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 regarding the progress of EV adoption, the pro and cons of autonomous vehicles, and the investmen...
Feb 21, 2023•26 min•Season 1Ep. 157
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 Blackstone. Ed and Kiril discuss thematic investing. Labelled by some the ‘father of thematics’, Kiril takes ...
Feb 16, 2023•1 hr 8 min•Season 1Ep. 156
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 macro framework, starting with how to use Steno’s macro regime indicators to identify what market enviro...
Feb 09, 2023•44 min•Season 1Ep. 155
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 investment approach. Today’s focus is Japan, as the country’s finance minister warns Japan’s finances have ...
Feb 02, 2023•49 min•Season 1Ep. 154
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 financial publications like CNBC and Bloomberg, Gabriela delivered fascinating insight on why invest...
Jan 26, 2023•39 min•Season 1Ep. 153
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 macro strategies at Thiel Macro, an investment firm that manages the personal capital of Peter Thie...
Jan 19, 2023•49 min•Season 1Ep. 152
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 positioning their portfolios to tackle rampant inflation. We collated their responses and included them ...
Jan 18, 2023•29 min•Season 1Ep. 151
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 large pools of institutional money and offers financial education, unique macroeconomic insights, and ...
Jan 12, 2023•44 min•Season 1Ep. 150
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 edge when investing in technology growth stocks. So, how does Beth do this? She’s gained hands-on expe...
Jan 05, 2023•1 hr 8 min•Season 1Ep. 149
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 legend and strategist, Kiril Sokoloff, to name a few. Tapping into their combined decades of experience,...
Dec 29, 2022•22 min•Season 1Ep. 148
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, Volatility, and Tail Risk. Earlier in his career, he was managing risk with global teams ...
Dec 22, 2022•56 min•Season 1Ep. 147
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 comprehensive product offerings around. The Thematic Growth offering covers three broad trends – Disrup...
Dec 15, 2022•46 min•Season 1Ep. 146
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 unprecedented market behaviour, and when a return to a traditional risk-on, risk-off environment is li...
Dec 08, 2022•43 min•Season 1Ep. 145
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 firm headquartered in Israel, one of the major tech hubs of the world. Champel was established in 2...
Dec 01, 2022•52 min•Season 1Ep. 144
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 a competitive edge’ is paramount to market outperformance. We discuss this investment philosophy and...
Nov 24, 2022•49 min•Season 1Ep. 143
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 new product lines, forge strategic partnerships, and create research in support of iShares...
Nov 17, 2022•41 min•Season 1Ep. 142
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 investing in a bear market, and the critical components of a long-term portfolio. With live questions from ...
Nov 10, 2022•51 min•Season 1Ep. 141
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 subsequent experiences at Canyon Partners, a credit-oriented hedge fund, as well as the launch of hi...
Nov 03, 2022•52 min•Season 1Ep. 140
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 one of the first publications to predict the supply chain crisis and the global energy crisis, amongs...
Oct 27, 2022•45 min•Season 1Ep. 139
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 over 30 years so it’s safe to say he’s quite the expert. Prior to Cohesive, he co-founded City Priv...
Oct 20, 2022•45 min•Season 1Ep. 138
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 pragmatic capitalism where he attempts to cut through the noise and describe the world as it is while p...
Oct 13, 2022•59 min•Season 1Ep. 137
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 All-Star, and is regularly quoted in leading publications including Reuters and Barron's. Prior...
Oct 06, 2022•57 min•Season 1Ep. 136
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 strategy seeks to identify good-quality companies at low valuations, that are underperforming compared to t...
Sep 29, 2022•39 min•Season 1Ep. 135
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 investors, before being promoted to Investment strategist at AMP Capital, after they’d bought AXA’s...
Sep 22, 2022•50 min•Season 1Ep. 134
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 Junk on / Junk off ETF ($JOJO). In addition, he’s also a portfolio manager of the ATAC Rotation Mut...
Sep 15, 2022•42 min•Season 1Ep. 133
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 geopolitical thinkers – in only 5 months, those interviews had been downloaded over 1 million times. Grant’s ...
Sep 08, 2022•49 min•Season 1Ep. 132
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 friends Dave Hanson and Jordan McLain - gave up their day job to invest their own money, full-time....
Sep 01, 2022•54 min•Season 1Ep. 131
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 buyout firms to identify potential targets. They believe deeply undervalued and out-of-favor stocks ...
Aug 25, 2022•48 min•Season 1Ep. 130
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 also a big advocate of thematic investing and has said “Over the last 40 years I don’t think we missed ...
Aug 18, 2022•1 hr 9 min•Season 1Ep. 129
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 extraordinary success, and explains while he’s not a 'contrarian', he hunts for the best value investm...
Aug 11, 2022•55 min•Season 1Ep. 128
