Haydn Brain & Ed Gotham
Opto Sessions – Invest in the Next Big Idea
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
Podcast website
Latest episode
Jun 29, 2026
Where to listen?
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Episodes
Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare 07.03.2024 37:54
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Novel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing approaches to improve healthcare, particularly o...
Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Race 29.02.2024 46:52
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of welcoming Christian Magoon, Founder and CEO of Amplify ETFs, back to the show. Christian dives into the rapid growth of the cybersecurity industry amid current geopolitical tensions. From AI’s role in boosting the sector to Israel's rise as a tech powerhouse, we discuss how inves...
Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024 23.02.2024 25:41
Today, it's an absolute honour to introduce a very special guest to the show - none other than Cathie Wood, the visionary CEO & CIO of ARK Invest. 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 of technological con...
Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024? 15.02.2024 48:59
► Download our FREE App & Discover the Next Big Investment Opportunities (US & UK only): https://optothemes.page.link/app Welcome back! Today, we have the pleasure of hosting Adam Taggar, founder & host of Thoughtful Money. Adam discusses his outlook for the US economy for the rest of 2024, offering a “consensus consolidation" of insights gathered from the experts he frequently inter...
Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Market 09.02.2024 31:17
► Download our FREE App (US & UK only): https://optothemes.page.link/app Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show. Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks. With Meta's stock market value recently skyrocke...
The Big Picture | Jens Nordvig - China’s Great Economic Slowdown 01.02.2024 38:29
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 neg...
Tejas Dessai - AI in Robotics: The Rise of Intelligent Machines & The Nvidia Power Play 25.01.2024 39:11
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome 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 cyber...
Matthew Sigel - Bitcoin ETF, Ethereum’s Future & Halving 100-Day Countdown 18.01.2024 40:18
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome 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 signifi...
Jeff Desjardins - Space, Gene Editing, & Signals Gaining Momentum in the 'Exponential Age' 11.01.2024 49:50
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome 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...
2023 Special - AI Was This Year’s Paradigm Shift. Here’s What It Means For Global Macro in 2024 | P2 04.01.2024 11:31
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome 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, technolog...
2023 Special - AI Was This Year’s Paradigm Shift. Here’s Why Nvidia Stood Out | P1 21.12.2023 22:25
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter As 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. I...
Dan Tapiero - Bitcoin To Reach A $10 Trillion Market Cap? | Repost 14.12.2023 50:03
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, 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 t...
Colin Canfield - Beyond SpaceX: The Cosmic Rise of Rocket Lab in the Space Economy 07.12.2023 46:14
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 g...
The Big Picture | Jens Nordvig - Peak-Rates Euphoria & AI's Impact on Productivity and Ripple Effect on Global Macro 30.11.2023 44:05
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, revisi...
Jeff Booth - AI, Bitcoin, & The Future of Work | The Evolution of Intelligence | Part 2 23.11.2023 24:31
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 high...
Jeff Booth - Bitcoin vs Fiat | The Evolution of Intelligence | Part 1 16.11.2023 34:10
Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are thrilled to have Jeff Booth back on the show. As a successful entrepreneur, technology leader, and the author of 'The Price of Tomorrow – Why Deflation is Key to an Abundant Future' (2020), Jeff challenges conventional wisdom in this two-part episode. In this first part,...
Kevin T. Carter - Why India Might Be the ‘Perfect’ Emerging Market 09.11.2023 1:06:04
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show. In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with tradit...
Brandon Rakszawski - How VanEck’s MOAT ETF Beats the S&P 500 02.11.2023 47:49
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of introducing Brandon Rakszawski, VP, Director of Product Management at VanEck. In this episode, Brandon delves into the remarkable performance of the VanEck Morningstar Wide Moat ETF (MOAT) compared to the S&P 500, highlighting its consiste...
Alec Lucas - South America's Lithium Rush: Powering Battery Tech, EVs & Infrastructure 26.10.2023 39:07
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show. In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and...
The Big Picture | Jens Nordvig - When Rates Will Peak & How It Drives Everything 19.10.2023 38:39
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome to The Big Picture , OPTO's new 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. Meet Jens Nordvig, our macro ex...
Anthony Scaramucci - The Future of Money: Bitcoin's Path to a $15 Trillion Market Cap 12.10.2023 1:12:04
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the privilege of sitting down with none other than Anthony Scaramucci, a man known both as 'The Mooch' and as the founder and managing partner of SkyBridge Capital. You might also remember him as the former White House Director of Communications. Anthony shares his vision f...
Doomberg - A Nuclear Solution to Global Energy Challenges 05.10.2023 39:27
Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure to welcome Doomberg back to the show. In this episode, Doomberg covers current global energy challenges, key takeaways from COP28, and the debate surrounding climate change. Doomberg also shares thoughts on the future of energy, including solar, wind, and nuc...
Michael Venuto - Bitcoin Halving 2024: Will It Spark the Next Bull Run? 28.09.2023 52:22
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of welcoming Michael Venuto, CIO and Co-Founder of the Tidal Financial Group & Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show. In this episode, Michael explores the potential impact of the 2024 Bitcoin halving...
Angus Shillington - How India Seized the Global Spotlight Amidst China's Competition 21.09.2023 28:46
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of introducing Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck. Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores h...
David Heinemeier Hansson - The 'Post-SaaS' Era: Is Software Distribution About to Change? 14.09.2023 54:37
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of speaking with David Heinemeier Hansson, co-owner and CTO of 37signals, the parent company of Basecamp, a pioneering software-as-a-service platform for project management, and HEY, an innovative alternative to Gmail and Outlook. In this episode, David takes...
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