Opto Sessions – Invest in the Next Big Idea

Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm’s London equity desk and formulates equity strategy for the UK & Europe. Frédérique also co-chairs RBC Wealth Management’s global asset allocation committee, GPAC, which determines asset allocation for the firm’s global client base. As of the end of last year, RBC had 843.6 b...

In a bumper episode, I speak to Neil Howe, Managing Director of Demographics at Hedgeye. Neil is a renowned authority on social change, an acclaimed bestselling author, and America’s leading thinker on today’s generations – who they are, what motivates them, and how they will shape our future. Vice President Al Gore called Howe’s first title, ‘Generations’, "the most stimulating book on American h...

Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bitwise is the leading provider of rules-based exposure to the crypto-asset space with a selection of interesting crypto funds and even a recently launched ETF, Bitwise Crypto Industry Innovators (Ticker: BITQ). Prior to working at Bitwise, Matt was CEO of...

Jon Maier is currently Chief Investment Officer at Global X. The highly respected provider of a range of interesting ETF products such as LIT (the Lithium & Battery Tech ETF) as well as model portfolios. Previously, Jon worked at Merrill Lynch Wealth Management as the Senior Portfolio Manager for its ETF Model Portfolio business. Now Jon shapes Global X's market outlook, leading on the constru...

James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage over $4.5bn, an established industry presence for more than 25 years. James is the co-portfolio manager of the firm’s new Inflation Beneficiaries ETF (INFL) and manages Horizon’s Internet Fund, as well as several private and institutional accounts. Hav...

This week I have the pleasure of introducing Alan Brochstein who’s known as the leading Financial Analyst dedicated to the Cannabis industry. Alan spent decades on the inside of the investment industry as a portfolio manager on wall street before starting 420 Investor, the largest due diligence platform covering publicly-traded stocks in the cannabis industry. In addition he leads content developm...

Damien is a Managing Partner and Co-Chief Investment Officer at ARIS - Advanced Research Investment Solutions - a $19 billion investment advisor. Damien has over 19 years of experience advising some of the world’s leading institutional investors. Damien spent nearly a decade at Bridgewater Associates, one of the highest-profile hedge funds on the planet, founded by world-famous investor Ray Dalio....

Today I welcome Mark Yusko, the Founder, CEO & Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Digital Assets. He currently manages close to $2 billion in discretionary and non-discretionary assets at Morgan Creek. He’s known for his alternative Thinking About Investments and interest in emerging asset types. It makes sense then that a cornersto...

Ben Goldsmith is an environmentalist and sustainability-focused investment pioneer. Founder and CEO of London-listed investment firm Menhaden, Ben, and the team focus their attention on the theme of energy and resource efficiency. Having previously co-founded the clean tech-focused investment firm WHEB back in 2003, Goldsmith has a long track record delivering returns in this space. Ben has also u...

Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapitiya – a billionaire and Twitter influencer with over 1.4 million followers. Earlier this year Angela made it into an exclusive group, Chamath and Social Capital’s Emerging Managers class of 2021 – an industry-first initiative that has sought investo...

On Friday 19th March I spoke to Lyn Alden, founder of Lyn Alden Investment Strategy . Lyn has been conducting investment research in various public and private capacities for over 15 years, and her methods have received global renown – Lyn has 165,000 followers on Twitter, and has contributed to sites like Business Insider, MarketWatch, CNBC, The Street, and Time’s Money Magazine. Lyn’s edge lies...

Hello everyone, Ed Gotham here, and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. In this episode, I’m talking to the wonderful Michele Schneider. Mish is a former floor trader and co-founder of Marketgauge serving as the Director of Trading Research & Education. Marketgauges' philosophy is to identify both...

Justin Onuekwusi is Head of Retail Multi-Asset Funds at Legal & General Investment Management. The Legal and General group is one of the world’s biggest and most successful insurers and asset managers, with over £1 trillion in assets. LGIM’s Multi-Asset team manages more than £63bn, with Justin playing a leading role in the strategic allocation of those funds. Having started out as an analyst...

Today I have the delight of introducing Adam Robinson, someone I consider a mentor, an incredible thinker who has a unique but masterful way of looking at the market and how it operates. Adam is the founder of Robinson Global Strategies where he conveys his wisdom on global macro strategy to some of the most prominent hedge fund managers and family offices in the world. He uses a unique approach t...

We’ve got Howard Lindzon from Phoenix Arizona on the show today. He’s the founder and managing partner at Social Leverage, an early-stage seed investment fund who’s stand-out investments include Robinhood, eToro, Kustomer, Rally road & more. Many will also know him as the founder of StockTwits, the largest online community of investors and traders. ... Thanks to Cofruition for consulting on an...

On the podcast today we have entrepreneur and growth stock investor Jonah Lupton. He’s nurtured his own community of over 500,000 stock market enthusiasts with a very popular substack email list where he gives subscribers in-depth reports and insights into his new and existing growth stock positions. You can subscribe at jonahlupton.substack.com He is also currently one of 8 chosen for the Social...

On Friday 12th February I spoke to Jay Jacobs, the Head of Research & Strategy at Global X. Global X is an innovative provider of thematic ETFs – an industry segment that shot to prominence last year, netting record returns. Jay - frequently cited on platforms like CNBC, Bloomberg, and The Wall Street Journal - leads Global X’s research efforts, identifying potential growth opportunities, and...

Jesse Felder makes his second appearance on Opto Sessions, having made his debut with Ed back in October. Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Then in 2000, Jesse moved to Oregon, founding The Felder Report shortly after, and since his research has featured in major publicati...

This week we’ve got Dr Jeff Ross who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year. In this interview however we dive into something both Jeff & I have an interest in, Bitcoin. We go from the basi...

Today I welcome back Trevor Neil, a trader for over 50 years having started out trading commodities with Merrill Lynch in the mid 1970’s. We first spoke in April last year, and Trevor has since appeared on the show to discuss his innovative, new trading product, the RRG UK Momentum+ - links to both of these interviews can be found below. During today's episode, we discuss the market mania surround...

Today I’ve had the pleasure of interviewing Rob Koyfman, a former wall st veteran and founder and CEO of Koyfin. Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. It’s an exceptional tool which is particularly good for those who like digging into the fundamentals behind stocks or comparing the performance of different stocks sectors or themes...

Steve Hanke is a professor of applied economics at The Johns Hopkins University and senior fellow at the Cato Institute. Over four decades Hanke has advised dozens of world leaders from President Ronald Reagan to Indonesia’s Suharto on currency reforms, privatization, and how to tame hyperinflation. An active trader of currencies and commodities, Hanke was the president of the world’s best perform...

This is a special episode with Trevor Neil who gives us exclusive insight into a new tradable product CMC Markets has developed with his guidance - The RRG UK Momentum+ Trevor is an ex floor trader & hedge fund manager and director at RRG. We talk about the product methodology, how it captures early stage +ve momentum in UK stocks and why you might be interested in a momentum strategy over an...

Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and even thousands of securities, into a single picture. Be it individual stocks, sectors or even entire indexes, RRGs enable a comparison that would otherwise take days to reproduce, and be impossible to visualise. I talk to Julius about how this investm...

Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment strategies developed by Arnott’s firm. Having pioneered several unconventional portfolio strategies that are now widely applied, including the Fundamental Index™ investment approach, Rob has earned a reputation as one of the word’s most provocative pra...