Opto Sessions – Invest in the Next Big Idea

Get OPTO’s best content every day by subscribing to our FREE newsletter!Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader. In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning its economic data reliability, and analysing negative trends in Foreign Direct Investment (FDI) and capital flows.From a property crisis to a record-low birth rate, we dive deep into the challenges China currently faces, mentioning recent measures announced by Chinese policymakers as they actively seek to support the economy, including a 2 trillion yuan ($280 billion) rescue package. We also discuss China's equity market rollercoaster, decoding recent downturns and rebounds before shifting our attention to India and why it’s emerging as a key destination for emerging market flows.Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy!For more OPTO insights: Follow us on X @OptoThemesSubscribe to our YouTube channel Subscribe to our FREE newsletter------------------ Past performance is not a reliable indicator of future results.  CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterWelcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally. In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future.He highlights the convergence of software and hardware, revealing potential winners in healthcare and tech as AI unlocks new levels in robotics. Tejas also discusses why Nvidia is likely to maintain a competitive edge in the chip market and navigates smart machines' impact on human roles, Tesla's upcoming Optimus robot, and the future of software development. Tejas joined Global X in 2022 as a Research Analyst covering technology products within the Thematic Growth suite of ETFs. Prior to Global X, he worked as an Associate for SSR LLC, an independent research provider, covering mega and large-cap TMT equities with a focus on disruptive technology and emerging trends. Enjoy!Want further OPTO insights? Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterWelcome back! Today, we have the pleasure of introducing Matthew Sigel, Head of Digital Assets Research at VanEck.  In this episode, Matthew dives into the SEC’s recent approval of US spot bitcoin ETFs, sharing his thoughts on the wild price movements post-launch and assessing the significance of this event for the future of crypto, including whether Ethereum might be next. We also discuss global crypto adoption, touching on the implication of recent restrictive regulatory actions in India, before diving into the potential of bitcoin to stand as a hedge against inflation. Matthew discusses his predictions on the upcoming bitcoin halving event, examining its industry-wide implications and addressing questions about miners' selling pressure. On Wednesday, VanEck announced the delisting of its Bitcoin Strategy ETF, which invested in bitcoin futures, by February 6th. The decision comes roughly a week after the firm received approval from the SEC to list shares of its spot bitcoin ETF, the VanEck Bitcoin Trust ETF [HODL]. Enjoy! Want further OPTO insights? Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterWelcome back! Today, we have the pleasure of hosting Jeff Desjardins, Editor-in-Chief of Visual Capitalist & author of the 2021 book ‘Signals: The 27 Trends Defining the Future of the Global Economy.’In this episode, Jeff maps out the trajectory of the 'Exponential Age,' spotlighting the impact of the new space race, the genomics revolution, and the relentless pace of accelerating technology. We kick off the conversation by exploring the challenges of discerning signals from noise in today's fast-paced world. Jeff shares insights into the key factors fuelling demand for space-related products and services, highlighting major players in global satellite distribution, such as SpaceX. Delving into genomics, he highlights significant milestones, including the recent FDA approval of the first CRISPR cell therapy designed to treat sickle cell disease. Jeff also discusses potential breakthroughs in areas like cancer treatment, where CRISPR's revolutionary capabilities hold immense promise. Finally, he explains the ‘signal range’ and ‘signal-to-noise ratio’ scores assigned to both themes in his book before sharing his take on the next big idea. Enjoy! Check out this infographic on thematic investing Visual Capitalist created for OPTO. - Listen to our previous episode featuring Jeff Desjardins: Apple PodcastsSpotify - Listen to our Rocket Lab interview: Apple PodcastsSpotify - Listen to our ARK Invest's Ali Urman interview on the genomic revolution:Apple PodcastsSpotify  Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter ---------  Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.  The material has not been prepared in accordance with legal requirements designed to promote the independen-----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.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterWelcome back! In the second part of our 2023 special, the spotlight turns to the profound impact of artificial intelligence on the global economy.As we step into 2024, we chose to reflect on this pivotal theme, drawing insights from thought-provoking interviews with Jeff Booth, technology leader and author of 'The Price of Tomorrow,’ and Jens Nordvig, Co-Founder and CEO of MarketReader.Jeff foresees a future where labour, more efficient and intelligent through AI, could replace traditional jobs at an unprecedented rate.Jens, our macro expert, highlights the efficiency gains catalysed by AI, raising crucial questions about its impact on demand and economic inequality.As we navigate the complex macroeconomic landscape, our guests balance optimism about AI's role in boosting productivity growth with prudent cautions about the challenges involved in sustaining such advancements. We hope you enjoyed this 2023 special. Regular episodes will resume next week! Watch this episode on YouTube: https://youtu.be/6Ydv9QXAvGU------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterAs 2023 comes to a close, a year that witnessed transformative shifts across various industries, there's one theme that stood out— artificial intelligence.Current forecasts predict that rapid advancements in artificial intelligence could add $16 trillion to the global economy by 2030. In this year’s two-part special, we want to take a closer look at why AI characterised 2023 and why a certain player, Nvidia, took centre stage in many of our interviews. Featuring snippets from thought leaders such as Pedro Palandrani, VP & Director of Research at Global X, Anthony Scaramucci, founder & managing partner of SkyBridge Capital, and Jens Nordvig, macro expert and CEO of Market Reader, among others, we bring you compelling insights on why Nvidia emerged in the AI landscape in 2023.From all of us at OPTO, happy holidays and happy New Year!Watch this episode on YouTube: https://youtu.be/0tn3p-tn-wM------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we are revisiting our interview with Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners & 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE).In this conversation, Dan explains why he thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing the overall growth potential of cryptocurrencies, stablecoins, and NFTs. Dan also addresses the tokenisation of real-world assets and the role of central bank digital currencies, highlighting trends and themes where he sees opportunities in the future.Before founding 10T, Dan was the managing partner of DTAP Capital Advisors, a global macro investment fund he founded in 2003. He is also the co-founder of Gold Bullion International (GBI), a physical precious metals platform for the wealth management industry that also expanded into the crypto universe in 2014. Throughout his career, Dan has worked alongside investment greats, including Stan Druckenmiller (Duquesne Capital), Michael Steinhardt (Steinhardt Capital), Julian Robertson (Tiger Management), Steve Cohen (SAC Capital), and Lord Rothschild (RIT Capital). Enjoy!Links:https://1rtfund.com/https://www.10tfund.com/Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO’s best content every day by subscribing to our FREE newsletter!Today, we have the pleasure of speaking with Colin Canfield, Investor Relations Manager at Rocket Lab - as the company gears up for the next flight of its Electron small-scale launch vehicle.We kick off this episode with an elevator pitch for Rocket Lab, exploring the company's vision as articulated by CEO Peter Beck, "We go to space to improve life on Earth." Colin delves into what sets the company apart from competitors, including Elon Musk's SpaceX. He shares insights on the company's vertical integration strategies, mentioning the recent leasing of Lockheed Martin's facility in Maryland, US. We discuss Rocket Lab's growth trajectory since going public in 2020, and Colin's insights on the optimal investment horizon in this space. He walks us through the significance of small satellites and advances in rocket engine reusability and hypersonic technology. Transitioning to financials, Colin dissects Q2 results, revenue growth, and Q3 guidance, offering insights into Rocket Lab's path to profitability. To conclude, we reflect on 'space' as an emerging asset class, with Colin listing potential risks for retail investors and sharing his take on the next big idea shaping the future of the space economy.Before he joined Rocket Lab, Colin was an analyst on the institutional investors’ aerospace and defence team at Barclays and worked in equity research and aerospace and defence at Citi. He graduated from Marquette University with a bachelor’s in business administration.For more OPTO insights: Follow us on X @OptoThemesSubscribe to our YouTube channel Subscribe to our FREE newsletter------------------ Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.  The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.  CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained h-----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.

Get OPTO’s best content every day by subscribing to our FREE newsletter!Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.In this episode, Jens Nordvig, our macro expert and co-host, revisits a timely call he made during our last show, where he predicted interest rates would peak due to lower inflation concerns, which, in turn, would support risk assets. We delve into the data supporting his prediction and discuss Jens' forecasts for the coming months. Our discussion then moves onto AI's impact on markets, economies, and policymaking, with Jens discussing the potential for a bubble in the space and revealing why he doesn’t expect AI to be the dominant factor affecting economic growth.  Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy! Listen to the previous episode of The Big Picture: AppleSpotifyFor more OPTO insights: Follow us on X @OptoThemesSubscribe to our YouTube channel Subscribe to our FREE newsletter------------------ Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.  The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.  CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.

Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter  In the second part of our conversation with Jeff Booth, author, entrepreneur and technology visionary, we embark on a journey into the future of Bitcoin, work, and automation. Jeff walks us through real-world applications of Bitcoin before sharing his vision for its evolution.  He highlights Breez, a company he invested in, which is revolutionising lightning payments with SDK (software development kit). Jeff also touches on the potential of Fedimints, introducing blind signature trust for secure transactions.  Finally, Jeff explains why he believes people and governments are underestimating the impact of AI on employment and the global economy before contemplating a future where work might become obsolete and pondering the prospects of universal income and a work-free existence. Enjoy! GIVEAWAY Want to win a signed copy of Jeff’s book “The Price of Tomorrow”? To enter our giveaway, simply:Follow @OptoThemes & @JeffBoothComment under our pinned giveaway post on Twitter. Bonus entry: subscribe to OPTO’s YouTube channel 5 lucky winners will be announced in one week on our platforms.  ------------------Listen to Part 1 :Apple PodcastsSpotify------------------ Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.  The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.  CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----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.