Opto Sessions – Invest in the Next Big Idea

Welcome to a special edition of the Opto Sessions podcast, Ed and I have identified our favourite episodes from what has been an unprecedented year for global stock markets. We’ve narrowed it down to our top 8, selecting 4 clips each from our favourite interviews this year. Featured guests include investing royalty, Jim Rogers, who alongside George Soros, co-founded the Quantum Fund; and Jack Schw...

Opto Sessions is off for our holiday break (Merry Christmas, by the way) We just wanted to say a big thank you to everyone who has listened to the show this year and that we’ll be back in the new year with more interviews from the world’s best traders. Next week (31st December 2020) we’ll be releasing a slightly different episode: our highlights from the year. If you’re interested in hearing the b...

Today I welcome Keith McCullogh, the founder of hedgeye risk management which is a no-excuses provider of real-time investment research and a premier online financial media company. Keith and his team of 80 analysts are hard at work tearing down the edifice of Old Wall Street, brick by brick. We deconstruct the proprietary models which hedgeye uses to both assess the markets and recommend position...

Frank E. Holmes is CEO and Chief Investment Officer of U.S. Global Investors. Under Frank’s direction, the company has exceeded all expectations in the highly-competitive ETF market, having launched the JETS ETF in 2015, a fund that shot to prominence this year – a darling of Robinhood traders -, and which now commands nearly $3bn AUM. Frank made his name in Mining, receiving various awards from t...

David Mazza is the managing Director and Head of Product at Direxion, a well-known provider of ETFs and Mutual funds. As head of product David leads the research and development of new products at Direxion in addition to the ongoing product management and strategy for the firm. Direxion has recently been highlighted as an innovator in the realm of thematic ETFs and this is exactly what we’ll be di...

Michael A. Gayed is Portfolio Manager at Toroso Investments, a company with $5 billion AUM. Michael manages the ATAC Rotation fund, which has returned roughly 50% this year, an extremely impressive result amid unprecedented market volatility. Michael is also the co-author of four award-winning research papers on market anomalies & investing, an active contributor to MarketWatch & Seeking A...

Peter Tuchman has spent over 35 years on Wall Street, making him one of the most experienced brokers on the floor of the New York Stock Exchange. Two white sprouts of hair coupled with a larger-than-life personality have earned him the moniker “The Einstein of Wall Street", and have seen him become a firm-favorite with the press. Peter is the most photographed man on the Street and has been depict...

Jack Schwager is back again, Author of the well renowned Market Wizards series. We’re here to celebrate the launch of his latest release - Unknown Market Wizards - by digging into a couple of the hugely successful traders Jack interviews in the book. You’ll hear about the unicorn sniper who hunts down high conviction trades and the penny stock trader who now rides disruptive trends and is all abou...

This is a US election special where I have the pleasure of talking to JC Parets the founder of allstarcharts about price action and opportunities he’s seeing in the market today. As JC says ‘it’s not about being right, it’s about making money’ and we highlight the sectors and themes hitting all time highs in global stocks as well as touching on interesting action in gold and bitcoin. Enjoy @allsta...

This week I spoke to Morgan Housel. Morgan is a partner at the Collaborative Fund – a firm responsible for over $300 million - a former columnist at The Motley Fool and The Wall Street Journal, and, crucially for today’s interview, the award-winning author of ‘The Psychology of Money: Timeless lessons on wealth, greed, and happiness’. Morgan’s insight into how the human mind thinks about this well...

Today I welcome Jesse Felder, Founder of the Felder Report. Jesse began his professional career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund in Santa Monica, California. Today he manages the Felder report from his home in Oregon. Jesse runs a really fascinating blog @ the felderreport.com and I’ve dug into some of his more recent musings on the market including why it’s t...

This week I spoke to Denny Fish, Portfolio Manager at Janus Henderson, an asset manager responsible for £272.5 billion of client money. Denny manages Janus's Global Technology and Innovation strategy, a position he’s held since January 2016, and combines those duties with his role as Head of the firm’s Technology Sector Research Team. Denny's fascination for Tech stretches back to his time in Palo...

This week we welcome Peter Brandt on the show, a renowned trader and founder of the factor LLC which is a proprietary trading firm. He’s also a prominent author in the trading space with two highly thought of publications including Diary of a Professional Commodity Trader. We talk through classical chart patterns, one of his specialties, why you should stop being obsessed with catching tops and bo...

Welcome to another episode of Opto Sessions. I’m Ed Gotham and today we’ve got the pleasure of inviting 50pips back on the show for a deep dive on the markets and price action. We talk about the US Election and how you should have a game plan regardless of the outcome. 50 also takes us through the major levels and flows in Gold, S&P500, and Nasdaq and we finish by discussing trained psychology...

Today I’m talking to Chris Camillo, Founder of Dumb Money and an investor that’s turned $20k into over $30 million, and counting. Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two friends Dave Hanson and Jordan McLain - gave up the day-job to invest their own money, full-time. Not only have they already recorded extraordinary success, Chris and...

I’m Ed Gotham, your host today and I have the pleasure of introducing Andrew Thrasher. Andrew Thrasher is the portfolio manager for the Financial Enhancement Group an Indiana-based asset management firm. He’s also the founder of Thrasher Analytics, a research & analysis service for financial advisors and investment institutions. We dig into the current market downturn and what to expect moving...

Our next guest needs no introduction...but I’m giving you one anyway. Jack Schwager, Author of the hugely popular and widely acclaimed Market Wizards series. Jack is a recognised industry expert in futures and hedge funds and has more recently stepped into the world of entrepreneurship as a founder of Fund Seeder, a platform to find talented traders and connect them with sources of capital. We div...

Today, I’m welcoming Kathryn McDonald to the Opto Sessions podcast, Co-Founder of Radiant ESG. Earlier this year Kathryn and Radiant CEO Heidi Ridley left renowned Quant House, Rosenberg Equities - The ‘Original Quant’ if you read Rosenberg’s website. The duo had decided to take the ESG integration synonymous with their former employer, one step further. I speak to Kathryn about why, with global i...

Today I was hugely lucky to speak to Perth Tolle, founder of Life + Liberty Indexes. First of all, Perth spoke to us from Houston, Texas, an area recently hit by Hurricane Laura. Luckily, Houston avoided any severe impact, but unfortunately, the weather did play havoc with Perth’s internet connection, which does mean some of the interview’s audio isn’t quite as clear as usual. But, after a hercule...

Today I welcome Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management. Meb is the fund manager of all 11 ETFs at Cambria which includes the global momentum ETF and global value ETF among others. We talk about market valuations, bubbles, and why you need a global asset allocation. Also, we discuss a couple of Cambria's funds, the shareholder yield fund, and the tai...

Meet the one and only Gregory Zuckerman. Greg is a Special Writer at The Wall Street Journal where he talks about big financial trades, firms, and the titans of wall street. Gregory has released 5 books which include The greatest trade ever: How hedge fund manager John Paulson bet against the markets and made $20 billion and also his latest popular release The man who solved the markets: How Jim S...

Today I’m talking to Russ Mould, a prolific market pundit and Investment Research Director at AJ Bell, one of the UK’s largest investment platforms with £54.3 billion of invested assets. Russ’s extensive experience in capital markets began in 1991, managing funds at Scottish Equitable, before being entrusted with UBS’s Tech coverage as an Equity analyst, two year later. 12 years on Russ decided he...

Meet the lovely Michele Schneider. Mich is an ex commodity broker who is the co-founder of marketgauge.com where she serves as Director of Trading Research and Education. MarketGauge provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America. Michele’s incredible career included over 13 years...

Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM. We discuss the industries most affected by the pandemic, and which...

Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equity strategy and building the ESG investment offering. In the interview we uncover some insights from his recently released book - 7 mistakes every investor makes along with why spotify should start a hedge fund and his client from hell. All this and a...