

Opto Sessions – Invest in the Next Big Idea
Haydn Brain & Ed Gotham
Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.
Episodes
Mentioned books

May 16, 2024 • 34min
Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024
► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdWelcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. 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.-----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.

May 9, 2024 • 46min
Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?
► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdMatt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. 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.-----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.

Apr 30, 2024 • 51min
Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange
► Discover top-performing cybersecurity stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdNick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future of the industry, and explains how his team is set up to both learn from and respond to new threats.--------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.-----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.

Apr 25, 2024 • 41min
Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data
► Discover top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdDigital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipping it for long-term success. Enjoy!Our previous interview featuring Lemonade CFO Tim Bixby: Spotify Apple Podcasts--------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.-----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.

Apr 18, 2024 • 47min
Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age
► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Peter Beck, Founder & CEO of Rocket Lab, discusses his vision for Rocket Lab'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.-----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.

Apr 11, 2024 • 53min
Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving?
► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Dr. Jeff Ross, Founder and Managing Director of Vailshire Partners and Vailshire Capital Management, joins the show to discuss why he believes the bitcoin price could fall in the aftermath of the halving, before gaining in the second half of 2024 through 2025. Jeff also explains Michael Saylor’s pioneering approach to acquiring bitcoin on MicroStrategy’s balance sheet and why he believes this will make the company the world’s most valuable in less than 10 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.-----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.

Mar 28, 2024 • 41min
The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economy
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fdWelcome back to the Big Picture, OPTO's macro show in partnership with MarketReader. Together with Danish economist Jens Nordvig, we explore the potential stock market and broader economic implications of a second Donald Trump presidency. We unpack the macro factors investors are most concerned about: inflation, interest rates, and the US dollar. We also discuss the intricate relationship between public perception and economic realities under the Biden administration. Jens shares his take on the key policy priorities facing the incoming US president amidst ongoing economic and geopolitical challenges. Enjoy! ► Disclaimer: https://optothemes.com/disclosures-----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.

Mar 21, 2024 • 38min
Pedro Palandrani - Roadmap to Tomorrow: Autonomous Vehicles, Driverless Trucks & Robotaxis
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fdAutonomous vehicles have the potential to completely overhaul transportation, one of the most fundamental elements of our lives. Today, Pedro Palandrani, Director of Research at Global X ETFs, will join OPTO Sessions to discuss the opportunities, as well as the safety, regulatory, and technological challenges, facing this rapidly growing industry. Driverless vehicles, in particular, have huge potential for streamlining the world’s supply chains. Pedro explains why he is particularly bullish on this emerging segment and which stocks are key to its development. Enjoy! ► Disclaimer: https://optothemes.com/disclosures-----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.

Mar 14, 2024 • 36min
Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, we are privileged to welcome Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years.In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One exception to this trend is China, which is going through a period of “despair” following its real estate bubble.Jim also mentions why he's investing in countries like Uzbekistan before sharing insights into his long/short investment strategy and the key qualities of a successful investor. Enjoy! ► Disclaimer: https://optothemes.com/disclosures-----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.

Mar 7, 2024 • 38min
Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fdNovel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing approaches to improve healthcare, particularly oncology. Enjoy! ► Disclaimer: https://optothemes.com/disclosures-----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.