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.
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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!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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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
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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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:
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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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!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
► 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!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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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.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
► 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:
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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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!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
► 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!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
► 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
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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
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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
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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
► 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!
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► Disclaimer: https://optothemes.com/disclosures
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
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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.
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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.
► 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!
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►Check out Dave's report: https://blog.roundhillinvestments.com/the-big-picture-magnificent-7
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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.
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:
- Follow us on X @OptoThemes
- Subscribe to our YouTube channel
- Subscribe to our FREE newsletter
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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.
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
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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.
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
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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.
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:
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- Listen to our Rocket Lab interview:
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- Listen to our ARK Invest's Ali Urman interview on the genomic revolution:
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Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter
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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 f
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
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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.
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
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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.
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
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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.
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:
- Follow us on X @OptoThemes
- Subscribe to our YouTube channel
- Subscribe to our FREE 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.
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
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For more OPTO insights:
- Follow us on X @OptoThemes
- Subscribe to our YouTube channel
- Subscribe to our FREE 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.
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:
5 lucky winners will be announced in one week on our platforms.
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Listen to Part 1 :
Apple PodcastsSpotify
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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.
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:
5 lucky winners will be announced in 2 weeks on our platforms.
------------------
Listen to our previous episode featuring Jeff:
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.
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
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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.
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!
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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.
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!
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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.
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!
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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.
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!
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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.
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
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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.
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:
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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.
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.
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.
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.
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
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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.
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
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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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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
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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.
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.
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.
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
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Get Opto’s best content every day, by subscribing to our FREE Newsletter:
www.cmcmarkets.com/en/opto/newsletter
Jens Nordvig is Founder & 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 directly or indirectly, arising from any investment based on any information contained herein.
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
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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.
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.
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 Markets shall not 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.
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.
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.
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 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.
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.
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.
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
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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.
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
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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.
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
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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.
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.
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
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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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
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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.
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
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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.
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
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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.
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
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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.
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
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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.
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
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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.
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
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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.
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
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
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
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
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
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
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
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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
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
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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
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
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.
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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
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
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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
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
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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
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!
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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
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
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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
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
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/
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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
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
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
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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
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!
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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
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
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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
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!
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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
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
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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
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/
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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
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.
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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
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.
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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
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
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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
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.
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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
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
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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
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!
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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
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
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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
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/
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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
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
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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
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.
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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
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
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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
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.
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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
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/
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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
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
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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
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!
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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
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…
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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
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
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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
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
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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
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.
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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
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/
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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
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!
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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
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
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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
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/
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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
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
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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
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
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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
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!
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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
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.
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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
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.
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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
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!
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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
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/
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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
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.
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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
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!
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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
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
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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
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
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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
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.
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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
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!
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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
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.
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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
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!
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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
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!
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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
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!
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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
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!
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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
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.
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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
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.
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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
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.
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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
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.
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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
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
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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
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
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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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