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 On Wednesday, October 26th, we hosted our latest live interview on Twitter, with expert investor and financial educator, Brian Feroldi. I asked Brian for his three principles of long-term investing. We discussed ‘the eighth wonder of the world in compound interest, strategies for investi...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Michael Kao is CIO and Portfolio Manager of the Kao Family Office and is well-known for coining ‘the Dollar Wrecking Ball’, a metaphor to describe Dollar hegemony. Having traded commodities at J.Aron and Goldman in the early 90s, Michael’s worldview embraces the significance of Oil. And...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Doomberg was founded in May last year, their mission, to highlight the fundamentals missing from today’s economic and policy decisions. Doomberg is now the most popular paid financial publication on Substack. Doomberg provides in-depth analysis of financial and economic trends, and was o...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week we have John Barber on the show, Managing Partner at Cohesive Capital. Cohesive is a private equity co-investment firm that is exclusively focused on making direct investments alongside high-quality sponsors that are leading the transactions. John has been in private equity for...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week I have the pleasure of introducing Cullen Roche, Founder and Chief Investment Officer at Discipline Funds. He founded Discipline Funds to help investors obtain access to low-fee, diversified portfolios that help them meet their financial goals. Cullen is also the founder of pra...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Michael Venuto is CIO and Co-Founder of the Tidal Financial Group, responsible for Toroso Investments and ETF Think Tank. As a self-confessed ETF nerd, with over a decade’s experience designing and implementing ETF-based investment strategies, in 2014, Michael was selected as an ETF.COM...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week I had a wonderful conversation with Caroline Cai, Executive Vice President at  Pzena Investment Management. She is also the co-portfolio manager at Pzena for the Global, International, European, and Emerging Markets strategies where she invests in deep value stocks. This strate...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Callum Thomas is the founder of Topdown Charts, a research firm servicing institutional fund managers entrusted in overseeing trillions of dollars for their end clients. Having started out at the New Zealand stock exchange, Callum secured Economic and Strategy analyst roles at AXA global...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week I have the pleasure of discussing markets with Michael Gayed, an award-winning investment manager and the publisher of the Lead-Lag Report. The only investment report you need to maximise returns in volatile markets. Michael runs two ETFs, the Risk on / Risk off ETF ($RORO) and...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Grant Williams hosts one of the most popular investment podcasts around. Having co-founded world-renowned content publisher, Real Vision, back in 2014, Grant launched the Grant Williams Podcast in 2020. This is where Grant interviews the world’s elite investors, economists, and geopoliti...

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 October 2020 we spoke to Chris Camillo, Founder of Dumb Money and an investor that had turned $20k into over $30 million. Having led and founded a series of successful tech and software companies, in 2018 Chris - and his two...

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 Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager. Their investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyou...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week I have the great honor of welcoming the distinguished investor Kiril Sokoloff, CEO & Founder of 13D which he started back in 1983. Kiril is an original thinker who has achieved phenomenal success over his decades of investing, often by going against the consensus. He is als...

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 May 2020 we spoke to Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years. Rogers revealed his long/short investment strategy that helped achieve that extraordinar...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today I welcome back Diego Parrilla, Managing Partner and Investment Manager at Quadriga Asset Managers. With 20 years’ experience in macro investing, commodities, and trading in London, Singapore, and New York, Diego has managed teams in world-renowned investment banks, including JP Mor...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Ted Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron’s, Business Insider, and Forbes each naming it among the top investi...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This week I welcome back Dr. Jeff Ross, founder of hedge-fund Vailshire Capital Management. Vailshire utilizes an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Its approach aims to achieve the highest possible portfolio returns in whatever macroecono...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Ali Urman is ARK Invest’s Genomics analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. Spearheaded by one of the most talked-about investors in modern history, Cathie Wood, ARK Invest’s flagship fund received $1.5bn...

Get all of Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today we’re revisiting one of our most popular episodes to date. Back in April, I spoke to David Rosenberg, President, and Chief Economist & Strategist at Rosenberg Research, an economic consultancy firm. David offered a fascinating outlook for Russia, the likely repercussions...

Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back, I’m Haydn Brain, and you’re listening to Opto Sessions, where we interview the top traders and investors from around the world, uncovering their secrets to success. Vitali Kalesnik is Director of European Research at Research Affiliates Global Advisors. As of March 31...

Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Sid Choraria is a Private investor & Portfolio manager, in Asia equities. Having served in senior investment roles at multi-billion-dollar funds, Sid’s CV boasts a stint at Goldman Sachs, working in their technology investment banking unit. Having regularly featured on CNBC and...

Today I welcome Alex Shahidi onto the show, Managing Partner & Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. At Evoke Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, the firm currently advises over $20 Bn in assets. Alex’s career b...

Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. Today, I have the pleasure of welcoming back Jay Jacobs, the U.S. Head of Thematics and Active Equity ETFs at BlackRock. Here...

Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike. Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995. We discuss ‘The...

Alex Gurevich is Founder and CIO of HonTe Advisors, a global macro hedge fund based in San Francisco. Alex was hailed as J.P. Morgan’s star trader in 2003, where he served as managing director of Global Macro trading. And following remarkable outperformance in 2020, HonTe’s net return was ranked second in the world by Barclays. Alex’s latest book, ‘The trades of March 2020’, was a Wall Street Jour...