Opto Sessions – Invest in the Next Big Idea

Justin Onuekwusi is Head of Retail Multi-Asset Funds at Legal & General Investment Management. The Legal and General group is one of the world’s biggest and most successful insurers and asset managers, with over £1 trillion in assets. LGIM’s Multi-Asset team manages more than £63bn, with Justin playing a leading role in the strategic allocation of those funds. Having started out as an analyst with Aon Hewitt in 2003, Justin next worked at Merrill Lynch during the now seminal period between 2007-08, staying with the firm until 2010, before taking up a role as Multi-Asset Fund Manager, at Aviva. And for the last seven and a half years Justin has been with LGIM, now heading up the firm’s extremely successful Retail Multi-Asset business.I talk to Justin about asset allocation, leveraging his cross-asset expertise to understand where investors should be weighing their portfolios in 2021, and beyond. We discuss his investment philosophy, and how LGIM’s use of their extensive index offering gives them one of the most successful, low-cost fund ranges on the market. Enjoy! Search #talkaboutblack to read about Justin's ongoing efforts to promote diversity and inclusion in the asset management industry, and beyond....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.

Adam Robinson, founder of Robinson Global Strategies, discusses market mechanics, trend dissemination, and the importance of having a well-defined system. They explore understanding market sentiment, balancing one's thinking, and the battle between inflation and deflation narratives. They also touch on simplifying analysis, mastering attention, and the importance of attention management.

We’ve got Howard Lindzon from Phoenix Arizona on the show today. He’s the founder and managing partner at Social Leverage, an early-stage seed investment fund who’s stand-out investments include Robinhood, eToro, Kustomer, Rally road & more. Many will also know him as the founder of StockTwits, the largest online community of investors and traders. ...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 the podcast today we have entrepreneur and growth stock investor Jonah Lupton. He’s nurtured his own community of over 500,000 stock market enthusiasts with a very popular substack email list where he gives subscribers in-depth reports and insights into his new and existing growth stock positions. You can subscribe at jonahlupton.substack.comHe is also currently one of 8 chosen for the Social Capitals Emerging Managers class 2021 created by the one and only Chamath. In this interview, we discuss his strategy for finding emerging, innovative companies that have the potential for triple-digit returns over the next 4-5 years. We also dig into some of his highest conviction positions and the catalysts for their outperformance. Enjoy the show. Twitter - @JonahLuptonStocktwits - @JonahLuptonjonahlupton.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.

On Friday 12th February I spoke to Jay Jacobs, the Head of Research & Strategy at Global X. Global X is an innovative provider of thematic ETFs – an industry segment that shot to prominence last year, netting record returns. Jay - frequently cited on platforms like CNBC, Bloomberg, and The Wall Street Journal - leads Global X’s research efforts, identifying potential growth opportunities, and instigating the development of new, industry-first products. Jay talked through the firm’s Thematic Growth ETFs, a range of funds that gives investors exposure to anything from Genomics, to Lithium, to Artificial intelligence. Jay outlines the benefits of a thematic investment approach, and finishes by highlighting his ‘Themes to Watch’. Enjoy the episode!...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.

Jesse Felder makes his second appearance on Opto Sessions, having made his debut with Ed back in October. Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Then in 2000, Jesse moved to Oregon, founding The Felder Report shortly after, and since his research has featured in major publications like The Wall Street Journal, Barron's, and Business Insider.Jesse and I spoke about an asset that has polarised opinion like no other – Bitcoin. Jesse presents a typically contrarian outlook for the long-term value of the cryptocurrency while recognising the speculative gains to be made now. Felder highlights intriguing investments in Energy, Commodities more broadly, and a potential pivot away from overvalued growth stocks toward real assets – you heard it here first!A link to Jesse's article on rampant speculation: https://thefelderreport.com/2021/02/03/the-index-of-the-volume-of-speculation-blows-off/And a link to a piece we reference during the interview, published on Variant Perception: https://www.variantperception.com/2021/02/17/the-next-commodity-supercycle ...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 who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year.In this interview however we dive into something both Jeff & I have an interest in, Bitcoin. We go from the basics, why does Bitcoin have value, to the opportunity and risks ahead in this market environment including analysing the future performance of stocks vs Bitcoin and any impact from potential rising rates further down the line. We finish up by discussing hias films criteria for selecting equities which is not dissimilar to a VC investing strategy for later stage startups. Jeff has some really interesting insights and above all it’s very topical for today's markets. https://vailshire.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.

Today I welcome back Trevor Neil, a trader for over 50 years having started out trading commodities with Merrill Lynch in the mid 1970’s. We first spoke in April last year, and Trevor has since appeared on the show to discuss his innovative, new trading product, the RRG UK Momentum+ - links to both of these interviews can be found below.During today's episode, we discuss the market mania surrounding GameStop, the relationship between a rapidly growing group of ‘Average Joe’ traders and their Big Money counterparts, as well as the ‘madness of crowds’, and whether similarities exist between this latest phenomenon and events like the South Sea Bubble. Hope you enjoy the episode!My interview with Trevor back in April 2020:https://podcasts.apple.com/gb/podcast/3-trevor-neil-v-shaped-market-revival-next-big-thing/id1504694129?i=1000471076493And Trevor's more recent appearance, can be found here: https://podcasts.apple.com/gb/podcast/44-trevor-neil-exclusive-the-rrg-uk-momentum/id1504694129?i=1000506056412 ...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’ve had the pleasure of interviewing Rob Koyfman, a former wall st veteran and founder and CEO of Koyfin. Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. It’s an exceptional tool which is particularly good for those who like digging into the fundamentals behind stocks or comparing the performance of different stocks sectors or themes over different time periods.We discuss koyfin in detail and finish by digging into Robs investing process with examples of how he uses koyfin to support this. After the interview, if you’re interested in using koyfin you can sign up for a free account at koyfin.com I promise you won’t be disappointed. ...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.

Steve Hanke is a professor of applied economics at The Johns Hopkins University and senior fellow at the Cato Institute. Over four decades Hanke has advised dozens of world leaders from President Ronald Reagan to Indonesia’s Suharto on currency reforms, privatization, and how to tame hyperinflation. An active trader of currencies and commodities, Hanke was the president of the world’s best performing mutual fund in 1995, a year in which Toronto Trust Argentina recorded a 79.25% return. Hanke takes us on a fascinating journey through post-war politics and economic policy, not forgetting to explain the current landscape, just a week after Biden’s inauguration and days after Janet Yellen’s appointment as US Treasury Secretary. Hanke also allows me to tie his more macro insights back to global equity markets, speculating on where they’re likely to head in what promises to be an eventful 2021. Enjoy the episode!Read Hanke's article on his inflation dashboard, and Venezuela’s spiralling hyperinflation: https://www.nationalreview.com/2020/12/hankes-inflation-dashboard-venezuela-still-leads...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.