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/newsletter You’re listening to the second part of our latest compilation episode. This two-part episode concerns the topic of thematic investing. In the first part, published on March 21st, we heard from leading investors from Global X, ARK Invest and BlackRock, who told us how they invest in long-t...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we sit down with John Ciampaglia, CEO of Sprott Asset Management, to discuss the current state of the clean energy transition and the investment opportunities it presents. In this episode, we focus on the Sprott Energy Transition Materials ETF, which seeks to gain exposure to the m...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Tim Bixby, the CFO of Lemonade, a cutting-edge insurance technology company that's been revolutionising the insurance industry with its innovative use of AI and machine learning. In this episode, we delve into Tim's journey as CFO of Lemonade and his insights into...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter You are listening to the third episode of our compilation series. Last month, we covered the themes of Electric and Autonomous vehicles. Today's episode takes back a step, comprising insights on different thematic investment strategies. Over the last few months, we’ve spoken to investing...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Christian Magoon is the founder and CEO of Amplify ETFs and Magoon Capital, LLC. Christian has launched over 70 ETFs in the United States throughout his career so far. He has often been referred to as an ‘ETF Pioneer’ by outlets such as The Financial Times and Financial Planning Magazine...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Please welcome Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock where he’s responsible for the research and development of the Megatrends suite, driving commercialization of these products, as well as managing product sales and marketing for the Megatrend franchise....

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter On Wednesday March 1st, we hosted our latest live interview on Twitter, with economist and macro expert, Jens Nordvig. Jens Nordvig is Founder & CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, Jens’s macro analysis is second to no...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter I have the pleasure of introducing Christopher Mellor, Head of EMEA ETF Equity & Commodity Product Management at Invesco where he's responsible for leading the team which provides support and analysis for our range of equity ETFs.  Invesco is one of the largest investment management...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Bob Elliott is the co-founder, CEO and CIO of Unlimited Funds, which uses machine learning to create ETFs based on 2&20-style investments, including hedge funds, venture capital and private equity. In this episode, Bob discussed the firm's first product, the Unlimited HFND multi-stra...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter You are listening to the second episode of our compilation series. Today's episode comprises insights about two of the most talked-about innovations over the past decade: electric and autonomous vehicles. In the past few months, we’ve spoken to brilliant investors and thematic experts re...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today we revisit one of our most popular interviews to date. In August last year, Ed spoke to Kiril Sokoloff, CEO & Founder of 13D Research. Kiril founded 13D in 1983, their analysis read weekly by world-renowned investors including Howard Marks of Oaktree and Byron Wien of Blackston...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Andreas Steno is Founder of Steno Research, and co-host of the wildly popular podcast ‘The Macro Trading Floor’. A former Chief Strategist of Global Coverage at Nordea, Northern Europe’s largest bank, his market insight was second to none. Andreas delivered a full run-through of his macr...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Jens Nordvig is Founder & CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, we dig into Jens’ career to understand the world-renowned culture at Ray Dalio’s Bridgewater, and how those experiences have informed his unique investm...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Gabriela Santos is a Managing Director and Global Market Strategist at J.P. Morgan. In that position, Gabriela is responsible for global economic research, and has played an instrumental role in the team’s development of Chinese and LatAm market analysis. A frequent contributor to major...

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter Today we have Michael Green on the show, Chief Strategist at Simplify Asset Management, Simplify offers a range of innovative options-based ETFs tackling today's biggest portfolio challenges. Michael has been a student of markets and market structure, for nearly 30 years. Highlights in his career include managing macr...

Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter You are listening to the first episode of our compilation series. Today's episode comprises insights about a topic that obsessed investors in 2022; an obsession that’s showing little sign of abating this year: inflation.  Over the past few months, we’ve spoken to brilliant investors and asked them how they’re position...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today I have the pleasure of interviewing Alfonso Peccatiello, founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to democratize professional macro analysis, tools, and portfolio strategy. The Macro Compass leverages Alf’s experience running la...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today we revisit one of our most popular interviews to date. In June last year, Ed spoke to Beth Kindig, a technology analyst with over a decade of experience in private markets. Now though, Beth is co-founder of the IO fund, which specialises in helping individuals gain a competitive ed...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today’s episode comprises insights from some of the most illuminating interviews we’ve run to date, including conversations with chess master and hedge fund adviser, Adam Robinson; founder of Morgan Creek Capital, Mark Yusko; co-founder of the Quantum Fund, Jim Rogers; and investing lege...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today I have the pleasure of welcoming back Macro investor Diego Parrilla, the best-selling author of "The Energy World is Flat" and "The Anti-Bubbles". In his day-to-day, he’s both Managing Partner and Portfolio manager at Quadriga Asset Managers which focuses on Global Macro, Volatilit...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Pedro Palandrani is Director of Research at Global X. With around $43bn of AUM in Global X ETFs listed worldwide, and 36 funds in their Thematic Growth suite – 22 of which are available to UK investors -, Global X is a thought-leader in thematic investing, and provide one of the most com...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter On Wednesday 30th November I spoke to Michael A. Gayed, live to an audience of some of his 726,000 Twitter followers. Michael is a Portfolio Manager at Toroso Asset Management and author of the critically acclaimed newsletter and research publication, ‘The Lead Lag Report’. We discuss un...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Hello everyone, I’m your host, Ed Gotham and welcome to another episode of Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. This week we’ve got Amir Weitmann on the show, Co-founder and Managing Partner of Champel Capital, a VC...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Michael Loukas is CEO of Truemark Investments, owner of TrueShares, an ETF provider that embodies active management, believing a concentrated portfolio that holds best-of-breed names is essential to capturing alpha. As they put it on their website, ‘Long-term investing in companies with...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week I’ve had the pleasure of interviewing Carolyn Weinberg, Global Head of Product, ETF and Index Investments at Blackrock, the world's largest ETF provider. Carolyn oversees the commercialization and development of innovative products globally. At Blackrock, Carolyn's teams build...