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Opto Sessions – Invest in the Next Big Idea

Latest episodes

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Dec 19, 2024 • 29min

Aaron Levie, Box CEO: The Cloud, AI & the Future of Work

In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology.📲  *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fdDisclaimer: https://optothemes.com/disclosures-and-legal-documentation-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Dec 6, 2024 • 32min

US Economy Reality Check with Julian Brigden

In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation. 📲  Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...Disclaimer: https://optothemes.com/disclosures-and-legal-documentation-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Oct 18, 2024 • 47min

SoundHound CFO: The 3 Pillars of Voice AI

📲  Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company.📲  Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...#ai #voiceai #soundhound #soun #artificialintelligenceDisclaimer: https://optothemes.com/disclosures-and-legal-documentation-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Sep 27, 2024 • 38min

The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy

Marc Stapley, CEO of Veracyte, shares insights from the forefront of cancer diagnostics. He discusses the integration of AI and machine learning in testing and emphasizes the role of liquid biopsies for early detection. Stapley also highlights the challenges of false positives and the importance of monitoring minimal residual disease post-treatment. An innovative nasal swab test for lung cancer is unveiled, showcasing how AI can reduce the need for invasive procedures. His vision for expanding diagnostic services emphasizes strategic partnerships for broader access.
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Sep 13, 2024 • 37min

MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence

Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Sep 6, 2024 • 33min

The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions

Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO Sessions to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Aug 15, 2024 • 47min

Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age | Repost

► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’s future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabilities unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Aug 2, 2024 • 43min

Jens Nordvig - Fed’s Rate Cut Bets, Potential Dollar Devaluation & China’s Troubles

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Jul 25, 2024 • 39min

Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the global AI arms race, touching on the competition for talent and regulatory challenges faced by companies like Scale AI working across the US and UK, in the context of the broader rivalry between the US, UK, and China. Enjoy!-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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Jul 18, 2024 • 27min

Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally?

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fdThe US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy!Foresight by OPTO: https://optoforesight.substack.com/The Lead-Lag Report: https://www.leadlagreport.com/-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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