energy Transition Materials ETF, which seeks to gain exposure to the metals and materials necessary for the transition. John shares insights on the potential of these materials and how they are likely to play a critical role in shaping the energy industry's future. We also explore the opportunities and challenges of investing in mining companies with exposure to these materials and the role that such investments can play in building a sustainable and resilient investment portfolio.<br /><br />Before joining Sprott in 2010, John was a Senior Executive at Invesco Canada and held the position of Senior Vice President, Product Development. Prior to Invesco, John worked as Senior Analyst at TD Asset Management.</p><p>Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:41:291165John Ciampaglia - The Clean Energy Transition: Lithium, Uranium & Other Critical Mineralsfull<![CDATA[Doomberg - Nord Stream Sabotage, Monetary Mayhem & the Green Chicken]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Doomberg was founded in May last year, their mission, to highlight the fundamentals missing from today’s economic and policy decisions. Doomberg is now the most popular paid financial publication on Substack.

Doomberg provides in-depth analysis of financial and economic trends, and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.

I met with Doomberg on October 4th to discuss the Nord stream sabotage and the wider question of global energy security. And after learning the origins of Doomberg’s mysterious green icon, we discussed the Bank of Japan’s decades-long battle with economic stagnation. And while few months were as consequential in monetary history than September, we finish by looking at UK fiscal policy, in the wake of unprecedented political upheaval. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11572781Thu, 27 Oct 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Doomberg was founded in May last year, their mission, to highlight the fundamentals missing from today’s economic and policy decisions. Doomberg is now the most popular paid financial publication on Substack.<br /><br />Doomberg provides in-depth analysis of financial and economic trends, and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.<br /><br />I met with Doomberg on October 4th to discuss the Nord stream sabotage and the wider question of global energy security. And after learning the origins of Doomberg’s mysterious green icon, we discussed the Bank of Japan’s decades-long battle with economic stagnation. And while few months were as consequential in monetary history than September, we finish by looking at UK fiscal policy, in the wake of unprecedented political upheaval. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:001139Doomberg - Nord Stream Sabotage, Monetary Mayhem & the Green Chickenfull<![CDATA[John Barber - The World of Private Equity and What Makes A Good Company]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week we have John Barber on the show, Managing Partner at Cohesive Capital. Cohesive is a private equity co-investment firm that is exclusively focused on making direct investments alongside high-quality sponsors that are leading the transactions.

John has been in private equity for over 30 years so it’s safe to say he’s quite the expert. Prior to Cohesive, he co-founded City Private Equity where he managed approximately $13 Billion of capital and a team of 50 in New York and London.

This interview is a little different to normal as we’re discussing the private as opposed to public markets. Private markets still have the same goal of delivering a decent return on capital and John’s decades of experience investing in companies is eye-opening.

We dig into what makes a good company including the importance of a company's moat, what makes a good management team, and how to use incentives to drive value. We also discuss the fundamentals of private equity such as the stages of investment and how the industry has evolved over the years. Finally, we go into detail on what ingredients make someone a high achiever including highlighting some of John’s traits what he believes have contributed to his ongoing success.

Enjoy

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11532210Thu, 20 Oct 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week we have John Barber on the show, Managing Partner at Cohesive Capital. Cohesive is a private equity co-investment firm that is exclusively focused on making direct investments alongside high-quality sponsors that are leading the transactions.<br /><br />John has been in private equity for over 30 years so it’s safe to say he’s quite the expert. Prior to Cohesive, he co-founded City Private Equity where he managed approximately $13 Billion of capital and a team of 50 in New York and London. <br /><br />This interview is a little different to normal as we’re discussing the private as opposed to public markets. Private markets still have the same goal of delivering a decent return on capital and John’s decades of experience investing in companies is eye-opening. <br /><br />We dig into what makes a good company including the importance of a company's moat, what makes a good management team, and how to use incentives to drive value. We also discuss the fundamentals of private equity such as the stages of investment and how the industry has evolved over the years. Finally, we go into detail on what ingredients make someone a high achiever including highlighting some of John’s traits what he believes have contributed to his ongoing success. <br /><br />Enjoy<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:291138John Barber - The World of Private Equity and What Makes A Good Companyfull<![CDATA[Cullen Roche - Pragmatic Capitalism and Monetary Economics]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week I have the pleasure of introducing Cullen Roche, Founder and Chief Investment Officer at Discipline Funds. He founded Discipline Funds to help investors obtain access to low-fee, diversified portfolios that help them meet their financial goals. Cullen is also the founder of pragmatic capitalism where he attempts to cut through the noise and describe the world as it is while providing answers to some of the toughest questions in finance and economics. He is also the author of a number of books, one of the most popular being Pragmatic Capitalism - What Every Investor Needs to Know About Money and Finance.

Cullen is a macro expert with primary skills in global macro portfolio construction, quantitative risk management, monetary economics, financial accounting, and behavioural finance.

In this interview, we discuss the current macro backdrop in stocks, the precarious situation with US house prices, how the modern monetary system works, and how individuals can avoid thinking short term. Cullens' insights are second to none.

disciplinefunds.com

If you’re interested in receiving a daily update on thematic investing in the stocks where we keep you up to date on the next big thing, sign up to the Opto newsletter. cmcmarkets.com/en/opto/newsletter.

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11485863Thu, 13 Oct 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week I have the pleasure of introducing Cullen Roche, Founder and Chief Investment Officer at Discipline Funds. He founded Discipline Funds to help investors obtain access to low-fee, diversified portfolios that help them meet their financial goals. Cullen is also the founder of pragmatic capitalism where he attempts to cut through the noise and describe the world as it is while providing answers to some of the toughest questions in finance and economics. He is also the author of a number of books, one of the most popular being Pragmatic Capitalism - What Every Investor Needs to Know About Money and Finance.<br /><br />Cullen is a macro expert with primary skills in global macro portfolio construction, quantitative risk management, monetary economics, financial accounting, and behavioural finance.<br /><br />In this interview, we discuss the current macro backdrop in stocks, the precarious situation with US house prices, how the modern monetary system works, and how individuals can avoid thinking short term. Cullens' insights are second to none.<br /><br /><a href="https://disciplinefunds.com/" rel="noopener noreferrer nofollow">disciplinefunds.com<br /></a><br />If you’re interested in receiving a daily update on thematic investing in the stocks where we keep you up to date on the next big thing, sign up to the Opto newsletter. cmcmarkets.com/en/opto/newsletter.<br /><br />Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:121137Cullen Roche - Pragmatic Capitalism and Monetary Economicsfull<![CDATA[Michael Venuto - Redefining ESG, Thematic Funds, & the Future of the ETF Industry]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Michael Venuto is CIO and Co-Founder of the Tidal Financial Group, responsible for Toroso Investments and ETF Think Tank. As a self-confessed ETF nerd, with over a decade’s experience designing and implementing ETF-based investment strategies, in 2014, Michael was selected as an ETF.COM All-Star, and is regularly quoted in leading publications including Reuters and Barron's.

Prior to Tidal Michael was Head of Investments at Global X, where he provided portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser.

We discuss Michael’s ETF Industry Index, which measures and monitors the performance of publicly traded companies that derive revenue from the ETF ecosystem. After that, we dig into record thematic inflows, and which themes deserve our attention. We finish the interview by dissecting the ESG classification system – Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11448521Thu, 06 Oct 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Michael Venuto is CIO and Co-Founder of the Tidal Financial Group, responsible for Toroso Investments and ETF Think Tank. As a self-confessed ETF nerd, with over a decade’s experience designing and implementing ETF-based investment strategies, in 2014, Michael was selected as an ETF.COM All-Star, and is regularly quoted in leading publications including Reuters and Barron's.<br /><br />Prior to Tidal Michael was Head of Investments at Global X, where he provided portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser.<br /><br />We discuss Michael’s ETF Industry Index, which measures and monitors the performance of publicly traded companies that derive revenue from the ETF ecosystem. After that, we dig into record thematic inflows, and which themes deserve our attention. We finish the interview by dissecting the ESG classification system – Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:57:031136Michael Venuto - Redefining ESG, Thematic Funds, & the Future of the ETF Industryfull<![CDATA[Caroline Cai - Finding Deep Value in Emerging Markets]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter:
www.cmcmarkets.com/en/opto/newsletter

This week I had a wonderful conversation with Caroline Cai, Executive Vice President at  Pzena Investment Management. She is also the co-portfolio manager at Pzena for the Global, International, European, and Emerging Markets strategies where she invests in deep value stocks. This strategy seeks to identify good-quality companies at low valuations, that are underperforming compared to their historic earnings potential. At Pzena, “Value isn’t a factor, it's a philosophy.”

In this interview, we discuss which emerging markets in Asia are currently showing pockets of deep value, how to discover deep value stocks, and calculating geopolitical risk.

Pzena.com

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11400519Thu, 29 Sep 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter:<br /><a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week I had a wonderful conversation with Caroline Cai, Executive Vice President at  Pzena Investment Management. She is also the co-portfolio manager at Pzena for the Global, International, European, and Emerging Markets strategies where she invests in deep value stocks. This strategy seeks to identify good-quality companies at low valuations, that are underperforming compared to their historic earnings potential. At Pzena, “Value isn’t a factor, it's a philosophy.”<br /><br />In this interview, we discuss which emerging markets in Asia are currently showing pockets of deep value, how to discover deep value stocks, and calculating geopolitical risk. <br /><br /><a href="https://www.pzena.com/" rel="noopener noreferrer nofollow">Pzena.com<br /></a><br />Enjoy!<br /> <br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:141135Caroline Cai - Finding Deep Value in Emerging Marketsfull<![CDATA[Callum Thomas – Topdown Charts, Recession Indicators, & the ‘September Effect’]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter:
www.cmcmarkets.com/en/opto/newsletter

Callum Thomas is the founder of Topdown Charts, a research firm servicing institutional fund managers entrusted in overseeing trillions of dollars for their end clients.

Having started out at the New Zealand stock exchange, Callum secured Economic and Strategy analyst roles at AXA global investors, before being promoted to Investment strategist at AMP Capital, after they’d bought AXA’s multi-asset business in 2010. His weekly chart analysis received rave reviews from colleagues, and after a pivotal trip to Bali, Callum took the plunge and founded Topdown charts in 2016.

We discuss the centrality of charts within Callum’s research process, analyzing his 3-tier framework. With September well-known for its poor equity returns, we discuss Seasonality, as Callum unpicks the ‘September effect’. Callum finishes by explaining his recession outlook, using global PMI data in conjunction with an intriguing correlation between industrial metals and energy prices. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11359509Thu, 22 Sep 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter:<br /><a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Callum Thomas is the founder of Topdown Charts, a research firm servicing institutional fund managers entrusted in overseeing trillions of dollars for their end clients.<br /><br />Having started out at the New Zealand stock exchange, Callum secured Economic and Strategy analyst roles at AXA global investors, before being promoted to Investment strategist at AMP Capital, after they’d bought AXA’s multi-asset business in 2010. His weekly chart analysis received rave reviews from colleagues, and after a pivotal trip to Bali, Callum took the plunge and founded Topdown charts in 2016.<br /><br />We discuss the centrality of charts within Callum’s research process, analyzing his 3-tier framework. With September well-known for its poor equity returns, we discuss Seasonality, as Callum unpicks the ‘September effect’. Callum finishes by explaining his recession outlook, using global PMI data in conjunction with an intriguing correlation between industrial metals and energy prices. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:50:061134Callum Thomas – Topdown Charts, Recession Indicators, & the ‘September Effect’full<![CDATA[Michael Gayed - Navigating The Macro Mess, A Potential Depression & Energy Price Shocks]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week I have the pleasure of discussing markets with Michael Gayed, an award-winning investment manager and the publisher of the Lead-Lag Report. The only investment report you need to maximise returns in volatile markets.

Michael runs two ETFs, the Risk on / Risk off ETF ($RORO) and Junk on / Junk off ETF ($JOJO). In addition, he’s also a portfolio manager of the ATAC Rotation Mutual Fund.

In this interview, we discuss the macro mess we’re in today, the implications of US federal debt at 125% of GDP, a potential US property crisis, and potential hyperinflation if China invades Taiwan.

leadlagreport.com

If you’re interested in receiving a daily update on thematic investing in the stocks where we keep you up to date on the next big thing, sign up for the Opto newsletter:  cmcmarkets.com/en/opto/newsletter

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
----------------------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11321526Thu, 15 Sep 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a></p><p>This week I have the pleasure of discussing markets with Michael Gayed, an award-winning investment manager and the publisher of the <a href="https://www.leadlagreport.com/" rel="noopener noreferrer nofollow">Lead-Lag Report. </a>The only investment report you need to maximise returns in volatile markets. <br /><br />Michael runs two ETFs, the Risk on / Risk off ETF ($RORO) and Junk on / Junk off ETF ($JOJO). In addition, he’s also a portfolio manager of the ATAC Rotation Mutual Fund. <br /><br />In this interview, we discuss the macro mess we’re in today, the implications of US federal debt at 125% of GDP, a potential US property crisis, and potential hyperinflation if China invades Taiwan. <br /><br /><a href="https://www.leadlagreport.com/" rel="noopener noreferrer nofollow">leadlagreport.com</a><br /><br />If you’re interested in receiving a daily update on thematic investing in the stocks where we keep you up to date on the next big thing, sign up for the Opto newsletter:  <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">cmcmarkets.com/en/opto/newsletter</a><br /><br />Enjoy!<br /> <br />Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />----------------------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:41:541133Michael Gayed - Navigating The Macro Mess, A Potential Depression & Energy Price Shocksfull<![CDATA[Grant Williams - Stresses on the European Project, Deglobalisation, & the World’s Debt Bubble]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Grant Williams hosts one of the most popular investment podcasts around. Having co-founded world-renowned content publisher, Real Vision, back in 2014, Grant launched the Grant Williams Podcast in 2020. This is where Grant interviews the world’s elite investors, economists, and geopolitical thinkers – in only 5 months, those interviews had been downloaded over 1 million times.

Grant’s unparalleled network was built over a 35-year career in finance, and counting. Having actively invested around the world, starting in the Japanese equity market in the mid-1980s, Grant’s career has taken him to New York, Hong Kong, Sydney and Singapore.

We discuss that career today, covering his current roles as Senior Adviser to Matterhorn AM in Switzerland, and Strategy Advisor to Vulpes Investment Management in Singapore. And by looking back at some of his recent interviews, we cover the current stresses on the European project, deglobalisation, and the effect of state intervention on today’s debt bubble. Enjoy!

Referenced interviews:


Check out Grant's website: https://www.grant-williams.com

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either dir

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11277653Thu, 08 Sep 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Grant Williams hosts one of the most popular investment podcasts around. Having co-founded world-renowned content publisher, Real Vision, back in 2014, Grant launched the Grant Williams Podcast in 2020. This is where Grant interviews the world’s elite investors, economists, and geopolitical thinkers – in only 5 months, those interviews had been downloaded over 1 million times.<br /><br />Grant’s unparalleled network was built over a 35-year career in finance, and counting. Having actively invested around the world, starting in the Japanese equity market in the mid-1980s, Grant’s career has taken him to New York, Hong Kong, Sydney and Singapore.<br /><br />We discuss that career today, covering his current roles as Senior Adviser to Matterhorn AM in Switzerland, and Strategy Advisor to Vulpes Investment Management in Singapore. And by looking back at some of his recent interviews, we cover the current stresses on the European project, deglobalisation, and the effect of state intervention on today’s debt bubble. Enjoy!<br /><br />Referenced interviews:</p><ul><li><a href="https://podcasts.apple.com/gb/podcast/the-grant-williams-podcast-ep-38-sir-steven-wilkinson/id1508585135?i=1000576683722" rel="noopener noreferrer nofollow">Sir Steven Wilkinson</a></li><li><a href=" https://podcasts.apple.com/gb/podcast/the-grant-williams-podcast-ep-37-peter-zeihan-preview/id1508585135?i=1000575506994" rel="noopener noreferrer nofollow">Peter Zeihan</a></li><li><a href="https://podcasts.apple.com/gb/podcast/the-grant-williams-podcast-ep-36-dan-oliver-preview/id1508585135?i=1000570065265" rel="noopener noreferrer nofollow">Dan Oliver</a></li></ul><p><br />Check out Grant's website: <a href="https://www.grant-williams.com/" rel="noopener noreferrer nofollow">https://www.grant-williams.com</a></p><p>Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either dir</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:231132Grant Williams - Stresses on the European Project, Deglobalisation, & the World’s Debt Bubblefull<![CDATA[Chris Camillo - Turning $20k Into $30 Million | Re-post]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today we revisit one of our most popular interviews to date.
In October 2020 we spoke to Chris Camillo, Founder of Dumb Money and an investor that had turned $20k into over $30 million.

Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two friends Dave Hanson and Jordan McLain - gave up their day job to invest their own money, full-time. Not only have they already recorded extraordinary success, but Chris and co. have also pioneered a unique investment strategy, or what they call ‘Social Arbitrage’.

Chris hasn’t stopped there, Dumb Money have chronicled every high - and low - on their eponymous YouTube channel, now a mainstay among individual investors. The channel had 52,000 subscribers when we last spoke, now their audience is more than double that size.

Chris gives us a real insight into his strategy, but not only that, he highlights several burgeoning trends that on reflection almost 2 years later, prove to be prescient investment calls. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11239377Thu, 01 Sep 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today we revisit one of our most popular interviews to date.<br />In October 2020 we spoke to Chris Camillo, Founder of Dumb Money and an investor that had turned $20k into over $30 million.<br /><br />Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two friends Dave Hanson and Jordan McLain - gave up their day job to invest their own money, full-time. Not only have they already recorded extraordinary success, but Chris and co. have also pioneered a unique investment strategy, or what they call ‘Social Arbitrage’.<br /><br />Chris hasn’t stopped there, Dumb Money have chronicled every high - and low - on their eponymous YouTube channel, now a mainstay among individual investors. The channel had 52,000 subscribers when we last spoke, now their audience is more than double that size.<br /><br />Chris gives us a real insight into his strategy, but not only that, he highlights several burgeoning trends that on reflection almost 2 years later, prove to be prescient investment calls. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:53:481131Chris Camillo - Turning $20k Into $30 Million | Re-postfull<![CDATA[2021 Review (Part 2): Insights from Howard Lindzon, Mark Yusko, Adam Robinson & more]]>Part 2 of our 2021 review. Listen in to learn from some of my favourite interview snippets from the year.

- Howard Lindzon on SPACs
- Mark Yusko on Digital Assets
- Adam Robinson on What Is A Trend
- Austin Lieberman & Jeff Ross on Founder-led Companies
- Jaime Rogozinski on the Rise Of The Retail Trader

Have a great new year!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9774699Thu, 30 Dec 2021 07:00:00 GMT<p>Part 2 of our 2021 review. Listen in to learn from some of my favourite interview snippets from the year.<br /><br />- Howard Lindzon on SPACs<br />- Mark Yusko on Digital Assets<br />- Adam Robinson on What Is A Trend <br />- Austin Lieberman &amp; Jeff Ross on Founder-led Companies<br />- Jaime Rogozinski on the Rise Of The Retail Trader<br /><br />Have a great new year! <br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:34:041962021 Review (Part 2): Insights from Howard Lindzon, Mark Yusko, Adam Robinson & morefull<![CDATA[Edwin Dorsey - Shorting Bad Businesses, Investigating Care.com & Dorsey the ‘Anti-Zuckerberg’]]>Edwin Dorsey is Founder of The Bear Cave, a short-focused newsletter that investigates and uncovers ‘Bad businesses’.

Edwin’s passion for investing began in third grade, and when his grandmother funded an E-Trade account for him whilst still in elementary school, he was hooked. Whilst at Stanford, Dorsey shone a spotlight on the nefarious Care.com, having instigated an international investigation, that culminated with a Wallstreet Journal front page, a C-suite overhaul, and IAC’s ultimate acquisition of Care.com in early 2020.

Edwin relives that story and many more like it, including the equally awe-inspiring tale of Root Insurance’s unsavoury practices, and subsequent demise. We discuss how to identify these bad businesses and what red flags investors can look out for, before concluding by talking Twitter, and Edwin’s super-fandom of both Dorsey and the company’s monetisation potential. Enjoy!

Check out The Bear Cave on Substack: https://thebearcave.substack.com/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9725422Thu, 16 Dec 2021 07:00:00 GMT<p>Edwin Dorsey is Founder of The Bear Cave, a short-focused newsletter that investigates and uncovers ‘Bad businesses’. <br /><br />Edwin’s passion for investing began in third grade, and when his grandmother funded an E-Trade account for him whilst still in elementary school, he was hooked. Whilst at Stanford, Dorsey shone a spotlight on the nefarious Care.com, having instigated an international investigation, that culminated with a Wallstreet Journal front page, a C-suite overhaul, and IAC’s ultimate acquisition of Care.com in early 2020. <br /><br />Edwin relives that story and many more like it, including the equally awe-inspiring tale of Root Insurance’s unsavoury practices, and subsequent demise. We discuss how to identify these bad businesses and what red flags investors can look out for, before concluding by talking Twitter, and Edwin’s super-fandom of both Dorsey and the company’s monetisation potential. Enjoy!<br /><br />Check out The Bear Cave on Substack: <a href="https://thebearcave.substack.com/" rel="noopener noreferrer nofollow">https://thebearcave.substack.com/ <br /></a><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter<br /></a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:02194Edwin Dorsey - Shorting Bad Businesses, Investigating Care.com & Dorsey the ‘Anti-Zuckerberg’full<![CDATA[Simon Erickson - Personalised Medicine, Machine Learning Inference & Waymo's Self Driving Car]]>Today I’ve got Simon Erickson on the show. Simon is the founder and CEO of 7investing where they empower you to invest in your future! They provide subscribers with the "7 investment ideas" every month.

Before this Simon was also at Motley Fool for 7 years as the lead advisor of Motley Fool Explorer, investing each month into the market's most innovative companies.

Simon is a forward-looking investor, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them. This focus has unlocked some unique experiences such as riding in the beta-version of Waymo’s self-driving car and taking a DNA test to explain how you’d react to prescription drugs.

In this interview, we discuss the 3 most exciting and disruptive themes for the next decade including personalised medicine, why an economic moat is so important, and when it’s right to sell a stock.

7investing has given the Opto team a special promo code for access to their subscription service. Use code "opto" at (7investing.com/subscribe) and you’ll get a $25 discount off your first month.

Enjoy

7investing.com
@7Innovator

 
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9688520Thu, 09 Dec 2021 07:00:00 GMT<p>Today I’ve got Simon Erickson on the show. Simon is the founder and CEO of 7investing where they empower you to invest in your future! They provide subscribers with the "7 investment ideas" every month.<br /><br />Before this Simon was also at Motley Fool for 7 years as the lead advisor of Motley Fool Explorer, investing each month into the market's most innovative companies.<br /><br />Simon is a forward-looking investor, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them. This focus has unlocked some unique experiences such as riding in the beta-version of Waymo’s self-driving car and taking a DNA test to explain how you’d react to prescription drugs.<br /><br />In this interview, we discuss the 3 most exciting and disruptive themes for the next decade including personalised medicine, why an economic moat is so important, and when it’s right to sell a stock. <br /><br />7investing has given the Opto team a special promo code for access to their subscription service. Use code "opto" at (7investing.com/subscribe) and you’ll get a $25 discount off your first month.<br /><br />Enjoy<br /><br />7investing.com<br />@7Innovator<br /><br /> <br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter<br /></a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:53:05193Simon Erickson - Personalised Medicine, Machine Learning Inference & Waymo's Self Driving Carfull<![CDATA[Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make]]>Gil Baumgarten is President & CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry.

After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice’s endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment.

Gil identifies the most common mistakes made by individual investors, before explaining the power of unrealized gains. And to finish, Gil describes Segment’s ETF investment strategy, demonstrating how their Core and Satellite positions complement each other, to form a robust, diversified portfolio. Enjoy!

Visit Segment's website for more information: https://segmentwm.com

And to check out Gil's book here's a link to 'FOOLISH: How Investors Get Worked Up and Worked Over by the System': https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9644638Thu, 02 Dec 2021 07:00:00 GMT<p>Gil Baumgarten is President &amp; CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry.<br /><br />After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice’s endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment.<br /><br />Gil identifies the most common mistakes made by individual investors, before explaining the power of unrealized gains. And to finish, Gil describes Segment’s ETF investment strategy, demonstrating how their Core and Satellite positions complement each other, to form a robust, diversified portfolio. Enjoy!<br /><br />Visit Segment's website for more information: <a href="https://segmentwm.com/" rel="noopener noreferrer nofollow">https://segmentwm.com</a> <br /><br />And to check out Gil's book here's a link to '<em>FOOLISH: How Investors Get Worked Up and Worked Over by the System</em>': <a href="https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990" rel="noopener noreferrer nofollow">https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 <br /></a><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:07192Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Makefull<![CDATA[Richard Lightbound - Disruptive Innovation, ROBO Scores & Investing in AI]]>Richard Lightbound is EMEA & Asia CEO of ROBO Global, an index advisory and Research company helping investors capture the unique opportunities presented by Robotics, Artificial intelligence, and Healthcare technology.

Each of those themes within the Disruptive Innovation landscape is represented by a ROBO Global index, and cumulatively those indices have accrued close to $5bn worth of assets tracking them.

We discuss how the company’s strategic advisory board - made up of best-in-class researchers & PhDs - identifies new investment opportunities, which subsectors are currently on ROBO’s radar, & how the team uses ‘ROBO scores’ to gauge a stock’s investment merit. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9607100Thu, 25 Nov 2021 07:00:00 GMT<p>Richard Lightbound is EMEA &amp; Asia CEO of ROBO Global, an index advisory and Research company helping investors capture the unique opportunities presented by Robotics, Artificial intelligence, and Healthcare technology. <br /><br />Each of those themes within the Disruptive Innovation landscape is represented by a ROBO Global index, and cumulatively those indices have accrued close to $5bn worth of assets tracking them. <br /><br />We discuss how the company’s strategic advisory board - made up of best-in-class researchers &amp; PhDs - identifies new investment opportunities, which subsectors are currently on ROBO’s radar, &amp; how the team uses ‘ROBO scores’ to gauge a stock’s investment merit. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition </a>for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:57:35191Richard Lightbound - Disruptive Innovation, ROBO Scores & Investing in AIfull<![CDATA[Ali Urman - ARK Invest, DNA Sequencing & the Genomic Revolution]]>Ali Urman is ARK Invest’s Genomic Revolution analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. As of September 2021, ARK’s AUM stood at a colossal $42.4 billion, spearheaded by investing legend and household name, Cathie Wood. To speak to ARK’s Genomics analyst as a global pandemic thrusts Biotechnology into the spotlight was a huge privilege.

And Ali doesn’t disappoint. We discuss the Genomic revolution – how the sequencing of the first human genome cost $1bn and took 13 years, whereas today, that same process costs anywhere between $100-$1000, and takes just 1-2 days. Ali explains the transformative convergence of Next-generation DNA sequencing, Artificial Intelligence & CRISPR gene editing before we break down exactly how ARK picks their Genomics stocks! Enjoy the episode

For an insight into Ark's research process, check out Ali's WIP articles on Medium - The latest two on Gene Editing, linked here:

- https://medium.com/@aurmanARK/predicting-the-trajectory-of-prime-editing-lessons-from-base-editing-3351e58e53ff

- https://medium.com/@aurmanARK/gene-editing-could-get-an-upgrade-e5e4aa0b6966

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9525293Thu, 11 Nov 2021 07:00:00 GMT<p>Ali Urman is ARK Invest’s Genomic Revolution analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies &amp; Immunotherapy. As of September 2021, ARK’s AUM stood at a colossal $42.4 billion, spearheaded by investing legend and household name, Cathie Wood. To speak to ARK’s Genomics analyst as a global pandemic thrusts Biotechnology into the spotlight was a huge privilege.<br /><br />And Ali doesn’t disappoint. We discuss the Genomic revolution – how the sequencing of the first human genome cost $1bn and took 13 years, whereas today, that same process costs anywhere between $100-$1000, and takes just 1-2 days. Ali explains the transformative convergence of Next-generation DNA sequencing, Artificial Intelligence &amp; CRISPR gene editing before we break down exactly how ARK picks their Genomics stocks! Enjoy the episode<br /><br />For an insight into Ark's research process, check out Ali's WIP articles on Medium - The latest two on Gene Editing, linked here:<br /><a href="https://medium.com/@aurmanARK/predicting-the-trajectory-of-prime-editing-lessons-from-base-editing-3351e58e53ff" rel="noopener noreferrer nofollow"><br />- https://medium.com/@aurmanARK/predicting-the-trajectory-of-prime-editing-lessons-from-base-editing-3351e58e53ff<br /></a><a href="https://medium.com/@aurmanARK/gene-editing-could-get-an-upgrade-e5e4aa0b6966" rel="noopener noreferrer nofollow"><br />- https://medium.com/@aurmanARK/gene-editing-could-get-an-upgrade-e5e4aa0b6966</a> <br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter<br /></a><br />------------------<br />Past performance is not a reliable indicator of future results.<br /><br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:01:35189Ali Urman - ARK Invest, DNA Sequencing & the Genomic Revolutionfull<![CDATA[Austin Lieberman - Portfolio Manager at Social Capital - Investing with a Founder's Mentality]]>This week we’ve got Austin Lieberman on the show, one of the 11 portfolio managers at Chamaths Social Capital. The 11 fund managers were given $50million by social capital earlier this year to try and achieve abnormal returns from the markets.

Austin was previously a lead advisor at 7investing, a regular contributor to the motley fool, and a veteran, having served 7 years at the united states air force.

In this interview, we discuss how and why to invest with a founder's mentality, Austin's investment strategy at Social Capital, and 3 of his most interesting founder-led companies to add to your watchlist.

Enjoy

https://austin.substack.com/
@LiebermanAustin

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9483542Thu, 04 Nov 2021 07:00:00 GMT<p>This week we’ve got Austin Lieberman on the show, one of the 11 portfolio managers at Chamaths Social Capital. The 11 fund managers were given $50million by social capital earlier this year to try and achieve abnormal returns from the markets. <br /><br />Austin was previously a lead advisor at 7investing, a regular contributor to the motley fool, and a veteran, having served 7 years at the united states air force. <br /><br />In this interview, we discuss how and why to invest with a founder's mentality, Austin's investment strategy at Social Capital, and 3 of his most interesting founder-led companies to add to your watchlist. <br /><br />Enjoy<br /><br />https://austin.substack.com/<br />@LiebermanAustin<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:21:04188Austin Lieberman - Portfolio Manager at Social Capital - Investing with a Founder's Mentalityfull<![CDATA[Jeff Ross - Live Q&A: A Hedge Fund's Stock-Picking Strategy, FILMS & Investing in Tech]]>On Friday 15th October we hosted our third live interview on Twitter Spaces, with Sessions favourite, Dr. Jeff Ross.

Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, identifying long-term equity investments in the Healthcare & Technology sectors.

I ask Jeff for his view on Tech & Healthcare right now, and over the next 5 years; we discuss his progression from Buffett disciple to ardent Growth investor, and we identify the consistent traits evident in each of his current portfolio constituents.

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9443302Thu, 28 Oct 2021 06:00:00 GMT<p>On Friday 15th October we hosted our third live interview on Twitter Spaces, with <em>Sessions</em> favourite, Dr. Jeff Ross. <br /><br />Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, identifying long-term equity investments in the Healthcare &amp; Technology sectors. <br /><br />I ask Jeff for his view on Tech &amp; Healthcare right now, and over the next 5 years; we discuss his progression from Buffett disciple to ardent Growth investor, and we identify the consistent traits evident in each of his current portfolio constituents. <br /><br />Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition </a>for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter:<a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow"> https://www.cmcmarkets.com/en-gb/opto/newsletter<br /></a><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:33:56187Jeff Ross - Live Q&A: A Hedge Fund's Stock-Picking Strategy, FILMS & Investing in Techfull<![CDATA[Hector McNeil – Thematic investing, Hectocorns & the Software ETF]]>Hector McNeil is one of the most influential ETF experts in the industry, the product of over 19 years of experience, and recognised as such by ETF Stream’s ‘30 index’. Having been instrumental in establishing Susquehanna’s European ETF desk, Hector joined ETF Securities as Joint Managing Partner in 2005. Then in 2011, Hector founded BoostETP with business partner Nik Bienkowski. The company was subsequently purchased by US ETF provider WisdomTree in 2014, and 2 years later Hector stepped down as Co-CEO of WisdomTree Europe to found HANetf.

This serial ETF entrepreneur poured his wealth of industry knowledge into Europe’s first independent ‘white label’ ETF platform, the home of 22 ETFs, with 9 of those forming the most extensive Thematics offering in Europe. Today Hector and I focused on one of those funds – HANetf’s brand new Enterprise Software [SOFT] fund, Europe’s first pure-play Software-as-a-Service ETF. Hector explains why SaaS is one of the most compelling investment trends on the planet right now, and how like never before, investors outside of the US can now access it – Enjoy the episode!

Click the link for more information on HANetf's SOFT ETF:

https://www.hanetf.com/product/27/fund/purpose-enterprise-software-esg-s-ucits-etf-acc

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9012483Thu, 12 Aug 2021 06:00:00 GMT<p>Hector McNeil is one of the most influential ETF experts in the industry, the product of over 19 years of experience, and recognised as such by ETF Stream’s ‘30 index’. Having been instrumental in establishing Susquehanna’s European ETF desk, Hector joined ETF Securities as Joint Managing Partner in 2005. Then in 2011, Hector founded BoostETP with business partner Nik Bienkowski. The company was subsequently purchased by US ETF provider WisdomTree in 2014, and 2 years later Hector stepped down as Co-CEO of WisdomTree Europe to found HANetf. <br /><br />This serial ETF entrepreneur poured his wealth of industry knowledge into Europe’s first independent ‘white label’ ETF platform, the home of 22 ETFs, with 9 of those forming the most extensive Thematics offering in Europe. Today Hector and I focused on one of those funds – HANetf’s brand new Enterprise Software [SOFT] fund, Europe’s first pure-play Software-as-a-Service ETF. Hector explains why SaaS is one of the most compelling investment trends on the planet right now, and how like never before, investors outside of the US can now access it – Enjoy the episode!<br /><br />Click the link for more information on HANetf's SOFT ETF:<br /><br /><a href="https://www.hanetf.com/product/27/fund/purpose-enterprise-software-esg-s-ucits-etf-acc" rel="noopener noreferrer nofollow">https://www.hanetf.com/product/27/fund/purpose-enterprise-software-esg-s-ucits-etf-acc <br /><br /></a>Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><a href="https://www.hanetf.com/product/27/fund/purpose-enterprise-software-esg-s-ucits-etf-acc" rel="noopener noreferrer nofollow"><br /></a><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:16176Hector McNeil – Thematic investing, Hectocorns & the Software ETFfull<![CDATA[Jonah Lupton - Futu Holdings, Upstart & Stocks that 5x over 5 years]]>I caught up with growth stock investor Jonah Lupton, up 90% year-to-date and ready to discuss the top two holdings in his current portfolio.

Ed originally spoke to Jonah back in March, so instead of re-covering old ground, Jonah and I got straight into these two exciting companies: Futu Holdings & Upstart.

Jonah’s mission is to identify stocks that have the potential to 5x over the next 5 years, and with 534,000 Twitter followers, 10,000 YouTube subscribers, and an incredibly popular private room on StockTwits, Jonah’s widely renowned for his stock market tips - Enjoy the interview!

Read some of Jonah’s content & subscribe to his newsletter at: https://jonahlupton.substack.com/welcome

....

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8830105Thu, 08 Jul 2021 06:00:00 GMT<p>I caught up with growth stock investor Jonah Lupton, up 90% year-to-date and ready to discuss the top two holdings in his current portfolio. <br /><br />Ed originally spoke to Jonah back in March, so instead of re-covering old ground, Jonah and I got straight into these two exciting companies: Futu Holdings &amp; Upstart. <br /><br />Jonah’s mission is to identify stocks that have the potential to 5x over the next 5 years, and with 534,000 Twitter followers, 10,000 YouTube subscribers, and an incredibly popular private room on StockTwits, Jonah’s widely renowned for his stock market tips - Enjoy the interview! <br /><br />Read some of Jonah’s content &amp; subscribe to his newsletter at: <a href="https://jonahlupton.substack.com/welcome " rel="noopener noreferrer nofollow">https://jonahlupton.substack.com/welcome </a><br /><br />....<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:01:52171Jonah Lupton - Futu Holdings, Upstart & Stocks that 5x over 5 yearsfull<![CDATA[Diego Parrilla - Anti-Bubbles, Gold's Perfect Storm & Opportunities From The End Of Peak Oil]]>Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success.

Today I have the pleasure of welcoming Macro investor Diego Parrilla, the best-selling author of "The Energy World is Flat" and "The Anti-Bubbles". In his day to day, he’s the Managing Partner and Portfolio Manager at Quadriga Asset Managers with a focus on Global Macro, Volatility, and Tail Risk.

Diego is a well-versed individual who’s also an engineer and economist in addition to having previous roles managing risk and global teams in prestigious investment banks, such as JP Morgan, Goldman Sachs, and Merrill Lynch

We have a great conversation deconstructing opportunities from the end of peak oil, what is a bubble & anti-bubble, how to take advantage of anti-bubbles and golds perfect storm.

Enjoy

quadrigafunds.com
@ParrillaDiego
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8671831Thu, 10 Jun 2021 06:00:00 GMT<p>Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. <br /><br />Today I have the pleasure of welcoming Macro investor Diego Parrilla, the best-selling author of "The Energy World is Flat" and "The Anti-Bubbles". In his day to day, he’s the Managing Partner and Portfolio Manager at Quadriga Asset Managers with a focus on Global Macro, Volatility, and Tail Risk.<br /><br />Diego is a well-versed individual who’s also an engineer and economist in addition to having previous roles managing risk and global teams in prestigious investment banks, such as JP Morgan, Goldman Sachs, and Merrill Lynch<br /><br />We have a great conversation deconstructing opportunities from the end of peak oil, what is a bubble &amp; anti-bubble, how to take advantage of anti-bubbles and golds perfect storm. <br /><br />Enjoy<br /><br /><a href="http://www.quadrigafunds.com/" rel="noopener noreferrer nofollow">quadrigafunds.com</a><br />@ParrillaDiego<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:06:42167Diego Parrilla - Anti-Bubbles, Gold's Perfect Storm & Opportunities From The End Of Peak Oilfull<![CDATA[Tejas Dessai - AI in Robotics: The Rise of Intelligent Machines & The Nvidia Power Play]]>Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally.

In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future.
He highlights the convergence of software and hardware, revealing potential winners in healthcare and tech as AI unlocks new levels in robotics. Tejas also discusses why Nvidia is likely to maintain a competitive edge in the chip market and navigates smart machines' impact on human roles, Tesla's upcoming Optimus robot, and the future of software development.

Tejas joined Global X in 2022 as a Research Analyst covering technology products within the Thematic Growth suite of ETFs. Prior to Global X, he worked as an Associate for SSR LLC, an independent research provider, covering mega and large-cap TMT equities with a focus on disruptive technology and emerging trends. Enjoy!

Want further OPTO insights? Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14374882Thu, 25 Jan 2024 08:00:00 GMT<p>Get OPTO's best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally. <br /><br />In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future.<br />He highlights the convergence of software and hardware, revealing potential winners in healthcare and tech as AI unlocks new levels in robotics. Tejas also discusses why Nvidia is likely to maintain a competitive edge in the chip market and navigates smart machines' impact on human roles, Tesla's upcoming Optimus robot, and the future of software development. <br /><br />Tejas joined Global X in 2022 as a Research Analyst covering technology products within the Thematic Growth suite of ETFs. Prior to Global X, he worked as an Associate for SSR LLC, an independent research provider, covering mega and large-cap TMT equities with a focus on disruptive technology and emerging trends. Enjoy!<br /><br />Want further OPTO insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en/opto/newsletter</a></p><p>------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:11Tejas Dessai - AI in Robotics: The Rise of Intelligent Machines & The Nvidia Power Playfull<![CDATA[Jon Maier - Model Portfolios, Transitory Inflation & Gauging Your Risk Profile]]>Jon Maier is currently Chief Investment Officer at Global X. The highly respected provider of a range of interesting ETF products such as LIT (the Lithium & Battery Tech ETF) as well as model portfolios.

Previously, Jon worked at Merrill Lynch Wealth Management as the Senior Portfolio Manager for its ETF Model Portfolio business. Now Jon shapes Global X's market outlook, leading on the construction of all model portfolios.

We had a great chat about assessing your risk profile, constructing a portfolio to achieve different goals as well as highlighting some interesting themes from the equity thematic disruptors portfolio.

Enjoy the show.

Twitter - @GlobalXETFs
https://www.globalxetfs.com/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8549050Thu, 20 May 2021 06:00:00 GMT<p>Jon Maier is currently Chief Investment Officer at Global X. The highly respected provider of a range of interesting ETF products such as LIT (the Lithium &amp; Battery Tech ETF) as well as model portfolios. <br /><br />Previously, Jon worked at Merrill Lynch Wealth Management as the Senior Portfolio Manager for its ETF Model Portfolio business. Now Jon shapes Global X's market outlook, leading on the construction of all model portfolios.<br /><br />We had a great chat about assessing your risk profile, constructing a portfolio to achieve different goals as well as highlighting some interesting themes from the equity thematic disruptors portfolio.<br /><br />Enjoy the show. <br /><br />Twitter - @GlobalXETFs<br /><a href="https://www.globalxetfs.com/" rel="noopener noreferrer nofollow">https://www.globalxetfs.com/</a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:04:54163Jon Maier - Model Portfolios, Transitory Inflation & Gauging Your Risk Profilefull<![CDATA[James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes']]>James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage over $4.5bn, an established industry presence for more than 25 years.

James is the co-portfolio manager of the firm’s new Inflation Beneficiaries ETF (INFL) and manages Horizon’s Internet Fund, as well as several private and institutional accounts. Having started on Horizon’s trading desk in 2005, James quickly progressed to begin his tenure on the investment team by December 2006.

We discuss what sets Horizon’s value, contrarian-oriented approach apart; James explains Predictive Attributes and how they give Horizon their edge; and finally, James takes me through the firm’s unique INFL ETF, up nearly 19% since inception in January – enjoy the interview!

Visit the Horizon page for more info on their INFL ETF:

https://horizonkinetics.com/products/etf/infl

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8506628Thu, 13 May 2021 06:00:00 GMT<p>James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage over $4.5bn, an established industry presence for more than 25 years.<br /><br />James is the co-portfolio manager of the firm’s new Inflation Beneficiaries ETF (INFL) and manages Horizon’s Internet Fund, as well as several private and institutional accounts. Having started on Horizon’s trading desk in 2005, James quickly progressed to begin his tenure on the investment team by December 2006.<br /><br />We discuss what sets Horizon’s value, contrarian-oriented approach apart; James explains Predictive Attributes and how they give Horizon their edge; and finally, James takes me through the firm’s unique INFL ETF, up nearly 19% since inception in January – enjoy the interview!<br /><br />Visit the Horizon page for more info on their INFL ETF:<br /><br /><a href="https://horizonkinetics.com/products/etf/infl/" rel="noopener noreferrer nofollow">https://horizonkinetics.com/products/etf/infl</a><br /><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:01:34162James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes'full<![CDATA[Mark Yusko - #2.1 Quadrillion, Digital Assets & Being Early in Innovation]]>Today I welcome Mark Yusko, the Founder, CEO & Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Digital Assets.

He currently manages close to $2 billion in discretionary and non-discretionary assets at Morgan Creek. He’s known for his alternative Thinking About Investments and interest in emerging asset types. It makes sense then that a cornerstone of the morgan creek investment philosophy is to invest in innovation.

In this interview, we touch on Blockchain and digital currency as the greatest wealth creation opportunity of our lifetime, SPACs, Bitcoin, and how some of the best investment opportunities come from being an early investor in innovation.

Enjoy

morgancreekcap.com
@MarkYusko
....

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8376694Thu, 22 Apr 2021 06:00:00 GMT<p>Today I welcome Mark Yusko, the Founder, CEO &amp; Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Digital Assets.<br /><br />He currently manages close to $2 billion in discretionary and non-discretionary assets at Morgan Creek. He’s known for his alternative Thinking About Investments and interest in emerging asset types. It makes sense then that a cornerstone of the morgan creek investment philosophy is to invest in innovation. <br /><br />In this interview, we touch on Blockchain and digital currency as the greatest wealth creation opportunity of our lifetime, SPACs, Bitcoin, and how some of the best investment opportunities come from being an early investor in innovation.<br /><br />Enjoy<br /><br /><a href="https://www.morgancreekcap.com/" rel="noopener noreferrer nofollow">morgancreekcap.com<br /></a>@MarkYusko<br />....<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:09:26159Mark Yusko - #2.1 Quadrillion, Digital Assets & Being Early in Innovationfull<![CDATA[Lyn Alden - Network effects, Bitcoin & Finding Quality, Undervalued Stocks]]>On Friday 19th March I spoke to Lyn Alden, founder of Lyn Alden Investment Strategy. Lyn has been conducting investment research in various public and private capacities for over 15 years, and her methods have received global renown – Lyn has 165,000 followers on Twitter, and has contributed to sites like Business Insider, MarketWatch, CNBC, The Street, and Time’s Money Magazine.

Lyn’s edge lies in the intersection between Engineering and Finance – we discuss how this influences her unique investment approach, and how a Contrarian slant helps Lyn identify quality, undervalued stocks.

Also on the agenda are Network effects – we dig into their impact on businesses like Facebook and Amazon, and how their influence incited Lyn’s Bitcoin bet in April 2020. After an in-depth look at Lyn’s current portfolio, we discuss how stock market investors should navigate the tumultuous interest rate environment. Enjoy the episode!

Sign up for Lyn’s free newsletter, here: https://www.lynalden.com/investing-newsletter/

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8250254Thu, 01 Apr 2021 06:00:00 GMT<p>On Friday 19th March I spoke to Lyn Alden, founder of <em>Lyn Alden Investment Strategy</em>. Lyn has been conducting investment research in various public and private capacities for over 15 years, and her methods have received global renown – Lyn has 165,000 followers on Twitter, and has contributed to sites like Business Insider, MarketWatch, CNBC, The Street, and Time’s Money Magazine. <br /><br />Lyn’s edge lies in the intersection between Engineering and Finance – we discuss how this influences her unique investment approach, and how a Contrarian slant helps Lyn identify quality, undervalued stocks.<br /><br />Also on the agenda are Network effects – we dig into their impact on businesses like Facebook and Amazon, and how their influence incited Lyn’s Bitcoin bet in April 2020. After an in-depth look at Lyn’s current portfolio, we discuss how stock market investors should navigate the tumultuous interest rate environment. Enjoy the episode!<br /><br />Sign up for Lyn’s free newsletter, her<a href="https://www.lynalden.com/investing-newsletter/" rel="noopener noreferrer nofollow">e:</a><a href=" https://www.lynalden.com/investing-newsletter/" rel="noopener noreferrer nofollow"> https://www.lynalden.com/investing-newsletter/</a> <br /><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:05:11156Lyn Alden - Network effects, Bitcoin & Finding Quality, Undervalued Stocksfull<![CDATA[Jeff Ross - The Opportunity in Bitcoin & The 'FILMS' Equity Model]]>This week we’ve got Dr Jeff Ross who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year.

In this interview however we dive into something both Jeff & I have an interest in, Bitcoin. We go from the basics, why does Bitcoin have value, to the opportunity and risks ahead in this market environment including analysing the future performance of stocks vs Bitcoin and any impact from potential rising rates further down the line.

We finish up by discussing hias films criteria for selecting equities which is not dissimilar to a VC investing strategy for later stage startups.

Jeff has some really interesting insights and above all it’s very topical for today's markets.

https://vailshire.com/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7938160Thu, 18 Feb 2021 07:00:00 GMT<p>This week we’ve got Dr Jeff Ross who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year.<br /><br />In this interview however we dive into something both Jeff &amp; I have an interest in, Bitcoin. We go from the basics, why does Bitcoin have value, to the opportunity and risks ahead in this market environment including analysing the future performance of stocks vs Bitcoin and any impact from potential rising rates further down the line. <br /><br />We finish up by discussing hias films criteria for selecting equities which is not dissimilar to a VC investing strategy for later stage startups. <br /><br />Jeff has some really interesting insights and above all it’s very topical for today's markets. <br /><br /><a href="https://vailshire.com/" rel="noopener noreferrer nofollow">https://vailshire.com/<br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:00:12148Jeff Ross - The Opportunity in Bitcoin & The 'FILMS' Equity Modelfull<![CDATA[Steve Hanke - A 79% Return, Advising President Reagan & Taming Hyperinflation]]>Steve Hanke is a professor of applied economics at The Johns Hopkins University and senior fellow at the Cato Institute. Over four decades Hanke has advised dozens of world leaders from President Ronald Reagan to Indonesia’s Suharto on currency reforms, privatization, and how to tame hyperinflation. An active trader of currencies and commodities, Hanke was the president of the world’s best performing mutual fund in 1995, a year in which Toronto Trust Argentina recorded a 79.25% return.

Hanke takes us on a fascinating journey through post-war politics and economic policy, not forgetting to explain the current landscape, just a week after Biden’s inauguration and days after Janet Yellen’s appointment as US Treasury Secretary. Hanke also allows me to tie his more macro insights back to global equity markets, speculating on where they’re likely to head in what promises to be an eventful 2021. Enjoy the episode!

Read Hanke's article on his inflation dashboard, and Venezuela’s spiralling hyperinflation:

https://www.nationalreview.com/2020/12/hankes-inflation-dashboard-venezuela-still-leads
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7531339Thu, 28 Jan 2021 07:00:00 GMT<p>Steve Hanke is a professor of applied economics at The Johns Hopkins University and senior fellow at the Cato Institute. Over four decades Hanke has advised dozens of world leaders from President Ronald Reagan to Indonesia’s Suharto on currency reforms, privatization, and how to tame hyperinflation. An active trader of currencies and commodities, Hanke was the president of the world’s best performing mutual fund in 1995, a year in which Toronto Trust Argentina recorded a 79.25% return. <br /><br />Hanke takes us on a fascinating journey through post-war politics and economic policy, not forgetting to explain the current landscape, just a week after Biden’s inauguration and days after Janet Yellen’s appointment as US Treasury Secretary. Hanke also allows me to tie his more macro insights back to global equity markets, speculating on where they’re likely to head in what promises to be an eventful 2021. Enjoy the episode!<br /><br />Read Hanke's article on his inflation dashboard, and Venezuela’s spiralling hyperinflation:<a href="https://www.nationalreview.com/2020/12/hankes-inflation-dashboard-venezuela-still-leads/" rel="noopener noreferrer nofollow"> <br /><br /></a><a href="https://www.nationalreview.com/2020/12/hankes-inflation-dashboard-venezuela-still-leads" rel="noopener noreferrer nofollow">https://www.nationalreview.com/2020/12/hankes-inflation-dashboard-venezuela-still-leads<br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:03:39145Steve Hanke - A 79% Return, Advising President Reagan & Taming Hyperinflationfull<![CDATA[POST ELECTION SPECIAL - JC Parets - The themes to watch]]>This is a US election special where I have the pleasure of talking to JC Parets the founder of allstarcharts about price action and opportunities he’s seeing in the market today.

As JC says ‘it’s not about being right, it’s about making money’ and we highlight the sectors and themes hitting all time highs in global stocks as well as touching on interesting action in gold and bitcoin.

Enjoy

@allstarcharts
https://allstarcharts.com/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6252010Fri, 06 Nov 2020 16:00:00 GMT<p>This is a US election special where I have the pleasure of talking to JC Parets the founder of allstarcharts about price action and opportunities he’s seeing in the market today. <br /><br />As JC says ‘it’s not about being right, it’s about making money’ and we highlight the sectors and themes hitting all time highs in global stocks as well as touching on interesting action in gold and bitcoin.<br /><br />Enjoy<br /><br />@allstarcharts<br />https://allstarcharts.com/<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:40134POST ELECTION SPECIAL - JC Parets - The themes to watchfull<![CDATA[Rob Arnott - Contrarian Investing, 'Nowcasting' & the Strategies Behind $145bn in Assets]]>Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment strategies developed by Arnott’s firm.

Having pioneered several unconventional portfolio strategies that are now widely applied, including the Fundamental Index™ investment approach, Rob has earned a reputation as one of the word’s most provocative practitioners, challenging conventional wisdom at every turn.

Prior to founding Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built the company into a highly regarded quantitative asset management firm. Arnott has also taken in spells as global equity strategist at Salomon Brothers (now part of Citigroup), as the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and as vice president at The Boston Company.

We discuss Rob’s prolific research, his insatiable appetite for new ideas, and how to apply his theories to 2021’s global stock markets. For more of Rob's groundbreaking research, visit the site:

https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&gq=%5B%5D&s=date
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7173352Thu, 07 Jan 2021 07:00:00 GMT<p>Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment strategies developed by Arnott’s firm.<br /><br />Having pioneered several unconventional portfolio strategies that are now widely applied, including the Fundamental Index™ investment approach, Rob has earned a reputation as one of the word’s most provocative practitioners, challenging conventional wisdom at every turn.<br /><br />Prior to founding Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built the company into a highly regarded quantitative asset management firm. Arnott has also taken in spells as global equity strategist at Salomon Brothers (now part of Citigroup), as the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and as vice president at The Boston Company.<br /><br />We discuss Rob’s prolific research, his insatiable appetite for new ideas, and how to apply his theories to 2021’s global stock markets. For more of Rob's groundbreaking research, visit the site: <a href="https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&amp;gq=%5B%5D&amp;s=date" rel="noopener noreferrer nofollow"><br /></a><br /><a href="https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&amp;gq=%5B%5D&amp;s=date " rel="noopener noreferrer nofollow">https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&amp;gq=%5B%5D&amp;s=date </a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:05142Rob Arnott - Contrarian Investing, 'Nowcasting' & the Strategies Behind $145bn in Assetsfull<![CDATA[Keith McCullough - Hedgeye's CEO on the GIP model, Quads & Risk ranges]]>Today I welcome Keith McCullogh, the founder of hedgeye risk management which is a no-excuses provider of real-time investment research and a premier online financial media company. Keith and his team of 80 analysts are hard at work tearing down the edifice of Old Wall Street, brick by brick.

We deconstruct the proprietary models which hedgeye uses to both assess the markets and recommend positions. This includes his quad based investing approach, risk ranges, and even portfolio and position sizing. We also discuss what quadrant we’re in today and what this means for investors.

I had a lot of fun talking to Keith, he’s developed his unique approach to the markets by analyzing a huge amount of data. Fundamental data is at the core of his strategy. His insights are second to none.

https://app.hedgeye.com/insights
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6885164Thu, 17 Dec 2020 07:00:00 GMT<p>Today I welcome Keith McCullogh, the founder of hedgeye risk management which is a no-excuses provider of real-time investment research and a premier online financial media company. Keith and his team of 80 analysts are hard at work tearing down the edifice of Old Wall Street, brick by brick.<br /><br />We deconstruct the proprietary models which hedgeye uses to both assess the markets and recommend positions. This includes his quad based investing approach, risk ranges, and even portfolio and position sizing. We also discuss what quadrant we’re in today and what this means for investors. <br /><br />I had a lot of fun talking to Keith, he’s developed his unique approach to the markets by analyzing a huge amount of data. Fundamental data is at the core of his strategy. His insights are second to none. <br /><br /><a href="https://app.hedgeye.com/insights" rel="noopener noreferrer nofollow">https://app.hedgeye.com/insights<br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:39140Keith McCullough - Hedgeye's CEO on the GIP model, Quads & Risk rangesfull<![CDATA[Einstein of Wall Street - The New York Stock Exchange's Most Iconic Broker]]>Peter Tuchman has spent over 35 years on Wall Street, making him one of the most experienced brokers on the floor of the New York Stock Exchange. Two white sprouts of hair coupled with a larger-than-life personality have earned him the moniker “The Einstein of Wall Street", and have seen him become a firm-favorite with the press. Peter is the most photographed man on the Street and has been depicted during some of the most pivotal moments in recent financial history.

Peter gives us unparalleled insight into what it’s like amid the frenetic foray on the floor, or the “heat of battle” as Peter describes it. And for anyone that’s watched classic films like ‘Trading Places’ but wondered what a real-life trading floor is really like, this is an interview for you. Enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6442084Thu, 19 Nov 2020 07:00:00 GMT<p>Peter Tuchman has spent over 35 years on Wall Street, making him one of the most experienced brokers on the floor of the New York Stock Exchange. Two white sprouts of hair coupled with a larger-than-life personality have earned him the moniker “The Einstein of Wall Street", and have seen him become a firm-favorite with the press. Peter is the most photographed man on the Street and has been depicted during some of the most pivotal moments in recent financial history.<br /><br />Peter gives us unparalleled insight into what it’s like amid the frenetic foray on the floor, or the “heat of battle” as Peter describes it. And for anyone that’s watched classic films like ‘Trading Places’ but wondered what a real-life trading floor is really like, this is an interview for you. Enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:24:38136Einstein of Wall Street - The New York Stock Exchange's Most Iconic Brokerfull<![CDATA[Sylvia Jablonski - The first NFT ETF (NFTZ) by Defiance ETFs]]>Today I’m delighted to have Sylvia Jablonski on the show, the CEO, CIO, and Co-Founder at Defiance ETFs which she started just over a year ago after 11yrs at the thematic ETF provider Direxion.

Defiance ETFs is an ETF sponsor focused on thematic investing. The themes they have chosen are set to transform existing paradigms of how we live, work, receive healthcare and pursue leisure. From Quantum computing to blockchain - Defiance’s first-mover thematic ETFs seek to capture the most dynamic and disruptive companies riding these trends.

In this interview we dig into the current macro environment, NFTZ - the first NFT ETF and PSY an ETF focused on the medicinal use of psychedelics to treat depression.

Enjoy

defianceetfs.com
@defianceinvest

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10174711Thu, 03 Mar 2022 07:00:00 GMT<p>Today I’m delighted to have Sylvia Jablonski on the show, the CEO, CIO, and Co-Founder at Defiance ETFs which she started just over a year ago after 11yrs at the thematic ETF provider Direxion. <br /><br />Defiance ETFs is an ETF sponsor focused on thematic investing. The themes they have chosen are set to transform existing paradigms of how we live, work, receive healthcare and pursue leisure. From Quantum computing to blockchain - Defiance’s first-mover thematic ETFs seek to capture the most dynamic and disruptive companies riding these trends.<br /><br />In this interview we dig into the current macro environment, NFTZ - the first NFT ETF and PSY an ETF focused on the medicinal use of psychedelics to treat depression.<br /><br />Enjoy<br /><br /><a href="https://www.defianceetfs.com/" rel="noopener noreferrer nofollow">defianceetfs.com</a><br />@defianceinvest<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:24:241105Sylvia Jablonski - The first NFT ETF (NFTZ) by Defiance ETFsfull<![CDATA[Adam Robinson - Outsmarting the market, The Importance of Systems & The Great Game (Repost)]]>Today, I have the delight of introducing Adam Robinson, someone I consider a mentor, an incredible thinker who has a unique but masterful way of looking at the market and how it operates.

Adam is the founder of Robinson Global Strategies where he conveys his wisdom on a global macro strategy to some of the most prominent hedge fund managers and family offices in the world. He uses a unique approach that combines game theory, systems thinking, Bayesian analysis, and behavioral economics to outsmart global markets.

He is also a chess master and entrepreneur, having founded the Princeton Review after graduating from Oxford University which helps students pass the tests that get them into their dream schools.

Key moments from the show (with timestamps)
* 5.40 – The importance of having a system
* 17.59 – Why I don’t use fundamental or technical analysis
* 26.20 – My approach to investing
* 28.58 – Be playful
* 31.40 – Why does price move?
* 36.32 – What is a trend?
* 47.08 – The notion of confirmation bias
* 53.46 – How do trends begin?
* 1.04.10 – Who is Adam Robinson?
* 1.14.04 – Become detached
* 1.20.56 – Two key things from chess that apply to markets
* 1.29.39 – When different groups of traders disagree about the future of the world…
* 1.38.20 – The inflation narrative of today (3 March 2021)
* 1.52.48 – What is The Great Game?

In this interview, we discuss market mechanics, how a trend is simply the dissemination of an idea, Copper/gold - the ratio that metal traders use to predict market trends & the great game...

Enjoy the show.

Twitter - @IAmAdamRobinson
iamadamrobinson.com

This is a repost of a previous episode.
...

Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any lo

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10129471Thu, 24 Feb 2022 07:00:00 GMT<p>Today, I have the delight of introducing Adam Robinson, someone I consider a mentor, an incredible thinker who has a unique but masterful way of looking at the market and how it operates. <br /><br />Adam is the founder of Robinson Global Strategies where he conveys his wisdom on a global macro strategy to some of the most prominent hedge fund managers and family offices in the world. He uses a unique approach that combines game theory, systems thinking, Bayesian analysis, and behavioral economics to outsmart global markets.<br /><br />He is also a chess master and entrepreneur, having founded the Princeton Review after graduating from Oxford University which helps students pass the tests that get them into their dream schools. <br /><br />Key moments from the show (with timestamps)<br />* 5.40 – The importance of having a system<br />* 17.59 – Why I don’t use fundamental or technical analysis<br />* 26.20 – My approach to investing<br />* 28.58 – Be playful<br />* 31.40 – Why does price move?<br />* 36.32 – What is a trend?<br />* 47.08 – The notion of confirmation bias<br />* 53.46 – How do trends begin?<br />* 1.04.10 – Who is Adam Robinson?<br />* 1.14.04 – Become detached<br />* 1.20.56 – Two key things from chess that apply to markets<br />* 1.29.39 – When different groups of traders disagree about the future of the world…<br />* 1.38.20 – The inflation narrative of today (3 March 2021)<br />* 1.52.48 – What is The Great Game?<br /><br />In this interview, we discuss market mechanics, how a trend is simply the dissemination of an idea, Copper/gold - the ratio that metal traders use to predict market trends &amp; the great game...<br /><br />Enjoy the show. <br /><br />Twitter - @IAmAdamRobinson<br /><a href="https://iamadamrobinson.com/" rel="noopener noreferrer nofollow">iamadamrobinson.com<br /></a><br />This is a repost of a previous episode. <br />...<br /><br />Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a>.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any lo</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:59:431104Adam Robinson - Outsmarting the market, The Importance of Systems & The Great Game (Repost)full<![CDATA[Jonah Lupton - Live Q&A: Growth Selloff Overdone? Earnings Review Featuring: Upstart, Meta & ZIM]]>On Thursday 10th February, we hosted our latest Twitter Space, with Growth stock investor and FinTwit influencer, Jonah Lupton.

We discussed the growth stock selloff as a tumultuous earnings season rolls on. Taking questions from a live audience of over 1,000 listeners, Jonah explains how that selloff may be overdone, with some Tech companies reporting unprecedented success.

Jonah highlights the real winners and losers this earnings season, identifies stocks to watch including Israeli shipping firm ZIM, and closes by explaining where all that leaves his portfolio. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10085585Thu, 17 Feb 2022 07:00:00 GMT<p>On Thursday 10th February, we hosted our latest Twitter Space, with Growth stock investor and FinTwit influencer, Jonah Lupton.<br /><br />We discussed the growth stock selloff as a tumultuous earnings season rolls on. Taking questions from a live audience of over 1,000 listeners, Jonah explains how that selloff may be overdone, with some Tech companies reporting unprecedented success.<br /><br />Jonah highlights the real winners and losers this earnings season, identifies stocks to watch including Israeli shipping firm ZIM, and closes by explaining where all that leaves his portfolio. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition </a>for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:251103Jonah Lupton - Live Q&A: Growth Selloff Overdone? Earnings Review Featuring: Upstart, Meta & ZIMfull<![CDATA[Denny Fish - A $5.4 Billion Fund, The Inflection Election & Favourite Tech Innovators]]>This week I spoke to Denny Fish, Portfolio Manager at Janus Henderson, an asset manager responsible for £272.5 billion of client money. Denny manages Janus's Global Technology and Innovation strategy, a position he’s held since January 2016, and combines those duties with his role as Head of the firm’s Technology Sector Research Team. Denny's fascination for Tech stretches back to his time in Palo Alto, having worked for cloud giant Oracle in the late 90s.

I ask Denny where Tech stocks are headed next, with the market zeitgeist turning towards cyclicals. We speak about the innovative companies that make it into a fund that’s returned nearly 50% in the past 12 months, and Denny finishes by highlighting his favourite tech innovations that are yet to make it into the public consciousness. Enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6008761Thu, 22 Oct 2020 06:00:00 GMT<p>This week I spoke to Denny Fish, Portfolio Manager at Janus Henderson, an asset manager responsible for £272.5 billion of client money. Denny manages Janus's Global Technology and Innovation strategy, a position he’s held since January 2016, and combines those duties with his role as Head of the firm’s Technology Sector Research Team. Denny's fascination for Tech stretches back to his time in Palo Alto, having worked for cloud giant Oracle in the late 90s.<br /><br />I ask Denny where Tech stocks are headed next, with the market zeitgeist turning towards cyclicals. We speak about the innovative companies that make it into a fund that’s returned nearly 50% in the past 12 months, and Denny finishes by highlighting his favourite tech innovations that are yet to make it into the public consciousness. Enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:05:55131Denny Fish - A $5.4 Billion Fund, The Inflection Election & Favourite Tech Innovatorsfull<![CDATA[Jeff Ross - Are innovation stocks in deep value territory?]]>We’ve got Dr. Jeff Ross on the show again and this is a recording from a live spaces event we hosted back in early Feb. Jeff is the founder and portfolio manager of Vailshire Capital Management, a long-short hedge fund which employs an innovative “all-weather,” full-cycle portfolio strategy for its clients.

In this interview we discuss whether innovation stocks are in deep value territory, analysing points from an article Cathie Wood posted back in late December last year.

Enjoy

https://vailshire.com/
@VailshireCap

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10043032Thu, 10 Feb 2022 07:00:00 GMT<p>We’ve got Dr. Jeff Ross on the show again and this is a recording from a live spaces event we hosted back in early Feb. Jeff is the founder and portfolio manager of Vailshire Capital Management, a long-short hedge fund which employs an innovative “all-weather,” full-cycle portfolio strategy for its clients.<br /><br />In this interview we discuss whether innovation stocks are in deep value territory, analysing points from <a href="https://ark-invest.com/articles/market-commentary/innovation-stocks-are-not-in-a-bubble/" rel="noopener noreferrer nofollow">an article Cathie Wood posted</a> back in late December last year. <br /><br />Enjoy<br /><br /><a href="https://vailshire.com/" rel="noopener noreferrer nofollow">https://vailshire.com/</a><br />@VailshireCap<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:041102Jeff Ross - Are innovation stocks in deep value territory?full<![CDATA[James Davolos - High Inflation Winners & Capital Light Business Models]]>Today we welcome back James Davolos onto the show, a portfolio manager at Horizon Kinetics. James joined the firm way back in 2005 and now manages both the Inflation Beneficiaries ETF (INFL) and the Internet Fund. The Inflation Beneficiaries ETF has had great success to date after launching in January last year with over $855 million in AUM and being 26% up last year.

In this interview, we dig into the inflation narrative discussing how much leeway the fed has to raise rates, what would be the consequences of persistently higher inflation and why we should all be looking at capital-light business models.

Enjoy

horizonkinetics.com
@HorizonKinetics

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9998942Thu, 03 Feb 2022 07:00:00 GMT<p>Today we welcome back James Davolos onto the show, a portfolio manager at Horizon Kinetics. James joined the firm way back in 2005 and now manages both the Inflation Beneficiaries ETF (INFL) and the Internet Fund. The Inflation Beneficiaries ETF has had great success to date after launching in January last year with over $855 million in AUM and being 26% up last year. <br /><br />In this interview, we dig into the inflation narrative discussing how much leeway the fed has to raise rates, what would be the consequences of persistently higher inflation and why we should all be looking at capital-light business models.<br /><br />Enjoy<br /><br /><a href="https://horizonkinetics.com/" rel="noopener noreferrer nofollow">horizonkinetics.com</a><br />@HorizonKinetics<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:421101James Davolos - High Inflation Winners & Capital Light Business Modelsfull<![CDATA[Kathryn McDonald - An ESG Chief on Sustainable Funds' $71 Billion Boom]]>Today, I’m welcoming Kathryn McDonald to the Opto Sessions podcast, Co-Founder of Radiant ESG. Earlier this year Kathryn and Radiant CEO Heidi Ridley left renowned Quant House, Rosenberg Equities - The ‘Original Quant’ if you read Rosenberg’s website. The duo had decided to take the ESG integration synonymous with their former employer, one step further.

I speak to Kathryn about why, with global inflows into sustainable funds up 72% in Q2 2020, ESG is booming right now. We then discuss how Kathryn and Co. have captured this global zeitgeist, in Radiant’s product offering, with two new strategies primed for imminent market release.

Kathryn’s commitment to what we now call Environmental, Social, and Governance (ESG) investing began over 30 years ago, and I learnt a lot about a sector that added $71 billion in the second quarter of this year. Kathryn identifies the themes she thinks will lend further intrigue to an industry on the lips of market commentators all over the world, and I hope you find the interview as valuable as I did. Enjoy!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5375299Thu, 10 Sep 2020 06:00:00 GMT<p>Today, I’m welcoming Kathryn McDonald to the Opto Sessions podcast, Co-Founder of Radiant ESG. Earlier this year Kathryn and Radiant CEO Heidi Ridley left renowned Quant House, Rosenberg Equities - The ‘Original Quant’ if you read Rosenberg’s website. The duo had decided to take the ESG integration synonymous with their former employer, one step further.<br /><br />I speak to Kathryn about why, with global inflows into sustainable funds up 72% in Q2 2020, ESG is booming right now. We then discuss how Kathryn and Co. have captured this global zeitgeist, in Radiant’s product offering, with two new strategies primed for imminent market release.<br /><br />Kathryn’s commitment to what we now call Environmental, Social, and Governance (ESG) investing began over 30 years ago, and I learnt a lot about a sector that added $71 billion in the second quarter of this year. Kathryn identifies the themes she thinks will lend further intrigue to an industry on the lips of market commentators all over the world, and I hope you find the interview as valuable as I did. Enjoy!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:40125Kathryn McDonald - An ESG Chief on Sustainable Funds' $71 Billion Boomfull<![CDATA[Perth Tolle - Emerging Markets: How to Invest in Freedom & Why That Excludes China]]>Today I was hugely lucky to speak to Perth Tolle, founder of Life + Liberty Indexes. First of all, Perth spoke to us from Houston, Texas, an area recently hit by Hurricane Laura. Luckily, Houston avoided any severe impact, but unfortunately, the weather did play havoc with Perth’s internet connection, which does mean some of the interview’s audio isn’t quite as clear as usual. But, after a herculean effort from our editors, I really hope you enjoy the episode.

And for a quick introduction, having worked as a private banker for one of the biggest asset managers in the world, Fidelity Investments, 10 years later Perth decided to found her own firm in 2014. Life & Liberty indexes is a purveyor of indices & ETFs designed to produce long-term outperformance in emerging markets while observing the freedom and human rights of the subjects within those nations. Frequently quoted throughout financial media, including numerous Bloomberg interviews, Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine.

If you’re serious about the impact your investments have on the world, this isn’t one to miss.

During the call, Perth mentions an article by colleague Jin Won Choi that busts the myth of Chinese outperformance in EM funds and indices, here it is:
https://www.enjine.com/blog/frdm-invest-in-emerging-markets
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5273758Thu, 03 Sep 2020 06:00:00 GMT<p>Today I was hugely lucky to speak to Perth Tolle, founder of Life + Liberty Indexes. First of all, Perth spoke to us from Houston, Texas, an area recently hit by Hurricane Laura. Luckily, Houston avoided any severe impact, but unfortunately, the weather did play havoc with Perth’s internet connection, which does mean some of the interview’s audio isn’t quite as clear as usual. But, after a herculean effort from our editors, I really hope you enjoy the episode.<br /><br />And for a quick introduction, having worked as a private banker for one of the biggest asset managers in the world, Fidelity Investments, 10 years later Perth decided to found her own firm in 2014. Life &amp; Liberty indexes is a purveyor of indices &amp; ETFs designed to produce long-term outperformance in emerging markets while observing the freedom and human rights of the subjects within those nations. Frequently quoted throughout financial media, including numerous Bloomberg interviews, Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine. <br /><br />If you’re serious about the impact your investments have on the world, this isn’t one to miss. <br /><br />During the call, Perth mentions an article by colleague Jin Won Choi that busts the myth of Chinese outperformance in EM funds and indices, here it is: <br /><a href="https://www.enjine.com/blog/frdm-invest-in-emerging-markets/" rel="noopener noreferrer nofollow">https://www.enjine.com/blog/frdm-invest-in-emerging-markets</a> <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:33:55124Perth Tolle - Emerging Markets: How to Invest in Freedom & Why That Excludes Chinafull<![CDATA[Russ Mould - Is the 'Great Rotation' Finally Here? Stocks to Watch in a New Market Cycle]]>Today I’m talking to Russ Mould, a prolific market pundit and Investment Research Director at AJ Bell, one of the UK’s largest investment platforms with £54.3 billion of invested assets. Russ’s extensive experience in capital markets began in 1991, managing funds at Scottish Equitable, before being entrusted with UBS’s Tech coverage as an Equity analyst, two year later. 12 years on Russ decided he needed a change, becoming a writer, then Editor, at the renowned Shares Magazine - and once that was acquired by AJ Bell in 2014, Russ was chosen to head up the company’s investment research efforts, a role he performs to this day.

We discuss whether the ‘Great Rotation’ is finally here, what that means for investors’ portfolios, and where to find outperformance in a new market cycle, and in the new normal. Russ identifies the sectors, industries and companies that have shone amid unprecedented uncertainty, and which are likely to be at the vanguard of the next cycle.

Russ is consistently asked to contribute to Bloomberg, This is MONEY, CNBC and many other top publications besides, and it was a joy to have him on the podcast. Enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4976657Thu, 13 Aug 2020 06:00:00 GMT<p>Today I’m talking to Russ Mould, a prolific market pundit and Investment Research Director at AJ Bell, one of the UK’s largest investment platforms with £54.3 billion of invested assets. Russ’s extensive experience in capital markets began in 1991, managing funds at Scottish Equitable, before being entrusted with UBS’s Tech coverage as an Equity analyst, two year later. 12 years on Russ decided he needed a change, becoming a writer, then Editor, at the renowned Shares Magazine - and once that was acquired by AJ Bell in 2014, Russ was chosen to head up the company’s investment research efforts, a role he performs to this day.<br /><br />We discuss whether the ‘Great Rotation’ is finally here, what that means for investors’ portfolios, and where to find outperformance in a new market cycle, and in the new normal. Russ identifies the sectors, industries and companies that have shone amid unprecedented uncertainty, and which are likely to be at the vanguard of the next cycle.<br /><br />Russ is consistently asked to contribute to Bloomberg, This is MONEY, CNBC and many other top publications besides, and it was a joy to have him on the podcast. Enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:46:43121Russ Mould - Is the 'Great Rotation' Finally Here? Stocks to Watch in a New Market Cyclefull<![CDATA[Joachim Klement - 7 mistakes every investor makes & why Spotify should start a hedge fund]]>Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equity strategy and building the ESG investment offering.

In the interview we uncover some insights from his recently released book - 7 mistakes every investor makes along with why spotify should start a hedge fund and his client from hell. All this and a lot lot more.

Joachim has had a very interesting career spanning over 20 years including being a CIO and after that an MD at credit suisse. He’s spent most of his career working with wealthy individuals and family offices advising them on investments and helping them manage their portfolios.

This is already one of my favourite episodes and some of the most fascinating parts are actually touched on right at the end so make sure you listen to the whole thing.

You can find more brilliant insights from Joachim at www.jklement.com

Enjoy!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4684439Fri, 24 Jul 2020 07:00:00 GMT<p>Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equity strategy and building the ESG investment offering. <br /><br />In the interview we uncover some insights from his recently released book - 7 mistakes every investor makes along with why spotify should start a hedge fund and his client from hell. All this and a lot lot more.<br /><br />Joachim has had a very interesting career spanning over 20 years including being a CIO and after that an MD at credit suisse. He’s spent most of his career working with wealthy individuals and family offices advising them on investments and helping them manage their portfolios.<br /><br />This is already one of my favourite episodes and some of the most fascinating parts are actually touched on right at the end so make sure you listen to the whole thing.<br /><br />You can find more brilliant insights from Joachim at <a href="http://www.jklement.com/" rel="noopener noreferrer nofollow">www.jklement.com</a><br /><br />Enjoy!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:11:28118Joachim Klement - 7 mistakes every investor makes & why Spotify should start a hedge fundfull<![CDATA[Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil]]>In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale.

We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil.

Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic views, and translating these views into actionable investment strategy. He chairs the Investment Committee at Kleinwort Hambros and also sits on the Private Bank Global Investment Committee for Societe Generale. Previously Fahad also worked for the US Agency for International Development and the RiskMetrics Group.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4325780Fri, 26 Jun 2020 06:00:00 GMT<p>In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale.<br /><br />We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil.<br /><br />Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic views, and translating these views into actionable investment strategy. He chairs the Investment Committee at Kleinwort Hambros and also sits on the Private Bank Global Investment Committee for Societe Generale. Previously Fahad also worked for the US Agency for International Development and the RiskMetrics Group.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:00:41114Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoilfull<![CDATA[Fahmi Quadir - The 29-Year-Old Short Seller That Brought a $90 Billion Company to its Knees]]>Five years on from a now legendary short of Valeant Pharmaceuticals, a bet that brought a $90 billion company to its knees - and which has since been documented in the critically acclaimed Netflix series, Dirty Money - I’m catching up with Fahmi Quadir, the 29 year-old short-seller shaking up Wall Street. 2020 brings with it a new foe, Wirecard, a German payments company currently embroiled in a market manipulation probe, and one that’s been firmly in Quadir’s crosshairs since the start of 2018.

I ask how Fahmi identifies these high-conviction bets; how she battles discrimination in an industry marred by inequality; and which fraudulent, unethical business is next on her hit list.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4232624Fri, 19 Jun 2020 06:00:00 GMT<p>Five years on from a now legendary short of Valeant Pharmaceuticals, a bet that brought a $90 billion company to its knees - and which has since been documented in the critically acclaimed Netflix series, Dirty Money - I’m catching up with Fahmi Quadir, the 29 year-old short-seller shaking up Wall Street. 2020 brings with it a new foe, Wirecard, a German payments company currently embroiled in a market manipulation probe, and one that’s been firmly in Quadir’s crosshairs since the start of 2018.<br /><br />I ask how Fahmi identifies these high-conviction bets; how she battles discrimination in an industry marred by inequality; and which fraudulent, unethical business is next on her hit list.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:15113Fahmi Quadir - The 29-Year-Old Short Seller That Brought a $90 Billion Company to its Kneesfull<![CDATA[Chris Kimble - A Technical Analysis Pioneer on 'Smart vs Dumb' Money & The Madness of Crowds]]>We caught up with Chris Kimble, founder of Kimble Charting Solutions and all-round technical analysis expert. With an archive of charts committed to memory dating back to the 1700's, spotting repeating patterns and likely outcomes in current markets is where Chris has made his name. Did overconfidence in ‘dumb money’ precede this market crash? Can we use crowd theory to understand pandemic-induced volatility? And which sectors most interest Chris if a market recovery holds? You’ll hear all this and more on today’s podcast.

For further detail on Chris's trading process download our free 'Tricks of the Trade' eBook, '7 Interviews with the World's Top Traders: https://www.cmcmarkets.com/en-gb/opto/reports/tricks-of-the-trade

And for all the charts Chris mentioned in the episode, we'll be publishing a feature crammed full of extra content on Monday 1 June, on www.cmcmarkets.com/en-gb/opto
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3947456Fri, 29 May 2020 06:00:00 GMT<p>We caught up with Chris Kimble, founder of Kimble Charting Solutions and all-round technical analysis expert. With an archive of charts committed to memory dating back to the 1700's, spotting repeating patterns and likely outcomes in current markets is where Chris has made his name. Did overconfidence in ‘dumb money’ precede this market crash? Can we use crowd theory to understand pandemic-induced volatility? And which sectors most interest Chris if a market recovery holds? You’ll hear all this and more on today’s podcast.<br /><br />For further detail on Chris's trading process download our free 'Tricks of the Trade' eBook, '7 Interviews with the World's Top Traders: <a href="https://www.cmcmarkets.com/en-gb/opto/reports/tricks-of-the-trade" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/reports/tricks-of-the-trade</a><br /><br />And for all the charts Chris mentioned in the episode, we'll be publishing a feature crammed full of extra content on Monday 1 June, on <a href="http://www.cmcmarkets.com/en-gb/opto" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en-gb/opto</a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:05110Chris Kimble - A Technical Analysis Pioneer on 'Smart vs Dumb' Money & The Madness of Crowdsfull<![CDATA[Joe Kunkle - An Options Virtuoso on Tracking Smart Money & Flexible Trading]]>Today we're delighted to be interviewing Joe Kunkle, or OptionsHawk to his 67,000 Twitter followers. A former Equity Analyst at Thomson Reuters, and founder of OptionsHawk.com, Joe has made a living identifying the stocks others miss, digging deep to find that next small cap destined for ‘household-name’ status. Are options actually the most flexible way to trade? Is this where the Smart Money is? And can you follow options flow to track Big Money moves? Joe reveals all.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3763820Fri, 15 May 2020 06:00:00 GMT<p>Today we're delighted to be interviewing Joe Kunkle, or OptionsHawk to his 67,000 Twitter followers. A former Equity Analyst at Thomson Reuters, and founder of OptionsHawk.com, Joe has made a living identifying the stocks others miss, digging deep to find that next small cap destined for ‘household-name’ status. Are options actually the most flexible way to trade? Is this where the Smart Money is? And can you follow options flow to track Big Money moves? Joe reveals all. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:5518Joe Kunkle - An Options Virtuoso on Tracking Smart Money & Flexible Tradingfull<![CDATA[Ivanoff - The momentum 50 & How to protect and grow capital during corrections]]>Today we’re lucky to have Ivan Ivanov (aka Ivanhoff) on the show, a portfolio manager at Zor capital who has successfully been trading equities & options for over 18 years.

He’s also the author of numerous books on trading such as Crash - How to protect and grow capital during corrections - and his latest release ‘Swing trading with options’ - How to trade big trends for big profits.

We’ll be digging into these themes in the podcast in detail along with discussing the momentum 50, a popular list of stocks he maintains which highlights stocks with strong momentum.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3659278Fri, 08 May 2020 06:00:00 GMT<p>Today we’re lucky to have Ivan Ivanov (aka Ivanhoff) on the show, a portfolio manager at Zor capital who has successfully been trading equities &amp; options for over 18 years. <br /><br />He’s also the author of numerous books on trading such as Crash - How to protect and grow capital during corrections - and his latest release ‘Swing trading with options’ - How to trade big trends for big profits. <br /><br />We’ll be digging into these themes in the podcast in detail along with discussing the momentum 50, a popular list of stocks he maintains which highlights stocks with strong momentum. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:0117Ivanoff - The momentum 50 & How to protect and grow capital during correctionsfull<![CDATA[Andreas Steno – A Macro Framework: Regime Indicators & Beta-Trackers]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Andreas Steno is Founder of Steno Research, and co-host of the wildly popular podcast ‘The Macro Trading Floor’. A former Chief Strategist of Global Coverage at Nordea, Northern Europe’s largest bank, his market insight was second to none.

Andreas delivered a full run-through of his macro framework, starting with how to use Steno’s macro regime indicators to identify what market environment we’re in, and how to asset allocate accordingly. Next, Andreas explains how to use his Beta-Trackers, which hint at how to allocate within each asset class. Andreas uses this framework to deliver real-world examples, and to give us his outlook for 2023 and beyond. Enjoy!

Steno Research: https://stenoresearch.com/
The Macro Trading Floor: https://podcasts.apple.com/gb/podcast/the-macro-trading-floor/id1618502265

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12210580Thu, 09 Feb 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Andreas Steno is Founder of Steno Research, and co-host of the wildly popular podcast ‘The Macro Trading Floor’. A former Chief Strategist of Global Coverage at Nordea, Northern Europe’s largest bank, his market insight was second to none.<br /><br />Andreas delivered a full run-through of his macro framework, starting with how to use Steno’s macro regime indicators to identify what market environment we’re in, and how to asset allocate accordingly. Next, Andreas explains how to use his Beta-Trackers, which hint at how to allocate within each asset class. Andreas uses this framework to deliver real-world examples, and to give us his outlook for 2023 and beyond. Enjoy!<br /><br />Steno Research: <a href="https://stenoresearch.com/" rel="noopener noreferrer nofollow">https://stenoresearch.com/</a><br />The Macro Trading Floor:<a href="https://podcasts.apple.com/gb/podcast/the-macro-trading-floor/id1618502265" rel="noopener noreferrer nofollow"> https://podcasts.apple.com/gb/podcast/the-macro-trading-floor/id1618502265</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:301155Andreas Steno – A Macro Framework: Regime Indicators & Beta-Trackersfull<![CDATA[Jens Nordvig - Japan’s Debt Crisis: A Global Economic Contagion?]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter:
www.cmcmarkets.com/en/opto/newsletter

Jens Nordvig is Founder &amp; CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, we dig into Jens’ career to understand the world-renowned culture at Ray Dalio’s Bridgewater, and how those experiences have informed his unique investment approach.

Today’s focus is Japan, as the country’s finance minister warns Japan’s finances have become increasingly precarious, to an almost “unprecedented degree”, we first look back, to understand how the world’s third-largest economy has amassed the heaviest debt burden in the industrialised world. 

Next, Jens’ covers Japan’s monetary policy, commenting on a historic move last December, and the BOJ’s decision to maintain the policy balance rate last week. Our focus on Japan ends with an explanation of the ripple effect this situation is having on equity and currency markets around the world.
We finish with Jens’ ‘next big idea’, an underreported economic trend he reckons listeners should keep a close eye on, in 2023. 

Exante Data: https://www.exantedata.com/ 
MarketReader: https://marketreader.com/ 

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12162749Thu, 02 Feb 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter:<br /><a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter<br /></a><br />Jens Nordvig is Founder &amp;amp; CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, we dig into Jens’ career to understand the world-renowned culture at Ray Dalio’s Bridgewater, and how those experiences have informed his unique investment approach.<br /><br />Today’s focus is Japan, as the country’s finance minister warns Japan’s finances have become increasingly precarious, to an almost “unprecedented degree”, we first look back, to understand how the world’s third-largest economy has amassed the heaviest debt burden in the industrialised world. <br /><br />Next, Jens’ covers Japan’s monetary policy, commenting on a historic move last December, and the BOJ’s decision to maintain the policy balance rate last week. Our focus on Japan ends with an explanation of the ripple effect this situation is having on equity and currency markets around the world.<br />We finish with Jens’ ‘next big idea’, an underreported economic trend he reckons listeners should keep a close eye on, in 2023. <br /><br />Exante Data: https://www.exantedata.com/ <br />MarketReader: https://marketreader.com/ <br /><br />Enjoy!</p><p>Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:48:371154Jens Nordvig - Japan’s Debt Crisis: A Global Economic Contagion?full<![CDATA[Gabriela Santos – J.P. Morgan’s 2023 Portfolio Resolutions]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Gabriela Santos is a Managing Director and Global Market Strategist at J.P. Morgan. In that position, Gabriela is responsible for global economic research, and has played an instrumental role in the team’s development of Chinese and LatAm market analysis.

A frequent contributor to major financial publications like CNBC and Bloomberg, Gabriela delivered fascinating insight on why investors should re-engineer their portfolios for the ‘end of free money’, the first of J.P. Morgan’s 2023 portfolio resolutions. Next, we cover how investors can sift through the growth ‘wreckage’ to unearth real value. And finally, Gabriela explains J.P. Morgan’s third resolution, to consider an increased exposure to non-US equities in 2023. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12116566Thu, 26 Jan 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Gabriela Santos is a Managing Director and Global Market Strategist at J.P. Morgan. In that position, Gabriela is responsible for global economic research, and has played an instrumental role in the team’s development of Chinese and LatAm market analysis.<br /><br />A frequent contributor to major financial publications like CNBC and Bloomberg, Gabriela delivered fascinating insight on why investors should re-engineer their portfolios for the ‘end of free money’, the first of J.P. Morgan’s 2023 portfolio resolutions. Next, we cover how investors can sift through the growth ‘wreckage’ to unearth real value. And finally, Gabriela explains J.P. Morgan’s third resolution, to consider an increased exposure to non-US equities in 2023. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:201153Gabriela Santos – J.P. Morgan’s 2023 Portfolio Resolutionsfull<![CDATA[William Je - China Outlook: Tech Leaders, Green Energy & Blockchain Stocks]]>William Je is the founder and CEO of Hamilton Investment Management. The multi-billion-dollar asset manager specialises in private equity investments and institutional-grade digital assets strategies, but it was William’s decades of experience investing in China’s equity markets, that we focused on today.

William was the Chairman of Equity Capital Markets for Macquarie Banking Group, a global heavyweight managing over $520 billion in assets. In that role, William managed the firm’s Greater China capital market interests, and principal investment activities.

I asked William for his outlook on China stock markets in 2022. William cited the political environment as a longer-term headwind but also pointed to policy easing in the short-term. We subsequently discussed the impact of regulation on China’s Tech leaders, and I finished by asking William for his ‘sector to watch’ this year. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9956332Thu, 27 Jan 2022 07:00:00 GMT<p>William Je is the founder and CEO of Hamilton Investment Management. The multi-billion-dollar asset manager specialises in private equity investments and institutional-grade digital assets strategies, but it was William’s decades of experience investing in China’s equity markets, that we focused on today.<br /><br />William was the Chairman of Equity Capital Markets for Macquarie Banking Group, a global heavyweight managing over $520 billion in assets. In that role, William managed the firm’s Greater China capital market interests, and principal investment activities.<br /><br />I asked William for his outlook on China stock markets in 2022. William cited the political environment as a longer-term headwind but also pointed to policy easing in the short-term. We subsequently discussed the impact of regulation on China’s Tech leaders, and I finished by asking William for his ‘sector to watch’ this year. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:451100William Je - China Outlook: Tech Leaders, Green Energy & Blockchain Stocksfull<![CDATA[David Hornik - Enterprise Software & SaaS: Fastly, GitLab & Bill.com]]>David Hornik is an investor and General Partner at venture capital firm, August Capital.  Since joining August Capital in 2000, David has invested in some of the biggest names in enterprise software and SaaS, including Splunk, Fastly, GitLab, WePay, and Bill.com.

David is the creator of August Capital’s annual gathering of industry thought-leaders, The Lobby, and Lobby: Enterprise. Building on those initiatives Lobby Capital was born, founded by David in February 2021, to invest in inspiring entrepreneurs from across the Software space.

David sits on the board and is actively involved in multiple publicly listed companies, three of which we discuss during the interview; I finish by asking David for his 2022 outlook - Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9913321Thu, 20 Jan 2022 07:00:00 GMT<p>David Hornik is an investor and General Partner at venture capital firm, August Capital.  Since joining August Capital in 2000, David has invested in some of the biggest names in enterprise software and SaaS, including Splunk, Fastly, GitLab, WePay, and Bill.com.<br /><br />David is the creator of August Capital’s annual gathering of industry thought-leaders, The Lobby, and Lobby: Enterprise. Building on those initiatives Lobby Capital was born, founded by David in February 2021, to invest in inspiring entrepreneurs from across the Software space.<br /><br />David sits on the board and is actively involved in multiple publicly listed companies, three of which we discuss during the interview; I finish by asking David for his 2022 outlook - Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:44:20199David Hornik - Enterprise Software & SaaS: Fastly, GitLab & Bill.comfull<![CDATA[Julian Klymochko - Live Q&A: SPAC Mania, Virgin Galactic & Arbitrage Strategy]]>On Wednesday 15th December, we hosted our latest live interview on Twitter Spaces, with Hedge fund and SPAC expert Julian Klymochko.

Julian is CEO at Accelerate Financial Technologies, a company democratising alternative investment by offering institutional-calibre hedge fund and private equity strategies, in the form of low-cost ETFs.

One of Accelerate’s strategies, ARB, provides exposure to SPAC arbitrage. So, Julian identifies the advantages of an arbitrage approach, before highlighting the common pitfalls. We also discuss the unprecedented momentum seen in SPAC uptake over the past year, before Julian concludes by offering his 2022 outlook. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9874312Thu, 13 Jan 2022 07:00:00 GMT<p>On Wednesday 15th December, we hosted our latest live interview on Twitter Spaces, with Hedge fund and SPAC expert Julian Klymochko. <br /><br />Julian is CEO at Accelerate Financial Technologies, a company democratising alternative investment by offering institutional-calibre hedge fund and private equity strategies, in the form of low-cost ETFs. <br /><br />One of Accelerate’s strategies, ARB, provides exposure to SPAC arbitrage. So, Julian identifies the advantages of an arbitrage approach, before highlighting the common pitfalls. We also discuss the unprecedented momentum seen in SPAC uptake over the past year, before Julian concludes by offering his 2022 outlook. Enjoy! <br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:31:36198Julian Klymochko - Live Q&A: SPAC Mania, Virgin Galactic & Arbitrage Strategyfull<![CDATA[Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Race]]>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, we have the pleasure of welcoming Christian Magoon, Founder and CEO of Amplify ETFs, back to the show. 

Christian dives into the rapid growth of the cybersecurity industry amid current geopolitical tensions. From AI’s role in boosting the sector to Israel's rise as a tech powerhouse, we discuss how investors can navigate and capitalise on the cybersecurity arms race. 


In the second half of the discussion, we focus on another sector with disruptive potential: cannabis. Christian walks us through the latest regulatory shifts and investment opportunities in this space, explaining why cannabis could shake up traditional consumer packaged goods markets. Enjoy!

► Subscribe to our YouTube channel & never miss an episode: https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg

► Disclaimer: https://optothemes.com/disclosures

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14599762Thu, 29 Feb 2024 09:00:00 GMT<p>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Today, we have the pleasure of welcoming Christian Magoon, Founder and CEO of Amplify ETFs, back to the show. </p><p>Christian dives into the rapid growth of the cybersecurity industry amid current geopolitical tensions. From AI’s role in boosting the sector to Israel's rise as a tech powerhouse, we discuss how investors can navigate and capitalise on the cybersecurity arms race. </p><p><br />In the second half of the discussion, we focus on another sector with disruptive potential: cannabis. Christian walks us through the latest regulatory shifts and investment opportunities in this space, explaining why cannabis could shake up traditional consumer packaged goods markets. Enjoy!<br /><br />► Subscribe to our YouTube channel &amp; never miss an episode: https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg<br /><br />► Disclaimer: https://optothemes.com/disclosures</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:46:52Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Racefull<![CDATA[Jeff Ross - The Reflation to Deflation Trade, #Wyckoff Accumulation & 3 Themes to Watch]]>This week we’ve got Dr. Jeff Ross on the show again. Jeff is the founder of Vailshire Capital Management, a successful hedge fund which employs an innovative “all-weather” full-cycle portfolio strategy for its clients. Achieving triple-digit returns over the past year.

In this interview, we discuss the macro environment along with the potential implications of a stronger dollar, the reflation to deflation trade, and Bitcoin.

Enjoy

https://vailshire.com/
@VailshireCap
.....

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8863286Thu, 15 Jul 2021 06:00:00 GMT<p>This week we’ve got Dr. Jeff Ross on the show again. Jeff is the founder of Vailshire Capital Management, a successful hedge fund which employs an innovative “all-weather” full-cycle portfolio strategy for its clients. Achieving triple-digit returns over the past year.<br /><br />In this interview, we discuss the macro environment along with the potential implications of a stronger dollar, the reflation to deflation trade, and Bitcoin. <br /><br />Enjoy<br /><br /><a href="https://vailshire.com/" rel="noopener noreferrer nofollow">https://vailshire.com/</a><br />@VailshireCap<br />.....<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:52172Jeff Ross - The Reflation to Deflation Trade, #Wyckoff Accumulation & 3 Themes to Watchfull<![CDATA[Rob Koyfman - Koyfin. The Ultimate Analytics Tool for Stocks]]>Today I’ve had the pleasure of interviewing Rob Koyfman, a former wall st veteran and founder and CEO of Koyfin. Koyfin is a financial data and analytics platform for researching stocks and understanding market trends.

It’s an exceptional tool which is particularly good for those who like digging into the fundamentals behind stocks or comparing the performance of different stocks sectors or themes over different time periods.

We discuss koyfin in detail and finish by digging into Robs investing process with examples of how he uses koyfin to support this.

After the interview, if you’re interested in using koyfin you can sign up for a free account at koyfin.com I promise you won’t be disappointed.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7668319Thu, 04 Feb 2021 07:00:00 GMT<p>Today I’ve had the pleasure of interviewing Rob Koyfman, a former wall st veteran and founder and CEO of Koyfin. Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. <br /><br />It’s an exceptional tool which is particularly good for those who like digging into the fundamentals behind stocks or comparing the performance of different stocks sectors or themes over different time periods.<br /><br />We discuss koyfin in detail and finish by digging into Robs investing process with examples of how he uses koyfin to support this. <br /><br />After the interview, if you’re interested in using koyfin you can sign up for a free account at koyfin.com I promise you won’t be disappointed. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:57146Rob Koyfman - Koyfin. The Ultimate Analytics Tool for Stocksfull<![CDATA[Morgan Housel - The Psychology of Money: Timeless lessons on wealth, greed, & happiness.]]>This week I spoke to Morgan Housel. Morgan is a partner at the Collaborative Fund – a firm responsible for over $300 million - a former columnist at The Motley Fool and The Wall Street Journal, and, crucially for today’s interview, the award-winning author of ‘The Psychology of Money: Timeless lessons on wealth, greed, and happiness’.

Morgan’s insight into how the human mind thinks about this well-trodden topic are truly unique, as he busts some well-established myths, by telling the stories of investing and business greats including:  Warren Buffett, Bill Gates, Jesse Livermore & many more that you’ve probably never heard of.

Enjoy the episode!

Morgan’s book is available on Amazon - just hit the link to order your copy:

https://www.amazon.co.uk/Psychology-Money-Timeless-lessons-happiness/dp/0857197681
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6220321Thu, 05 Nov 2020 07:00:00 GMT<p>This week I spoke to Morgan Housel. Morgan is a partner at the Collaborative Fund – a firm responsible for over $300 million - a former columnist at The Motley Fool and The Wall Street Journal, and, crucially for today’s interview, the award-winning author of ‘The Psychology of Money: Timeless lessons on wealth, greed, and happiness’. <br /><br />Morgan’s insight into how the human mind thinks about this well-trodden topic are truly unique, as he busts some well-established myths, by telling the stories of investing and business greats including:  Warren Buffett, Bill Gates, Jesse Livermore &amp; many more that you’ve probably never heard of. <br /><br />Enjoy the episode!<br /><br />Morgan’s book is available on Amazon - just hit the link to order your copy: <br /><br /><a href="https://www.amazon.co.uk/Psychology-Money-Timeless-lessons-happiness/dp/0857197681" rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Psychology-Money-Timeless-lessons-happiness/dp/0857197681</a> <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:04133Morgan Housel - The Psychology of Money: Timeless lessons on wealth, greed, & happiness.full<![CDATA[Jesse Felder - Oil vs. Renewables, Bitcoin bulls & Rampant speculation]]>Jesse Felder makes his second appearance on Opto Sessions, having made his debut with Ed back in October. Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Then in 2000, Jesse moved to Oregon, founding The Felder Report shortly after, and since his research has featured in major publications like The Wall Street Journal, Barron's, and Business Insider.

Jesse and I spoke about an asset that has polarised opinion like no other – Bitcoin. Jesse presents a typically contrarian outlook for the long-term value of the cryptocurrency while recognising the speculative gains to be made now. Felder highlights intriguing investments in Energy, Commodities more broadly, and a potential pivot away from overvalued growth stocks toward real assets – you heard it here first!

A link to Jesse's article on rampant speculation:

https://thefelderreport.com/2021/02/03/the-index-of-the-volume-of-speculation-blows-off/

And a link to a piece we reference during the interview, published on Variant Perception:

https://www.variantperception.com/2021/02/17/the-next-commodity-supercycle
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8027521Thu, 25 Feb 2021 07:00:00 GMT<p>Jesse Felder makes his second appearance on Opto Sessions, having made his debut with Ed back in October. Jesse began his professional career at Bear, Stearns &amp; Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Then in 2000, Jesse moved to Oregon, founding The Felder Report shortly after, and since his research has featured in major publications like The Wall Street Journal, Barron's, and Business Insider.<br /><br />Jesse and I spoke about an asset that has polarised opinion like no other – Bitcoin. Jesse presents a typically contrarian outlook for the long-term value of the cryptocurrency while recognising the speculative gains to be made now. Felder highlights intriguing investments in Energy, Commodities more broadly, and a potential pivot away from overvalued growth stocks toward real assets – you heard it here first!<br /><br />A link to Jesse's article on rampant speculation: <br /><br /><a href="https://thefelderreport.com/2021/02/03/the-index-of-the-volume-of-speculation-blows-off/" rel="noopener noreferrer nofollow">https://thefelderreport.com/2021/02/03/the-index-of-the-volume-of-speculation-blows-off/<br /><br /></a>And a link to a piece we reference during the interview, published on Variant Perception: <br /><br /><a href="https://www.variantperception.com/2021/02/17/the-next-commodity-supercycle " rel="noopener noreferrer nofollow">https://www.variantperception.com/2021/02/17/the-next-commodity-supercycle <br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:24149Jesse Felder - Oil vs. Renewables, Bitcoin bulls & Rampant speculationfull<![CDATA[Trevor Neil - GameStop, Average Joe's vs. Big Money & The Madness of Crowds]]>Today I welcome back Trevor Neil, a trader for over 50 years having started out trading commodities with Merrill Lynch in the mid 1970’s. We first spoke in April last year, and Trevor has since appeared on the show to discuss his innovative, new trading product, the RRG UK Momentum+ - links to both of these interviews can be found below.

During today's episode, we discuss the market mania surrounding GameStop, the relationship between a rapidly growing group of ‘Average Joe’ traders and their Big Money counterparts, as well as the ‘madness of crowds’, and whether similarities exist between this latest phenomenon and events like the South Sea Bubble. Hope you enjoy the episode!

My interview with Trevor back in April 2020:

https://podcasts.apple.com/gb/podcast/3-trevor-neil-v-shaped-market-revival-next-big-thing/id1504694129?i=1000471076493

And Trevor's more recent appearance, can be found here:

https://podcasts.apple.com/gb/podcast/44-trevor-neil-exclusive-the-rrg-uk-momentum/id1504694129?i=1000506056412
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7802902Thu, 11 Feb 2021 07:00:00 GMT<p>Today I welcome back Trevor Neil, a trader for over 50 years having started out trading commodities with Merrill Lynch in the mid 1970’s. We first spoke in April last year, and Trevor has since appeared on the show to discuss his innovative, new trading product, the RRG UK Momentum+ - links to both of these interviews can be found below.<br /><br />During today's episode, we discuss the market mania surrounding GameStop, the relationship between a rapidly growing group of ‘Average Joe’ traders and their Big Money counterparts, as well as the ‘madness of crowds’, and whether similarities exist between this latest phenomenon and events like the South Sea Bubble. Hope you enjoy the episode!<br /><br />My interview with Trevor back in April 2020:<br /><br /><a href="https://podcasts.apple.com/gb/podcast/3-trevor-neil-v-shaped-market-revival-next-big-thing/id1504694129?i=1000471076493" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/3-trevor-neil-v-shaped-market-revival-next-big-thing/id1504694129?i=1000471076493<br /><br /></a>And Trevor's more recent appearance, can be found here: <br /><br /><a href="https://podcasts.apple.com/gb/podcast/44-trevor-neil-exclusive-the-rrg-uk-momentum/id1504694129?i=1000506056412 " rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/44-trevor-neil-exclusive-the-rrg-uk-momentum/id1504694129?i=1000506056412 <br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:52:26147Trevor Neil - GameStop, Average Joe's vs. Big Money & The Madness of Crowdsfull<![CDATA[Frank E. Holmes - Crypto Mining, The Yellow Metal & the JETS ETF]]>Frank E. Holmes is CEO and Chief Investment Officer of U.S. Global Investors. Under Frank’s direction, the company has exceeded all expectations in the highly-competitive ETF market, having launched the JETS ETF in 2015, a fund that shot to prominence this year – a darling of Robinhood traders -, and which now commands nearly $3bn AUM.

Frank made his name in Mining, receiving various awards from the Mining Journal, including Fund Manager of the Year in 2006 and Best Americas Based Fund Manager in 2016. Other achievements include the co-authorship of The Goldwatcher: Demystifying Gold Investing, a book published with John Katz in 2008.

Frank & U.S. Global Investors have looked beyond traditional markets, too – investing in the first publicly-traded cryptocurrency mining firm, HIVE, in 2017. Frank shares his plans for HIVE, and how the company’s stock has surged over 1570% this year. Enjoy the episode!

Check out Frank's Blog, here:

http://www.usfunds.com/investor-library/frank-talk
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6778450Thu, 10 Dec 2020 07:00:00 GMT<p>Frank E. Holmes is CEO and Chief Investment Officer of U.S. Global Investors. Under Frank’s direction, the company has exceeded all expectations in the highly-competitive ETF market, having launched the JETS ETF in 2015, a fund that shot to prominence this year – a darling of Robinhood traders -, and which now commands nearly $3bn AUM.<br /><br />Frank made his name in Mining, receiving various awards from the <em>Mining Journal</em>, including <em>Fund Manager of the Year</em> in 2006 and <em>Best Americas Based Fund Manager</em> in 2016. Other achievements include the co-authorship of <em>The Goldwatcher: Demystifying Gold Investing</em>, a book published with John Katz in 2008.<br /><br />Frank &amp; U.S. Global Investors have looked beyond traditional markets, too – investing in the first publicly-traded cryptocurrency mining firm, HIVE, in 2017. Frank shares his plans for HIVE, and how the company’s stock has surged over 1570% this year. Enjoy the episode!<br /><br />Check out Frank's Blog, here:<a href="http://www.usfunds.com/investor-library/frank-talk" rel="noopener noreferrer nofollow"> <br /><br /></a><a href="http://www.usfunds.com/investor-library/frank-talk " rel="noopener noreferrer nofollow">http://www.usfunds.com/investor-library/frank-talk <br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:53:24139Frank E. Holmes - Crypto Mining, The Yellow Metal & the JETS ETFfull<![CDATA[JC Parets - New all time highs. Zoom, Docusign, Biotech, Social Media & Internet retailers]]>Get ready for a technical analysis masterclass with the one and only JC Parets, founder of allstarcharts.com where his motto is - 'it’s not about being right, it’s about making money.'

JC has appeared frequently on all of the big names - Bloomberg, CNBC, The Wall Street Journal, CNN, and of course Opto.

I get a chance to dig into JCs no nonsense approach to the markets which has built him a large following over the years as well as reviewing some key levels to watch in the major US indices and some exciting names to put on your watchlist.

He’s an exciting guy and genuinely one of the best to follow on twitter. So if you’re into the stock market, you’re going to enjoy this one.

Check out JC's new Charting school at chartingschool.allstarcharts.com. Whether you're new to trading or a 30-yr market veteran, this course is for you! Check it out!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4499483Fri, 10 Jul 2020 06:00:00 GMT<p>Get ready for a technical analysis masterclass with the one and only JC Parets, founder of allstarcharts.com where his motto is - 'it’s not about being right, it’s about making money.'<br /><br />JC has appeared frequently on all of the big names - Bloomberg, CNBC, The Wall Street Journal, CNN, and of course Opto. <br /><br />I get a chance to dig into JCs no nonsense approach to the markets which has built him a large following over the years as well as reviewing some key levels to watch in the major US indices and some exciting names to put on your watchlist. <br /><br />He’s an exciting guy and genuinely one of the best to follow on twitter. So if you’re into the stock market, you’re going to enjoy this one. <br /><br />Check out JC's new Charting school at <a href="https://chartingschool.allstarcharts.com/" rel="noopener noreferrer nofollow">chartingschool.allstarcharts.com</a>. Whether you're new to trading or a 30-yr market veteran, this course is for you! Check it out!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:58116JC Parets - New all time highs. Zoom, Docusign, Biotech, Social Media & Internet retailersfull<![CDATA[Andrew Thrasher - Market Breadth, Sector rotation strategies and the US election]]>I’m Ed Gotham, your host today and I have the pleasure of introducing Andrew Thrasher.

Andrew Thrasher is the portfolio manager for the Financial Enhancement Group an Indiana-based asset management firm. He’s also the founder of Thrasher Analytics, a research & analysis service for financial advisors and investment institutions.

We dig into the current market downturn and what to expect moving forward, we touch on the US election as well as sector rotation strategies, risk management, and planning for retirement.

Enjoy.

Follow Andrew @AndrewThrasher on twitter and http://www.athrasher.com/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5582386Thu, 24 Sep 2020 06:00:00 GMT<p>I’m Ed Gotham, your host today and I have the pleasure of introducing Andrew Thrasher. <br /><br />Andrew Thrasher is the portfolio manager for the Financial Enhancement Group an Indiana-based asset management firm. He’s also the founder of Thrasher Analytics, a research &amp; analysis service for financial advisors and investment institutions. <br /><br />We dig into the current market downturn and what to expect moving forward, we touch on the US election as well as sector rotation strategies, risk management, and planning for retirement.<br /><br />Enjoy. <br /><br />Follow Andrew @AndrewThrasher on twitter and <a href="http://www.athrasher.com/" rel="noopener noreferrer nofollow">http://www.athrasher.com/</a> <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:12127Andrew Thrasher - Market Breadth, Sector rotation strategies and the US electionfull<![CDATA[Tobias Carlisle - Another lost decade of returns, Dominos (DPZ) & Stock Buybacks]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager.

Their investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. They believe deeply undervalued and out-of-favor stocks offer asymmetric returns, with the potential for limited downside and a greater upside.

The Acquirers Fund's deep value strategy is available as an actively managed ETF, ticker ZIG on the NYSE.

Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

In this interview, we discuss another lost decade for market returns, Growth Vs Value, and why you should keep your eyes open for stock buybacks.

Enjoy!

acquirersmultiple.com
@Greenbackd

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11196023Thu, 25 Aug 2022 06:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager. <br /><br />Their investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. They believe deeply undervalued and out-of-favor stocks offer asymmetric returns, with the potential for limited downside and a greater upside.<br /><br />The Acquirers Fund's deep value strategy is available as an actively managed ETF, ticker ZIG on the NYSE. <br /><br />Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).<br /><br />In this interview, we discuss another lost decade for market returns, Growth Vs Value, and why you should keep your eyes open for stock buybacks.<br /><br />Enjoy!<br /><br /><a href="https://acquirersmultiple.com/" rel="noopener noreferrer nofollow">acquirersmultiple.com<br /></a>@Greenbackd<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:47:521130Tobias Carlisle - Another lost decade of returns, Dominos (DPZ) & Stock Buybacksfull<![CDATA[Brian Shannon - The psychology behind technical analysis & why 'Only price pays']]>Brian Shannon, founder of alpha trends, will help raise your trading game as we dive deep into the psychology driving price action in the markets. Why do technical indicators work? How you can use this knowledge to help you find great trading opportunities? Brian also reveals how he’s enhanced his trading using technical analysis on multiple timeframes.

Brian is a swing trader with over 30 years experience, including roles at some major investment houses such as Leeman brothers. He founded AlphaTrends in 2010 as an online community providing swing trading analysis and education. He’s also the author of the highly regarded book “Technical Analysis Using Multiple Timeframes.”

If you'd like to hear more from Brian, check out his regular updates at alphatrends.net
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4050221Fri, 05 Jun 2020 06:00:00 GMT<p>Brian Shannon, founder of alpha trends, will help raise your trading game as we dive deep into the psychology driving price action in the markets. Why do technical indicators work? How you can use this knowledge to help you find great trading opportunities? Brian also reveals how he’s enhanced his trading using technical analysis on multiple timeframes.<br /><br />Brian is a swing trader with over 30 years experience, including roles at some major investment houses such as Leeman brothers. He founded AlphaTrends in 2010 as an online community providing swing trading analysis and education. He’s also the author of the highly regarded book “Technical Analysis Using Multiple Timeframes.”<br /><br />If you'd like to hear more from Brian, check out his regular updates at <a href="http://alphatrends.net" rel="noopener noreferrer nofollow">alphatrends.net</a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:01:54111Brian Shannon - The psychology behind technical analysis & why 'Only price pays'full<![CDATA[Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age | Repost]]>► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’s future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabilities unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15587535Thu, 15 Aug 2024 13:00:00 GMT<p>► <b>Discover top-performing Space stocks</b> - <em>Install our FREE app</em>: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br /> Today, we revisit a previous episode in which Peter Beck, the Founder &amp; CEO of Rocket Lab, discusses his vision for the company’s future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabilities unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:47:05Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age | Repostfull<![CDATA[Jens Nordvig - Fed’s Rate Cut Bets, Potential Dollar Devaluation & China’s Troubles]]>📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy!


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15520154Fri, 02 Aug 2024 14:00:00 GMT<p>📲 <b> Find top-performing stocks &amp; ETFs -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy!<br /><br /><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:07Jens Nordvig - Fed’s Rate Cut Bets, Potential Dollar Devaluation & China’s Troublesfull<![CDATA[Angus Shillington - How India Seized the Global Spotlight Amidst China's Competition]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of introducing Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck.

Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores how India has gained global attention amid competition with China, dissecting reasons for its low visibility in global markets and its potential to become a top-tier stock market. The discussion extends to other emerging markets, including Brazil and Mexico, where structural growth opportunities exist, and Angus shares insights into nearshoring trends and global economic dynamics. Finally, we touch on dollarisation's implications for emerging markets, emphasising the importance of monitoring the evolving role of the US currency.

Prior to joining VanEck, Angus worked at ABN AMRO, where he was responsible for equity cash and derivative distribution to North American institutions. Before this role, he held senior positions in research, sales, trading, and portfolio management, focused on the Asian and European markets, for BNP Paribas.

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13633061Thu, 21 Sep 2023 12:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of introducing Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck.</p><p>Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores how India has gained global attention amid competition with China, dissecting reasons for its low visibility in global markets and its potential to become a top-tier stock market. The discussion extends to other emerging markets, including Brazil and Mexico, where structural growth opportunities exist, and Angus shares insights into nearshoring trends and global economic dynamics. Finally, we touch on dollarisation's implications for emerging markets, emphasising the importance of monitoring the evolving role of the US currency.<br /><br />Prior to joining VanEck, Angus worked at ABN AMRO, where he was responsible for equity cash and derivative distribution to North American institutions. Before this role, he held senior positions in research, sales, trading, and portfolio management, focused on the Asian and European markets, for BNP Paribas.<br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:28:46Angus Shillington - How India Seized the Global Spotlight Amidst China's Competitionfull<![CDATA[Christian Magoon - The Fintech Revolution: Digital Payments & Assets Reshaping Emerging Markets]]>Today, we are pleased to welcome Christian Magoon, CEO of Amplify ETFs, back to the show.

In this episode, Christian walks us through the fintech revolution in emerging markets, discussing how smartphone penetration and a young demographic are driving the sector in these regions. Christian explains why he thinks payment companies are the foundation of fintech in EM and why he sees exceptional growth potential in the digital asset space over the next 5 to 10 years. He also gives us a macro overview of the impact of the US dollar's performance on EM companies. Lastly, Christian discusses the Amplify Emerging Markets FinTech ETF [EMFQ], its objectives, sub-industries, and top holdings, including XP Inc, Mercado Libre, and Network International Holdings.

Christian has launched over 70 ETFs in the United States throughout his career so far. He has often been called an ‘ETF Pioneer’ by outlets such as The Financial Times and Financial Planning Magazine. He is also the founder of Magoon Capital, LLC. Previously, Christian was President of Claymore Securities, now Guggenheim Investments, where he led product development, marketing and distribution of ETFs, unit investment trusts and closed-end funds. Enjoy!

Listen to our previous episode featuring Christian:

AP: https://podcasts.apple.com/gb/podcast/christian-magoon-amplifys-blockchain-lithium-cannabis/id1504694129?i=1000604448851

Spotify:  https://open.spotify.com/episode/0cttj7IrQbQBqrEJOpyHgD?si=d420751b91894224

---------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13417225Thu, 17 Aug 2023 06:00:00 GMT<p>Today, we are pleased to welcome Christian Magoon, CEO of Amplify ETFs, back to the show. <br /><br />In this episode, Christian walks us through the fintech revolution in emerging markets, discussing how smartphone penetration and a young demographic are driving the sector in these regions. Christian explains why he thinks payment companies are the foundation of fintech in EM and why he sees exceptional growth potential in the digital asset space over the next 5 to 10 years. He also gives us a macro overview of the impact of the US dollar's performance on EM companies. Lastly, Christian discusses the Amplify Emerging Markets FinTech ETF [EMFQ], its objectives, sub-industries, and top holdings, including XP Inc, Mercado Libre, and Network International Holdings.<br /><br />Christian has launched over 70 ETFs in the United States throughout his career so far. He has often been called an ‘ETF Pioneer’ by outlets such as The Financial Times and Financial Planning Magazine. He is also the founder of Magoon Capital, LLC. Previously, Christian was President of Claymore Securities, now Guggenheim Investments, where he led product development, marketing and distribution of ETFs, unit investment trusts and closed-end funds. Enjoy! <br /><br />Listen to our previous episode featuring Christian: <br /><br />AP: <a href="https://podcasts.apple.com/gb/podcast/christian-magoon-amplifys-blockchain-lithium-cannabis/id1504694129?i=1000604448851" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/christian-magoon-amplifys-blockchain-lithium-cannabis/id1504694129?i=1000604448851</a><br /><br />Spotify:  <a href="https://open.spotify.com/episode/0cttj7IrQbQBqrEJOpyHgD?si=d420751b91894224" rel="noopener noreferrer nofollow">https://open.spotify.com/episode/0cttj7IrQbQBqrEJOpyHgD?si=d420751b91894224</a><br /><br />---------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:44:421188Christian Magoon - The Fintech Revolution: Digital Payments & Assets Reshaping Emerging Marketsfull<![CDATA[Pedro Palandrani - AI's Generational Opportunities: Chips, LLMs, Robotics, & Japan’s Leadership]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are delighted to have Pedro Palandrani, Director of Research at Global X, return to the show.

In this episode, Pedro guides us through the generational opportunities that AI offers different sectors: chipmakers & hardware, generative AI & large language models (LLMs), and automation & robotics. We explore the timeline and potential size of this transformative theme, touching on the short-term gains for companies like Nvidia and the long-term structural shifts that could take a decade or more to fully unfold. Pedro emphasises Japan's pivotal role in the automation sector, highlighting several Japanese companies at the forefront of this revolution, such as Omron and SMC. Lastly, Pedro dissects Global X’s Artificial Intelligence & Technology ETF [AIQ] and Robotics & Artificial Intelligence ETF [BOTZ], explaining how the two offer investors pure-play exposure to the AI revolution. Enjoy!

Last year, Pedro joined the show to discuss Global X’s approach to thematic investing, the Exponential Age, and technological innovation.

Listen to our previous episode featuring Pedro:

AP: https://podcasts.apple.com/gb/podcast/146-pedro-palandrani-the-exponential-age-disruptive/id1504694129?i=1000590247759

Spotify: https://open.spotify.com/episode/06eCuZm5GcfpO2pFMqYQ6Z

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13376385Thu, 10 Aug 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are delighted to have Pedro Palandrani, Director of Research at Global X, return to the show.<br /><br />In this episode, Pedro guides us through the generational opportunities that AI offers different sectors: chipmakers &amp; hardware, generative AI &amp; large language models (LLMs), and automation &amp; robotics. We explore the timeline and potential size of this transformative theme, touching on the short-term gains for companies like Nvidia and the long-term structural shifts that could take a decade or more to fully unfold. Pedro emphasises Japan's pivotal role in the automation sector, highlighting several Japanese companies at the forefront of this revolution, such as Omron and SMC. Lastly, Pedro dissects Global X’s Artificial Intelligence &amp; Technology ETF [AIQ] and Robotics &amp; Artificial Intelligence ETF [BOTZ], explaining how the two offer investors pure-play exposure to the AI revolution. Enjoy!<br /><br />Last year, Pedro joined the show to discuss Global X’s approach to thematic investing, the Exponential Age, and technological innovation.<br /><br />Listen to our previous episode featuring Pedro:<br /><br />AP:<a href=" https://podcasts.apple.com/gb/podcast/146-pedro-palandrani-the-exponential-age-disruptive/id1504694129?i=1000590247759" rel="noopener noreferrer nofollow"> https://podcasts.apple.com/gb/podcast/146-pedro-palandrani-the-exponential-age-disruptive/id1504694129?i=1000590247759</a><br /><br />Spotify: <a href="https://open.spotify.com/episode/06eCuZm5GcfpO2pFMqYQ6Z" rel="noopener noreferrer nofollow">https://open.spotify.com/episode/06eCuZm5GcfpO2pFMqYQ6Z</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:001187Pedro Palandrani - AI's Generational Opportunities: Chips, LLMs, Robotics, & Japan’s Leadershipfull<![CDATA[Stephen Derkash - Solar's Exponential Growth, the US-China Race & Stocks with Bright Potential]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, Stephen Derkash, Senior Advisor at EQM Indexes and HANetf’s partner on the Solar Energy UCITS ETF [TANN], joins us to explore the explosive growth of the solar industry and its potential to transform the global energy landscape.

In this episode, Stephen highlights how the solar industry has grown from virtually nothing a decade ago to now accounting for about 4% of global electricity production and discusses the driving forces behind this growth, including dramatic cost reductions and supportive policies from major regions such as China, the EU, and North America. We also cover the bottlenecks faced by the sector, such as intermittency issues and grid integration. Looking ahead, Stephen shares exciting projections for the future, indicating that solar is just at the beginning of an upward trajectory. Lastly, we dive into the TANN Solar ETF,  which tracks the EQM Global Solar Energy Index, and we outline some of the key players in the industry.

Previously, Stephen has worked as a Portfolio Manager at Millennium Management, a $40 billion hedge fund, and at UBS Asset Management. He is the Founder of BlueRunner Global Advisors, a boutique investment advisory firm focused on emerging markets equity investing. Before Millennium and UBS, Stephen worked with Nicholas-Applegate Capital Management in sell-side research with a leading European bank in Brazil and on the emerging markets investment banking team at Lehman Brothers in New York. Enjoy!

Learn more about TANN: https://www.hanetf.com/product/18/fund/solar-energy-ucits-etf-acc

Twitter: @OptoThemes @EQMIndexes

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13336309Thu, 03 Aug 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, Stephen Derkash, Senior Advisor at EQM Indexes and HANetf’s partner on the Solar Energy UCITS ETF [TANN], joins us to explore the explosive growth of the solar industry and its potential to transform the global energy landscape. <br /><br />In this episode, Stephen highlights how the solar industry has grown from virtually nothing a decade ago to now accounting for about 4% of global electricity production and discusses the driving forces behind this growth, including dramatic cost reductions and supportive policies from major regions such as China, the EU, and North America. We also cover the bottlenecks faced by the sector, such as intermittency issues and grid integration. Looking ahead, Stephen shares exciting projections for the future, indicating that solar is just at the beginning of an upward trajectory. Lastly, we dive into the TANN Solar ETF,  which tracks the EQM Global Solar Energy Index, and we outline some of the key players in the industry. <br /><br />Previously, Stephen has worked as a Portfolio Manager at Millennium Management, a $40 billion hedge fund, and at UBS Asset Management. He is the Founder of BlueRunner Global Advisors, a boutique investment advisory firm focused on emerging markets equity investing. Before Millennium and UBS, Stephen worked with Nicholas-Applegate Capital Management in sell-side research with a leading European bank in Brazil and on the emerging markets investment banking team at Lehman Brothers in New York. Enjoy! <br /><br />Learn more about TANN:<a href="https://www.hanetf.com/product/18/fund/solar-energy-ucits-etf-acc" rel="noopener noreferrer nofollow"> https://www.hanetf.com/product/18/fund/solar-energy-ucits-etf-acc</a><br /><br />Twitter: <a href="https://twitter.com/OptoThemes?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer nofollow">@OptoThemes</a> <a href="https://twitter.com/EQMIndexes" rel="noopener noreferrer nofollow">@EQMIndexes</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:25:161186Stephen Derkash - Solar's Exponential Growth, the US-China Race & Stocks with Bright Potentialfull<![CDATA[How Top Investors Achieve Alpha: Sprott, Tema, GinsGlobal & Pzena]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome to our Alpha Study series, where we collect insights from top investors & business leaders to better understand how they get their edge.

In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space.

Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic funds, reveals what makes Tema different from its peers: employing a holistic process, analysing operating bases, balance sheets, and valuations.

Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, discusses the firm’s unwavering discipline in value investing, leading to consistent results over the past 25 years.

Finally, Anthony Ginsberg, CEO of GinsGlobal Index Funds, takes us through his investment strategy, utilising equal weighting across tech holdings and tapping into themes driving the Fourth Industrial Revolution for long-term growth.

Tune in as we explore the strategies, thought processes, and unique perspectives that drive these top investors and business leaders to achieve alpha. Enjoy!

Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.




-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13294996Thu, 27 Jul 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome to our Alpha Study series, where we collect insights from top investors &amp; business leaders to better understand how they get their edge.</p><p>In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space. <br /><br />Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic funds, reveals what makes Tema different from its peers: employing a holistic process, analysing operating bases, balance sheets, and valuations.<br /><br />Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, discusses the firm’s unwavering discipline in value investing, leading to consistent results over the past 25 years. <br /><br />Finally, Anthony Ginsberg, CEO of GinsGlobal Index Funds, takes us through his investment strategy, utilising equal weighting across tech holdings and tapping into themes driving the Fourth Industrial Revolution for long-term growth.<br /><br />Tune in as we explore the strategies, thought processes, and unique perspectives that drive these top investors and business leaders to achieve alpha. Enjoy!<br /><br />Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p><br /><br /><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:17:281185How Top Investors Achieve Alpha: Sprott, Tema, GinsGlobal & Pzenafull<![CDATA[Rachel Aguirre - How BlackRock Creates Active ETFs To Beat The Market: BINC, BLCV, IVVB & IVVM]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined by Rachel Aguirre, Head of U.S. iShares Product at BlackRock.

In this episode, Rachel shares insights into the thriving world of ETFs and the driving forces behind their exponential growth, highlighting the appeal of active ETFs to retail investors and the potential migration of mutual fund assets into ETFs.

Rachel walks us through BlackRock's recent launches, including the BlackRock Large Cap Value ETF [BLCV] and the BlackRock Flexible Income ETF [BINC]. She also discusses innovative buffer strategies, including the iShares Large Cap Deep Buffer ETF [IVVB] and the iShares Large Cap Moderate Buffer ETF [IVVM], defining their value proposition and addressing associated risks. We conclude with Rachel sharing her take on the 'next big idea,' diving into the iShares Automation & Robotics UCITS ETF and discussing the transformative potential of AI.

Rachel joined BlackRock as a portfolio manager in 2006, but before entering the finance world, she studied math and music in university, intending to become a classical pianist.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13251728Thu, 20 Jul 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we are joined by Rachel Aguirre, Head of U.S. iShares Product at BlackRock.<br /><br />In this episode, Rachel shares insights into the thriving world of ETFs and the driving forces behind their exponential growth, highlighting the appeal of active ETFs to retail investors and the potential migration of mutual fund assets into ETFs.<br /><br />Rachel walks us through BlackRock's recent launches, including the BlackRock Large Cap Value ETF [BLCV] and the BlackRock Flexible Income ETF [BINC]. She also discusses innovative buffer strategies, including the iShares Large Cap Deep Buffer ETF [IVVB] and the iShares Large Cap Moderate Buffer ETF [IVVM], defining their value proposition and addressing associated risks. We conclude with Rachel sharing her take on the 'next big idea,' diving into the iShares Automation &amp; Robotics UCITS ETF and discussing the transformative potential of AI.<br /><br />Rachel joined BlackRock as a portfolio manager in 2006, but before entering the finance world, she studied math and music in university, intending to become a classical pianist.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>yes00:41:271184Rachel Aguirre - How BlackRock Creates Active ETFs To Beat The Market: BINC, BLCV, IVVB & IVVMfull<![CDATA[Rex Jackson - Plugging Into the EV Revolution: ChargePoint CFO on What’s Driving Market Growth & Infrastructure Acceleration]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of speaking with Rex Jackson, CFO of ChargePoint, the world’s largest electric vehicle (EV) charging network and the first ever to be publicly traded, counting over 48,000 charging stations across the globe.

“We want to be everywhere,” says Rex, discussing the company’s infrastructure expansion ambitions relying on four pillars: ‘ubiquity, accessibility, usability and reliability.’ In the episode, Rex shares insights on the growth trajectory of the EV market, emphasising that the transition to mass adoption could take between 15 and 30 years. Rex also walks us through the firm’s revenue stream and profitability target, set for the end of 2024. We conclude with Rex commenting on the recent Tesla Supercharger’s network deals and their impact on ChargePoint’s future.

Before joining ChargePoint in 2018, Rex served as CFO for Gigamon, Rocket Fuel Inc., JDS Uniphase Corp. and Symyx Technologies Inc, and held senior executive positions at leading public and private companies, including Avago (now Broadcom Inc.) and Synopsys.

Twitter: @ChargePointnet

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13208042Thu, 13 Jul 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of speaking with Rex Jackson, CFO of ChargePoint, the world’s largest electric vehicle (EV) charging network and the first ever to be publicly traded, counting over 48,000 charging stations across the globe.<br /><br />“We want to be everywhere,” says Rex, discussing the company’s infrastructure expansion ambitions relying on four pillars: ‘ubiquity, accessibility, usability and reliability.’ In the episode, Rex shares insights on the growth trajectory of the EV market, emphasising that the transition to mass adoption could take between 15 and 30 years. Rex also walks us through the firm’s revenue stream and profitability target, set for the end of 2024. We conclude with Rex commenting on the recent Tesla Supercharger’s network deals and their impact on ChargePoint’s future.<br /><br />Before joining ChargePoint in 2018, Rex served as CFO for Gigamon, Rocket Fuel Inc., JDS Uniphase Corp. and Symyx Technologies Inc, and held senior executive positions at leading public and private companies, including Avago (now Broadcom Inc.) and Synopsys.<br /><br />Twitter: <a href="https://twitter.com/ChargePointnet" rel="noopener noreferrer nofollow">@ChargePointnet</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:35:231181Rex Jackson - Plugging Into the EV Revolution: ChargePoint CFO on What’s Driving Market Growth & Infrastructure Accelerationfull<![CDATA[Jay Jacobs - BlackRock's 2023 Thematic Outlook]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Please welcome Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock where he’s responsible for the research and development of the Megatrends suite, driving commercialization of these products, as well as managing product sales and marketing for the Megatrend franchise. Jay is also responsible for BlackRock's active equity and international ETF suites.

Previously, Jay joined Global X ETFs in 2013 and founded the firm's Research and Strategy team, which originates the firm's insights on markets and ETFs. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE) in the ETF and Indexing Group.

Jay is a frequently cited expert and has appeared on prestigious publications such as CNBC, Bloomberg, and The Wall Street Journal, among others.

In this interview, we discuss Jay’s 2023 thematic outlook. Is 2023 the year that investors will need to rethink growth?

Enjoy

@JayJacobsCFA
ishares.com/us/products/etf-investments
ishares.com/us/insights/2023-thematic-outlook


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12400269Thu, 09 Mar 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Please welcome Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock where he’s responsible for the research and development of the Megatrends suite, driving commercialization of these products, as well as managing product sales and marketing for the Megatrend franchise. Jay is also responsible for BlackRock's active equity and international ETF suites.<br /><br />Previously, Jay joined Global X ETFs in 2013 and founded the firm's Research and Strategy team, which originates the firm's insights on markets and ETFs. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE) in the ETF and Indexing Group.<br /><br />Jay is a frequently cited expert and has appeared on prestigious publications such as CNBC, Bloomberg, and The Wall Street Journal, among others. <br /><br />In this interview, we discuss Jay’s 2023 thematic outlook. Is 2023 the year that investors will need to rethink growth? <br /><br />Enjoy<br /><br />@JayJacobsCFA<br /><a href="https://www.ishares.com/us/products/etf-investments#/?productView=etf&amp;pageNumber=1&amp;sortColumn=totalNetAssets&amp;sortDirection=desc&amp;dataView=keyFacts" rel="noopener noreferrer nofollow">ishares.com/us/products/etf-investments<br /></a><a href="https://www.ishares.com/us/insights/2023-thematic-outlook#cybersecurity" rel="noopener noreferrer nofollow">ishares.com/us/insights/2023-thematic-outlook<br /></a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:49:281161Jay Jacobs - BlackRock's 2023 Thematic Outlookfull<![CDATA[Jens Nordvig - Live Q&A: Lifting the Lid on China's Economy]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

On Wednesday March 1st, we hosted our latest live interview on Twitter, with economist and macro expert, Jens Nordvig.

Jens Nordvig is Founder & CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, Jens’s macro analysis is second to none. In the wake of China’s manufacturing activity recording its fastest growth in a decade, Jens and I discuss the state of the Chinese economy, and what that means for stock markets.

With live questions from the audience, and an insight into the unique alternative data Jens uses to inform his outlook, it was a fascinating event. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12390096Tue, 07 Mar 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />On Wednesday March 1st, we hosted our latest live interview on Twitter, with economist and macro expert, Jens Nordvig.<br /><br />Jens Nordvig is Founder &amp; CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, Jens’s macro analysis is second to none. In the wake of China’s manufacturing activity recording its fastest growth in a decade, Jens and I discuss the state of the Chinese economy, and what that means for stock markets.<br /><br />With live questions from the audience, and an insight into the unique alternative data Jens uses to inform his outlook, it was a fascinating event. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:331160Jens Nordvig - Live Q&A: Lifting the Lid on China's Economyfull<![CDATA[Christopher Mellor - The Future Potential of Blockchain]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

I have the pleasure of introducing Christopher Mellor, Head of EMEA ETF Equity & Commodity Product Management at Invesco where he's responsible for leading the team which provides support and analysis for our range of equity ETFs.  Invesco is one of the largest investment management companies in the world with a current AUM of $1,409.2 billion as of Dec. 31, 2022.

Chris has over 20 years experience in finance with a background in investment analysis, economics and portfolio construction working for a number of prominent firms such as Credit Suisse, Societe Generale and State Street. Chris has both a BSc in Chemistry from the uni of Bath and a Doctorate in Philosophy in chemistry from the University of Oxford.

In this interview, we discuss the future of the blockchain investment theme, is it's potential currently being underestimated and an in depth discussion on the invesco Blockchain ETF taking apart the numerous sub themes such as crypto mining, token investments and blockchain payment systems.

Enjoy!

Invesco ETFs
http://etf.invesco.com/gb/private/en/products
Invesco CoinShares Global Blockchain UCITS ETF
https://etf.invesco.com/gb/private/en/product/invesco-coinshares-global-blockchain-ucits-etf-acc/trading-information
@InvescoEMEA

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12353607Thu, 02 Mar 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />I have the pleasure of introducing Christopher Mellor, Head of EMEA ETF Equity &amp; Commodity Product Management at Invesco where he's responsible for leading the team which provides support and analysis for our range of equity ETFs.  Invesco is one of the largest investment management companies in the world with a current AUM of $1,409.2 billion as of Dec. 31, 2022.<br /><br />Chris has over 20 years experience in finance with a background in investment analysis, economics and portfolio construction working for a number of prominent firms such as Credit Suisse, Societe Generale and State Street. Chris has both a BSc in Chemistry from the uni of Bath and a Doctorate in Philosophy in chemistry from the University of Oxford. <br /><br />In this interview, we discuss the future of the blockchain investment theme, is it's potential currently being underestimated and an in depth discussion on the invesco Blockchain ETF taking apart the numerous sub themes such as crypto mining, token investments and blockchain payment systems. <br /><br />Enjoy!<br /><br />Invesco ETFs<br /><a href="https://www.invesco.com/uk/en/country-splash.html?src=https://etf.invesco.com/gb/private/en/products" rel="noopener noreferrer nofollow">http://etf.invesco.com/gb/private/en/products<br /></a>Invesco CoinShares Global Blockchain UCITS ETF<br /><a href="https://etf.invesco.com/gb/private/en/product/invesco-coinshares-global-blockchain-ucits-etf-acc/trading-information" rel="noopener noreferrer nofollow">https://etf.invesco.com/gb/private/en/product/invesco-coinshares-global-blockchain-ucits-etf-acc/trading-information</a><br />@InvescoEMEA<br /><br />Thanks to <a href="http://cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------</p><p>Past performance is not a reliable indicator of future results.</p><p>CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br /><br /></p><p>The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br /></p><p>CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:53:071159Christopher Mellor - The Future Potential of Blockchainfull<![CDATA[Bob Elliott - The Hedge Fund ETF]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Bob Elliott is the co-founder, CEO and CIO of Unlimited Funds, which uses machine learning to create ETFs based on 2&20-style investments, including hedge funds, venture capital and private equity.

In this episode, Bob discussed the firm's first product, the Unlimited HFND multi-strategy return tracker ETF, launched in 2022, explaining it was born to allow retail investors to access exclusive strategies without paying exorbitant fees, using the ETF as a vehicle to help democratise the investment industry.

Previously, Bob was a member of the Investment Committee at Bridgewater Associates, where he led Ray Dalio's investment research team for nearly a decade. Enjoy!


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12308242Thu, 23 Feb 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Bob Elliott is the co-founder, CEO and CIO of Unlimited Funds, which uses machine learning to create ETFs based on 2&amp;20-style investments, including hedge funds, venture capital and private equity.<br /><br />In this episode, Bob discussed the firm's first product, the Unlimited HFND multi-strategy return tracker ETF, launched in 2022, explaining it was born to allow retail investors to access exclusive strategies without paying exorbitant fees, using the ETF as a vehicle to help democratise the investment industry.<br /><br />Previously, Bob was a member of the Investment Committee at Bridgewater Associates, where he led Ray Dalio's investment research team for nearly a decade. Enjoy!<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:481158Bob Elliott - The Hedge Fund ETFfull<![CDATA[Electric & Autonomous Vehicles: AEye, Innoviz, Global X & More]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

You are listening to the second episode of our compilation series. Today's episode comprises insights about two of the most talked-about innovations over the past decade: electric and autonomous vehicles.

In the past few months, we’ve spoken to brilliant investors and thematic experts regarding the progress of EV adoption, the pro and cons of autonomous vehicles, and the investment opportunity they offer.

Despite witnessing a declining performance of EV/AV equities in the last few years, most investors we interviewed remained bullish on the sectors’ investment potential over the long run.

Make sure not to miss this episode if you are curious to learn why.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12295599Tue, 21 Feb 2023 09:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />You are listening to the second episode of our compilation series. Today's episode comprises insights about two of the most talked-about innovations over the past decade: electric and autonomous vehicles. <br /><br />In the past few months, we’ve spoken to brilliant investors and thematic experts regarding the progress of EV adoption, the pro and cons of autonomous vehicles, and the investment opportunity they offer. <br /><br />Despite witnessing a declining performance of EV/AV equities in the last few years, most investors we interviewed remained bullish on the sectors’ investment potential over the long run. <br /><br />Make sure not to miss this episode if you are curious to learn why.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:25:311157Electric & Autonomous Vehicles: AEye, Innoviz, Global X & Morefull<![CDATA[Kiril Sokoloff - Lessons From One Of The Greatest Investors Of Our Time | Re-post]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today we revisit one of our most popular interviews to date. In August last year, Ed spoke to Kiril Sokoloff, CEO & Founder of 13D Research.

Kiril founded 13D in 1983, their analysis read weekly by world-renowned investors including Howard Marks of Oaktree and Byron Wien of Blackstone.

Ed and Kiril discuss thematic investing. Labelled by some the ‘father of thematics’, Kiril takes us through his unique approach to investing in secular trends, offering some unforgettable insights along the way, whilst identifying themes to watch in what Kiril labels the ‘new era’.

Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12264147Thu, 16 Feb 2023 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today we revisit one of our most popular interviews to date. In August last year, Ed spoke to Kiril Sokoloff, CEO &amp; Founder of 13D Research.</p><p>Kiril founded 13D in 1983, their analysis read weekly by world-renowned investors including Howard Marks of Oaktree and Byron Wien of Blackstone.</p><p>Ed and Kiril discuss thematic investing. Labelled by some the ‘father of thematics’, Kiril takes us through his unique approach to investing in secular trends, offering some unforgettable insights along the way, whilst identifying themes to watch in what Kiril labels the ‘new era’. <br /><br />Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:07:521156Kiril Sokoloff - Lessons From One Of The Greatest Investors Of Our Time | Re-postfull<![CDATA[Tom Thornton - Hedge Funds, an FBI Raid & How to Analyse Market Sentiment]]>I spoke to Hedge Fund Telemetry Founder and President, Thomas Thornton. Tom’s career has taken him from early stints at Morgan Stanley and Roxbury Capital, to the now notorious former hedge fund, Level Global. Having subsequently been appointed Head trader at a high-profile family office, Tom then started to run his own money before a ‘eureka’ moment in 2017.

What if Tom could bring investors inside the hedge fund world, offering them a unique glimpse of the insights available to these enigmatic institutions. Tom and the team take this one step further too, aiming to empower their readers with a true investing edge, through a unique combination of sentiment and technical analysis.

Tom describes his storied career to-date and, based on Telemetry's sentiment analysis, identifies the market trends-to-watch right now. Enjoy!

Check out Hedge Fund Telemetry and subscribe at: https://www.hedgefundtelemetry.com/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8899755Thu, 22 Jul 2021 06:00:00 GMT<p>I spoke to Hedge Fund Telemetry Founder and President, Thomas Thornton. Tom’s career has taken him from early stints at Morgan Stanley and Roxbury Capital, to the now notorious former hedge fund, Level Global. Having subsequently been appointed Head trader at a high-profile family office, Tom then started to run his own money before a ‘eureka’ moment in 2017. <br /><br />What if Tom could bring investors inside the hedge fund world, offering them a unique glimpse of the insights available to these enigmatic institutions. Tom and the team take this one step further too, aiming to empower their readers with a true investing edge, through a unique combination of sentiment and technical analysis. <br /><br />Tom describes his storied career to-date and, based on Telemetry's sentiment analysis, identifies the market trends-to-watch right now. Enjoy!<br /><br />Check out Hedge Fund Telemetry and subscribe at:<a href=" https://www.hedgefundtelemetry.com/" rel="noopener noreferrer nofollow"> https://www.hedgefundtelemetry.com/</a> <br /><br />Thanks to<a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow"> Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:18:43173Tom Thornton - Hedge Funds, an FBI Raid & How to Analyse Market Sentimentfull<![CDATA[Rocket Lab CEO On Record Growth & National Security Contracts]]>Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17208839Thu, 22 May 2025 12:00:00 GMT<p>Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration. <br /><br />If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:22:26Rocket Lab CEO On Record Growth & National Security Contractsfull<![CDATA[Logitech: The Secret to 45 Years of Innovation]]>In this week’s episode, James Campanini, Head of B2B at Logitech, shares how the company is enhancing smart meeting experiences and hybrid work. He discusses AI-powered solutions for seamless collaboration, room monitoring for better workplace efficiency, and Logitech’s vision for the future of digital workspaces. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16744565Thu, 06 Mar 2025 15:00:00 GMT<p>In this week’s episode, James Campanini, Head of B2B at Logitech, shares how the company is enhancing smart meeting experiences and hybrid work. He discusses AI-powered solutions for seamless collaboration, room monitoring for better workplace efficiency, and Logitech’s vision for the future of digital workspaces. </p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:29:42Logitech: The Secret to 45 Years of Innovationfull<![CDATA[The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy]]>Marc Stapley, CEO at Veracyte, joins OPTO Sessions to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy!


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15827518Fri, 27 Sep 2024 15:00:00 GMT<p>Marc Stapley, CEO at Veracyte, joins OPTO <em>Sessions</em> to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy!</p><p><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:45The Care Continuum: Veracyte’s CEO on its Diagnostic Strategyfull<![CDATA[Howard Lindzon - SPAC Attack, Collectibles & $1.9 Trillion Stimulus]]>We’ve got Howard Lindzon from Phoenix Arizona on the show today. He’s the founder and managing partner at Social Leverage, an early-stage seed investment fund who’s stand-out investments include Robinhood, eToro, Kustomer, Rally road & more. Many will also know him as the founder of StockTwits, the largest online community of investors and traders.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8131762Sun, 14 Mar 2021 07:00:00 GMT<p>We’ve got Howard Lindzon from Phoenix Arizona on the show today. He’s the founder and managing partner at Social Leverage, an early-stage seed investment fund who’s stand-out investments include Robinhood, eToro, Kustomer, Rally road &amp; more. Many will also know him as the founder of StockTwits, the largest online community of investors and traders. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:28:31152Howard Lindzon - SPAC Attack, Collectibles & $1.9 Trillion Stimulusfull<![CDATA[Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?]]>► Invest in top-performing biotech stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Over the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unprecedented levels.

Today, we delve into the challenges and opportunities in the biotech sector with Yuri Khodjamirian, CIO of Tema ETFs. We explore how investors can navigate the sector's regulatory, scientific, and funding risks to capitalise on this demographic shift and historically low valuations. 

Prior to Tema ETFs, Yuri spent over a decade at Majedie Asset Management managing the firm’s UK and global portfolios. Enjoy!

Listen to our previous episode featuring Yuri:
Spotify
Apple Podcasts

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15122577Thu, 23 May 2024 08:00:00 GMT<p>►<b> Invest in top-performing</b> <b>biotech stocks </b>- <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow"><em>Install our FREE app</em></a>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Over the past 25 years, the Nasdaq Biotechnology Index has <b>outperformed the S&amp;P500 by 467%.</b> This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unprecedented levels.</p><p>Today, we delve into the challenges and opportunities in the<b> biotech sector</b> with Yuri Khodjamirian, CIO of Tema ETFs. We explore how investors can navigate the sector's regulatory, scientific, and funding risks to capitalise on this <b>demographic shift and historically low valuations. </b></p><p>Prior to Tema ETFs, Yuri spent over a decade at Majedie Asset Management managing the firm’s UK and global portfolios. Enjoy! <br /><br />Listen to our previous episode featuring Yuri:<br /><a href="https://open.spotify.com/episode/1e9HYBm3cJaMILPr6Q3pNI" rel="noopener noreferrer nofollow">Spotify</a><br /><a href="https://podcasts.apple.com/gb/podcast/yuri-khodjamirian-temas-american-reshoring-luxury-monopolies/id1504694129?i=1000619480869" rel="noopener noreferrer nofollow">Apple Podcasts <br /></a><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:42:34Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?full<![CDATA[Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024]]>► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy!

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15080814Thu, 16 May 2024 15:00:00 GMT<p>► <b>Discover stocks before they take off </b>- <em>Install our FREE app</em>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy!<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:34:14Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024full<![CDATA[Pedro Palandrani - Roadmap to Tomorrow: Autonomous Vehicles, Driverless Trucks & Robotaxis]]>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

Autonomous vehicles have the potential to completely overhaul transportation, one of the most fundamental elements of our lives. 

Today, Pedro Palandrani, Director of Research at  Global X ETFs, will join OPTO Sessions to discuss the opportunities, as well as the safety, regulatory, and technological challenges, facing this rapidly growing industry.  Driverless vehicles, in particular, have huge potential for streamlining the world’s supply chains. Pedro explains why he is particularly bullish on this emerging segment and which stocks are key to its development. Enjoy!

 ► Disclaimer: https://optothemes.com/disclosures

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14738138Thu, 21 Mar 2024 16:00:00 GMT<p>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Autonomous vehicles have the potential to completely overhaul transportation, one of the most fundamental elements of our lives. <br /><br />Today, Pedro Palandrani, Director of Research at  Global X ETFs, will join OPTO Sessions to discuss the opportunities, as well as the safety, regulatory, and technological challenges, facing this rapidly growing industry.  Driverless vehicles, in particular, have huge potential for streamlining the world’s supply chains. Pedro explains why he is particularly bullish on this emerging segment and which stocks are key to its development. Enjoy!<br /><br /> ► Disclaimer: https://optothemes.com/disclosures</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:14Pedro Palandrani - Roadmap to Tomorrow: Autonomous Vehicles, Driverless Trucks & Robotaxisfull<![CDATA[Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance]]>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, we are privileged to welcome Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years.

In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One exception to this trend is China, which is going through a period of “despair” following its real estate bubble.

Jim also mentions why he's investing in countries like Uzbekistan before sharing insights into his long/short investment strategy and the key qualities of a successful investor.  Enjoy!

 ► Disclaimer: https://optothemes.com/disclosures

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14690889Thu, 14 Mar 2024 16:00:00 GMT<p>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Today, we are privileged to welcome Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years.<br /><br />In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One exception to this trend is China, which is going through a period of “despair” following its real estate bubble.<br /><br />Jim also mentions why he's investing in countries like Uzbekistan before sharing insights into his long/short investment strategy and the key qualities of a successful investor.  Enjoy!<br /><br /> ► Disclaimer: https://optothemes.com/disclosures</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:35:40Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberancefull<![CDATA[Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare]]>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

Novel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. 

Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing approaches to improve healthcare, particularly oncology. Enjoy!

 ► Disclaimer: https://optothemes.com/disclosures

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14646176Thu, 07 Mar 2024 14:00:00 GMT<p>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Novel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. <br /><br />Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing approaches to improve healthcare, particularly oncology. Enjoy!<br /><br /> ► Disclaimer: https://optothemes.com/disclosures</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:54Arelis Agosto - Gene Therapy: Decoding the Future of Healthcarefull<![CDATA[Brad Loncar - Investing in Biotech, Chinese Biopharma & The Immunocology ETF]]>Brad Loncar is a Biotechnology expert, a pioneer in Biotech investment, and the index provider for two Nasdaq-listed biotech ETFs, Loncar’s Cancer Immunotherapy ETF, and the China BioPharma ETF.
 
Brad is CEO of Loncar Investments and has a wealth of investment experience, having started out at Franklin Templeton as part of their Management Training Program. Brad’s also spent time in the US political sphere, having been appointed Senior Advisor at the U.S. Department of the Treasury, in between an Investment Directorship in the Bush-Cheney administration in 2004, and a short tenure as Director of Administration for John McCain, in 2008.
 
Brad currently shares his expertise on LoncarBlog.com, Nasdaq.com, and contributes opinion pieces to Endpoints News. We discuss the rampant innovation transforming a constantly evolving industry, before examining Loncar’s two unique ETFs. We finish the interview by looking ahead, where Brad highlights his favourite innovations at the cutting-edge of Biotechnology. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8790020Thu, 01 Jul 2021 06:00:00 GMT<p>Brad Loncar is a Biotechnology expert, a pioneer in Biotech investment, and the index provider for two Nasdaq-listed biotech ETFs, Loncar’s Cancer Immunotherapy ETF, and the China BioPharma ETF. <br /> <br />Brad is CEO of Loncar Investments and has a wealth of investment experience, having started out at Franklin Templeton as part of their Management Training Program. Brad’s also spent time in the US political sphere, having been appointed Senior Advisor at the U.S. Department of the Treasury, in between an Investment Directorship in the Bush-Cheney administration in 2004, and a short tenure as Director of Administration for John McCain, in 2008. <br /> <br />Brad currently shares his expertise on LoncarBlog.com, Nasdaq.com, and contributes opinion pieces to Endpoints News. We discuss the rampant innovation transforming a constantly evolving industry, before examining Loncar’s two unique ETFs. We finish the interview by looking ahead, where Brad highlights his favourite innovations at the cutting-edge of Biotechnology. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter<a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">: https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:16:21170Brad Loncar - Investing in Biotech, Chinese Biopharma & The Immunocology ETFfull<![CDATA[Beth Kindig - Microtrends in Growth Stocks, AI & Electric Vehicles]]>On today's show, I’m delighted to introduce Beth Kindig, a technology analyst with over a decade of experience in the private markets. She’s now the co-founder of IO fund which specialises in helping individuals gain a competitive edge when investing in tech growth stocks. How does Beth do this? She has gained hands-on experience over the years whilst either working for and/or analysing a huge amount of relevant tech companies that are involved in the micro-trends disrupting the world of tomorrow. She writes some incredible analysis of public companies and some of her articles have also featured in renowned publications such as Forbes and MarketWatch.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8751103Thu, 24 Jun 2021 06:00:00 GMT<p>On today's show, I’m delighted to introduce Beth Kindig, a technology analyst with over a decade of experience in the private markets. She’s now the co-founder of IO fund which specialises in helping individuals gain a competitive edge when investing in tech growth stocks. How does Beth do this? She has gained hands-on experience over the years whilst either working for and/or analysing a huge amount of relevant tech companies that are involved in the micro-trends disrupting the world of tomorrow. She writes some incredible analysis of public companies and some of her articles have also featured in renowned publications such as Forbes and MarketWatch. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:08:00169Beth Kindig - Microtrends in Growth Stocks, AI & Electric Vehiclesfull<![CDATA[UPST Stock: Upstart's Co-Founder on 92% Loan Automation]]>Upstart co-founder and CTO Paul Gu joins OPTO Sessions to explain how AI underwriting powers 92% fully automated loans and lifts conversion to approximately 24% as the AI lending marketplace returns to profitability with triple digit revenue growth. He unpacks fraud controls, the Upstart Macro Index, and expansion into HELOC and auto. 

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-18016295Thu, 16 Oct 2025 08:00:00 GMT<p>Upstart co-founder and CTO Paul Gu joins OPTO Sessions to explain how AI underwriting powers 92% fully automated loans and lifts conversion to approximately 24% as the AI lending marketplace returns to profitability with triple digit revenue growth. He unpacks fraud controls, the Upstart Macro Index, and expansion into HELOC and auto. </p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:44UPST Stock: Upstart's Co-Founder on 92% Loan Automationfull<![CDATA[Ekaterina Daminova - Gemini Custody & Decentralised Finance]]>On this show, I welcome Katrina Daminova, part of the Business Development team at Gemini. Gemini is one of the principal companies in the digital assets space with a very popular exchange and custody product for institutional investors.

At Gemini, Katrina focuses on developing partnerships and servicing institutions. Her client base includes digital asset managers, crypto funds, hedge funds, market makers, fintech including neobanks, and others.

Previously Katrina was head of product at Copper.io, a Custody and Prime Brokerage for Digital Assets.

We dig into the details on Gemini’s institutional offering, the opportunity in defi and how it may transform financial services as we know it.

Enjoy

Gemini.com

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8712889Thu, 17 Jun 2021 06:00:00 GMT<p>On this show, I welcome Katrina Daminova, part of the Business Development team at Gemini. Gemini is one of the principal companies in the digital assets space with a very popular exchange and custody product for institutional investors. <br /><br />At Gemini, Katrina focuses on developing partnerships and servicing institutions. Her client base includes digital asset managers, crypto funds, hedge funds, market makers, fintech including neobanks, and others. <br /><br />Previously Katrina was head of product at Copper.io, a Custody and Prime Brokerage for Digital Assets.<br /><br />We dig into the details on Gemini’s institutional offering, the opportunity in defi and how it may transform financial services as we know it. <br /><br />Enjoy<br /><br /><a href="https://www.gemini.com/" rel="noopener noreferrer nofollow">Gemini.com</a><br /><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:35:30168Ekaterina Daminova - Gemini Custody & Decentralised Financefull<![CDATA[Justin Onuekwusi - Justifying Fees in a 'Zero-Fee World' & Cross-Asset Allocation in 2021]]>Justin Onuekwusi is Head of Retail Multi-Asset Funds at Legal & General Investment Management. The Legal and General group is one of the world’s biggest and most successful insurers and asset managers, with over £1 trillion in assets.

LGIM’s Multi-Asset team manages more than £63bn, with Justin playing a leading role in the strategic allocation of those funds. Having started out as an analyst with Aon Hewitt in 2003, Justin next worked at Merrill Lynch during the now seminal period between 2007-08, staying with the firm until 2010, before taking up a role as Multi-Asset Fund Manager, at Aviva. And for the last seven and a half years Justin has been with LGIM, now heading up the firm’s extremely successful Retail Multi-Asset business.

I talk to Justin about asset allocation, leveraging his cross-asset expertise to understand where investors should be weighing their portfolios in 2021, and beyond. We discuss his investment philosophy, and how LGIM’s use of their extensive index offering gives them one of the most successful, low-cost fund ranges on the market. Enjoy!

Search #talkaboutblack to read about Justin's ongoing efforts to promote diversity and inclusion in the asset management industry, and beyond.

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8202073Thu, 25 Mar 2021 07:00:00 GMT<p>Justin Onuekwusi is Head of Retail Multi-Asset Funds at Legal &amp; General Investment Management. The Legal and General group is one of the world’s biggest and most successful insurers and asset managers, with over £1 trillion in assets. <br /><br />LGIM’s Multi-Asset team manages more than £63bn, with Justin playing a leading role in the strategic allocation of those funds. Having started out as an analyst with Aon Hewitt in 2003, Justin next worked at Merrill Lynch during the now seminal period between 2007-08, staying with the firm until 2010, before taking up a role as Multi-Asset Fund Manager, at Aviva. And for the last seven and a half years Justin has been with LGIM, now heading up the firm’s extremely successful Retail Multi-Asset business.<br /><br />I talk to Justin about asset allocation, leveraging his cross-asset expertise to understand where investors should be weighing their portfolios in 2021, and beyond. We discuss his investment philosophy, and how LGIM’s use of their extensive index offering gives them one of the most successful, low-cost fund ranges on the market. Enjoy! <br /><br />Search #talkaboutblack to read about Justin's ongoing efforts to promote diversity and inclusion in the asset management industry, and beyond.<br /><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:08:52154Justin Onuekwusi - Justifying Fees in a 'Zero-Fee World' & Cross-Asset Allocation in 2021full<![CDATA[Neil Howe - Millennials, Secular Investing & 'The Fourth Turning"]]>In a bumper episode, I speak to Neil Howe, Managing Director of Demographics at Hedgeye. Neil is a renowned authority on social change, an acclaimed bestselling author, and America’s leading thinker on today’s generations – who they are, what motivates them, and how they will shape our future.

Vice President Al Gore called Howe’s first title, ‘Generations’, "the most stimulating book on American history that I have ever read", while the Boston Globe is prepared to label Howe one of “the great American prophets”, if predictions in his book ‘The Fourth Turning’, come to pass.

Neil has also worked as a consultant and advisor for companies like Blackstone, the Concord Coalition, and the Global Aging Initiative at the Centre for Strategic and International Studies.
Frequently featured on shows like USA Today, CNN, the New York Times, and CBS' 60 Minutes, we were extremely lucky to speak to Neil, and I took the chance to quiz him on how his theory can be applied to today’s financial markets – enjoy the interview!

Here’s a link to Neil’s book, The Fourth Turning:

https://www.amazon.co.uk/Fourth-Turning-American-Prophecy/dp/0767900464

Neil also mentions the following title by Tim Lee, Jamie Lee & Kevin Coldiron:

https://www.amazon.co.uk/Rise-Carry-Consequences-Volatility-Suppression/dp/1260458407

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8592166Thu, 27 May 2021 06:00:00 GMT<p>In a bumper episode, I speak to Neil Howe, Managing Director of Demographics at Hedgeye. Neil is a renowned authority on social change, an acclaimed bestselling author, and America’s leading thinker on today’s generations – who they are, what motivates them, and how they will shape our future. <br /><br />Vice President Al Gore called Howe’s first title, ‘Generations’, "the most stimulating book on American history that I have ever read", while the Boston Globe is prepared to label Howe one of “the great American prophets”, if predictions in his book ‘The Fourth Turning’, come to pass. <br /><br />Neil has also worked as a consultant and advisor for companies like Blackstone, the Concord Coalition, and the Global Aging Initiative at the Centre for Strategic and International Studies. <br />Frequently featured on shows like USA Today, CNN, the New York Times, and CBS' 60 Minutes, we were extremely lucky to speak to Neil, and I took the chance to quiz him on how his theory can be applied to today’s financial markets – enjoy the interview! <br /><br />Here’s a link to Neil’s book, The Fourth Turning: <br /><br /><a href="https://www.amazon.co.uk/Fourth-Turning-American-Prophecy/dp/0767900464" rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Fourth-Turning-American-Prophecy/dp/0767900464 <br /></a><br />Neil also mentions the following title by Tim Lee, Jamie Lee &amp; Kevin Coldiron:<br /> <br /><a href="https://www.amazon.co.uk/Rise-Carry-Consequences-Volatility-Suppression/dp/1260458407 " rel="noopener noreferrer nofollow">https://www.amazon.co.uk/Rise-Carry-Consequences-Volatility-Suppression/dp/1260458407 </a><br /><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:13:57165Neil Howe - Millennials, Secular Investing & 'The Fourth Turning"full<![CDATA[How Intercom Is Automating Up to 94% of Customer Support]]>Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company’s AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-18177581Thu, 13 Nov 2025 09:00:00 GMT<p>Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company’s AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:33:08How Intercom Is Automating Up to 94% of Customer Supportfull<![CDATA[Ben Goldsmith - The Green Industrial Revolution & Investing in Sustainability]]>Ben Goldsmith is an environmentalist and sustainability-focused investment pioneer. Founder and CEO of London-listed investment firm Menhaden, Ben, and the team focus their attention on the theme of energy and resource efficiency. Having previously co-founded the clean tech-focused investment firm WHEB back in 2003, Goldsmith has a long track record delivering returns in this space. Ben has also used his personal wealth to support both philanthropic and political projects in this area.

Ben and I discuss how Menhaden identify companies delivering or benefiting from the efficient use of energy; we unpick the firm’s unique criteria for portfolio inclusion; and highlight the stocks that figure in the current fund. And after a historic year for clean energy returns in 2020, Ben gives us his outlook for the segment for the second half of 2021. Enjoy the interview!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8333593Thu, 15 Apr 2021 06:00:00 GMT<p>Ben Goldsmith is an environmentalist and sustainability-focused investment pioneer. Founder and CEO of London-listed investment firm Menhaden, Ben, and the team focus their attention on the theme of energy and resource efficiency. Having previously co-founded the clean tech-focused investment firm WHEB back in 2003, Goldsmith has a long track record delivering returns in this space. Ben has also used his personal wealth to support both philanthropic and political projects in this area.<br /><br />Ben and I discuss how Menhaden identify companies delivering or benefiting from the efficient use of energy; we unpick the firm’s unique criteria for portfolio inclusion; and highlight the stocks that figure in the current fund. And after a historic year for clean energy returns in 2020, Ben gives us his outlook for the segment for the second half of 2021. Enjoy the interview!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:01:08158Ben Goldsmith - The Green Industrial Revolution & Investing in Sustainabilityfull<![CDATA[Angela Chang Newell - Chamath Palihapitiya's Emerging Managers Class of 2021]]>Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapitiya – a billionaire and Twitter influencer with over 1.4 million followers.

Earlier this year Angela made it into an exclusive group, Chamath and Social Capital’s Emerging Managers class of 2021 – an industry-first initiative that has sought investors, of all backgrounds, who believe they can develop differentiated strategies to generate outsized returns. Social Capital has funded their portfolio managers with an initial capital base, with the aim of scaling that over time.

Angela has worked for some of the biggest and most prestigious asset managers in the world – including JPMorgan and Macquarie – and her unique take on US equity investment was extremely compelling. We discuss what differentiates her approach from the rest of the market; what makes an exceptional portfolio manager; Angela takes us inside one of the most talked-about companies in the industry. Enjoy the interview!

After the interview, Angela shared Dimon's 2020 letter to shareholders. Read for more insight into the JPMorgan CEO's insight:

https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2020.pdf
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8293939Thu, 08 Apr 2021 06:00:00 GMT<p>Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapitiya – a billionaire and Twitter influencer with over 1.4 million followers.<br /><br />Earlier this year Angela made it into an exclusive group, Chamath and Social Capital’s Emerging Managers class of 2021 – an industry-first initiative that has sought investors, of all backgrounds, who believe they can develop differentiated strategies to generate outsized returns. Social Capital has funded their portfolio managers with an initial capital base, with the aim of scaling that over time.<br /><br />Angela has worked for some of the biggest and most prestigious asset managers in the world – including JPMorgan and Macquarie – and her unique take on US equity investment was extremely compelling. We discuss what differentiates her approach from the rest of the market; what makes an exceptional portfolio manager; Angela takes us inside one of the most talked-about companies in the industry. Enjoy the interview!<br /><br />After the interview, Angela shared Dimon's 2020 letter to shareholders. Read for more insight into the JPMorgan CEO's insight:<br /><br /><a href="https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2020.pdf" rel="noopener noreferrer nofollow">https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2020.pdf</a> <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:55:53157Angela Chang Newell - Chamath Palihapitiya's Emerging Managers Class of 2021full<![CDATA[Adam Robinson - Outsmarting the Market, Systems & 'The Great Game']]>Today I have the delight of introducing Adam Robinson, someone I consider a mentor, an incredible thinker who has a unique but masterful way of looking at the market and how it operates.

Adam is the founder of Robinson Global Strategies where he conveys his wisdom on global macro strategy to some of the most prominent hedge fund managers and family offices in the world. He uses a unique approach that combines game theory, systems thinking, Bayesian analysis, and behavioral economics to outsmart global markets.

He is also a chess master and entrepreneur, having founded the Princeton review after graduating from Oxford university which helps students pass the tests that get them into their dream schools.

In this interview, we discuss market mechanics, how a trend is simply the dissemination of an idea, Copper/gold - the ratio that metal traders use to predict market trends & the great game...

Enjoy the show.

Twitter - @IAmAdamRobinson
iamadamrobinson.com
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8150632Thu, 18 Mar 2021 07:00:00 GMT<p>Today I have the delight of introducing Adam Robinson, someone I consider a mentor, an incredible thinker who has a unique but masterful way of looking at the market and how it operates. <br /><br />Adam is the founder of Robinson Global Strategies where he conveys his wisdom on global macro strategy to some of the most prominent hedge fund managers and family offices in the world. He uses a unique approach that combines game theory, systems thinking, Bayesian analysis, and behavioral economics to outsmart global markets.<br /><br />He is also a chess master and entrepreneur, having founded the Princeton review after graduating from Oxford university which helps students pass the tests that get them into their dream schools. <br /><br />In this interview, we discuss market mechanics, how a trend is simply the dissemination of an idea, Copper/gold - the ratio that metal traders use to predict market trends &amp; the great game...<br /><br />Enjoy the show. <br /><br />Twitter - @IAmAdamRobinson<br /><a href="http://iamadamrobinson.com/" rel="noopener noreferrer nofollow">iamadamrobinson.com</a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:59:37153Adam Robinson - Outsmarting the Market, Systems & 'The Great Game'full<![CDATA[Box CEO Aaron Levie: AI Agents Will Reshape Work]]>Box CEO and co-founder Aaron Levie returns to OPTO Sessions to reveal how AI agents are turning 90% of unstructured corporate data into instant answers, powering automation across roles. He maps where enterprise AI is headed, the real obstacles to adoption, and Box’s strategy for scaling AI workflows that deliver measurable business value.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17982027Thu, 09 Oct 2025 09:00:00 GMT<p>Box CEO and co-founder Aaron Levie returns to OPTO Sessions to reveal how AI agents are turning 90% of unstructured corporate data into instant answers, powering automation across roles. He maps where enterprise AI is headed, the real obstacles to adoption, and Box’s strategy for scaling AI workflows that deliver measurable business value.</p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: <a href="https://optoforesight.substack.com/" rel="noopener noreferrer nofollow">https://optoforesight.substack.com/</a></p><p><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:25:49Box CEO Aaron Levie: AI Agents Will Reshape Workfull<![CDATA[Jonah Lupton - Investing in innovation]]>On the podcast today we have entrepreneur and growth stock investor Jonah Lupton. He’s nurtured his own community of over 500,000 stock market enthusiasts with a very popular substack email list where he gives subscribers in-depth reports and insights into his new and existing growth stock positions. You can subscribe at jonahlupton.substack.com

He is also currently one of 8 chosen for the Social Capitals Emerging Managers class 2021 created by the one and only Chamath.

In this interview, we discuss his strategy for finding emerging, innovative companies that have the potential for triple-digit returns over the next 4-5 years. We also dig into some of his highest conviction positions and the catalysts for their outperformance.

Enjoy the show.

Twitter - @JonahLupton
Stocktwits - @JonahLupton
jonahlupton.com
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8114267Thu, 11 Mar 2021 07:00:00 GMT<p>On the podcast today we have entrepreneur and growth stock investor Jonah Lupton. He’s nurtured his own community of over 500,000 stock market enthusiasts with a very popular substack email list where he gives subscribers in-depth reports and insights into his new and existing growth stock positions. You can subscribe at jonahlupton.substack.com<br /><br />He is also currently one of 8 chosen for the Social Capitals Emerging Managers class 2021 created by the one and only Chamath. <br /><br />In this interview, we discuss his strategy for finding emerging, innovative companies that have the potential for triple-digit returns over the next 4-5 years. We also dig into some of his highest conviction positions and the catalysts for their outperformance. <br /><br />Enjoy the show. <br /><br />Twitter - @JonahLupton<br />Stocktwits - @JonahLupton<br /><a href="https://www.jonahlupton.com/" rel="noopener noreferrer nofollow">jonahlupton.com<br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:32:43151Jonah Lupton - Investing in innovationfull<![CDATA[Trevor Neil - Exclusive: The RRG UK Momentum+]]>This is a special episode with Trevor Neil who gives us exclusive insight into a new tradable product CMC Markets has developed with his guidance - The RRG UK Momentum+

Trevor is an ex floor trader & hedge fund manager and director at RRG.

We talk about the product methodology, how it captures early stage +ve momentum in UK stocks and why you might be interested in a momentum strategy over an index play.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7400839Thu, 21 Jan 2021 07:00:00 GMT<p>This is a special episode with Trevor Neil who gives us exclusive insight into a new tradable product CMC Markets has developed with his guidance - The RRG UK Momentum+ <br /><br />Trevor is an ex floor trader &amp; hedge fund manager and director at RRG. <br /><br />We talk about the product methodology, how it captures early stage +ve momentum in UK stocks and why you might be interested in a momentum strategy over an index play.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:37144Trevor Neil - Exclusive: The RRG UK Momentum+full<![CDATA[QS Stock: Revolutionising Battery Tech with Solid State]]>QuantumScape CFO Kevin Hettrich joins OPTO Sessions to unpack solid-state EV batteries, why this tech could enable faster charging, more range and improved safety for electric vehicles, and what Volkswagen’s partnership means for QS stock. 

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-18047987Tue, 21 Oct 2025 10:00:00 GMT<p>QuantumScape CFO Kevin Hettrich joins OPTO Sessions to unpack solid-state EV batteries, why this tech could enable faster charging, more range and improved safety for electric vehicles, and what Volkswagen’s partnership means for QS stock. </p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:33:24QS Stock: Revolutionising Battery Tech with Solid Statefull<![CDATA[Unknown Market Wizards - The Unicorn Sniper, Penny Stocks & Being Early]]>Jack Schwager is back again, Author of the well renowned Market Wizards series. We’re here to celebrate the launch of his latest release - Unknown Market Wizards - by digging into a couple of the hugely successful traders Jack interviews in the book.

You’ll hear about the unicorn sniper who hunts down high conviction trades and the penny stock trader who now rides disruptive trends and is all about being early.

You can purchase Jack's latest book on Amazon, just search for ‘Unknown Market Wizards’.

jackschwager.com/
@jackschwager
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6327544Thu, 12 Nov 2020 07:00:00 GMT<p>Jack Schwager is back again, Author of the well renowned Market Wizards series. We’re here to celebrate the launch of his latest release - Unknown Market Wizards - by digging into a couple of the hugely successful traders Jack interviews in the book.<br /><br />You’ll hear about the unicorn sniper who hunts down high conviction trades and the penny stock trader who now rides disruptive trends and is all about being early. <br /><br />You can purchase Jack's latest book on Amazon, just search for ‘Unknown Market Wizards’.<br /><br /><a href="https://jackschwager.com/" rel="noopener noreferrer nofollow">jackschwager.com/</a><br /><a href="https://twitter.com/jackschwager?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer nofollow">@jackschwager</a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:00:30135Unknown Market Wizards - The Unicorn Sniper, Penny Stocks & Being Earlyfull<![CDATA[Julius de Kempenaer - RRGs: The Secret Weapon in an Investor's Armoury]]>Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and even thousands of securities, into a single picture. Be it individual stocks, sectors or even entire indexes, RRGs enable a comparison that would otherwise take days to reproduce, and be impossible to visualise.

I talk to Julius about how this investment tool, a secret weapon in the armouries of institutional investors across the globe, came to be. And, like his career-to-date, it’s an intriguing tale. Julius describes that gripping story, from his time in the Dutch air force, to heading up RABObank’s Technical analysis in the early 2000s, to his role on the trading floor with Kempen & Co.

Julius talks passionately about Relative Rotation Graphs, and the benefits they offer investors, individual and institutional alike; and we finish our conversation by applying his methods to investigate the impact of seasonality on equity sector performance, revealing some fascinating results. Enjoy!

Julius and I discuss an article of his, analysis the impact of seasonality on sector performance. Read the full piece here:

https://stockcharts.com/articles/rrg/2021/01/seasonality-is-nice-but-realit-326.html

And to test RRGs for free, check out the StockCharts website:

https://stockcharts.com/freecharts/rrg/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7273795Thu, 14 Jan 2021 07:00:00 GMT<p>Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and even thousands of securities, into a single picture. Be it individual stocks, sectors or even entire indexes, RRGs enable a comparison that would otherwise take days to reproduce, and be impossible to visualise.<br /><br />I talk to Julius about how this investment tool, a secret weapon in the armouries of institutional investors across the globe, came to be. And, like his career-to-date, it’s an intriguing tale. Julius describes that gripping story, from his time in the Dutch air force, to heading up RABObank’s Technical analysis in the early 2000s, to his role on the trading floor with Kempen &amp; Co.<br /><br />Julius talks passionately about Relative Rotation Graphs, and the benefits they offer investors, individual and institutional alike; and we finish our conversation by applying his methods to investigate the impact of seasonality on equity sector performance, revealing some fascinating results. Enjoy!<br /><br />Julius and I discuss an article of his, analysis the impact of seasonality on sector performance. Read the full piece here: <br /><br /><a href="https://stockcharts.com/articles/rrg/2021/01/seasonality-is-nice-but-realit-326.html " rel="noopener noreferrer nofollow">https://stockcharts.com/articles/rrg/2021/01/seasonality-is-nice-but-realit-326.html <br /></a><br />And to test RRGs for free, check out the StockCharts website<a href="https://stockcharts.com/freecharts/rrg/" rel="noopener noreferrer nofollow">: <br /><br /></a><a href="https://stockcharts.com/freecharts/rrg/ " rel="noopener noreferrer nofollow">https://stockcharts.com/freecharts/rrg/ <br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:21143Julius de Kempenaer - RRGs: The Secret Weapon in an Investor's Armouryfull<![CDATA[Opto Special: 8 Takeaways from 2020 - Jim Rogers, Camillo, Schwager & More]]>Welcome to a special edition of the Opto Sessions podcast, Ed and I have identified our favourite episodes from what has been an unprecedented year for global stock markets. We’ve narrowed it down to our top 8, selecting 4 clips each from our favourite interviews this year. Featured guests include investing royalty, Jim Rogers, who alongside George Soros, co-founded the Quantum Fund; and Jack Schwager, the international best-selling author responsible for the Market Wizards series.

We really enjoyed taking stock and looking back at some fascinating interviews, and we hope you do too!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-7062964Thu, 31 Dec 2020 07:00:00 GMT<p>Welcome to a special edition of the Opto Sessions podcast, Ed and I have identified our favourite episodes from what has been an unprecedented year for global stock markets. We’ve narrowed it down to our top 8, selecting 4 clips each from our favourite interviews this year. Featured guests include investing royalty, Jim Rogers, who alongside George Soros, co-founded the Quantum Fund; and Jack Schwager, the international best-selling author responsible for the Market Wizards series. <br /><br />We really enjoyed taking stock and looking back at some fascinating interviews, and we hope you do too!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:29:40141Opto Special: 8 Takeaways from 2020 - Jim Rogers, Camillo, Schwager & Morefull<![CDATA[MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence]]>Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy!

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15748069Fri, 13 Sep 2024 15:00:00 GMT<p>Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO <em>Sessions</em>, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&amp;P 500 in recent years. Enjoy!</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:29MicroStrategy CEO Phong Le on Bitcoin and Business Intelligencefull<![CDATA[David Mazza - Direxion Thematic ETFs - Moonshot innovators, Remote healthcare & more]]>David Mazza is the managing Director and Head of Product at Direxion, a well-known provider of ETFs and Mutual funds. As head of product David leads the research and development of new products at Direxion in addition to the ongoing product management and strategy for the firm.

Direxion has recently been highlighted as an innovator in the realm of thematic ETFs and this is exactly what we’ll be discussing in detail in this episode.

You’ll hear about Moon - the latest moonshot innovators ETF as well as the popular work from home and connect consumer ETFs leveraging trends such as Remote Healthcare, Streaming platforms & Cybersecurity.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6655687Thu, 03 Dec 2020 07:00:00 GMT<p>David Mazza is the managing Director and Head of Product at Direxion, a well-known provider of ETFs and Mutual funds. As head of product David leads the research and development of new products at Direxion in addition to the ongoing product management and strategy for the firm. <br /><br />Direxion has recently been highlighted as an innovator in the realm of thematic ETFs and this is exactly what we’ll be discussing in detail in this episode. <br /><br />You’ll hear about Moon - the latest moonshot innovators ETF as well as the popular work from home and connect consumer ETFs leveraging trends such as Remote Healthcare, Streaming platforms &amp; Cybersecurity.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:44138David Mazza - Direxion Thematic ETFs - Moonshot innovators, Remote healthcare & morefull<![CDATA[Michael A. Gayed - 50% Returns in 2020, Risk-On Risk-Off, & the RORO ETF]]>Michael A. Gayed is Portfolio Manager at Toroso Investments, a company with $5 billion AUM. Michael manages the ATAC Rotation fund, which has returned roughly 50% this year, an extremely impressive result amid unprecedented market volatility.

Michael is also the co-author of four award-winning research papers on market anomalies & investing, an active contributor to MarketWatch & Seeking Alpha, and has been interviewed on CNBC, Bloomberg, and the Wall Street Journal Live.

Michael has a truly unique approach to interpreting market movements, which is chronicled in his daily output on the critically acclaimed Lead-Lag Report. It is Michael’s tactical, risk-on/risk-off strategy that we focus on during the interview – It’s not one to miss!

Check out the Lead-Lag Report:

https://www.leadlagreport.com/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6551152Thu, 26 Nov 2020 07:00:00 GMT<p>Michael A. Gayed is Portfolio Manager at Toroso Investments, a company with $5 billion AUM. Michael manages the ATAC Rotation fund, which has returned roughly 50% this year, an extremely impressive result amid unprecedented market volatility.<br /><br />Michael is also the co-author of four award-winning research papers on market anomalies &amp; investing, an active contributor to MarketWatch &amp; Seeking Alpha, and has been interviewed on CNBC, Bloomberg, and the Wall Street Journal Live. <br /><br />Michael has a truly unique approach to interpreting market movements, which is chronicled in his daily output on the critically acclaimed Lead-Lag Report. It is Michael’s tactical, risk-on/risk-off strategy that we focus on during the interview – It’s not one to miss!<br /><br />Check out the Lead-Lag Report<a href="https://www.leadlagreport.com/" rel="noopener noreferrer nofollow">:</a><br /><br /><a href="https://www.leadlagreport.com/ " rel="noopener noreferrer nofollow">https://www.leadlagreport.com/ <br /></a>...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:57:45137Michael A. Gayed - 50% Returns in 2020, Risk-On Risk-Off, & the RORO ETFfull<![CDATA[Peter Brandt - Classical Chart Patterns, The Pareto Principle & Corruptible US Dollars]]>This week we welcome Peter Brandt on the show, a renowned trader and founder of the factor LLC which is a proprietary trading firm. He’s also a prominent author in the trading space with two highly thought of publications including Diary of a Professional Commodity Trader.

We talk through classical chart patterns, one of his specialties, why you should stop being obsessed with catching tops and bottoms and finish by analysing the long term prospects in Silver.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5903668Thu, 15 Oct 2020 06:00:00 GMT<p>This week we welcome Peter Brandt on the show, a renowned trader and founder of the factor LLC which is a proprietary trading firm. He’s also a prominent author in the trading space with two highly thought of publications including Diary of a Professional Commodity Trader.<br /><br />We talk through classical chart patterns, one of his specialties, why you should stop being obsessed with catching tops and bottoms and finish by analysing the long term prospects in Silver.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:11:44130Peter Brandt - Classical Chart Patterns, The Pareto Principle & Corruptible US Dollarsfull<![CDATA[Jack Schwager - Market Wizards, Ray Dalio, Stanley Druckenmiller & Paul Tudor Jones]]>Our next guest needs no introduction...but I’m giving you one anyway.

Jack Schwager, Author of the hugely popular and widely acclaimed Market Wizards series. Jack is a recognised industry expert in futures and hedge funds and has more recently stepped into the world of entrepreneurship as a founder of Fund Seeder, a platform to find talented traders and connect them with sources of capital.

We dive into the market wizard series with special insight into the minds of prolific hedge fund wizards Ray Dalio, Stanley Druckenmiller & Paul Tudor Jones. We close the interview by revealing some of the stories you’ll want to read about from his upcoming release Unknown market wizards.

Happy listening, over and out.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5478961Thu, 17 Sep 2020 06:00:00 GMT<p>Our next guest needs no introduction...but I’m giving you one anyway.<br /><br />Jack Schwager, Author of the hugely popular and widely acclaimed Market Wizards series. Jack is a recognised industry expert in futures and hedge funds and has more recently stepped into the world of entrepreneurship as a founder of Fund Seeder, a platform to find talented traders and connect them with sources of capital. <br /><br />We dive into the market wizard series with special insight into the minds of prolific hedge fund wizards Ray Dalio, Stanley Druckenmiller &amp; Paul Tudor Jones. We close the interview by revealing some of the stories you’ll want to read about from his upcoming release Unknown market wizards. <br /><br />Happy listening, over and out.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:35126Jack Schwager - Market Wizards, Ray Dalio, Stanley Druckenmiller & Paul Tudor Jonesfull<![CDATA[Michele Schneider - Gold, The Dollar, clean energy and the 6 market phases]]>Meet the lovely Michele Schneider. Mich is an ex commodity broker who is the co-founder of marketgauge.com where she serves as Director of Trading Research and Education. MarketGauge provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America.

Michele’s incredible career included over 13 years as one of the only female members of several NY Commodity Exchanges in the World Trade Center. She even brushed shoulders with Paul Tudor Jones. Mish also runs a discretionary trading recommendation service called MMMAdvantage, designed for active investors.

We have a riveting conversation covering gold, clean energy, and some key takeaways from her latest book ‘Plant your money tree - a guide to growing your wealth’ including her favourite phase of wealth creation. I highly recommend checking out her latest book - Plant your money tree - a guide to growing your wealth. Go to marketgauge.com to grab your copy along with some free extra content too.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4868513Thu, 06 Aug 2020 06:00:00 GMT<p>Meet the lovely Michele Schneider. Mich is an ex commodity broker who is the co-founder of <a href="https://www.marketgauge.com/" rel="noopener noreferrer nofollow">marketgauge.com</a> where she serves as Director of Trading Research and Education. MarketGauge provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America.<br /><br />Michele’s incredible career included over 13 years as one of the only female members of several NY Commodity Exchanges in the World Trade Center. She even brushed shoulders with Paul Tudor Jones. Mish also runs a discretionary trading recommendation service called MMMAdvantage, designed for active investors.<br /><br />We have a riveting conversation covering gold, clean energy, and some key takeaways from her latest book ‘Plant your money tree - a guide to growing your wealth’ including her favourite phase of wealth creation. I highly recommend checking out her latest book - Plant your money tree - a guide to growing your wealth. Go to <a href="https://www.marketgauge.com/" rel="noopener noreferrer nofollow">marketgauge.com</a> to grab your copy along with some free extra content too. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:59:11120Michele Schneider - Gold, The Dollar, clean energy and the 6 market phasesfull<![CDATA[Paul Markham - Inside the Mind of a $4bn Equity Manager: COVID-19 & Trump vs. Biden]]>Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM.

We discuss the industries most affected by the pandemic, and which will have to fundamentally alter their business models hereon in; what Trump or Biden will mean for US stock markets; and where Paul and his team are looking for outperformance, this year, and beyond.

Paul gives us true, unadulterated insight into how an industry heavyweight identifies opportunities and manages billions of dollars on a daily basis – if you trade or invest in equities this isn’t one you want to miss - Hope you enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4763969Thu, 30 Jul 2020 06:00:00 GMT<p>Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM.<br /><br />We discuss the industries most affected by the pandemic, and which will have to fundamentally alter their business models hereon in; what Trump or Biden will mean for US stock markets; and where Paul and his team are looking for outperformance, this year, and beyond. <br /><br />Paul gives us true, unadulterated insight into how an industry heavyweight identifies opportunities and manages billions of dollars on a daily basis – if you trade or invest in equities this isn’t one you want to miss - Hope you enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:55:02119Paul Markham - Inside the Mind of a $4bn Equity Manager: COVID-19 & Trump vs. Bidenfull<![CDATA[Deborah Fuhr - Why is Everyone Talking About ETFs? A $6 Trillion Industry, Uncovered]]>Today, I’m talking to ETF aficionado Deborah Fuhr, Founder of ETFGI, the dominant player in global ETF research. Deborah took time out of her busy schedule – typically a prolific globetrotter but grounded at home by the Coronavirus - to give us an exclusive insight into an industry that now commands a colossal $6 trillion valuation, worth just $8bn as recently as 1997.

We discuss, how Deborah’s helped to pioneer and trail blaze on behalf of these transparent, accessible products; why an industry, traditionally obsessed by fees and sky-high compensation, is now turning its mind to what was once considered, a “quirky”, alternative investment; and which new, innovative products we should keep an eye on, particularly in the Active and Thematic segments. If you’re invested in or trading ETFs this isn’t a conversation you want to miss – hope you enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4602641Fri, 17 Jul 2020 06:00:00 GMT<p>Today, I’m talking to ETF aficionado Deborah Fuhr, Founder of ETFGI, the dominant player in global ETF research. Deborah took time out of her busy schedule – typically a prolific globetrotter but grounded at home by the Coronavirus - to give us an exclusive insight into an industry that now commands a colossal $6 trillion valuation, worth just $8bn as recently as 1997.<br /><br />We discuss, how Deborah’s helped to pioneer and trail blaze on behalf of these transparent, accessible products; why an industry, traditionally obsessed by fees and sky-high compensation, is now turning its mind to what was once considered, a “quirky”, alternative investment; and which new, innovative products we should keep an eye on, particularly in the Active and Thematic segments. If you’re invested in or trading ETFs this isn’t a conversation you want to miss – hope you enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:12117Deborah Fuhr - Why is Everyone Talking About ETFs? A $6 Trillion Industry, Uncoveredfull<![CDATA[Trailer: Introducing Opto Sessions]]>Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success.

Join Haydn and Ed to keep on top of where the industry is going next and learn from the industry's sharpest minds.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3131320Thu, 26 Mar 2020 14:00:00 GMT<p>Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success.<br /><br />Join Haydn and Ed to keep on top of where the industry is going next and learn from the industry's sharpest minds.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:00:57Trailer: Introducing Opto Sessionstrailer<![CDATA[50pips - The pro trader reveals how to utilise trading 'zones' & analyse price action.]]>Opto welcomes the highly esteemed 50pips, a trader with a gift for analysing price action. We’ll be talking about how to find the major price levels or zones to watch when analysing charts. You’ll also discover how to read price action to get a feel for direction and sentiment in the markets.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3476683Fri, 24 Apr 2020 06:00:00 GMT<p>Opto welcomes the highly esteemed 50pips, a trader with a gift for analysing price action. We’ll be talking about how to find the major price levels or zones to watch when analysing charts. You’ll also discover how to read price action to get a feel for direction and sentiment in the markets. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:18:261550pips - The pro trader reveals how to utilise trading 'zones' & analyse price action.full<![CDATA[AI in Lending: Real Innovation vs Hype]]>Leah Price, VP of the Tinman AI platform at Better.com, joins OPTO Sessions to unpack the company’s pivot to a full-stack GenAI mortgage OS and Betsy, the chat- and voice-based assistant embedded across the experience - delivering up to 75% faster cycle times, 45% lower fulfilment costs, and 10× volume, plus a first look at a pre-release avatar advisor.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-18210395Tue, 18 Nov 2025 11:00:00 GMT<p>Leah Price, VP of the Tinman AI platform at Better.com, joins OPTO Sessions to unpack the company’s pivot to a full-stack GenAI mortgage OS and Betsy, the chat- and voice-based assistant embedded across the experience - delivering up to 75% faster cycle times, 45% lower fulfilment costs, and 10× volume, plus a first look at a pre-release avatar advisor.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:00:02AI in Lending: Real Innovation vs Hypefull<![CDATA[Plug Power CEO: Is PLUG Stock Ready for a Hydrogen-Fuelled Comeback?]]>Andy Marsh, Plug Power CEO, joins OPTO Sessions to discuss the current state and future of green hydrogen, emphasizing how hydrogen production can free up scarce grid electricity for other uses while accelerating national sustainability goals. He explains the company’s playbook to profitability - scaling electrolyzers, locking in offtake, and driving costs down - highlighting real-world deployments and growing customer momentum.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.com/en-us

LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17787638Thu, 04 Sep 2025 09:00:00 GMT<p>Andy Marsh, Plug Power CEO, joins OPTO Sessions to discuss the current state and future of green hydrogen, emphasizing how hydrogen production can free up scarce grid electricity for other uses while accelerating national sustainability goals. He explains the company’s playbook to profitability - scaling electrolyzers, locking in offtake, and driving costs down - highlighting real-world deployments and growing customer momentum.</p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: <a href="https://optoforesight.substack.com/" rel="noopener noreferrer nofollow">https://optoforesight.substack.com/</a></p><p>Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: <a href="https://optothemes.com/en-us" rel="noopener noreferrer nofollow">https://optothemes.com/en-us</a></p><p>LinkedIn: <a href="https://www.linkedin.com/in/opto-invest-in-innovation-308416193/" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/opto-invest-in-innovation-308416193/</a> X: <a href="https://twitter.com/OptoThemes" rel="noopener noreferrer nofollow">https://twitter.com/OptoThemes</a> Instagram: <a href="https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr" rel="noopener noreferrer nofollow">https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr</a> Facebook: <a href="https://www.facebook.com/OptoThemes" rel="noopener noreferrer nofollow">https://www.facebook.com/OptoThemes</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:29:22Plug Power CEO: Is PLUG Stock Ready for a Hydrogen-Fuelled Comeback?full<![CDATA[Patrick Reid - How FX impacts stocks by an ex NY hedge fund trader]]>In this episode, we're delighted to be interviewing ex new york hedge fund trader Patrick Reid. We discuss 'king dollar' and how it influences equity prices, Patrick's swing trading techniques and the risk management principles of ‘braveheart’, a trader who made $100million.

Patrick now manages Adamis Principle a company set up to help educate and mentor traders at all levels. They are also currently seeding students into the best Prop desks in London with full funding.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3382138Fri, 17 Apr 2020 06:00:00 GMT<p>In this episode, we're delighted to be interviewing ex new york hedge fund trader Patrick Reid. We discuss 'king dollar' and how it influences equity prices, Patrick's swing trading techniques and the risk management principles of ‘braveheart’, a trader who made $100million. <br /><br />Patrick now manages Adamis Principle a company set up to help educate and mentor traders at all levels. They are also currently seeding students into the best Prop desks in London with full funding.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:05:3414Patrick Reid - How FX impacts stocks by an ex NY hedge fund traderfull<![CDATA[Trevor Neil - A V-shaped market revival, the next big thing, and 'becoming an algo']]>We caught up with Trevor Neil, technical analysis authority, fund manager, and 40-year stock market veteran. Trevor has trained some of the top investment firms in Europe during his time at Beta Group, and as Head of Technical Analysis at Bloomberg. Starting out at Merrill Lynch in the mid 1970’s, Trevor went on to manage hedge funds and still runs a systematic technical fund today. Which stocks are likely to spearhead the market revival? Is it possible to ‘become an algo’ and systemise your trading process? Trevor reveals all.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3297421Fri, 10 Apr 2020 06:00:00 GMT<p>We caught up with Trevor Neil, technical analysis authority, fund manager, and 40-year stock market veteran. Trevor has trained some of the top investment firms in Europe during his time at Beta Group, and as Head of Technical Analysis at Bloomberg. Starting out at Merrill Lynch in the mid 1970’s, Trevor went on to manage hedge funds and still runs a systematic technical fund today. Which stocks are likely to spearhead the market revival? Is it possible to ‘become an algo’ and systemise your trading process? Trevor reveals all.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:16:4313Trevor Neil - A V-shaped market revival, the next big thing, and 'becoming an algo'full<![CDATA[Alessandra Sollberger - The Biotech boom, Crypto inflection, and why Impact investing is here to stay]]>Alessandra Sollberger is the founder of Top Tier impact, a global private network of impact investors and entrepreneurs. However, Alessandra’s expertise reach far beyond the ESG space, an authority on blockchain and biotech buff, Alessandra’s invested in both public and private markets during her time with private equity giant Blackstone, and VC house Mosaic Ventures.

Will Bitcoin rival Gold as investors’ safe-haven of choice? Which biotech innovations will impact everyday lives, soon? Alessandra answers all this and more.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3219433Fri, 03 Apr 2020 06:00:00 GMT<p>Alessandra Sollberger is the founder of Top Tier impact, a global private network of impact investors and entrepreneurs. However, Alessandra’s expertise reach far beyond the ESG space, an authority on blockchain and biotech buff, Alessandra’s invested in both public and private markets during her time with private equity giant Blackstone, and VC house Mosaic Ventures. <br /><br />Will Bitcoin rival Gold as investors’ safe-haven of choice? Which biotech innovations will impact everyday lives, soon? Alessandra answers all this and more. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><b><br /></b><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:5112Alessandra Sollberger - The Biotech boom, Crypto inflection, and why Impact investing is here to stayfull<![CDATA[Howard Lindzon - Coronavirus, market volatility and the 8 to 80 Portfolio]]>Howard Lindzon is an investor and entrepreneur. The founder of social leverage, a seed stage investment fund with notable investments in companies such as Robinhood and eToro. He is also the founder of Stocktwits which is the largest online community of investors and traders.

He is also the author of a range of excellent books including one of my favourites the Stocktwits edge – 40 actionable trade setups from real market pros.

We’ve discussed the make-up of the modern stock market dynamic, the possibility of a passive bubble, and which stocks make it into Howard’s exclusive 8-80 list, and why.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3140104Fri, 27 Mar 2020 07:00:00 GMT<p>Howard Lindzon is an investor and entrepreneur. The founder of social leverage, a seed stage investment fund with notable investments in companies such as Robinhood and eToro. He is also the founder of Stocktwits which is the largest online community of investors and traders.</p><p>He is also the author of a range of excellent books including one of my favourites the Stocktwits edge – 40 actionable trade setups from real market pros.</p><p>We’ve discussed the make-up of the modern stock market dynamic, the possibility of a passive bubble, and which stocks make it into Howard’s exclusive 8-80 list, and why.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:5011Howard Lindzon - Coronavirus, market volatility and the 8 to 80 Portfoliofull<![CDATA[SoundHound Stock: Is Voice AI the Untapped $50B Frontier?]]>Nitesh Sharan, CFO of SoundHound AI, returns to OPTO Sessions to discuss the company’s accelerating momentum and why Voice AI is fast becoming the default interface of the future. As pioneers in the space, with deep AI roots, a strong patent portfolio, and an agnostic architecture spanning cloud, edge, and agentic AI, SoundHound is leading the evolution of natural human-machine interaction.

*$50B Frontier: https://www.marketsandmarkets.com/Market-Reports/conversational-ai-market-49043506.html

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17501929Mon, 14 Jul 2025 14:00:00 GMT<p>Nitesh Sharan, CFO of SoundHound AI, returns to OPTO Sessions to discuss the company’s accelerating momentum and why Voice AI is fast becoming the default interface of the future. As pioneers in the space, with deep AI roots, a strong patent portfolio, and an agnostic architecture spanning cloud, edge, and agentic AI, SoundHound is leading the evolution of natural human-machine interaction.</p><p>*$50B Frontier: https://www.marketsandmarkets.com/Market-Reports/conversational-ai-market-49043506.html<br /><br />If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:28:20SoundHound Stock: Is Voice AI the Untapped $50B Frontier?full<![CDATA[AI in Space: How Planet Labs’ Satellites Are Helping Life on Earth]]>In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16994680Thu, 17 Apr 2025 10:00:00 GMT<p>In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions. </p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:28:33AI in Space: How Planet Labs’ Satellites Are Helping Life on Earthfull<![CDATA[Quantum Computing is Real & Commercial Today, says D-Wave CEO]]>Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing momentum in customer bookings. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-17078294Thu, 01 May 2025 13:00:00 GMT<p>Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing momentum in customer bookings. </p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:43:16Quantum Computing is Real & Commercial Today, says D-Wave CEOfull<![CDATA[How Trump, Bitcoin and China Could Shape Markets in 2025]]>This week, Michael Gayed joins Opto Sessions to discuss the current state of the global economy, from the implications of the reverse carry trade to 2025 market predictions and Trump’s policies. He explores Bitcoin’s role in modern finance, the challenges posed by high valuations & why China’s stock market could surpass the US in the coming years.

📲  *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd

Disclaimer: https://optothemes.com/disclosures-and-legal-documentation

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16454599Fri, 17 Jan 2025 16:00:00 GMT<p>This week, Michael Gayed joins Opto Sessions to discuss the current state of the global economy, from the implications of the reverse carry trade to 2025 market predictions and Trump’s policies. He explores Bitcoin’s role in modern finance, the challenges posed by high valuations &amp; why China’s stock market could surpass the US in the coming years.<br /><br />📲  *Invest in stocks &amp; ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Disclaimer: https://optothemes.com/disclosures-and-legal-documentation</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:33:39How Trump, Bitcoin and China Could Shape Markets in 2025full<![CDATA[UiPath: AI Agents, the Next Frontier in Automation]]>This week, Sebastian Schroetel, Senior VP of Product Management at UiPath, joins OPTO Sessions to explore the future of AI-driven automation. He shares how UiPath has evolved from robotic process automation (RPA) to end-to-end automation, integrating AI agents to enhance efficiency. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

X: https://twitter.com/OptoThemes
Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr
LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/
Facebook: https://www.facebook.com/OptoThemes

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16828340Thu, 20 Mar 2025 13:00:00 GMT<p>This week, Sebastian Schroetel, Senior VP of Product Management at UiPath, joins OPTO Sessions to explore the future of AI-driven automation. He shares how UiPath has evolved from robotic process automation (RPA) to end-to-end automation, integrating AI agents to enhance efficiency. </p><p>If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/</p><p>Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />X: https://twitter.com/OptoThemes<br />Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&amp;utm_source=qr<br />LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/<br />Facebook: https://www.facebook.com/OptoThemes</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:31:59UiPath: AI Agents, the Next Frontier in Automationfull<![CDATA[Blockchain Stocks to Watch in 2025]]>Christian Magoon, CEO of Amplify ETFs, joins OPTO Sessions to share expert insights into blockchain investing. We dive deep into performance of blockchain-related stocks in 2024 and analyze the impact of the Bitcoin halving cycle on the market. Christian discusses key investment opportunities within the blockchain space, trends among Bitcoin miners, and the future of blockchain technology beyond cryptocurrency. 

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

Disclaimer: https://optothemes.com/disclosures-and-legal-documentation

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-16537900Fri, 31 Jan 2025 10:00:00 GMT<p>Christian Magoon, CEO of Amplify ETFs, joins OPTO Sessions to share expert insights into blockchain investing. We dive deep into performance of blockchain-related stocks in 2024 and analyze the impact of the Bitcoin halving cycle on the market. Christian discusses key investment opportunities within the blockchain space, trends among Bitcoin miners, and the future of blockchain technology beyond cryptocurrency. <br /><br />If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/<br /><br />Create your Own Stock Index &amp; Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Disclaimer: https://optothemes.com/disclosures-and-legal-documentation</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:35:45Blockchain Stocks to Watch in 2025full<![CDATA[Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China]]>📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the global AI arms race, touching on the competition for talent and regulatory challenges faced by companies like Scale AI working across the US and UK, in the context of the broader rivalry between the US, UK, and China. Enjoy!

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15473381Thu, 25 Jul 2024 15:00:00 GMT<p>📲 <b> Find top-performing stocks &amp; ETFs -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the global AI arms race, touching on the competition for talent and regulatory challenges faced by companies like Scale AI working across the US and UK, in the context of the broader rivalry between the US, UK, and China. Enjoy!</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:39:10Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against Chinafull<![CDATA[Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problems]]>📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

Marathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024.

Today, ‪‬Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent accounting rule changes on net income.

Marathon has shifted its focus to sustainable energy management for its zero-emission operations. In Q1 2024, the company reported a significant rise in net income due to favourable adjustments in the fair value of its bitcoin holdings. Swick also highlights Marathon's innovative liquid chip cooling system, which promises substantial cost reductions and enhanced performance. Enjoy!

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15366851Fri, 05 Jul 2024 16:00:00 GMT<p>📲 <b> Find top-performing stocks &amp; ETFs -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Marathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024.<br /><br />Today, ‪‬Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent accounting rule changes on net income.<br /><br />Marathon has shifted its focus to sustainable energy management for its zero-emission operations. In Q1 2024, the company reported a significant rise in net income due to favourable adjustments in the fair value of its bitcoin holdings. Swick also highlights Marathon's innovative liquid chip cooling system, which promises substantial cost reductions and enhanced performance. Enjoy!<br /><br />-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:11Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problemsfull<![CDATA[Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost]]>► Invest in top-performing innovation stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Cathie Wood, CEO & CIO of ARK Invest, explains that disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion.

In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report.

We’ve synthesised ARK’s 163-page report into an easily digestible summary, available for free exclusively in the OPTO App:  optothemes.onelink.me/BZDG/ti2lb2fd

Cathie’s Twitter: @CathieDWood

To learn more about ARK: https://arkinv.st/ARKInvest

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15198519Thu, 13 Jun 2024 07:00:00 GMT<p>►<b> Invest in top-performing</b> <b>innovation stocks </b>- <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow"><em>Install our FREE app</em></a>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Cathie Wood, CEO &amp; CIO of ARK Invest, explains that disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion.<br /> <br /> In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. <br /> <br /> We’ve synthesised ARK’s 163-page report into an <b>easily digestible summary</b>, available for free exclusively in the OPTO App:  <a href="https://www.youtube.com/redirect?event=channel_description&amp;redir_token=QUFFLUhqbWNxUlBlXzZMazAwMks1bExVdTdxZTV3MDFyQXxBQ3Jtc0tsckFQU2FSdjItbEt1ZTRRaXJkd3Bua19CNXZuTlg4Zkw2MjktSzBZVkNvM014X1pubFI1TEdZWkhrRTRTSXU4eXNjbTRnR0dmZHVIblNyYlB1OHRmc0FBMjdnZU1SNEIxcEs1Zk9HUl9XTk1XY3NXMA&amp;q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti2lb2fd" rel="noopener noreferrer nofollow">optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Cathie’s Twitter: <a href="https://twitter.com/CathieDWood" rel="noopener noreferrer nofollow">@CathieDWood</a></p><p>To learn more about ARK: <a href="https://arkinv.st/ARKInvest" rel="noopener noreferrer nofollow">https://arkinv.st/ARKInvest</a></p><p>--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:25:41Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repostfull<![CDATA[Time to Invest in Emerging Markets?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Emerging markets offer unique opportunities and challenges for investors, and understanding the key themes driving these markets is crucial. 

In this compilation episode, different experts from companies such as BlackRock, JPMorgan and Pzena Investment Management highlight both the challenges and the great potential they offer. 

The rise of the consumer class, driven by the emergence of the middle class, especially in Asian markets, presents a powerful secular trend. Innovation and technology, including blockchain and digital payments, are revolutionising financial inclusion and unlocking new avenues for economic development. Geopolitical factors, though uncertain, also offer opportunities for value investors who can navigate these complex landscapes.

While concerns and fears may exist, our conversations reveal that there is substantial room for growth and opportunity in emerging markets. Enjoy!

Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.


-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12951937Wed, 31 May 2023 09:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Emerging markets offer unique opportunities and challenges for investors, and understanding the key themes driving these markets is crucial. <br /><br />In this compilation episode, different experts from companies such as BlackRock, JPMorgan and Pzena Investment Management highlight both the challenges and the great potential they offer. <br /><br />The rise of the consumer class, driven by the emergence of the middle class, especially in Asian markets, presents a powerful secular trend. Innovation and technology, including blockchain and digital payments, are revolutionising financial inclusion and unlocking new avenues for economic development. Geopolitical factors, though uncertain, also offer opportunities for value investors who can navigate these complex landscapes.<br /><br />While concerns and fears may exist, our conversations reveal that there is substantial room for growth and opportunity in emerging markets. Enjoy!</p><p>Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:20:00Time to Invest in Emerging Markets?full<![CDATA[Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’]]>📲 Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows. Discover top-performing stocks within this theme - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why they believe that bitcoin and digital assets are among the best investment opportunities they have seen in their lifetimes. Enjoy!

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-15283089Thu, 20 Jun 2024 11:00:00 GMT<p>📲 Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows.<b> Discover top-performing stocks within this theme -</b> <em>Install app for free </em>🇺🇸: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Today, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital &amp; Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why they believe that bitcoin and digital assets are among the best investment opportunities they have seen in their lifetimes. Enjoy!<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:45:43Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’full<![CDATA[The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economy]]>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

Welcome back to the Big Picture, OPTO's macro show in partnership with MarketReader. Together with Danish economist Jens Nordvig, we explore the potential stock market and broader economic implications of a second Donald Trump presidency. We unpack the macro factors investors are most concerned about: inflation, interest rates, and the US dollar. We also discuss the intricate relationship between public perception and economic realities under the Biden administration. Jens shares his take on the key policy priorities facing the incoming US president amidst ongoing economic and geopolitical challenges. Enjoy!

 ► Disclaimer: https://optothemes.com/disclosures

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14778470Thu, 28 Mar 2024 08:00:00 GMT<p>► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Welcome back to the Big Picture, OPTO's macro show in partnership with MarketReader. Together with Danish economist Jens Nordvig, we explore the potential stock market and broader economic implications of a second Donald Trump presidency. We unpack the macro factors investors are most concerned about: inflation, interest rates, and the US dollar. We also discuss the intricate relationship between public perception and economic realities under the Biden administration. Jens shares his take on the key policy priorities facing the incoming US president amidst ongoing economic and geopolitical challenges. Enjoy!</p><p> ► Disclaimer: https://optothemes.com/disclosures</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:40:30The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economyfull<![CDATA[Vitali Kalesnik - Recession, The Growth-to-Value Rotation & What is 'Quality'?]]>Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Welcome back, I’m Haydn Brain, and you’re listening to Opto Sessions, where we interview the top traders and investors from around the world, uncovering their secrets to success.

Vitali Kalesnik is Director of European Research at Research Affiliates Global Advisors. As of March 31st this year, $168 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

Having headed up Research Affiliates’ equity research efforts at their headquarters in California, Vitali moved to London, now spearheading the company’s research agenda in Europe and developing new relationships in the region.

Vitali starts by assessing the macroeconomic environment, covering inflation, monetary policy, the supply squeeze, and his recession outlook. Next, we dig into equity markets, Vitali provides priceless insight into the Growth-to-Value rotation, before considering ‘Quality’, and how he defines a quality stock. With company examples and actionable analysis of current markets, it’s a fascinating interview. Enjoy!

Check out Vitali's paper 'What is Quality?',  here: https://www.researchaffiliates.com/publications/journal-papers/717-what-is-quality

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10876878Thu, 30 Jun 2022 06:00:00 GMT<p>Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Welcome back, I’m Haydn Brain, and you’re listening to Opto Sessions, where we interview the top traders and investors from around the world, uncovering their secrets to success.<br /><br />Vitali Kalesnik is Director of European Research at Research Affiliates Global Advisors. As of March 31st this year, $168 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.<br /><br />Having headed up Research Affiliates’ equity research efforts at their headquarters in California, Vitali moved to London, now spearheading the company’s research agenda in Europe and developing new relationships in the region.<br /><br />Vitali starts by assessing the macroeconomic environment, covering inflation, monetary policy, the supply squeeze, and his recession outlook. Next, we dig into equity markets, Vitali provides priceless insight into the Growth-to-Value rotation, before considering ‘Quality’, and how he defines a quality stock. With company examples and actionable analysis of current markets, it’s a fascinating interview. Enjoy!<br /><br />Check out Vitali's paper 'What is Quality?',  here: <a href="https://www.researchaffiliates.com/publications/journal-papers/717-what-is-quality" rel="noopener noreferrer nofollow">https://www.researchaffiliates.com/publications/journal-papers/717-what-is-quality</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:571122Vitali Kalesnik - Recession, The Growth-to-Value Rotation & What is 'Quality'?full<![CDATA[Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age]]>► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Today, Peter Beck, Founder & CEO of Rocket Lab, discusses his vision for Rocket Lab's future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabilities unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14912398Thu, 18 Apr 2024 13:00:00 GMT<p>► <b>Discover top-performing Space stocks</b> - <em>Install our FREE app</em>: https://optothemes.onelink.me/BZDG/ti2lb2fd<br /><br />Today, Peter Beck, Founder &amp; CEO of Rocket Lab, discusses his vision for Rocket Lab's future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabilities unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:47:05Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Agefull<![CDATA[What Are The Biggest Investment Opportunities in AI?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we'll dive into the scorching world of artificial intelligence and explore its investment potential and applications in sectors including solar energy, insurance, SaaS and blockchain.

But that's not all! We'll also wade into the ongoing debate surrounding AI's impact on employment and productivity with insights from industry experts representing Lemonade, UiPath and Heliogen, among others.

In an era where automation and AI are reshaping the fabric of our work landscape, we'll delve into the critical questions surrounding job displacement and the evolving dynamics of the modern workforce. 

Tune in & discover the immense potential AI holds. 

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13208075Wed, 12 Jul 2023 11:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we'll dive into the scorching world of artificial intelligence and explore its investment potential and applications in sectors including solar energy, insurance, SaaS and blockchain.<br /><br />But that's not all! We'll also wade into the ongoing debate surrounding AI's impact on employment and productivity with insights from industry experts representing Lemonade, UiPath and Heliogen, among others.<br /><br />In an era where automation and AI are reshaping the fabric of our work landscape, we'll delve into the critical questions surrounding job displacement and the evolving dynamics of the modern workforce. <br /><br />Tune in &amp; discover the immense potential AI holds. <br /><br /></p><p>------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:21:00What Are The Biggest Investment Opportunities in AI?full<![CDATA[How to Invest in Themes - Part 2: Genomics, AI, Clean Energy & More]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

You’re listening to the second part of our latest compilation episode. This two-part episode concerns the topic of thematic investing.

In the first part, published on March 21st, we heard from leading investors from Global X, ARK Invest and BlackRock, who told us how they invest in long-term, secular growth trends.

Today, we’ll hear directly from thematic experts, those investors or business leaders working or directly investing in a particular theme or industry.
Enjoy!

Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12586979Tue, 04 Apr 2023 16:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a></p><p>You’re listening to the second part of our latest compilation episode. This two-part episode concerns the topic of thematic investing.<br /><br />In the first part, published on March 21st, we heard from leading investors from Global X, ARK Invest and BlackRock, who told us how they invest in long-term, secular growth trends.<br /><br />Today, we’ll hear directly from thematic experts, those investors or business leaders working or directly investing in a particular theme or industry. <br />Enjoy!<br /><br />Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:16:43166How to Invest in Themes - Part 2: Genomics, AI, Clean Energy & Morefull<![CDATA[Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024]]>Today, it's an absolute honour to introduce a very special guest to the show - none other than Cathie Wood, the visionary CEO & CIO of ARK Invest.

Disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion.

In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. 

We’ve synthesised ARK’s 163-page report into an easily digestible summary, available exclusively in our App:  optothemes.onelink.me/BZDG/ti2lb2fd

Cathie’s Twitter: @CathieDWood

To learn more about ARK: https://arkinv.st/ARKInvest

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14560064Fri, 23 Feb 2024 09:00:00 GMT<p>Today, it's an absolute honour to introduce a very special guest to the show - none other than Cathie Wood, the visionary CEO &amp; CIO of ARK Invest.</p><p>Disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion. <br /><br />In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report.  <br /><br />We’ve synthesised ARK’s 163-page report into an <b>easily digestible summary</b>, available exclusively in our App:  <a href="https://www.youtube.com/redirect?event=channel_description&amp;redir_token=QUFFLUhqbWNxUlBlXzZMazAwMks1bExVdTdxZTV3MDFyQXxBQ3Jtc0tsckFQU2FSdjItbEt1ZTRRaXJkd3Bua19CNXZuTlg4Zkw2MjktSzBZVkNvM014X1pubFI1TEdZWkhrRTRTSXU4eXNjbTRnR0dmZHVIblNyYlB1OHRmc0FBMjdnZU1SNEIxcEs1Zk9HUl9XTk1XY3NXMA&amp;q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti2lb2fd" rel="noopener noreferrer nofollow">optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br /></p><p>Cathie’s Twitter: <a href="https://twitter.com/CathieDWood" rel="noopener noreferrer nofollow">@CathieDWood</a></p><p>To learn more about ARK: <a href="https://arkinv.st/ARKInvest" rel="noopener noreferrer nofollow">https://arkinv.st/ARKInvest</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:25:41Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024full<![CDATA[Inflation: Kiril Sokoloff, Alfonso Peccatiello, Jeff Ross & More]]>Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

You are listening to the first episode of our compilation series. Today's episode comprises insights about a topic that obsessed investors in 2022; an obsession that’s showing little sign of abating this year: inflation. 

Over the past few months, we’ve spoken to brilliant investors and asked them how they’re positioning their portfolios to tackle rampant inflation. We collated their responses and included them in this episode, hoping their comments will help us reflect on this contentious topic. 

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12065062Wed, 18 Jan 2023 07:00:00 GMT<p>Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />You are listening to the first episode of our compilation series. Today's episode comprises insights about a topic that obsessed investors in 2022; an obsession that’s showing little sign of abating this year: inflation. </p><p>Over the past few months, we’ve spoken to brilliant investors and asked them how they’re positioning their portfolios to tackle rampant inflation. We collated their responses and included them in this episode, hoping their comments will help us reflect on this contentious topic. </p><p>Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:29:251151Inflation: Kiril Sokoloff, Alfonso Peccatiello, Jeff Ross & Morefull<![CDATA[Guy Ellison - FTSE 100 Outlook, Investec's Research Approach & Identifying Quality Growth Stocks]]>Guy Ellison is head of UK equity research at Investec Wealth & Investment.

Guy is responsible for Investec’s coverage of UK equities, focusing on the travel and leisure, support services, aerospace and defence, utilities, and beverages sectors.

We discuss Investec’s research process, and how the team identifies Quality Growth stocks. Guy discusses UK equity valuations, comparing UK value to US and European Markets; and I finish by asking Guy for his 2022 outlook for the FTSE 100 – Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10556713Thu, 05 May 2022 06:00:00 GMT<p>Guy Ellison is head of UK equity research at Investec Wealth &amp; Investment. <br /><br />Guy is responsible for Investec’s coverage of UK equities, focusing on the travel and leisure, support services, aerospace and defence, utilities, and beverages sectors.<br /><br />We discuss Investec’s research process, and how the team identifies Quality Growth stocks. Guy discusses UK equity valuations, comparing UK value to US and European Markets; and I finish by asking Guy for his 2022 outlook for the FTSE 100 – Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition </a>for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:38:061114Guy Ellison - FTSE 100 Outlook, Investec's Research Approach & Identifying Quality Growth Stocksfull<![CDATA[Brian Feroldi - Live Q&A: The 3 Principles of Long-Term Investing]]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

On Wednesday, October 26th, we hosted our latest live interview on Twitter, with expert investor and financial educator, Brian Feroldi.

I asked Brian for his three principles of long-term investing. We discussed ‘the eighth wonder of the world in compound interest, strategies for investing in a bear market, and the critical components of a long-term portfolio.

With live questions from the audience, as well as answers to quick-fire questions including Brian’s favourite quote, as well as his most valued resource, Brian provided some valuable insights.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter.

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11666856Thu, 10 Nov 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />On Wednesday, October 26th, we hosted our latest live interview on Twitter, with expert investor and financial educator, Brian Feroldi.<br /><br />I asked Brian for his three principles of long-term investing. We discussed ‘the eighth wonder of the world in compound interest, strategies for investing in a bear market, and the critical components of a long-term portfolio.<br /><br />With live questions from the audience, as well as answers to quick-fire questions including Brian’s favourite quote, as well as his most valued resource, Brian provided some valuable insights.<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a>.</p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:281141Brian Feroldi - Live Q&A: The 3 Principles of Long-Term Investingfull<![CDATA[Paul Schulte - The Money Metaverse]]>Today we’ve got Paul Schulte on the show. Paul is the founder and editor of Schulte Research, a company that does research on banks, financial technology, and bank algorithms. He’s had a long career in equity research spanning 27 years working on both the buy and sell sides covering Asian and emerging markets.

He’s also the author of 5 books including ‘The Money metaverse: How crypto is reinventing finance and property'.

In this interview, we discuss the causes of the recent sell off in Chinese equities and what the future may hold, the money metaverse, the problem with central banks & the tokenisation of all assets.

Enjoy

schulte-research.com
@PaulS48744178

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9835470Thu, 06 Jan 2022 07:00:00 GMT<p>Today we’ve got Paul Schulte on the show. Paul is the founder and editor of Schulte Research, a company that does research on banks, financial technology, and bank algorithms. He’s had a long career in equity research spanning 27 years working on both the buy and sell sides covering Asian and emerging markets. <br /><br />He’s also the author of 5 books including ‘The Money metaverse: How crypto is reinventing finance and property'. <br /><br />In this interview, we discuss the causes of the recent sell off in Chinese equities and what the future may hold, the money metaverse, the problem with central banks &amp; the tokenisation of all assets.<br /><br />Enjoy<br /><br /><a href="https://www.schulte-research.com/" rel="noopener noreferrer nofollow">schulte-research.com<br /></a>@PaulS48744178<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:19197Paul Schulte - The Money Metaversefull<![CDATA[Brad Loncar - Live Q&A: Cancer Without Chemo, Evergrande's Impact & Merck's Anti-Covid Pill]]>Last week we hosted our second live interview on Twitter Spaces, this time with Biotechnology investment expert and pioneer, Brad Loncar.

Brad is the creator of two Nasdaq-listed funds: The Cancer Immunotherapy ETF & The China BioPharma ETF, and as a result, we focus on oncology innovation and Evergrande’s impact on Chinese biopharma.

But to kick off, listen out for Brad’s views on Merck’s game changing anti-COVID pill and whether, after an uninspiring year for US Biotech, investors should be optimistic heading into Q4 and beyond. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9323715Thu, 07 Oct 2021 06:00:00 GMT<p>Last week we hosted our second live interview on Twitter Spaces, this time with Biotechnology investment expert and pioneer, Brad Loncar. <br /><br />Brad is the creator of two Nasdaq-listed funds: The Cancer Immunotherapy ETF &amp; The China BioPharma ETF, and as a result, we focus on oncology innovation and Evergrande’s impact on Chinese biopharma.<br /><br />But to kick off, listen out for Brad’s views on Merck’s game changing anti-COVID pill and whether, after an uninspiring year for US Biotech, investors should be optimistic heading into Q4 and beyond. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.<br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br />CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:37:39184Brad Loncar - Live Q&A: Cancer Without Chemo, Evergrande's Impact & Merck's Anti-Covid Pillfull<![CDATA[End of Year Trailer (Happy Christmas)]]>Opto Sessions is off for our holiday break (Merry Christmas, by the way)

We just wanted to say a big thank you to everyone who has listened to the show this year and that we’ll be back in the new year with more interviews from the world’s best traders.

Next week (31st December 2020) we’ll be releasing a slightly different episode: our highlights from the year. If you’re interested in hearing the best bits from our interviews in one place, be sure to give it a listen.

Before leaving you, we’ll end with a little flavour of what we’ve got in store…
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6981220Thu, 24 Dec 2020 07:00:00 GMT<p>Opto Sessions is off for our holiday break (Merry Christmas, by the way)</p><p>We just wanted to say a big thank you to everyone who has listened to the show this year and that we’ll be back in the new year with more interviews from the world’s best traders.</p><p>Next week (31st December 2020) we’ll be releasing a slightly different episode: our highlights from the year. If you’re interested in hearing the best bits from our interviews in one place, be sure to give it a listen.</p><p>Before leaving you, we’ll end with a little flavour of what we’ve got in store… <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:01:24End of Year Trailer (Happy Christmas)full<![CDATA[Tobias Carlisle - How the Billionaire Contrarians of Deep Value Beat the Market]]>This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager.

Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

In this interview, we discuss the 2 ways returns to deep value are realized, how the Billionaire Contrarians of Deep Value Beat the Market, and how you can value stocks using The Acquirer's Multiple.

Enjoy!

www.acquirersmultiple.com
@Greenbackd

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9567913Thu, 18 Nov 2021 07:00:00 GMT<p>This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager.<br /><br />Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).<br /><br />In this interview, we discuss the 2 ways returns to deep value are realized, how the Billionaire Contrarians of Deep Value Beat the Market, and how you can value stocks using The Acquirer's Multiple.<br /><br />Enjoy!<br /><br /><a href="http://www.acquirersmultiple.com" rel="noopener noreferrer nofollow">www.acquirersmultiple.com</a><br /><a href="https://twitter.com/Greenbackd" rel="noopener noreferrer nofollow">@Greenbackd</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:53190Tobias Carlisle - How the Billionaire Contrarians of Deep Value Beat the Marketfull<![CDATA[Matt Hougan - Crypto Index Investing, Decentralised Finance & How to Add Crypto to a Portfolio]]>Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bitwise is the leading provider of rules-based exposure to the crypto-asset space with a selection of interesting crypto funds and even a recently launched ETF, Bitwise Crypto Industry Innovators (Ticker: BITQ).

Prior to working at Bitwise, Matt was CEO of ETF.com and helped spearhead the ETF industry to the mammoth size it’s become today.

We discuss the future of crypto, innovative use cases in DEFI (Decentralised finance), why an index-based approach to crypto should be of interest to you, and direct index investing.

Matt is a great guest on the show.  Enjoy.

bitwiseinvestments.com
@Matt_Hougan
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8574755Mon, 24 May 2021 06:00:00 GMT<p>Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bitwise is the leading provider of rules-based exposure to the crypto-asset space with a selection of interesting crypto funds and even a recently launched ETF, Bitwise Crypto Industry Innovators (Ticker: BITQ). <br /><br />Prior to working at Bitwise, Matt was CEO of ETF.com and helped spearhead the ETF industry to the mammoth size it’s become today. <br /><br />We discuss the future of crypto, innovative use cases in DEFI (Decentralised finance), why an index-based approach to crypto should be of interest to you, and direct index investing.<br /><br />Matt is a great guest on the show.  Enjoy.<br /><br /><a href="https://bitwiseinvestments.com/" rel="noopener noreferrer nofollow">bitwiseinvestments.com</a><br />@Matt_Hougan<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:08164Matt Hougan - Crypto Index Investing, Decentralised Finance & How to Add Crypto to a Portfoliofull<![CDATA[Alan Brochstein - Investing in Legal & Medical Cannabis]]>This week I have the pleasure of introducing Alan Brochstein who’s known as the leading Financial Analyst dedicated to the Cannabis industry.

Alan spent decades on the inside of the investment industry as a portfolio manager on wall street before starting 420 Investor, the largest due diligence platform covering publicly-traded stocks in the cannabis industry. In addition he leads content development and strategic alliances at New Cannabis Ventures, a leading provider of relevant information in the cannabis industry. A necessary source of information for anyone interested in investing in this industry.

We have a very interesting conversation where we discuss the huge potential of the industry, common misconceptions about some of the most popular stocks such as Tilray and Canopy growth and how cannabis could be considered as a growing consumer staple.

Enjoy

www.newcannabisventures.com
@Invest420
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8468681Thu, 06 May 2021 06:00:00 GMT<p>This week I have the pleasure of introducing Alan Brochstein who’s known as the leading Financial Analyst dedicated to the Cannabis industry. <br /><br />Alan spent decades on the inside of the investment industry as a portfolio manager on wall street before starting 420 Investor, the largest due diligence platform covering publicly-traded stocks in the cannabis industry. In addition he leads content development and strategic alliances at New Cannabis Ventures, a leading provider of relevant information in the cannabis industry. A necessary source of information for anyone interested in investing in this industry.<br /><br />We have a very interesting conversation where we discuss the huge potential of the industry, common misconceptions about some of the most popular stocks such as Tilray and Canopy growth and how cannabis could be considered as a growing consumer staple. <br /><br />Enjoy<br /><br /><a href="https://www.newcannabisventures.com/" rel="noopener noreferrer nofollow">www.newcannabisventures.com</a><br />@Invest420<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:37161Alan Brochstein - Investing in Legal & Medical Cannabisfull<![CDATA[Mark Manduca - NYSE: GXO, Innovation in Logistics, Automation, Robotics & Vision Technology]]>This is a unique episode. We were offered the very exciting opportunity to interview Mark Manduca, Chief Investment Officer for Logistics at XPO Logistics, NYSE-listed equity.

Mark is a CFA with an extensive background in finance as managing director of equity research at Citi for ~3 years and prior to that Bank of America Merrill Lynch for close to 9 years.

In this interview, we discuss the newly listed GXO, a spin-off company from XPO which focuses entirely on engineer faster, smarter, leaner supply chains. Driving innovation in logistics from intelligent robotics to vision technology. It’s a leader in a fast-growing industry powered by some secular trends such as the shift to e-commerce.

Listen on to find out more. Enjoy.

gxo.com
@GXOLogistics

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8937071Thu, 29 Jul 2021 06:00:00 GMT<p>This is a unique episode. We were offered the very exciting opportunity to interview Mark Manduca, Chief Investment Officer for Logistics at XPO Logistics, NYSE-listed equity. <br /><br />Mark is a CFA with an extensive background in finance as managing director of equity research at Citi for ~3 years and prior to that Bank of America Merrill Lynch for close to 9 years. <br /><br />In this interview, we discuss the newly listed GXO, a spin-off company from XPO which focuses entirely on engineer faster, smarter, leaner supply chains. Driving innovation in logistics from intelligent robotics to vision technology. It’s a leader in a fast-growing industry powered by some secular trends such as the shift to e-commerce. <br /><br />Listen on to find out more. Enjoy.<br /><br /><a href="https://gxo.com/" rel="noopener noreferrer nofollow">gxo.com</a><br />@GXOLogistics<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:24:23174Mark Manduca - NYSE: GXO, Innovation in Logistics, Automation, Robotics & Vision Technologyfull<![CDATA[Damien Bisserier - Ray Dalio's Bridgewater & The Risk-Parity Approach]]>Damien is a Managing Partner and Co-Chief Investment Officer at ARIS - Advanced Research Investment Solutions - a $19 billion investment advisor. Damien has over 19 years of experience advising some of the world’s leading institutional investors.

Damien spent nearly a decade at Bridgewater Associates, one of the highest-profile hedge funds on the planet, founded by world-famous investor Ray Dalio. In this role, Damien was responsible for managing relationships with the company’s impressive list of clients, an array of family offices, foundations, and pension mandates, ranging from $1 billion to $100 billion in size.

We discuss why risk-parity strategies are effective in today’s market environment, and uncover why some risk-parity managers missed their long-touted chance to record significant returns amid the pandemic’s volatility. We conclude by examining ARIS’s industry-first Risk-Parity ETF – Enjoy the interview!

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8425998Thu, 29 Apr 2021 06:00:00 GMT<p>Damien is a Managing Partner and Co-Chief Investment Officer at ARIS - Advanced Research Investment Solutions - a $19 billion investment advisor. Damien has over 19 years of experience advising some of the world’s leading institutional investors. <br /><br />Damien spent nearly a decade at Bridgewater Associates, one of the highest-profile hedge funds on the planet, founded by world-famous investor Ray Dalio. In this role, Damien was responsible for managing relationships with the company’s impressive list of clients, an array of family offices, foundations, and pension mandates, ranging from $1 billion to $100 billion in size. <br /><br />We discuss why risk-parity strategies are effective in today’s market environment, and uncover why some risk-parity managers missed their long-touted chance to record significant returns amid the pandemic’s volatility. We conclude by examining ARIS’s industry-first Risk-Parity ETF – Enjoy the interview!<br /><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:04:01160Damien Bisserier - Ray Dalio's Bridgewater & The Risk-Parity Approachfull<![CDATA[Mish Schneider - Stagflation, The Commodity Supercycle & Bitcoin Vs Gold]]>Hello everyone, Ed Gotham here, and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success.

In this episode, I’m talking to the wonderful Michele Schneider. Mish is a former floor trader and co-founder of Marketgauge serving as the Director of Trading Research & Education.

Marketgauges' philosophy is to identify both the biggest macro and emerging trends using their proprietary tools, indicators, and proven trading models. It provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America.

Mish has a daily newsletter highlighting some very interesting trends and opportunities on the markets in "Mish's Daily", available on marketgauge.com and on Opto.

In this interview we dive into Bitcoin Vs Gold, The potential commodity supercycle, stagflation and the inflation narrative spooking the markets.

@marketminute
marketgauge.com

Mish’s Market Minute Advantage (Premium subscription)
https://marketgauge.com/trading-ideas/mishs-market-minute-advantage/


At Opto Sessions we interview the top traders and investors from around the world uncovering their secrets to success.

...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8220208Mon, 29 Mar 2021 06:00:00 GMT<p>Hello everyone, Ed Gotham here, and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. <br /><br />In this episode, I’m talking to the wonderful Michele Schneider. Mish is a former floor trader and co-founder of Marketgauge serving as the Director of Trading Research &amp; Education. <br /><br />Marketgauges' philosophy is to identify both the biggest macro and emerging trends using their proprietary tools, indicators, and proven trading models. It provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America. <br /><br />Mish has a daily newsletter highlighting some very interesting trends and opportunities on the markets in "Mish's Daily", available on marketgauge.com and on Opto. <br /><br />In this interview we dive into Bitcoin Vs Gold, The potential commodity supercycle, stagflation and the inflation narrative spooking the markets. <br /><br />@marketminute<br /><a href="http://marketgauge.com/" rel="noopener noreferrer nofollow">marketgauge.com</a><br /><br />Mish’s Market Minute Advantage (Premium subscription)<br /><a href="https://marketgauge.com/trading-ideas/mishs-market-minute-advantage/" rel="noopener noreferrer nofollow">https://marketgauge.com/trading-ideas/mishs-market-minute-advantage/</a><br /><br /><br />At Opto Sessions we interview the top traders and investors from around the world uncovering their secrets to success.<br /> <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:30155Mish Schneider - Stagflation, The Commodity Supercycle & Bitcoin Vs Goldfull<![CDATA[Jay Jacobs - Lithium, Clean Tech, Genomics & the Benefits of Investing in Themes]]>On Friday 12th February I spoke to Jay Jacobs, the Head of Research & Strategy at Global X. Global X is an innovative provider of thematic ETFs – an industry segment that shot to prominence last year, netting record returns. Jay - frequently cited on platforms like CNBC, Bloomberg, and The Wall Street Journal - leads Global X’s research efforts, identifying potential growth opportunities, and instigating the development of new, industry-first products.

Jay talked through the firm’s Thematic Growth ETFs, a range of funds that gives investors exposure to anything from Genomics, to Lithium, to Artificial intelligence. Jay outlines the benefits of a thematic investment approach, and finishes by highlighting his ‘Themes to Watch’. Enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8067942Thu, 04 Mar 2021 07:00:00 GMT<p>On Friday 12th February I spoke to Jay Jacobs, the Head of Research &amp; Strategy at Global X. Global X is an innovative provider of thematic ETFs – an industry segment that shot to prominence last year, netting record returns. Jay - frequently cited on platforms like CNBC, Bloomberg, and The Wall Street Journal - leads Global X’s research efforts, identifying potential growth opportunities, and instigating the development of new, industry-first products. <br /><br />Jay talked through the firm’s Thematic Growth ETFs, a range of funds that gives investors exposure to anything from Genomics, to Lithium, to Artificial intelligence. Jay outlines the benefits of a thematic investment approach, and finishes by highlighting his ‘Themes to Watch’. Enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:52:52150Jay Jacobs - Lithium, Clean Tech, Genomics & the Benefits of Investing in Themesfull<![CDATA[Robert Cantwell - The Compound Kings™ ETF (KNGS) - Investing in Compounders]]>Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success.

Today,  I welcome Robert Cantwell, the founder of Upholdings and The Compound Kings™ ETF, ticker (KNGS). Upholdings was started to make high-quality growth investing available to more investors, the King's ETF is the first hedge fund ever to convert into an actively managed ETF giving retail investors the opportunity to do just that.

The goal of compound Kings is to invest in compounders: companies generating cash and reinvesting at a higher rate of return than the overall market.

Using a crack team, Upholdings performs intensive research on another level when compared to other fund managers, combining both quantitative and qualitative data in an effort to beat the S&P 500.
 
On the show, we deconstruct The KNGS ETF and its current holdings, the benefits of a concentrated portfolio, why investing in china is not a binary decision and if now is the time to be investing in innovation.

Enjoy

upholdings.com
@UPHOLDINGS


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8977191Thu, 05 Aug 2021 06:00:00 GMT<p>Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. <br /><br />Today,  I welcome Robert Cantwell, the founder of Upholdings and The Compound Kings™ ETF, ticker (KNGS). Upholdings was started to make high-quality growth investing available to more investors, the King's ETF is the first hedge fund ever to convert into an actively managed ETF giving retail investors the opportunity to do just that. <br /><br />The goal of compound Kings is to invest in compounders: companies generating cash and reinvesting at a higher rate of return than the overall market.<br /><br />Using a crack team, Upholdings performs intensive research on another level when compared to other fund managers, combining both quantitative and qualitative data in an effort to beat the S&amp;P 500.<br /> <br />On the show, we deconstruct The KNGS ETF and its current holdings, the benefits of a concentrated portfolio, why investing in china is not a binary decision and if now is the time to be investing in innovation. <br /><br />Enjoy<br /><br /><a href="https://upholdings.com/" rel="noopener noreferrer nofollow">upholdings.com</a><br />@UPHOLDINGS<br /><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:01:45175Robert Cantwell - The Compound Kings™ ETF (KNGS) - Investing in Compoundersfull<![CDATA[Jesse Felder - Teslas vampire squid & The return of Black Gold]]>Today I welcome Jesse Felder, Founder of the Felder Report. Jesse began his professional career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund in Santa Monica, California. Today he manages the Felder report from his home in Oregon.

Jesse runs a really fascinating blog @ the felderreport.com and I’ve dug into some of his more recent musings on the market including why it’s time to get greedy in the energy sector and the vampire squid that’s potentially behind the recent call buying frenzy in tesla.

@jessefelder
https://www.thefelderreport.com/

Enjoy
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-6106072Thu, 29 Oct 2020 07:00:00 GMT<p>Today I welcome Jesse Felder, Founder of the Felder Report. Jesse began his professional career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund in Santa Monica, California. Today he manages the Felder report from his home in Oregon. <br /><br />Jesse runs a really fascinating blog @ the felderreport.com and I’ve dug into some of his more recent musings on the market including why it’s time to get greedy in the energy sector and the vampire squid that’s potentially behind the recent call buying frenzy in tesla. <br /><br />@jessefelder<br /><a href="https://www.thefelderreport.com/" rel="noopener noreferrer nofollow">https://www.thefelderreport.com/<br /></a><br />Enjoy<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:08:59132Jesse Felder - Teslas vampire squid & The return of Black Goldfull<![CDATA[Frédérique Carrier - RBC's Head of Investment Strategy on Her Global Market Outlook]]>Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm’s London equity desk and formulates equity strategy for the UK & Europe. Frédérique also co-chairs RBC Wealth Management’s global asset allocation committee, GPAC, which determines asset allocation for the firm’s global client base. As of the end of last year, RBC had 843.6 billion (CAD) under administration, making it the fifth-largest wealth manager in the world.

Having spent 8 years at companies like Williams de Broë – later acquired by Investec -, managing several European equity mandates, Frédérique had previously taken in 5 years at BBVA Latinvest as a sell side analyst covering Latin America. A subsequent stint with Invesco, covering emerging markets and global equities, preceded her current position.

Frédérique and I discuss what leading a global asset manager is like, before we embark on a whistle-stop tour across the globe, where Frédérique offers her investment outlook for the US, Europe & UK, and Emerging Markets too. Enjoy the interview!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-8636101Thu, 03 Jun 2021 07:00:00 GMT<p>Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm’s London equity desk and formulates equity strategy for the UK &amp; Europe. Frédérique also co-chairs RBC Wealth Management’s global asset allocation committee, GPAC, which determines asset allocation for the firm’s global client base. As of the end of last year, RBC had 843.6 billion (CAD) under administration, making it the fifth-largest wealth manager in the world. <br /><br />Having spent 8 years at companies like Williams de Broë – later acquired by Investec -, managing several European equity mandates, Frédérique had previously taken in 5 years at BBVA Latinvest as a sell side analyst covering Latin America. A subsequent stint with Invesco, covering emerging markets and global equities, preceded her current position. <br /><br />Frédérique and I discuss what leading a global asset manager is like, before we embark on a whistle-stop tour across the globe, where Frédérique offers her investment outlook for the US, Europe &amp; UK, and Emerging Markets too. Enjoy the interview!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:48:08166Frédérique Carrier - RBC's Head of Investment Strategy on Her Global Market Outlookfull<![CDATA[Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy']]>Bruce Liu manages WUGI, Esoterica's NextG Economy ETF, which invests in 5G and its enablement of the ‘New Digital Economy’. Having spent time at WisdomTree, Alliance Bernstein, PhaseCapital, and the Dow Chemical Pension Fund, Bruce’s research technique was honed at some of the most prestigious sell-side and brokerage firms on the planet.

Now he puts that to use exploring possibly this decade’s most compelling investment trend. 5G, and the technologies leveraging this next-generation connectivity, are revolutionising industries in pursuit of the New Digital Economy. We discuss sub-themes like Edge computing & Cloud, as well as the companies at the vanguard of this disruption – think Sea Ltd. & Nvidia.

Bruce concludes by explaining how WUGI offers diversified exposure to this market megatrend, and analyses the fund’s 140% return since inception! Enjoy.

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-9089214Thu, 26 Aug 2021 06:00:00 GMT<p>Bruce Liu manages WUGI, Esoterica's NextG Economy ETF, which invests in 5G and its enablement of the ‘New Digital Economy’. Having spent time at WisdomTree, Alliance Bernstein, PhaseCapital, and the Dow Chemical Pension Fund, Bruce’s research technique was honed at some of the most prestigious sell-side and brokerage firms on the planet.<br /><br />Now he puts that to use exploring possibly this decade’s most compelling investment trend. 5G, and the technologies leveraging this next-generation connectivity, are revolutionising industries in pursuit of the New Digital Economy. We discuss sub-themes like Edge computing &amp; Cloud, as well as the companies at the vanguard of this disruption – think Sea Ltd. &amp; Nvidia.<br /><br />Bruce concludes by explaining how WUGI offers diversified exposure to this market megatrend, and analyses the fund’s 140% return since inception! Enjoy.<br /><br />Thanks to<a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow"> Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:07:24178Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy'full<![CDATA[Jim Rogers - Investing Legend on "Worst market crash in my lifetime" & Quantum's 4200% Return!]]>We're delighted to be interviewing Jim Rogers, investment legend and co-founder of the Quantum Fund, that famously returned 4200% over just 10 years. Rogers reveals the long/short unconstrained approach that achieved this extraordinary success, and explains while he’s not a “contrarian”, he hunts for the best value investments from around the globe. On this whistle-stop world tour, Jim identifies Russia as a region primed for outperformance, and we talk today’s financial downturn, the ‘epic crash’ Jim’s predicted for years, and why he expects it to be the worst of his lifetime.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3575788Fri, 01 May 2020 06:00:00 GMT<p>We're delighted to be interviewing Jim Rogers, investment legend and co-founder of the Quantum Fund, that famously returned 4200% over just 10 years. Rogers reveals the long/short unconstrained approach that achieved this extraordinary success, and explains while he’s not a “contrarian”, he hunts for the best value investments from around the globe. On this whistle-stop world tour, Jim identifies Russia as a region primed for outperformance, and we talk today’s financial downturn, the ‘epic crash’ Jim’s predicted for years, and why he expects it to be the worst of his lifetime.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:0516Jim Rogers - Investing Legend on "Worst market crash in my lifetime" & Quantum's 4200% Return!full<![CDATA[Meb Faber - Market bubbles, stock valuations and why you need a global asset allocation.]]>Today I welcome Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management. Meb is the fund manager of all 11 ETFs at Cambria which includes the global momentum ETF and global value ETF among others.

We talk about market valuations, bubbles, and why you need a global asset allocation. Also, we discuss a couple of Cambria's funds, the shareholder yield fund, and the tail risk fund - both of which are relevant to the current market activity we’re seeing.

You can follow Meb on twitter @MebFaber. Grab one of his books and check out the ETFs he manages at https://mebfaber.com/

Want further insights from Opto? Check out our daily newsletter:
https://www.cmcmarkets.com/en-gb/opto/newsletter
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5168287Thu, 27 Aug 2020 06:00:00 GMT<p>Today I welcome Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management. Meb is the fund manager of all 11 ETFs at Cambria which includes the global momentum ETF and global value ETF among others.<br /><br />We talk about market valuations, bubbles, and why you need a global asset allocation. Also, we discuss a couple of Cambria's funds, the shareholder yield fund, and the tail risk fund - both of which are relevant to the current market activity we’re seeing. <br /><br />You can follow Meb on twitter <a href="https://twitter.com/MebFaber" rel="noopener noreferrer nofollow">@MebFaber</a>. Grab one of his books and check out the ETFs he manages at <a href="https://mebfaber.com/" rel="noopener noreferrer nofollow">https://mebfaber.com/</a><br /><br />Want further insights from Opto? Check out our daily newsletter:<br /><a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:02:17123Meb Faber - Market bubbles, stock valuations and why you need a global asset allocation.full<![CDATA[50pips - Positioning for the US Election, Market flows & Removing your bias]]>Welcome to another episode of Opto Sessions. I’m Ed Gotham and today we’ve got the pleasure of inviting 50pips back on the show for a deep dive on the markets and price action.

We talk about the US Election and how you should have a game plan regardless of the outcome. 50 also takes us through the major levels and flows in Gold, S&P500, and Nasdaq and we finish by discussing trained psychology with a focus on the importance of removing your bias.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5794852Thu, 08 Oct 2020 06:00:00 GMT<p>Welcome to another episode of Opto Sessions. I’m Ed Gotham and today we’ve got the pleasure of inviting 50pips back on the show for a deep dive on the markets and price action. <br /><br />We talk about the US Election and how you should have a game plan regardless of the outcome. 50 also takes us through the major levels and flows in Gold, S&amp;P500, and Nasdaq and we finish by discussing trained psychology with a focus on the importance of removing your bias. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:12:5912950pips - Positioning for the US Election, Market flows & Removing your biasfull<![CDATA[Liam Vaughan - 'Flash Crash': A Trading Savant, A Global Manhunt & the Most Mysterious Market Crash in History]]>A pre-eminent chronicler of financial crime, in 2013 Liam Vaughan led a team of reporters in the uncovering of a conspiracy to manipulate the 5 trillion dollar-a-day foreign exchange market, and has since covered high-profile white-collar crime on behalf of Bloomberg. On the release of his latest book, ‘Flash Crash’ - the definitive account of one of the most mysterious events in recent history - I ask Liam:

Can we solely ascribe blame to just 1 individual trader for this trillion dollar market crash? How did a 36-year old trading out of his parent’s house dupe the US government and global financial markets? And how likely is it that we’ll see another Flash Crash in the near future? Liam reveals all.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4389221Fri, 03 Jul 2020 06:00:00 GMT<p>A pre-eminent chronicler of financial crime, in 2013 Liam Vaughan led a team of reporters in the uncovering of a conspiracy to manipulate the 5 trillion dollar-a-day foreign exchange market, and has since covered high-profile white-collar crime on behalf of Bloomberg. On the release of his latest book, ‘Flash Crash’ - the definitive account of one of the most mysterious events in recent history - I ask Liam:<br /><br />Can we solely ascribe blame to just 1 individual trader for this trillion dollar market crash? How did a 36-year old trading out of his parent’s house dupe the US government and global financial markets? And how likely is it that we’ll see another Flash Crash in the near future? Liam reveals all.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:47115Liam Vaughan - 'Flash Crash': A Trading Savant, A Global Manhunt & the Most Mysterious Market Crash in Historyfull<![CDATA[Gregory Zuckerman - The man who solved the markets & lessons from the titans of finance]]>Meet the one and only Gregory Zuckerman. Greg is a Special Writer at The Wall Street Journal where he talks about big financial trades, firms, and the titans of wall street.

Gregory has released 5 books which include The greatest trade ever: How hedge fund manager John Paulson bet against the markets and made $20 billion and also his latest popular release The man who solved the markets: How Jim Simons launched the quant revolution.

In our conversation we dig into detail on how Ren Tech was able to make 66% a year over a 30 year period, making it the most successful hedge fund of all time. We also touch on what Greg believes to be the common traits that make the titans of wall street as successful as they are.

Enjoy.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5059373Thu, 20 Aug 2020 06:00:00 GMT<p>Meet the one and only Gregory Zuckerman. Greg is a Special Writer at The Wall Street Journal where he talks about big financial trades, firms, and the titans of wall street.<br /><br />Gregory has released 5 books which include The greatest trade ever: How hedge fund manager John Paulson bet against the markets and made $20 billion and also his latest popular release The man who solved the markets: How Jim Simons launched the quant revolution. <br /><br />In our conversation we dig into detail on how Ren Tech was able to make 66% a year over a 30 year period, making it the most successful hedge fund of all time. We also touch on what Greg believes to be the common traits that make the titans of wall street as successful as they are. <br /><br />Enjoy. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:33:03122Gregory Zuckerman - The man who solved the markets & lessons from the titans of financefull<![CDATA[William Hobbs - CIO at Barclays on Covid-19 & market sentiment indicators]]>Today we have the great pleasure of talking to one of my favourite Opto contributors, William Hobbs. Will has over 20 years of experience in the financial sector and currently has the prominent position of chief investment officer for Barclays' wealth and investments. We discuss the current state of affairs in markets along with a deep dive on investment strategy.

Will also talks about how he uses a market sentiment indicator to go risk on or off, the dynamics behind how the financial markets try and endlessly predict the future and even the top indicators to watch to guide your decision making in the current downturn.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-3868094Fri, 22 May 2020 06:00:00 GMT<p>Today we have the great pleasure of talking to one of my favourite Opto contributors, William Hobbs. Will has over 20 years of experience in the financial sector and currently has the prominent position of chief investment officer for Barclays' wealth and investments. We discuss the current state of affairs in markets along with a deep dive on investment strategy.<br /><br />Will also talks about how he uses a market sentiment indicator to go risk on or off, the dynamics behind how the financial markets try and endlessly predict the future and even the top indicators to watch to guide your decision making in the current downturn. <br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:04:2419William Hobbs - CIO at Barclays on Covid-19 & market sentiment indicatorsfull<![CDATA[Brendan Mulhern - Bridging the Void Between Purist Stock-Picking and Macro Economics]]>Newton IM is one of Bank of New York Mellon's eight investment firms, cumulatively the 7th largest asset manager in the world with $1.9 trillion assets under management. Today we were lucky to be joined by Newton's Global Strategist & Economist, Brendan Mulhern, a fulcrum of the institution's top-down macroeconomic thinking.

Where are we at in this market cycle? Why has stock market performance diverged so significantly from global economic trends? And do emerging markets provide better value than developed right now? Brendan reveals all.
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-4141484Fri, 12 Jun 2020 06:00:00 GMT<p>Newton IM is one of Bank of New York Mellon's eight investment firms, cumulatively the 7th largest asset manager in the world with $1.9 trillion assets under management. Today we were lucky to be joined by Newton's Global Strategist &amp; Economist, Brendan Mulhern, a fulcrum of the institution's top-down macroeconomic thinking.<br /><br />Where are we at in this market cycle? Why has stock market performance diverged so significantly from global economic trends? And do emerging markets provide better value than developed right now? Brendan reveals all.<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no01:06:58112Brendan Mulhern - Bridging the Void Between Purist Stock-Picking and Macro Economicsfull<![CDATA[Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange]]>► Discover top-performing cybersecurity stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

Nick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future of the industry, and explains how his team is set up to both learn from and respond to new threats.

--------

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14984867Tue, 30 Apr 2024 17:00:00 GMT<p>► <b>Discover top-performing cybersecurity stocks</b> - <em>Install our FREE app</em>: <a href="https://optothemes.onelink.me/BZDG/ti2lb2fd" rel="noopener noreferrer nofollow">https://optothemes.onelink.me/BZDG/ti2lb2fd</a><br /><br />Nick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future of the industry, and explains how his team is set up to both learn from and respond to new threats.<br /><br />--------<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:06Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchangefull<![CDATA[David Heinemeier Hansson - The 'Post-SaaS' Era: Is Software Distribution About to Change?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of speaking with David Heinemeier Hansson, co-owner and CTO of 37signals, the parent company of Basecamp, a pioneering software-as-a-service platform for project management,  and HEY, an innovative alternative to Gmail and Outlook.

In this episode, David takes us on his entrepreneurial journey, revealing the intricacies of bootstrapping a tech-focused business. He tells us how his company overcame Apple’s threat when launching HEY, championing fairness and profitability in the industry. David also highlights the competitive edge of being an underdog in the business arena, drawing inspiration from leaders like Elon Musk, who continues to embody this mentality even as Tesla has grown into an established giant. Finally, David alludes to an imminent paradigm shift away from the traditional model of subscription-based software and anticipates a forthcoming transformation in the distribution and sales methods of software.

David is also the creator of Ruby on Rails, an acclaimed web framework used by major companies worldwide. Together with Jason Fried, David wrote “REWORK,” “REMOTE,” “It Doesn’t Have to Be Crazy at Work,” and “Getting Real.” Besides his tech endeavours, David is also a passionate antitrust advocate and has invested in several Danish startups. Notably, he’s also a Le Mans and WEC class-winning racing driver with a victory at the 24 hours of Le Mans in 2014 and a championship win in the GTE-Am category.

Read more about the Post-SaaS Era.

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-13584870Thu, 14 Sep 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, we have the pleasure of speaking with David Heinemeier Hansson, co-owner and CTO of 37signals, the parent company of Basecamp, a pioneering software-as-a-service platform for project management,  and HEY, an innovative alternative to Gmail and Outlook.</p><p>In this episode, David takes us on his entrepreneurial journey, revealing the intricacies of bootstrapping a tech-focused business. He tells us how his company overcame Apple’s threat when launching HEY, championing fairness and profitability in the industry. David also highlights the competitive edge of being an underdog in the business arena, drawing inspiration from leaders like Elon Musk, who continues to embody this mentality even as Tesla has grown into an established giant. Finally, David alludes to an imminent paradigm shift away from the traditional model of subscription-based software and anticipates a forthcoming transformation in the distribution and sales methods of software.<br /><br />David is also the creator of Ruby on Rails, an acclaimed web framework used by major companies worldwide. Together with Jason Fried, David wrote “REWORK,” “REMOTE,” “It Doesn’t Have to Be Crazy at Work,” and “Getting Real.” Besides his tech endeavours, David is also a passionate antitrust advocate and has invested in several Danish startups. Notably, he’s also a Le Mans and WEC class-winning racing driver with a victory at the 24 hours of Le Mans in 2014 and a championship win in the GTE-Am category.<br /><br /><a href="https://www.webpronews.com/37signals-wants-to-introduce-the-post-saas-era/#:~:text=Despite%20being%20one%20of%20the,most%20software%20is%20a%20service." rel="noopener noreferrer nofollow">Read more</a> about the Post-SaaS Era.<br /><br />Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:54:37David Heinemeier Hansson - The 'Post-SaaS' Era: Is Software Distribution About to Change?full<![CDATA[Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024?]]>► Download our FREE App & Discover the Next Big Investment Opportunities (US & UK only): https://optothemes.page.link/app

Welcome back! Today, we have the pleasure of hosting  Adam Taggar, founder & host of Thoughtful Money.

Adam discusses his outlook for the US economy for the rest of 2024, offering a “consensus consolidation" of insights gathered from the experts he frequently interviews on his channel.

We delve into the impact of central bank interventions, the potential consequences of inflation, and the challenges in forecasting economic trends. We also touch upon the worrying US employment data, market breadth, and the concentration of market gains in a few stocks. While considering the possibility of a ‘soft landing,’ Adam emphasises the importance for investors to have contingency plans in case the outlook proves more challenging than expected. We conclude with Adam expressing concerns about the rapid displacement of labour by AI and the challenges of a worsening immigration crisis in the US.

Prior to Thoughtful Money, which he launched last November, Adam ran Wealthion. He has worked in diverse roles, among them investment banker for Merrill Lynch, at the start of his career, and Vice President of Marketing for North America at Yahoo! Finance.

► Subscribe to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14508845Thu, 15 Feb 2024 12:00:00 GMT<p>► Download our FREE App &amp; Discover the Next Big Investment Opportunities (US &amp; UK only): <a href="https://optothemes.page.link/app" rel="noopener noreferrer nofollow">https://optothemes.page.link/app</a><br /><br />Welcome back! Today, we have the pleasure of hosting <a href="https://studio.youtube.com/channel/UCjqe6xtZYTfvA4pHs0HgJsQ" rel="noopener noreferrer nofollow"> </a>Adam Taggar, founder &amp; host of Thoughtful Money.<br /><br />Adam discusses his outlook for the US economy for the rest of 2024, offering a “consensus consolidation" of insights gathered from the experts he frequently interviews on his channel.<br /><br />We delve into the impact of central bank interventions, the potential consequences of inflation, and the challenges in forecasting economic trends. We also touch upon the worrying US employment data, market breadth, and the concentration of market gains in a few stocks. While considering the possibility of a ‘soft landing,’ Adam emphasises the importance for investors to have contingency plans in case the outlook proves more challenging than expected. We conclude with Adam expressing concerns about the rapid displacement of labour by AI and the challenges of a worsening immigration crisis in the US.<br /> <br />Prior to Thoughtful Money, which he launched last November, Adam ran Wealthion. He has worked in diverse roles, among them investment banker for Merrill Lynch, at the start of his career, and Vice President of Marketing for North America at Yahoo! Finance.<br /><br />► Subscribe to our FREE newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:48:59Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024?full<![CDATA[Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Market]]>► Download our FREE App (US & UK only): https://optothemes.page.link/app

Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show.

Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks.

With Meta's stock market value recently skyrocketing by $197 billion, questions arise about the driving forces behind this historic bullishness. Dave navigates through key topics including the exponential growth trends in tech and AI-related sectors, the concentration within the S&P 500, and concerns surrounding valuation and earnings, before exploring if this stellar share price performance aligns with underlying fundamentals, the potential for sustained profitability, and the significance of operating margins in investor decision-making. Enjoy!

► Read the full story: https://optothemes.page.link/GRGx

► Subscribe to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter

►Check out Dave's report: https://blog.roundhillinvestments.com/the-big-picture-magnificent-7

------------------

Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-14470803Fri, 09 Feb 2024 13:00:00 GMT<p>► Download our FREE App (US &amp; UK only): <a href="https://optothemes.page.link/app" rel="noopener noreferrer nofollow">https://optothemes.page.link/app</a><br /><br />Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show. <br /><br />Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks. <br /><br />With Meta's stock market value recently skyrocketing by $197 billion, questions arise about the driving forces behind this historic bullishness. Dave navigates through key topics including the exponential growth trends in tech and AI-related sectors, the concentration within the S&amp;P 500, and concerns surrounding valuation and earnings, before exploring if this stellar share price performance aligns with underlying fundamentals, the potential for sustained profitability, and the significance of operating margins in investor decision-making. Enjoy!<br /><br />► Read the full story: <a href="https://optothemes.page.link/GRGx" rel="noopener noreferrer nofollow">https://optothemes.page.link/GRGx</a><br /><br />► Subscribe to our FREE newsletter: <a href="http://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />►Check out Dave's report: <a href="https://blog.roundhillinvestments.com/the-big-picture-magnificent-7" rel="noopener noreferrer nofollow">https://blog.roundhillinvestments.com/the-big-picture-magnificent-7</a><br /><br />------------------<br /><br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.<br /><br /></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:31:171Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Marketfull<![CDATA[Michael Kao - 'The Dollar Wrecking Ball']]>Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Michael Kao is CIO and Portfolio Manager of the Kao Family Office and is well-known for coining ‘the Dollar Wrecking Ball’, a metaphor to describe Dollar hegemony.

Having traded commodities at J.Aron and Goldman in the early 90s, Michael’s worldview embraces the significance of Oil. And subsequent experiences at Canyon Partners, a credit-oriented hedge fund, as well as the launch of his own investment firm, Akanthos Capital Management, leave Michael uniquely placed to provide a truly holistic view of what moves markets.

While the US Dollar has appreciated enormously against a basket of international currencies, from Pound Sterling to the Japanese Yen, I ask Michael if the Dollar is too strong for its own good, and if so, how long could this historic Dollar strength last? Enjoy!

Check out Michael's discussion on Demetri Kofinas's Hidden Forces: https://hiddenforces.io/podcasts/dollar-milkshake-wrecking-ball-brent-johnson-michael-kao/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-11621580Thu, 03 Nov 2022 07:00:00 GMT<p>Get Opto’s best content every day, by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter<br /></a><br />Michael Kao is CIO and Portfolio Manager of the Kao Family Office and is well-known for coining ‘the Dollar Wrecking Ball’, a metaphor to describe Dollar hegemony.<br /><br />Having traded commodities at J.Aron and Goldman in the early 90s, Michael’s worldview embraces the significance of Oil. And subsequent experiences at Canyon Partners, a credit-oriented hedge fund, as well as the launch of his own investment firm, Akanthos Capital Management, leave Michael uniquely placed to provide a truly holistic view of what moves markets.<br /><br />While the US Dollar has appreciated enormously against a basket of international currencies, from Pound Sterling to the Japanese Yen, I ask Michael if the Dollar is too strong for its own good, and if so, how long could this historic Dollar strength last? Enjoy!<br /><br />Check out Michael's discussion on Demetri Kofinas's Hidden Forces: <a href="https://hiddenforces.io/podcasts/dollar-milkshake-wrecking-ball-brent-johnson-michael-kao/" rel="noopener noreferrer nofollow">https://hiddenforces.io/podcasts/dollar-milkshake-wrecking-ball-brent-johnson-michael-kao/</a><br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:51:431140Michael Kao - 'The Dollar Wrecking Ball'full<![CDATA[Kevin T. Carter - INQQ: Is India The Next Internet & E-Commerce Powerhouse?]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, comes back to Opto Sessions to discuss his India Internet & E-Commerce ETF [INQQ], how it captures exposure to Indian companies emerging in these sectors, and the overall potential for growth in South Asia.

Kevin points to the region's large and young middle-class population, becoming increasingly tech-savvy and eager to adopt new digital services and participate in a thriving start-up ecosystem.

In this episode, Kevin also walks us through his recent trip to South Asia. He visited several companies in Dhaka, Mumbai, Bengaluru, Delhi and Lahore - some of which are held in the current ETF portfolio. We conclude the episode by identifying other exciting themes developing in the region, including digital payments. Enjoy!

Listen to our previous interviews with Kevin here:

Learn about EMQQ: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684

Learn about FMQQ: https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862


Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12727589Thu, 27 Apr 2023 06:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />Today, Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, comes back to Opto Sessions to discuss his India Internet &amp; E-Commerce ETF [INQQ], how it captures exposure to Indian companies emerging in these sectors, and the overall potential for growth in South Asia.<br /><br />Kevin points to the region's large and young middle-class population, becoming increasingly tech-savvy and eager to adopt new digital services and participate in a thriving start-up ecosystem.<br /><br />In this episode, Kevin also walks us through his recent trip to South Asia. He visited several companies in Dhaka, Mumbai, Bengaluru, Delhi and Lahore - some of which are held in the current ETF portfolio. We conclude the episode by identifying other exciting themes developing in the region, including digital payments. Enjoy!<br /><br />Listen to our previous interviews with Kevin here:<br /><br />Learn about EMQQ:<a href="https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684" rel="noopener noreferrer nofollow"> https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684</a><br /><br />Learn about FMQQ: <a href="https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862" rel="noopener noreferrer nofollow">https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862</a></p><p><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a><br /><br />------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:41:251170Kevin T. Carter - INQQ: Is India The Next Internet & E-Commerce Powerhouse?full<![CDATA[Chris Camillo - Turning $20k Into $30 Million]]>Today I’m talking to Chris Camillo, Founder of Dumb Money and an investor that’s turned $20k into over $30 million, and counting.

Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two friends Dave Hanson and Jordan McLain - gave up the day-job to invest their own money, full-time. Not only have they already recorded extraordinary success, Chris and co. have pioneered a unique investment strategy, or what they call ‘Social Arbitrage’.

Chris hasn’t stopped there, Dumb Money have chronicled every high - and low - on their eponymous YouTube channel, now a mainstay among individual investors, and of course their 52,000 subscribers.

Chris gives us real insight into his strategy, but not only that, he identifies the advantages enjoyed by those managing their own investment portfolios, up against the financial might of institutional money managers – a breath of fresh air. Enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-5689846Thu, 01 Oct 2020 08:00:00 GMT<p>Today I’m talking to Chris Camillo, Founder of <em>Dumb Money</em> and an investor that’s turned $20k into over $30 million, and counting.<br /><br />Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two friends Dave Hanson and Jordan McLain - gave up the day-job to invest their own money, full-time. Not only have they already recorded extraordinary success, Chris and co. have pioneered a unique investment strategy, or what they call ‘Social Arbitrage’.<br /><br />Chris hasn’t stopped there, Dumb Money have chronicled every high - and low - on their eponymous YouTube channel, now a mainstay among individual investors, and of course their 52,000 subscribers.<br /><br />Chris gives us real insight into his strategy, but not only that, he identifies the advantages enjoyed by those managing their own investment portfolios, up against the financial might of institutional money managers – a breath of fresh air. Enjoy the episode!<br />...<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:53:16128Chris Camillo - Turning $20k Into $30 Millionfull<![CDATA[How to Invest in Themes: BlackRock, JP Morgan, ARK Invest, Global X & More]]>Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

You are listening to the third episode of our compilation series. Last month, we covered the themes of Electric and Autonomous vehicles. Today's episode takes back a step, comprising insights on different thematic investment strategies.

Over the last few months, we’ve spoken to investing legends, portfolio managers, and thematic experts, and we asked them to narrow down their definition of thematic investing, their overall approach, and which themes they felt most strongly about going into 2023.

We’ve split this episode into two parts. Today, you will be listening to the first part, collecting insights from brilliant investors from companies like BlackRock, GlobalX and JPMorgan, to name a few. Enjoy!

Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-12484817Tue, 21 Mar 2023 13:00:00 GMT<p>Get Opto’s best content every day by subscribing to our FREE Newsletter: <a href="https://www.cmcmarkets.com/en/opto/newsletter" rel="noopener noreferrer nofollow">www.cmcmarkets.com/en/opto/newsletter</a><br /><br />You are listening to the third episode of our compilation series. Last month, we covered the themes of Electric and Autonomous vehicles. Today's episode takes back a step, comprising insights on different thematic investment strategies.</p><p>Over the last few months, we’ve spoken to investing legends, portfolio managers, and thematic experts, and we asked them to narrow down their definition of thematic investing, their overall approach, and which themes they felt most strongly about going into 2023.</p><p>We’ve split this episode into two parts. Today, you will be listening to the first part, collecting insights from brilliant investors from companies like BlackRock, GlobalX and JPMorgan, to name a few. Enjoy!<br /><br />Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:30:45163How to Invest in Themes: BlackRock, JP Morgan, ARK Invest, Global X & Morefull<![CDATA[Tony Greer - 'The Great Rotation': Exiting Technology & Buying Hard Assets]]>Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike.

Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995.

We discuss ‘The Great Rotation’, a term coined by Tony to define the fundamental pivot away from big technology stocks, the darlings of investor portfolios for the past decade, into hard assets. Tony identifies the tailwinds bolstering the long-term performance of natural gas, oil, and commodities – a trend he expects is very much here to stay. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

]]>Buzzsprout-10719544Thu, 02 Jun 2022 06:00:00 GMT<p>Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike.<br /><br />Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995.<br /><br />We discuss ‘The Great Rotation’, a term coined by Tony to define the fundamental pivot away from big technology stocks, the darlings of investor portfolios for the past decade, into hard assets. Tony identifies the tailwinds bolstering the long-term performance of natural gas, oil, and commodities – a trend he expects is very much here to stay. Enjoy!<br /><br />Thanks to <a href="https://www.cofruition.com/" rel="noopener noreferrer nofollow">Cofruition</a> for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: <a href="https://www.cmcmarkets.com/en-gb/opto/newsletter" rel="noopener noreferrer nofollow">https://www.cmcmarkets.com/en-gb/opto/newsletter</a></p><p>------------------<br />Past performance is not a reliable indicator of future results.<br />CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.<br /><br />The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.<br /><br />CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.</p><p>-----<br /><br />The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk &amp; investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.</p>no00:56:131118Tony Greer - 'The Great Rotation': Exiting Technology & Buying Hard Assetsfull