Opto Sessions – Invest in the Next Big Idea

Haydn Brain & Ed Gotham
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Jul 17, 2020 • 51min

Deborah Fuhr - Why is Everyone Talking About ETFs? A $6 Trillion Industry, Uncovered

Today, I’m talking to ETF aficionado Deborah Fuhr, Founder of ETFGI, the dominant player in global ETF research. Deborah took time out of her busy schedule – typically a prolific globetrotter but grounded at home by the Coronavirus - to give us an exclusive insight into an industry that now commands a colossal $6 trillion valuation, worth just $8bn as recently as 1997.We discuss, how Deborah’s helped to pioneer and trail blaze on behalf of these transparent, accessible products; why an industry, traditionally obsessed by fees and sky-high compensation, is now turning its mind to what was once considered, a “quirky”, alternative investment; and which new, innovative products we should keep an eye on, particularly in the Active and Thematic segments. If you’re invested in or trading ETFs this isn’t a conversation you want to miss – hope you 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.
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Jul 10, 2020 • 52min

JC Parets - New all time highs. Zoom, Docusign, Biotech, Social Media & Internet retailers

Get ready for a technical analysis masterclass with the one and only JC Parets, founder of allstarcharts.com where his motto is - 'it’s not about being right, it’s about making money.'JC has appeared frequently on all of the big names - Bloomberg, CNBC, The Wall Street Journal, CNN, and of course Opto. I get a chance to dig into JCs no nonsense approach to the markets which has built him a large following over the years as well as reviewing some key levels to watch in the major US indices and some exciting names to put on your watchlist. He’s an exciting guy and genuinely one of the best to follow on twitter. So if you’re into the stock market, you’re going to enjoy this one. Check out JC's new Charting school at chartingschool.allstarcharts.com. Whether you're new to trading or a 30-yr market veteran, this course is for you! Check it out!...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.
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Jul 3, 2020 • 55min

Liam Vaughan - 'Flash Crash': A Trading Savant, A Global Manhunt & the Most Mysterious Market Crash in History

A pre-eminent chronicler of financial crime, in 2013 Liam Vaughan led a team of reporters in the uncovering of a conspiracy to manipulate the 5 trillion dollar-a-day foreign exchange market, and has since covered high-profile white-collar crime on behalf of Bloomberg. On the release of his latest book, ‘Flash Crash’ - the definitive account of one of the most mysterious events in recent history - I ask Liam:Can we solely ascribe blame to just 1 individual trader for this trillion dollar market crash? How did a 36-year old trading out of his parent’s house dupe the US government and global financial markets? And how likely is it that we’ll see another Flash Crash in the near future? Liam reveals all....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.
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Jun 26, 2020 • 1h 1min

Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil

In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale.We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil.Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic views, and translating these views into actionable investment strategy. He chairs the Investment Committee at Kleinwort Hambros and also sits on the Private Bank Global Investment Committee for Societe Generale. Previously Fahad also worked for the US Agency for International Development and the RiskMetrics Group....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.
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Jun 19, 2020 • 59min

Fahmi Quadir - The 29-Year-Old Short Seller That Brought a $90 Billion Company to its Knees

Five years on from a now legendary short of Valeant Pharmaceuticals, a bet that brought a $90 billion company to its knees - and which has since been documented in the critically acclaimed Netflix series, Dirty Money - I’m catching up with Fahmi Quadir, the 29 year-old short-seller shaking up Wall Street. 2020 brings with it a new foe, Wirecard, a German payments company currently embroiled in a market manipulation probe, and one that’s been firmly in Quadir’s crosshairs since the start of 2018.I ask how Fahmi identifies these high-conviction bets; how she battles discrimination in an industry marred by inequality; and which fraudulent, unethical business is next on her hit list....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.
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Jun 12, 2020 • 1h 7min

Brendan Mulhern - Bridging the Void Between Purist Stock-Picking and Macro Economics

Newton IM is one of Bank of New York Mellon's eight investment firms, cumulatively the 7th largest asset manager in the world with $1.9 trillion assets under management. Today we were lucky to be joined by Newton's Global Strategist & Economist, Brendan Mulhern, a fulcrum of the institution's top-down macroeconomic thinking.Where are we at in this market cycle? Why has stock market performance diverged so significantly from global economic trends? And do emerging markets provide better value than developed right now? Brendan reveals all....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.
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Jun 5, 2020 • 1h 2min

Brian Shannon - The psychology behind technical analysis & why 'Only price pays'

Brian Shannon, founder of alpha trends, will help raise your trading game as we dive deep into the psychology driving price action in the markets. Why do technical indicators work? How you can use this knowledge to help you find great trading opportunities? Brian also reveals how he’s enhanced his trading using technical analysis on multiple timeframes.Brian is a swing trader with over 30 years experience, including roles at some major investment houses such as Leeman brothers. He founded AlphaTrends in 2010 as an online community providing swing trading analysis and education. He’s also the author of the highly regarded book “Technical Analysis Using Multiple Timeframes.”If you'd like to hear more from Brian, check out his regular updates at alphatrends.net...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.
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May 29, 2020 • 1h 2min

Chris Kimble - A Technical Analysis Pioneer on 'Smart vs Dumb' Money & The Madness of Crowds

We caught up with Chris Kimble, founder of Kimble Charting Solutions and all-round technical analysis expert. With an archive of charts committed to memory dating back to the 1700's, spotting repeating patterns and likely outcomes in current markets is where Chris has made his name. Did overconfidence in ‘dumb money’ precede this market crash? Can we use crowd theory to understand pandemic-induced volatility? And which sectors most interest Chris if a market recovery holds? You’ll hear all this and more on today’s podcast.For further detail on Chris's trading process download our free 'Tricks of the Trade' eBook, '7 Interviews with the World's Top Traders: https://www.cmcmarkets.com/en-gb/opto/reports/tricks-of-the-tradeAnd for all the charts Chris mentioned in the episode, we'll be publishing a feature crammed full of extra content on Monday 1 June, on www.cmcmarkets.com/en-gb/opto...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.
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May 22, 2020 • 1h 4min

William Hobbs - CIO at Barclays on Covid-19 & market sentiment indicators

Today we have the great pleasure of talking to one of my favourite Opto contributors, William Hobbs. Will has over 20 years of experience in the financial sector and currently has the prominent position of chief investment officer for Barclays' wealth and investments. We discuss the current state of affairs in markets along with a deep dive on investment strategy.Will also talks about how he uses a market sentiment indicator to go risk on or off, the dynamics behind how the financial markets try and endlessly predict the future and even the top indicators to watch to guide your decision making in the current downturn. ...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.
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May 15, 2020 • 57min

Joe Kunkle - An Options Virtuoso on Tracking Smart Money & Flexible Trading

Today we're delighted to be interviewing Joe Kunkle, or OptionsHawk to his 67,000 Twitter followers. A former Equity Analyst at Thomson Reuters, and founder of OptionsHawk.com, Joe has made a living identifying the stocks others miss, digging deep to find that next small cap destined for ‘household-name’ status. Are options actually the most flexible way to trade? Is this where the Smart Money is? And can you follow options flow to track Big Money moves? Joe reveals all. ...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.

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