Haydn Brain & Ed Gotham

Opto Sessions – Invest in the Next Big Idea

Business EN ↓ 268 episodes

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.

Author

Haydn Brain & Ed Gotham

Category

Business

Latest episode

Jun 29, 2026

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Episodes

SoundHound CFO: The 3 Pillars of Voice AI 18.10.2024

📲  Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti.. . Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company. 📲  Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti.. . #ai #voiceai #sound...

The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy 27.09.2024

Marc Stapley, CEO at Veracyte, joins OPTO Sessions to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investm...

MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence 13.09.2024

Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions , explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific secu...

The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions 06.09.2024

Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO Sessions to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy! ----- The content in this podcast is for informational purposes onl...

Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age | Repost 15.08.2024

► Discover top-performing Space stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’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 governm...

Jens Nordvig - Fed’s Rate Cut Bets, Potential Dollar Devaluation & China’s Troubles 02.08.2024

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy! ----- The content in this podcast is for informational purposes only. Opt...

Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China 25.07.2024

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving...

Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally? 18.07.2024

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd The US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally c...

Doomberg - Why Nuclear is Better Than Renewables 11.07.2024

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy...

Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problems 05.07.2024

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Marathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024. Today, ‪‬Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent acc...

Edwin Dorsey - Short Selling & Exposing Corporate Misconduct: Care.com, Chegg, DeFi Technologies 27.06.2024

📲  Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.c...

Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’ 20.06.2024

📲 Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows. Discover top-performing stocks within this theme - Install app for free 🇺🇸:  https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why t...

Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost 13.06.2024

► Invest in top-performing innovation stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Cathie Wood, CEO & CIO of ARK Invest, explains that disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion. In this episode, Cathie identifies 5 innovation platforms shaping this era o...

Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI 05.06.2024

► Invest in top-performing AI stocks with OPTO - Install FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies d...

Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst? 31.05.2024

► Invest in top-performing AI stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landsc...

Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend? 23.05.2024

► Invest in top-performing biotech stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Over the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unpreceden...

Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024 16.05.2024

► Discover stocks before they take off - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome 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 opportuniti...

Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs? 09.05.2024

► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Matt 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! --------...

Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange 30.04.2024

► Discover top-performing cybersecurity stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Nick 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. ----...

Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data 25.04.2024

► Discover top-performing AI stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Digital 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 Ap...

Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age 18.04.2024

► Discover top-performing Space stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, 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 mark...

Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving? 11.04.2024

► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, 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 approac...

The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economy 28.03.2024

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome 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...

Pedro Palandrani - Roadmap to Tomorrow: Autonomous Vehicles, Driverless Trucks & Robotaxis 21.03.2024

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Autonomous 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...

Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance 14.03.2024

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, 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...

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