In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology. 📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd Disclaimer: https://optothemes.com/disclosures-and-leg...
Dec 19, 2024•29 min•Transcript available on Metacast In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation. 📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... Disclaimer: https://optothemes.com/di...
Dec 06, 2024•32 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti.. . Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company. 📲 Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti.. . #ai #voiceai #soundhound #soun #artificialintelligence Disclaimer: https://optothemes.com/disclosures-and-legal-docum...
Oct 18, 2024•47 min•Transcript available on Metacast Marc Stapley, CEO at Veracyte, joins OPTO Sessions to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of prin...
Sep 27, 2024•38 min•Transcript available on Metacast Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions , explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including...
Sep 13, 2024•37 min•Transcript available on Metacast Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO Sessions to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing i...
Sep 06, 2024•33 min•Transcript available on Metacast ► Discover top-performing Space stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’s future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combi...
Aug 15, 2024•47 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involv...
Aug 02, 2024•43 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the glob...
Jul 25, 2024•39 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd The US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy! Foresight by OPTO: https://optoforesight...
Jul 18, 2024•27 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy! Foresight by OPTO: https://optoforesight.substack.com/ Doomberg : https://newsletter.doomberg.com...
Jul 11, 2024•38 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Marathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024. Today, Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent accounting rule changes on net income. Marathon has shifted its focus to sustainable en...
Jul 05, 2024•54 min•Transcript available on Metacast 📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.com's negligence, and his intuitive approach led him to spot problems at Chegg, Planet Fitness,...
Jun 27, 2024•50 min•Transcript available on Metacast 📲 Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows. Discover top-performing stocks within this theme - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why they believe that bitcoin and digital assets are among the best investment opportunities they have s...
Jun 20, 2024•46 min•Transcript available on Metacast ► Invest in top-performing innovation stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Cathie Wood, CEO & CIO of ARK Invest, explains that disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion. In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. We’ve synthesised AR...
Jun 13, 2024•26 min•Transcript available on Metacast ► Invest in top-performing AI stocks with OPTO - Install FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies developing clear AI strategies, particularly those already using cloud infrastructure. Miriam also no...
Jun 05, 2024•41 min•Transcript available on Metacast ► Invest in top-performing AI stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landscape for GenAI, highlighting key indicators and lessons from past tech cycles, before sharing her ins...
May 31, 2024•32 min•Transcript available on Metacast ► Invest in top-performing biotech stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Over the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unprecedented levels. Today, we delve into the challenges and opportunities in the biotech sector with Yu...
May 23, 2024•43 min•Transcript available on Metacast ► Discover stocks before they take off - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy! -------- The content in...
May 16, 2024•34 min•Transcript available on Metacast ► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Matt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. Enjoy! -------- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend...
May 09, 2024•46 min•Transcript available on Metacast ► Discover top-performing cybersecurity stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Nick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future of the industry, and explains how his team is set up to both learn from and respond to new threats. -------- The content in this podcast is for informational purposes only. Opto Markets LLC does not recom...
Apr 30, 2024•51 min•Transcript available on Metacast ► Discover top-performing AI stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Digital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipping it for long-term success. Enjoy! Our previous interview featuring Lemonade CFO Tim Bixby: Spotify Apple Podcasts -------- The content in this podcast is for informational purposes only. Opto Markets L...
Apr 25, 2024•41 min•Transcript available on Metacast ► Discover top-performing Space stocks - Install our FREE app : https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Peter Beck, Founder & CEO of Rocket Lab, discusses his vision for Rocket Lab's future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabil...
Apr 18, 2024•47 min•Transcript available on Metacast ► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Dr. Jeff Ross, Founder and Managing Director of Vailshire Partners and Vailshire Capital Management, joins the show to discuss why he believes the bitcoin price could fall in the aftermath of the halving, before gaining in the second half of 2024 through 2025. Jeff also explains Michael Saylor’s pioneering approach to acquiring bitcoin on MicroStrategy’s balance sheet and why he believes this will make the compa...
Apr 11, 2024•53 min•Transcript available on Metacast ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome back to the Big Picture, OPTO's macro show in partnership with MarketReader. Together with Danish economist Jens Nordvig, we explore the potential stock market and broader economic implications of a second Donald Trump presidency. We unpack the macro factors investors are most concerned about: inflation, interest rates, and the US dollar. We also discuss the intricate relationship between public ...
Mar 28, 2024•41 min•Transcript available on Metacast ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Autonomous vehicles have the potential to completely overhaul transportation, one of the most fundamental elements of our lives. Today, Pedro Palandrani, Director of Research at Global X ETFs, will join OPTO Sessions to discuss the opportunities, as well as the safety, regulatory, and technological challenges, facing this rapidly growing industry. Driverless vehicles, in particular, have huge potential for st...
Mar 21, 2024•38 min•Transcript available on Metacast ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we are privileged to welcome Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years. In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One exception to this trend is China, which is going through a period of “despair” following its real estate bubble. Jim also mentions why he's inve...
Mar 14, 2024•36 min•Transcript available on Metacast ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Novel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing approaches to improve healthcare, particularly oncology. Enjoy! ► Disclaimer: https://optothemes.com/disclosures ----- The content in this podcast is...
Mar 07, 2024•38 min•Transcript available on Metacast ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of welcoming Christian Magoon, Founder and CEO of Amplify ETFs, back to the show. Christian dives into the rapid growth of the cybersecurity industry amid current geopolitical tensions. From AI’s role in boosting the sector to Israel's rise as a tech powerhouse, we discuss how investors can navigate and capitalise on the cybersecurity arms race. In the second half of the discu...
Feb 29, 2024•47 min•Transcript available on Metacast Today, it's an absolute honour to introduce a very special guest to the show - none other than Cathie Wood, the visionary CEO & CIO of ARK Invest. Disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion. In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. We’ve synthesised ARK’s 163-page r...
Feb 23, 2024•26 min•Transcript available on Metacast 
