Opto Sessions – Invest in the Next Big Idea

Hector McNeil is one of the most influential ETF experts in the industry, the product of over 19 years of experience, and recognised as such by ETF Stream’s ‘30 index’. Having been instrumental in establishing Susquehanna’s European ETF desk, Hector joined ETF Securities as Joint Managing Partner in 2005. Then in 2011, Hector founded BoostETP with business partner Nik Bienkowski. The company was subsequently purchased by US ETF provider WisdomTree in 2014, and 2 years later Hector stepped down as Co-CEO of WisdomTree Europe to found HANetf. This serial ETF entrepreneur poured his wealth of industry knowledge into Europe’s first independent ‘white label’ ETF platform, the home of 22 ETFs, with 9 of those forming the most extensive Thematics offering in Europe. Today Hector and I focused on one of those funds – HANetf’s brand new Enterprise Software [SOFT] fund, Europe’s first pure-play Software-as-a-Service ETF. Hector explains why SaaS is one of the most compelling investment trends on the planet right now, and how like never before, investors outside of the US can now access it – Enjoy the episode!Click the link for more information on HANetf's SOFT ETF:https://www.hanetf.com/product/27/fund/purpose-enterprise-software-esg-s-ucits-etf-acc 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 welcome Robert Cantwell, the founder of Upholdings and The Compound Kings™ ETF, ticker (KNGS). Upholdings was started to make high-quality growth investing available to more investors, the King's ETF is the first hedge fund ever to convert into an actively managed ETF giving retail investors the opportunity to do just that. The goal of compound Kings is to invest in compounders: companies generating cash and reinvesting at a higher rate of return than the overall market.Using a crack team, Upholdings performs intensive research on another level when compared to other fund managers, combining both quantitative and qualitative data in an effort to beat the S&P 500. On the show, we deconstruct The KNGS ETF and its current holdings, the benefits of a concentrated portfolio, why investing in china is not a binary decision and if now is the time to be investing in innovation. Enjoyupholdings.com@UPHOLDINGSThanks 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.

This is a unique episode. We were offered the very exciting opportunity to interview Mark Manduca, Chief Investment Officer for Logistics at XPO Logistics, NYSE-listed equity. Mark is a CFA with an extensive background in finance as managing director of equity research at Citi for ~3 years and prior to that Bank of America Merrill Lynch for close to 9 years. In this interview, we discuss the newly listed GXO, a spin-off company from XPO which focuses entirely on engineer faster, smarter, leaner supply chains. Driving innovation in logistics from intelligent robotics to vision technology. It’s a leader in a fast-growing industry powered by some secular trends such as the shift to e-commerce. Listen on to find out more. Enjoy.gxo.com@GXOLogisticsThanks 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.

I spoke to Hedge Fund Telemetry Founder and President, Thomas Thornton. Tom’s career has taken him from early stints at Morgan Stanley and Roxbury Capital, to the now notorious former hedge fund, Level Global. Having subsequently been appointed Head trader at a high-profile family office, Tom then started to run his own money before a ‘eureka’ moment in 2017. What if Tom could bring investors inside the hedge fund world, offering them a unique glimpse of the insights available to these enigmatic institutions. Tom and the team take this one step further too, aiming to empower their readers with a true investing edge, through a unique combination of sentiment and technical analysis. Tom describes his storied career to-date and, based on Telemetry's sentiment analysis, identifies the market trends-to-watch right now. Enjoy!Check out Hedge Fund Telemetry and subscribe at: https://www.hedgefundtelemetry.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.

This week we’ve got Dr. Jeff Ross on the show again. Jeff is the founder of Vailshire Capital Management, a successful hedge fund which employs an innovative “all-weather” full-cycle portfolio strategy for its clients. Achieving triple-digit returns over the past year.In this interview, we discuss the macro environment along with the potential implications of a stronger dollar, the reflation to deflation trade, and Bitcoin. Enjoyhttps://vailshire.com/@VailshireCap.....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.

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.