Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are delighted to have Pedro Palandrani, Director of Research at Global X, return to the show. In this episode, Pedro guides us through the generational opportunities that AI offers different sectors: chipmakers & hardware, generative AI & large language models (LLMs), and automation & robotics. We explore the timeline and potential size of this transformative theme...
Aug 10, 2023•39 min•Season 1Ep. 187
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, Stephen Derkash, Senior Advisor at EQM Indexes and HANetf’s partner on the Solar Energy UCITS ETF [TANN], joins us to explore the explosive growth of the solar industry and its potential to transform the global energy landscape. In this episode, Stephen highlights how the solar industry has grown from virtually nothing a decade ago to now accounting for about 4% of global electri...
Aug 03, 2023•25 min•Season 1Ep. 186
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome to our Alpha Study series, where we collect insights from top investors & business leaders to better understand how they get their edge. In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space. Yuri Khod...
Jul 27, 2023•17 min•Season 1Ep. 185
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Rachel Aguirre, Head of U.S. iShares Product at BlackRock. In this episode, Rachel shares insights into the thriving world of ETFs and the driving forces behind their exponential growth, highlighting the appeal of active ETFs to retail investors and the potential migration of mutual fund assets into ETFs. Rachel walks us through BlackRock's recent launches, ...
Jul 20, 2023•41 min•Season 1Ep. 184
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 Rex Jackson, CFO of ChargePoint, the world’s largest electric vehicle (EV) charging network and the first ever to be publicly traded, counting over 48,000 charging stations across the globe. “We want to be everywhere,” says Rex, discussing the company’s infrastructure expansion ambitions relying on four pillars: ‘ubiquity, accessibility, usab...
Jul 13, 2023•35 min•Season 1Ep. 181
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we'll dive into the scorching world of artificial intelligence and explore its investment potential and applications in sectors including solar energy, insurance, SaaS and blockchain. But that's not all! We'll also wade into the ongoing debate surrounding AI's impact on employment and productivity with insights from industry experts representing Lemonade, UiPa...
Jul 12, 2023•21 min
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined in our London studio by Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic ETFs. Yuri dives into Tema's Monopolies and Oligopolies ETF [TOLL], targeting businesses with strong competitive advantages in monopolistic industries. He highlights its focus on companies providing mission-critical value, using Visa as an e...
Jul 06, 2023•53 min•Season 1Ep. 180
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Jeff Booth, entrepreneur, technology leader and author of the 2020 book, "The Price of Tomorrow – Why Deflation is Key to an Abundant Future.” In this episode, Jeff explores the intricacies of our economic system, delving into the role of inflation, the manipulation of money, and its impact on society, highlighting the shrinking cycle of reserve currencies a...
Jun 29, 2023•45 min•Season 1Ep. 179
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Jonathan Hirtle, pioneer of the Outsourced Chief Investment Officer (OCIO) model and Executive Chairman at Hirtle, Callaghan & Co, a $20bn RIA whose growth has been solely driven by organic means and without the aid of outside capital. Jonathan tells us about his days at Goldman Sachs, his early leap to independence, his lessons from the October 1987 crash, a...
Jun 22, 2023•51 min•Season 1Ep. 178
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 Alex Svanevik, the co-founder and CEO of the blockchain analytics platform Nansen. In this episode, Alex tells us about the origins of Nansen, the meaning behind its name, and the importance of on-chain wallet information in the crypto industry. Nansen aims to help crypto investors surface signal from noise through different blockchain data ana...
Jun 15, 2023•39 min•Season 1Ep. 177
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by 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 thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing the overall growth p...
Jun 08, 2023•50 min•Season 1Ep. 176
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 hosting Anthony Ginsberg, CEO of GinsGlobal Index Funds Inc, an asset management firm providing a diverse selection of index-linked products with operations in North America, Africa, the Middle East and Asia-Pacific. In this episode, we discuss the HANS-GINS Tech Megatrend Equal Weight UCITS ETF [ITEK], which Anthony manages. ITEK tracks the Solactive Inno...
Jun 01, 2023•44 min•Season 1Ep. 175
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Emerging markets offer unique opportunities and challenges for investors, and understanding the key themes driving these markets is crucial. In this compilation episode, different experts from companies such as BlackRock, JPMorgan and Pzena Investment Management highlight both the challenges and the great potential they offer. The rise of the consumer class, driven by the emergence of t...
May 31, 2023•20 min
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are pleased to introduce Larry Cermak, CEO of The Block, a news and research company for the crypto industry. In this episode, Larry discusses the significance of Tether's recent announcement to invest 15% of its profits in Bitcoin and explains how Tether generates its revenue, highlighting its position as the largest stablecoin and the potential long-term benefits of thi...
May 25, 2023•52 min•Season 1Ep. 173
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we sit down with Michael Venuto, CIO and Co-Founder of the Tidal Financial Group, Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], and an expert in blockchain and cryptocurrency investments. Michael explores the challenges and opportunities in cryptocurrencies and blockchain applications and how they can potentially enhance the financial sector, particul...
May 18, 2023•49 min•Season 1Ep. 172
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 hosting Christie Obiaya, the CEO of Heliogen. As a leading provider of AI-enabled concentrated solar energy, Heliogen has set out on a mission to significantly reduce the impact of climate change, which Christie identifies as the "single greatest threat to humanity." During our conversation, she explains how Heliogen uses artificial intelligence ...
May 11, 2023•29 min
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter As ChatGPT continues to take the world by storm, the debate surrounding artificial intelligence research is intensifying, with leaders like Elon Musk calling for a pause. Today, we are thrilled to cover this highly debated topic as we are joined by Brandon Deer, Chief Strategy Officer at UiPath, a leading provider of enterprise automation software. Brandon discusses the company's r...
May 04, 2023•25 min•Season 1Ep. 171
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, comes back to Opto Sessions to discuss his India Internet & E-Commerce ETF [INQQ], how it captures exposure to Indian companies emerging in these sectors, and the overall potential for growth in South Asia. Kevin points to the region's large and young middle-class population, becoming increasingly tech...
Apr 27, 2023•41 min•Season 1Ep. 170
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are pleased to introduce Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, an American firm with recognised expertise in deep value investing. In this episode, Rakesh brings his understanding of emerging markets to the forefront, shedding light on Pzena's value approach to investing. He delves into the opportunities and challenges of investing...
Apr 20, 2023•41 min•Season 1Ep. 169
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 Tim Seymour, a renowned expert in the cannabis industry, portfolio manager of the Amplify Seymour Cannabis ETF [CNBS] and founder and Chief Investment Officer of Seymour Asset Management. In this episode, Tim discusses the importance of understanding the cannabis industry as it evolves, the unique opportunities it presents for investors, and th...
Apr 13, 2023•36 min•Season 1Ep. 168
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Michael Kantrowitz, Chief Investment Strategist and Managing Director at Piper Sandler, a leading US investment bank, joins Opto Sessions to discuss market cycles and how changes in interest rates affect the economy. As a seasoned expert in macroeconomic research and investment strategy, Michael explains he created a framework called HOPE - which tracks and stands for housing, orders, p...
Apr 06, 2023•44 min•Season 1Ep. 167
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-term, secular growth trends. Today, we’ll hear directly from thematic experts, those investors or bus...
Apr 04, 2023•17 min•Ep. 166
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 metals and materials necessary for the transition. John shares insights on the potential of these mat...
Mar 30, 2023•41 min•Season 1Ep. 165
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 the company's expected growth and path to profitability following its 2020 IPO. We al...
Mar 23, 2023•38 min•Season 1Ep. 164
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 legends, portfolio managers, and thematic experts, and we asked them to narrow down their defin...
Mar 21, 2023•31 min•Ep. 163
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. In this episode, we cover some of the ETFs Amplify launched to capture high-growth opportunities i...
Mar 16, 2023•47 min•Season 1Ep. 162
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. Jay is also responsible for BlackRock's active equity and international ETF suites. Previously...
Mar 09, 2023•49 min•Season 1Ep. 161
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 none. In the wake of China’s manufacturing activity recording its fastest growth in a decade, Jens and...
Mar 07, 2023•38 min•Season 1Ep. 160
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 companies in the world with a current AUM of $1,409.2 billion as of Dec. 31, 2022. Chris has ove...
Mar 02, 2023•53 min•Season 1Ep. 159
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-strategy return tracker ETF, launched in 2022, explaining it was born to allow retail investors to ...
Feb 23, 2023•44 min•Season 1Ep. 158
