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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. Enjoychampelcapital.comThanks to Cofruition 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/newsletterMichael 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.
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. Enjoyblackrock.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/newsletterOn 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/newsletterMichael 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/newsletterDoomberg 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/newsletterThis 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. EnjoyThanks to Cofruition 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/newsletterThis 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.comIf 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/newsletterMichael 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/newsletterThis 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.comEnjoy! Thanks to Cofruition 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/newsletterCallum Thomas is the founder of Topdown Charts, a research firm servicing institutional fundmanagers 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.
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletterThis 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.comIf 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/newsletterEnjoy! Thanks to Cofruition 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/newsletterGrant 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:Sir Steven WilkinsonPeter ZeihanDan OliverCheck out Grant's website: https://www.grant-williams.comThanks to Cofruition 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/newsletterToday we revisit one of our most popular interviews to date.In October 2020 we spoke to Chris Camillo, Founder of Dumb Money and an investor that had turned $20k into over $30 million.Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two friends Dave Hanson and Jordan McLain - gave up their day job to invest their own money, full-time. Not only have they already recorded extraordinary success, but Chris and co. have also pioneered a unique investment strategy, or what they call ‘Social Arbitrage’.Chris hasn’t stopped there, Dumb Money have chronicled every high - and low - on their eponymous YouTube channel, now a mainstay among individual investors. The channel had 52,000 subscribers when we last spoke, now their audience is more than double that size.Chris gives us a real insight into his strategy, but not only that, he highlights several burgeoning trends that on reflection almost 2 years later, prove to be prescient investment calls. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterThis 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@GreenbackdThanks to Cofruition 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/newsletterThis 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.comIf 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/newsletterEnjoy Thanks to Cofruition 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/newsletterToday 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/newsletterToday 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/parrilladiegoThanks to Cofruition 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/newsletterTed 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/0857198866Thanks to Cofruition 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/newsletterThis 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/@VailshireCapIf 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/newsletterEnjoyThanks to Cofruition 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.
Comments (1)

Denial Brown

Thanks for your podcast, it helped me. I think it's important now to use the right software that can help you make better decisions. For example, https://zignaly.com/crypto-signals which help to analyze crypto signals

Jun 29th
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