Opto Sessions – Invest in the Next Big Idea

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we have the pleasure of welcoming Michael Venuto, CIO and Co-Founder of the Tidal Financial Group & Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show.  In this episode, Michael explores the potential impact of the 2024 Bitcoin halving on the cryptocurrency market, sharing insights on whether it will spark the next bull run or fall short of expectations. Michael also discusses why he thinks bitcoin stands as a hedge against hyperinflation, the potential impact of Coinbase’s custodianship of BlackRock’s spot bitcoin ETF, and the powerful intersection between blockchain and AI. Wrapping up, Micheal addresses the correlation between Bitcoin’s price and crypto miners, explaining why he views them as ‘a leveraged play.’ Michael mentions companies like MicroStrategy, Marathon Digital, and Riot Platforms, highlighting the distinguishing factors that set the top miners apart from the competition.Before Tidal, Michael was Head of Investments at Global X, providing portfolio optimisation services to institutional clients. Before that, Michael was Senior Vice President at Horizon Kinetics, a New York-based investment adviser. Enjoy!Listen to our previous episode featuring Michael:Apple PodcastsSpotify------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, 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/newsletterToday, 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/newsletterJeff 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/1119853176Visit 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/newsletterToday, we are revisiting this October 2021 episode featuring Doomberg, where we discussed the Nord Stream sabotage, the Bank of Japan's economic battle against stagnation, and the wider question of global energy security - topics that remain deeply pertinent to this day.Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital.  Doomberg is one of the most popular paid financial publications on Substack.Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.Enjoy!Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we have the pleasure of introducing Arelis Agosto, Senior Healthcare Analyst at Global X. In this episode, we explore the transformative landscape of healthcare, diving into the latest breakthroughs in gene therapy & editing and genomic technology and the sector’s increasing need for digitisation. Arelis shares insights from the latest J.P. Morgan Healthcare Conference, highlighting how the rapid pace of innovation drives immense investment potential in this space. She guides us through recent advancements in disease prevention strategies, such as soft therapy and enhanced diagnostics, set to reshape patient care. She also highlights key industry leaders, including Illumina, PacBio, and Nvidia, shedding light on why the latter plays a pivotal role in propelling progress, with healthcare now recognised as the world's foremost data-generating industry. Lastly, Arelis dives into Global X's Genomic & Biotechnology ETF [GNOM], designed to provide exposure to the genomic value chain. Before joining Global X in 2022, Arelis worked as a Senior Healthcare Analyst at Third Bridge, covering US life sciences, diagnostics, biotech, pharmaceutical services, and animal health.Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter---------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

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=1000604448851Spotify:  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/newsletterToday, 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=1000590247759Spotify: https://open.spotify.com/episode/06eCuZm5GcfpO2pFMqYQ6ZThanks to Cofruition 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, 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-accTwitter: @OptoThemes @EQMIndexesThanks to Cofruition 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/newsletterWelcome 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/newsletterToday, 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/newsletterToday, 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: @ChargePointnetThanks to Cofruition 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'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/newsletterToday, 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/newsletterToday, 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/newsletterToday, we are joined by Jonathan Hirtle, pioneer of the Outsourced Chief Investment Officer (OCIO) model and Executive Chairman at Hirtle, Callaghan & Co, a $20bn RIA whose growth has been solely driven by organic means and without the aid of outside capital.Jonathan tells us about his days at Goldman Sachs, his early leap to independence, his lessons from the October 1987 crash, and the incredible impact of the OCIO model on the growth of his firm and in the broader industry. He dives into the main pillars of the OCIO model, including custom-designed programmes, global index cores, dynamic asset allocation, and the search for high-conviction managers, before delving into the core principles of his own investment philosophy and his macro outlook for the rest of 2023.Prior to founding Hirtle Callaghan in 1988, Jonathan worked as Vice President at Goldman Sachs from 1982 to 1988. Previously, he served as an infantry officer in the United States Marine Corps from 1975 to 1982. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

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

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterEmerging 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.