Opto Sessions – Invest in the Next Big Idea

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 he...

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...

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 -...

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...

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 m...

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 performanc...

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 e...

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...

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...

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?...

Today we’re lucky to have Ivan Ivanov (aka Ivanhoff) on the show, a portfolio manager at Zor capital who has successfully been trading equities & options for over 18 years. He’s also the author of numerous books on trading such as Crash - How to protect and grow capital during corrections - and his latest release ‘Swing trading with options’ - How to trade big trends for big profits. We’ll be...

We're delighted to be interviewing Jim Rogers, investment legend and co-founder of the Quantum Fund, that famously returned 4200% over just 10 years. Rogers reveals the long/short unconstrained approach that achieved this extraordinary success, and explains while he’s not a “contrarian”, he hunts for the best value investments from around the globe. On this whistle-stop world tour, Jim identifies...

Opto welcomes the highly esteemed 50pips, a trader with a gift for analysing price action. We’ll be talking about how to find the major price levels or zones to watch when analysing charts. You’ll also discover how to read price action to get a feel for direction and sentiment in the markets. ... Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check ou...

In this episode, we're delighted to be interviewing ex new york hedge fund trader Patrick Reid. We discuss 'king dollar' and how it influences equity prices, Patrick's swing trading techniques and the risk management principles of ‘braveheart’, a trader who made $100million. Patrick now manages Adamis Principle a company set up to help educate and mentor traders at all levels. They are also curren...

We caught up with Trevor Neil, technical analysis authority, fund manager, and 40-year stock market veteran. Trevor has trained some of the top investment firms in Europe during his time at Beta Group, and as Head of Technical Analysis at Bloomberg. Starting out at Merrill Lynch in the mid 1970’s, Trevor went on to manage hedge funds and still runs a systematic technical fund today. Which stocks a...

Alessandra Sollberger is the founder of Top Tier impact, a global private network of impact investors and entrepreneurs. However, Alessandra’s expertise reach far beyond the ESG space, an authority on blockchain and biotech buff, Alessandra’s invested in both public and private markets during her time with private equity giant Blackstone, and VC house Mosaic Ventures. Will Bitcoin rival Gold as in...

Howard Lindzon is an investor and entrepreneur. The founder of social leverage, a seed stage investment fund with notable investments in companies such as Robinhood and eToro. He is also the founder of Stocktwits which is the largest online community of investors and traders. He is also the author of a range of excellent books including one of my favourites the Stocktwits edge – 40 actionable trad...

Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success. Join Haydn and Ed to keep on top of where the industry is going next and learn from the industry's sharpest minds. ... Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newslett...