DiscoverOpto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
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Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Author: Haydn Brain & Ed Gotham

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Stock Market Opportunities: Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success. Learn to trade or improve your investing with ideas, tips and techniques from the industry's greatest minds.
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On Wednesday 15th December, we hosted our latest live interview on Twitter Spaces, with Hedge fund and SPAC expert Julian Klymochko. Julian is CEO at Accelerate Financial Technologies, a company democratising alternative investment by offering institutional-calibre hedge fund and private equity strategies, in the form of low-cost ETFs. One of Accelerate’s strategies, ARB, provides exposure to SPAC arbitrage. So, Julian identifies the advantages of an arbitrage approach, before highlighting the common pitfalls. We also discuss the unprecedented momentum seen in SPAC uptake over the past year, before Julian concludes by offering his 2022 outlook. Enjoy! Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Today we’ve got Paul Schulte on the show. Paul is the founder and editor of Schulte Research, a company that does research on banks, financial technology, and bank algorithms. He’s had a long career in equity research spanning 27 years working on both the buy and sell sides covering Asian and emerging markets. He’s also the author of 5 books including ‘The Money metaverse: How crypto is reinventing finance and property'. In this interview, we discuss the causes of the recent sell off in Chinese equities and what the future may hold, the money metaverse, the problem with central banks & the tokenisation of all assets.Enjoyschulte-research.com@PaulS48744178Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Part 2 of our 2021 review. Listen in to learn from some of my favourite interview snippets from the year.- Howard Lindzon on SPACs- Mark Yusko on Digital Assets- Adam Robinson on What Is A Trend - Austin Lieberman & Jeff Ross on Founder-led Companies- Jaime Rogozinski on the Rise Of The Retail TraderHave a great new year! Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
This week's episode is slightly different. Over the Christmas period, Ed and I will be taking it in turns to pick our favourite snippets from the episodes recorded this year. Today it was my turn, and it struck me that a consistent theme ran throughout the majority of the interviews, namely: Investing in disruptive Innovation.During this episode, we start by hearing from Jonah Lupton on his unique approach to investing in disruptive, innovative businesses. Then, we hear from other previous guests discussing favourite Themes & Megatrends including, 'The next generation economy' and the 'Genomics revolution'.Finally, we finish by getting under the hood of two guests' portfolio favourites. Here we get some fascinating insight into two tech companies that our interviewees are keeping a close eye on!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Edwin Dorsey is Founder of The Bear Cave, a short-focused newsletter that investigates and uncovers ‘Bad businesses’. Edwin’s passion for investing began in third grade, and when his grandmother funded an E-Trade account for him whilst still in elementary school, he was hooked. Whilst at Stanford, Dorsey shone a spotlight on the nefarious Care.com, having instigated an international investigation, that culminated with a Wallstreet Journal front page, a C-suite overhaul, and IAC’s ultimate acquisition of Care.com in early 2020. Edwin relives that story and many more like it, including the equally awe-inspiring tale of Root Insurance’s unsavoury practices, and subsequent demise. We discuss how to identify these bad businesses and what red flags investors can look out for, before concluding by talking Twitter, and Edwin’s super-fandom of both Dorsey and the company’s monetisation potential. Enjoy!Check out The Bear Cave on Substack: https://thebearcave.substack.com/ Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Today I’ve got Simon Erickson on the show. Simon is the founder and CEO of 7investing where they empower you to invest in your future! They provide subscribers with the "7 investment ideas" every month.Before this Simon was also at Motley Fool for 7 years as the lead advisor of Motley Fool Explorer, investing each month into the market's most innovative companies.Simon is a forward-looking investor, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them. This focus has unlocked some unique experiences such as riding in the beta-version of Waymo’s self-driving car and taking a DNA test to explain how you’d react to prescription drugs.In this interview, we discuss the 3 most exciting and disruptive themes for the next decade including personalised medicine, why an economic moat is so important, and when it’s right to sell a stock. 7investing has given the Opto team a special promo code for access to their subscription service. Use code "opto" at (7investing.com/subscribe) and you’ll get a $25 discount off your first month.Enjoy7investing.com@7Innovator Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Gil Baumgarten is President & CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry.After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice’s endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment.Gil identifies the most common mistakes made by individual investors, before explaining the power of unrealized gains. And to finish, Gil describes Segment’s ETF investment strategy, demonstrating how their Core and Satellite positions complement each other, to form a robust, diversified portfolio. Enjoy!Visit Segment's website for more information: https://segmentwm.com And to check out Gil's book here's a link to 'FOOLISH: How Investors Get Worked Up and Worked Over by the System': https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Richard Lightbound is EMEA & Asia CEO of ROBO Global, an index advisory and Research company helping investors capture the unique opportunities presented by Robotics, Artificial intelligence, and Healthcare technology. Each of those themes within the Disruptive Innovation landscape is represented by a ROBO Global index, and cumulatively those indices have accrued close to $5bn worth of assets tracking them. We discuss how the company’s strategic advisory board - made up of best-in-class researchers & PhDs - identifies new investment opportunities, which subsectors are currently on ROBO’s radar, & how the team uses ‘ROBO scores’ to gauge a stock’s investment merit. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager.Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).In this interview, we discuss the 2 ways returns to deep value are realized, how the Billionaire Contrarians of Deep Value Beat the Market, and how you can value stocks using The Acquirer's Multiple.Enjoy!www.acquirersmultiple.com@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.
Ali Urman is ARK Invest’s Genomic Revolution analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. As of September 2021, ARK’s AUM stood at a colossal $42.4 billion, spearheaded by investing legend and household name, Cathie Wood. To speak to ARK’s Genomics analyst as a global pandemic thrusts Biotechnology into the spotlight was a huge privilege.And Ali doesn’t disappoint. We discuss the Genomic revolution – how the sequencing of the first human genome cost $1bn and took 13 years, whereas today, that same process costs anywhere between $100-$1000, and takes just 1-2 days. Ali explains the transformative convergence of Next-generation DNA sequencing, Artificial Intelligence & CRISPR gene editing before we break down exactly how ARK picks their Genomics stocks! Enjoy the episodeFor an insight into Ark's research process, check out Ali's WIP articles on Medium - The latest two on Gene Editing, linked here:- https://medium.com/@aurmanARK/predicting-the-trajectory-of-prime-editing-lessons-from-base-editing-3351e58e53ff- https://medium.com/@aurmanARK/gene-editing-could-get-an-upgrade-e5e4aa0b6966 Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
This week we’ve got Austin Lieberman on the show, one of the 11 portfolio managers at Chamaths Social Capital. The 11 fund managers were given $50million by social capital earlier this year to try and achieve abnormal returns from the markets. Austin was previously a lead advisor at 7investing, a regular contributor to the motley fool, and a veteran, having served 7 years at the united states air force. In this interview, we discuss how and why to invest with a founder's mentality, Austin's investment strategy at Social Capital, and 3 of his most interesting founder-led companies to add to your watchlist. Enjoyhttps://austin.substack.com/@LiebermanAustinThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
On Friday 15th October we hosted our third live interview on Twitter Spaces, with Sessions favourite, Dr. Jeff Ross. Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, identifying long-term equity investments in the Healthcare & Technology sectors. I ask Jeff for his view on Tech & Healthcare right now, and over the next 5 years; we discuss his progression from Buffett disciple to ardent Growth investor, and we identify the consistent traits evident in each of his current portfolio constituents. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
This week I’m delighted to introduce Jaime Rogozinsk, Founder of the notorious WSB subreddit, you’ll all know them from the infamous GameStop short squeeze. A moment that will go down in history alongside the rise of the retail trader and the power of communities. Jaime founded WSB, a movement for ​​financial democracy, in 2012. The community currently stands at approx 11 million strong. In this interview, we discuss why Jaime founded WSB, how the GameStop story unfolded, the power of communities, NFTs. We also cover a number of innovative Defi features from the new  WSB decentralized app such as high-yield liquidity pools and exchange-traded portfolios. Enjoywsbdapp.com@wallstreetbetsThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Emmet Savage is Chief Investor and Co-Founder of MyWallSt. MyWallSt’s mission is to get their readers successfully investing in the stock market, over a long-term time horizon. In addition to timely market insights and illuminating educational content on the firm’s App and website, Emmet offers 24/7 access to his Horizon portfolio, a group of 20-50 stocks, all of which Emmet believes possess the potential to 10x over 12 years.A professional audit of that portfolio showed a 24% annual return over more than a decade. That record has since been bettered, and Emmet now averages a 30.8% annual return – triple the S&P 500’s yearly average.We discuss Emmet’s six golden rules to investing, his current stock picks and long-term portfolio favourites, as well as his 10-point pre-trade checklist. Enjoy!------------------Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Last week we hosted our second live interview on Twitter Spaces, this time with Biotechnology investment expert and pioneer, Brad Loncar. Brad is the creator of two Nasdaq-listed funds: The Cancer Immunotherapy ETF & The China BioPharma ETF, and as a result, we focus on oncology innovation and Evergrande’s impact on Chinese biopharma.But to kick off, listen out for Brad’s views on Merck’s game changing anti-COVID pill and whether, after an uninspiring year for US Biotech, investors should be optimistic heading into Q4 and beyond. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While Kevin considers himself an active ‘value’ investor - a Buffett/Munger disciple -, a 20+-year partnership with Princeton economist and indexing legend Dr. Burton Malkiel, has seen his career take an unexpected turn. Having co-founded Active Index Advisors in 2002, a pioneer in so-called ‘direct-indexing’, Kevin’s ambition had been to improve retail access to financial markets – a clear motivation in his founding of fractional share/dollar investment platform eInvesting, a few years earlier. However, it was a subsequent pivot toward China and Emerging Markets that changed everything. Kevin launched EMQQ in 2014, an Emerging Markets Internet & Ecommerce ETF (available to UK investors). Kevin and I discuss what McKinsey labels the “biggest opportunity in the history of capitalism” by analysing the regions’ digital consumer revolution, before studying Evergrande’s impact, and how to identify the next Tencent or Alibaba. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Today we welcomed back Keith McCullough, CEO of the renowned market insights outfit, Hedgeye. With over 200,000 followers on Twitter, Keith has garnered a global reputation for his transparent, data-led approach. We kick off the interview by discussing how Keith and his team of over 40 analysts use their proprietary Growth/Inflation/Policy (GIP) model, to paint an illuminating picture of the macroeconomic environment.We also cover current markets, where I highlight the erroneous recession narrative being pedalled by some mainstream media, before we unravel it using Hedgeye’s unique top-down approach. Keith also makes sense of inflation, identifying the Fed’s baffling position before explaining how Hedgeye went long inflation acceleration well over a year ago. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
This week’s episode is slightly different. You’ll hear a live Q&A held on Twitter Spaces last Friday with Founder of Vailshire Capital Management and friend of the show, Jeff Ross.Jeff occupies the rare space of being both a radiologist and a founder of a successful hedge fund, and while the latter provides an innovative, all-weather, full-cycle portfolio management system – which has returned 95% in the past year – another topic currently hold Ross’s attention: Bitcoin.I quiz Jeff on Bitcoin’s credentials as a Store of Value, comparing the cryptocurrency to physical SoV’s like Silver and Gold. It’s on open floor debate too, with a handful of listeners asking for Jeff’s opinion on anything from the merits of the Stock-to-Flow model, the ugly price action surrounding El Salvador’s turbulent BTC debut, and Jeff’s long-term price target. Enjoy!Don't miss our next live event by following us on Twitter: https://twitter.com/OptoCMC CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.67% of retail investor accounts lose money when spread betting and/or trading CFDs with his provider. You should consider whether you can afford to take the high risk of losing your money.Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Hello everyone, I’m your host, Ed Gotham, and welcome to another episode of Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. This week we’ve got Andrew Chanin, CEO at ProcureAM on the show. ProcureAM enables investors to access other-worldly opportunities via the space ETF UFO. Andrew has a rich history in the equity markets beginning his career working for the Kellogg Group in 2007 as an ETF trader followed by a move to  Cohen Capital Group as the Director of International Trading. The last 5 years however have been fully focused on ProcureAM. In this interview, we discuss the finer details of the space industry covering space tourism, satellites, military defense systems, and even crazy things such as asteroid mining, space hotels, and the colonisation of planets. Andrew explains how these things are not so crazy after all and made by coming sooner than you would think. The Space ETF UFO is also available in Europe and the UK as YODA via HanETF. Enjoyprocureetfs.com/ufo - UShanetf.com - EU/UK@ProcureAM_LLC@ETFwunderkind@hanetfThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
This week we’ve got Bob Brown on the show, CFO at AEye. AEye is a leader in AI-driven LiDAR systems for autonomous vehicles, advanced driver-assistance, and robotic vision. Bob has over 30 years of financial experience, completing over $20 billion in financing and M&A transactions, and has a rich history of working in C-level positions at various other Lidar companies. In this interview, we discuss how lidar is the future for autonomous driving and robotics, how the technology works including details of how it accurately tracks a speeding bullet, and what unique selling points AEye has over its rivals. Enjoyaeye.ai@AEyeIncThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
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