Opto Sessions – Invest in the Next Big Idea

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterJeff Desjardins is the Editor-in-Chief of Visual Capitalist, frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum.A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers cut through the clutter and simplify a complex world.I spoke to Jeff about his new book, ‘Signals: The 27 Trends Defining the Future of the Global Economy’. The book draws on the oceans of data we're all surrounded by, to extract insights about where the world is headed, from society & demographics to technological innovation. In today’s episode, we focus on the socioeconomic trends governing the nearly 8 billion people on this planet. Enjoy!Check out this infographic on thematic investing Visual Capitalist created for OPTO. Check out the book on Amazon: https://www.amazon.co.uk/Signals-Trends-Defining-Future-Economy/dp/1119853176Visit the Visual Capitalist website: https://www.visualcapitalist.com/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: www.cmcmarkets.com/en/opto/newsletterToday, we are revisiting this October 2021 episode featuring Doomberg, where we discussed the Nord Stream sabotage, the Bank of Japan's economic battle against stagnation, and the wider question of global energy security - topics that remain deeply pertinent to this day.Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital.  Doomberg is one of the most popular paid financial publications on Substack.Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.Enjoy!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: www.cmcmarkets.com/en/opto/newsletterToday, we have the pleasure of introducing Arelis Agosto, Senior Healthcare Analyst at Global X. In this episode, we explore the transformative landscape of healthcare, diving into the latest breakthroughs in gene therapy & editing and genomic technology and the sector’s increasing need for digitisation. Arelis shares insights from the latest J.P. Morgan Healthcare Conference, highlighting how the rapid pace of innovation drives immense investment potential in this space. She guides us through recent advancements in disease prevention strategies, such as soft therapy and enhanced diagnostics, set to reshape patient care. She also highlights key industry leaders, including Illumina, PacBio, and Nvidia, shedding light on why the latter plays a pivotal role in propelling progress, with healthcare now recognised as the world's foremost data-generating industry. Lastly, Arelis dives into Global X's Genomic & Biotechnology ETF [GNOM], designed to provide exposure to the genomic value chain. Before joining Global X in 2022, Arelis worked as a Senior Healthcare Analyst at Third Bridge, covering US life sciences, diagnostics, biotech, pharmaceutical services, and animal health.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.

Today, we are pleased to welcome Christian Magoon, CEO of Amplify ETFs, back to the show. In this episode, Christian walks us through the fintech revolution in emerging markets, discussing how smartphone penetration and a young demographic are driving the sector in these regions. Christian explains why he thinks payment companies are the foundation of fintech in EM and why he sees exceptional growth potential in the digital asset space over the next 5 to 10 years. He also gives us a macro overview of the impact of the US dollar's performance on EM companies. Lastly, Christian discusses the Amplify Emerging Markets FinTech ETF [EMFQ], its objectives, sub-industries, and top holdings, including XP Inc, Mercado Libre, and Network International Holdings.Christian has launched over 70 ETFs in the United States throughout his career so far. He has often been called an ‘ETF Pioneer’ by outlets such as The Financial Times and Financial Planning Magazine. He is also the founder of Magoon Capital, LLC. Previously, Christian was President of Claymore Securities, now Guggenheim Investments, where he led product development, marketing and distribution of ETFs, unit investment trusts and closed-end funds. Enjoy! Listen to our previous episode featuring Christian: AP: https://podcasts.apple.com/gb/podcast/christian-magoon-amplifys-blockchain-lithium-cannabis/id1504694129?i=1000604448851Spotify:  https://open.spotify.com/episode/0cttj7IrQbQBqrEJOpyHgD?si=d420751b91894224---------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 delighted to have Pedro Palandrani, Director of Research at Global X, return to the show.In this episode, Pedro guides us through the generational opportunities that AI offers different sectors: chipmakers & hardware, generative AI & large language models (LLMs), and automation & robotics. We explore the timeline and potential size of this transformative theme, touching on the short-term gains for companies like Nvidia and the long-term structural shifts that could take a decade or more to fully unfold. Pedro emphasises Japan's pivotal role in the automation sector, highlighting several Japanese companies at the forefront of this revolution, such as Omron and SMC. Lastly, Pedro dissects Global X’s Artificial Intelligence & Technology ETF [AIQ] and Robotics & Artificial Intelligence ETF [BOTZ], explaining how the two offer investors pure-play exposure to the AI revolution. Enjoy!Last year, Pedro joined the show to discuss Global X’s approach to thematic investing, the Exponential Age, and technological innovation.Listen to our previous episode featuring Pedro:AP: https://podcasts.apple.com/gb/podcast/146-pedro-palandrani-the-exponential-age-disruptive/id1504694129?i=1000590247759Spotify: https://open.spotify.com/episode/06eCuZm5GcfpO2pFMqYQ6ZThanks 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------------------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, Stephen Derkash, Senior Advisor at EQM Indexes and HANetf’s partner on the Solar Energy UCITS ETF [TANN], joins us to explore the explosive growth of the solar industry and its potential to transform the global energy landscape. In this episode, Stephen highlights how the solar industry has grown from virtually nothing a decade ago to now accounting for about 4% of global electricity production and discusses the driving forces behind this growth, including dramatic cost reductions and supportive policies from major regions such as China, the EU, and North America. We also cover the bottlenecks faced by the sector, such as intermittency issues and grid integration. Looking ahead, Stephen shares exciting projections for the future, indicating that solar is just at the beginning of an upward trajectory. Lastly, we dive into the TANN Solar ETF,  which tracks the EQM Global Solar Energy Index, and we outline some of the key players in the industry. Previously, Stephen has worked as a Portfolio Manager at Millennium Management, a $40 billion hedge fund, and at UBS Asset Management. He is the Founder of BlueRunner Global Advisors, a boutique investment advisory firm focused on emerging markets equity investing. Before Millennium and UBS, Stephen worked with Nicholas-Applegate Capital Management in sell-side research with a leading European bank in Brazil and on the emerging markets investment banking team at Lehman Brothers in New York. Enjoy! Learn more about TANN: https://www.hanetf.com/product/18/fund/solar-energy-ucits-etf-accTwitter: @OptoThemes @EQMIndexesThanks 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------------------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-----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 to our Alpha Study series, where we collect insights from top investors & business leaders to better understand how they get their edge.In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space. Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic funds, reveals what makes Tema different from its peers: employing a holistic process, analysing operating bases, balance sheets, and valuations.Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, discusses the firm’s unwavering discipline in value investing, leading to consistent results over the past 25 years. Finally, Anthony Ginsberg, CEO of GinsGlobal Index Funds, takes us through his investment strategy, utilising equal weighting across tech holdings and tapping into themes driving the Fourth Industrial Revolution for long-term growth.Tune in as we explore the strategies, thought processes, and unique perspectives that drive these top investors and business leaders to achieve alpha. Enjoy!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: www.cmcmarkets.com/en/opto/newsletterToday, we are joined by Rachel Aguirre, Head of U.S. iShares Product at BlackRock.In this episode, Rachel shares insights into the thriving world of ETFs and the driving forces behind their exponential growth, highlighting the appeal of active ETFs to retail investors and the potential migration of mutual fund assets into ETFs.Rachel walks us through BlackRock's recent launches, including the BlackRock Large Cap Value ETF [BLCV] and the BlackRock Flexible Income ETF [BINC]. She also discusses innovative buffer strategies, including the iShares Large Cap Deep Buffer ETF [IVVB] and the iShares Large Cap Moderate Buffer ETF [IVVM], defining their value proposition and addressing associated risks. We conclude with Rachel sharing her take on the 'next big idea,' diving into the iShares Automation & Robotics UCITS ETF and discussing the transformative potential of AI.Rachel joined BlackRock as a portfolio manager in 2006, but before entering the finance world, she studied math and music in university, intending to become a classical pianist.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------------------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 have the pleasure of speaking with Rex Jackson, CFO of ChargePoint, the world’s largest electric vehicle (EV) charging network and the first ever to be publicly traded, counting over 48,000 charging stations across the globe.“We want to be everywhere,” says Rex, discussing the company’s infrastructure expansion ambitions relying on four pillars: ‘ubiquity, accessibility, usability and reliability.’ In the episode, Rex shares insights on the growth trajectory of the EV market, emphasising that the transition to mass adoption could take between 15 and 30 years. Rex also walks us through the firm’s revenue stream and profitability target, set for the end of 2024. We conclude with Rex commenting on the recent Tesla Supercharger’s network deals and their impact on ChargePoint’s future.Before joining ChargePoint in 2018, Rex served as CFO for Gigamon, Rocket Fuel Inc., JDS Uniphase Corp. and Symyx Technologies Inc, and held senior executive positions at leading public and private companies, including Avago (now Broadcom Inc.) and Synopsys.Twitter: @ChargePointnetThanks 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------------------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'll dive into the scorching world of artificial intelligence and explore its investment potential and applications in sectors including solar energy, insurance, SaaS and blockchain.But that's not all! We'll also wade into the ongoing debate surrounding AI's impact on employment and productivity with insights from industry experts representing Lemonade, UiPath and Heliogen, among others.In an era where automation and AI are reshaping the fabric of our work landscape, we'll delve into the critical questions surrounding job displacement and the evolving dynamics of the modern workforce. Tune in & discover the immense potential AI holds. ------------------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.