DiscoverOpto Sessions – Invest in the Next Big Idea
Opto Sessions – Invest in the Next Big Idea
Claim Ownership

Opto Sessions – Invest in the Next Big Idea

Author: Haydn Brain & Ed Gotham

Subscribed: 130Played: 4,736
Share

Description

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.

242 Episodes
Reverse
Marc Stapley, CEO at Veracyte, joins OPTO Sessions to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of pri...
Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including...
Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO Sessions to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing ...
► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’s future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combinat...
📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing inv...
📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the...
📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdThe US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy!Foresight by OPTO: https://optofores...
📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy!Foresight by OPTO: https://optoforesight.substack.com/Doomberg: https://newsletter.doomberg.c...
📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdMarathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024.Today, ‪‬Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent accounting rule changes on net income.Marathon has shifted its focus to sustainable energy managem...
📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.com's negligence, and his intuitive approach led him to spot problems at Chegg, Planet Fitness,...
📲 Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows. Discover top-performing stocks within this theme - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why they believe that bitcoin and digital assets are among the best investment opportunities they ha...
► Invest in top-performing innovation stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdCathie Wood, CEO & CIO of ARK Invest, explains that disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion. In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. We’ve synthesise...
► Invest in top-performing AI stocks with OPTO - Install FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, 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 n...
► Invest in top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, 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 in...
► Invest in top-performing biotech stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdOver 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 Kh...
► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdWelcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy!--------The content in ...
► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdMatt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. Enjoy!--------The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend ...
► Discover top-performing cybersecurity stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdNick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future of the industry, and explains how his team is set up to both learn from and respond to new threats.--------The content in this podcast is for informational purposes only. Opto Markets LLC does not recomm...
► Discover top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdDigital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipping it for long-term success. Enjoy!Our previous interview featuring Lemonade CFO Tim Bixby: Spotify Apple Podcasts--------The content in this podcast is for informational purposes only. Opto Markets LLC...
► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, 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 unl...
loading