Opto Sessions – Invest in the Next Big Idea

I caught up with growth stock investor Jonah Lupton, up 90% year-to-date and ready to discuss the top two holdings in his current portfolio. Ed originally spoke to Jonah back in March, so instead of re-covering old ground, Jonah and I got straight into these two exciting companies: Futu Holdings & Upstart. Jonah’s mission is to identify stocks that have the potential to 5x over the next 5 years, and with 534,000 Twitter followers, 10,000 YouTube subscribers, and an incredibly popular private room on StockTwits, Jonah’s widely renowned for his stock market tips - Enjoy the interview! Read some of Jonah’s content & subscribe to his newsletter at: https://jonahlupton.substack.com/welcome ....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-----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.

Brad Loncar is a Biotechnology expert, a pioneer in Biotech investment, and the index provider for two Nasdaq-listed biotech ETFs, Loncar’s Cancer Immunotherapy ETF, and the China BioPharma ETF.  Brad is CEO of Loncar Investments and has a wealth of investment experience, having started out at Franklin Templeton as part of their Management Training Program. Brad’s also spent time in the US political sphere, having been appointed Senior Advisor at the U.S. Department of the Treasury, in between an Investment Directorship in the Bush-Cheney administration in 2004, and a short tenure as Director of Administration for John McCain, in 2008.  Brad currently shares his expertise on LoncarBlog.com, Nasdaq.com, and contributes opinion pieces to Endpoints News. We discuss the rampant innovation transforming a constantly evolving industry, before examining Loncar’s two unique ETFs. We finish the interview by looking ahead, where Brad highlights his favourite innovations at the cutting-edge of Biotechnology. 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-----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.

On today's show, I’m delighted to introduce Beth Kindig, a technology analyst with over a decade of experience in the private markets. She’s now the co-founder of IO fund which specialises in helping individuals gain a competitive edge when investing in tech growth stocks. How does Beth do this? She has gained hands-on experience over the years whilst either working for and/or analysing a huge amount of relevant tech companies that are involved in the micro-trends disrupting the world of tomorrow. She writes some incredible analysis of public companies and some of her articles have also featured in renowned publications such as Forbes and MarketWatch. ...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-----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.

On this show, I welcome Katrina Daminova, part of the Business Development team at Gemini. Gemini is one of the principal companies in the digital assets space with a very popular exchange and custody product for institutional investors. At Gemini, Katrina focuses on developing partnerships and servicing institutions. Her client base includes digital asset managers, crypto funds, hedge funds, market makers, fintech including neobanks, and others. Previously Katrina was head of product at Copper.io, a Custody and Prime Brokerage for Digital Assets.We dig into the details on Gemini’s institutional offering, the opportunity in defi and how it may transform financial services as we know it. EnjoyGemini.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-----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.

Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. Today I have the pleasure of welcoming Macro investor Diego Parrilla, the best-selling author of "The Energy World is Flat" and "The Anti-Bubbles". In his day to day, he’s the Managing Partner and Portfolio Manager at Quadriga Asset Managers with a focus on Global Macro, Volatility, and Tail Risk.Diego is a well-versed individual who’s also an engineer and economist in addition to having previous roles managing risk and global teams in prestigious investment banks, such as JP Morgan, Goldman Sachs, and Merrill LynchWe have a great conversation deconstructing opportunities from the end of peak oil, what is a bubble & anti-bubble, how to take advantage of anti-bubbles and golds perfect storm. Enjoyquadrigafunds.com@ParrillaDiego...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-----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.

Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm’s London equity desk and formulates equity strategy for the UK & Europe. Frédérique also co-chairs RBC Wealth Management’s global asset allocation committee, GPAC, which determines asset allocation for the firm’s global client base. As of the end of last year, RBC had 843.6 billion (CAD) under administration, making it the fifth-largest wealth manager in the world. Having spent 8 years at companies like Williams de Broë – later acquired by Investec -, managing several European equity mandates, Frédérique had previously taken in 5 years at BBVA Latinvest as a sell side analyst covering Latin America. A subsequent stint with Invesco, covering emerging markets and global equities, preceded her current position. Frédérique and I discuss what leading a global asset manager is like, before we embark on a whistle-stop tour across the globe, where Frédérique offers her investment outlook for the US, Europe & UK, and Emerging Markets too. Enjoy the interview!...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-----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.

In a bumper episode, I speak to Neil Howe, Managing Director of Demographics at Hedgeye. Neil is a renowned authority on social change, an acclaimed bestselling author, and America’s leading thinker on today’s generations – who they are, what motivates them, and how they will shape our future. Vice President Al Gore called Howe’s first title, ‘Generations’, "the most stimulating book on American history that I have ever read", while the Boston Globe is prepared to label Howe one of “the great American prophets”, if predictions in his book ‘The Fourth Turning’, come to pass. Neil has also worked as a consultant and advisor for companies like Blackstone, the Concord Coalition, and the Global Aging Initiative at the Centre for Strategic and International Studies. Frequently featured on shows like USA Today, CNN, the New York Times, and CBS' 60 Minutes, we were extremely lucky to speak to Neil, and I took the chance to quiz him on how his theory can be applied to today’s financial markets – enjoy the interview! Here’s a link to Neil’s book, The Fourth Turning: https://www.amazon.co.uk/Fourth-Turning-American-Prophecy/dp/0767900464 Neil also mentions the following title by Tim Lee, Jamie Lee & Kevin Coldiron: https://www.amazon.co.uk/Rise-Carry-Consequences-Volatility-Suppression/dp/1260458407 ...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-----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.

Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bitwise is the leading provider of rules-based exposure to the crypto-asset space with a selection of interesting crypto funds and even a recently launched ETF, Bitwise Crypto Industry Innovators (Ticker: BITQ). Prior to working at Bitwise, Matt was CEO of ETF.com and helped spearhead the ETF industry to the mammoth size it’s become today. We discuss the future of crypto, innovative use cases in DEFI (Decentralised finance), why an index-based approach to crypto should be of interest to you, and direct index investing.Matt is a great guest on the show.  Enjoy.bitwiseinvestments.com@Matt_Hougan...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-----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.

Jon Maier is currently Chief Investment Officer at Global X. The highly respected provider of a range of interesting ETF products such as LIT (the Lithium & Battery Tech ETF) as well as model portfolios. Previously, Jon worked at Merrill Lynch Wealth Management as the Senior Portfolio Manager for its ETF Model Portfolio business. Now Jon shapes Global X's market outlook, leading on the construction of all model portfolios.We had a great chat about assessing your risk profile, constructing a portfolio to achieve different goals as well as highlighting some interesting themes from the equity thematic disruptors portfolio.Enjoy the show. Twitter - @GlobalXETFshttps://www.globalxetfs.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-----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.

James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage over $4.5bn, an established industry presence for more than 25 years.James is the co-portfolio manager of the firm’s new Inflation Beneficiaries ETF (INFL) and manages Horizon’s Internet Fund, as well as several private and institutional accounts. Having started on Horizon’s trading desk in 2005, James quickly progressed to begin his tenure on the investment team by December 2006.We discuss what sets Horizon’s value, contrarian-oriented approach apart; James explains Predictive Attributes and how they give Horizon their edge; and finally, James takes me through the firm’s unique INFL ETF, up nearly 19% since inception in January – enjoy the interview!Visit the Horizon page for more info on their INFL ETF:https://horizonkinetics.com/products/etf/infl...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-----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.