This is a US election special where I have the pleasure of talking to JC Parets the founder of allstarcharts about price action and opportunities he’s seeing in the market today. As JC says ‘it’s not about being right, it’s about making money’ and we highlight the sectors and themes hitting all time highs in global stocks as well as touching on interesting action in gold and bitcoin. Enjoy @allstarcharts https://allstarcharts.com/ ... Thanks to Cofruition for consulting on and producing the podc...
Nov 06, 2020•44 min•Ep 34•Transcript available on Metacast This week I spoke to Morgan Housel. Morgan is a partner at the Collaborative Fund – a firm responsible for over $300 million - a former columnist at The Motley Fool and The Wall Street Journal, and, crucially for today’s interview, the award-winning author of ‘The Psychology of Money: Timeless lessons on wealth, greed, and happiness’. Morgan’s insight into how the human mind thinks about this well-trodden topic are truly unique, as he busts some well-established myths, by telling the stories of ...
Nov 05, 2020•49 min•Transcript available on Metacast Today I welcome Jesse Felder, Founder of the Felder Report. Jesse began his professional career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund in Santa Monica, California. Today he manages the Felder report from his home in Oregon. Jesse runs a really fascinating blog @ the felderreport.com and I’ve dug into some of his more recent musings on the market including why it’s time to get greedy in the energy sector and the vampire squid that’s potentially behind the recent ca...
Oct 29, 2020•1 hr 9 min•Ep 32•Transcript available on Metacast This week I spoke to Denny Fish, Portfolio Manager at Janus Henderson, an asset manager responsible for £272.5 billion of client money. Denny manages Janus's Global Technology and Innovation strategy, a position he’s held since January 2016, and combines those duties with his role as Head of the firm’s Technology Sector Research Team. Denny's fascination for Tech stretches back to his time in Palo Alto, having worked for cloud giant Oracle in the late 90s. I ask Denny where Tech stocks...
Oct 22, 2020•1 hr 6 min•Transcript available on Metacast This week we welcome Peter Brandt on the show, a renowned trader and founder of the factor LLC which is a proprietary trading firm. He’s also a prominent author in the trading space with two highly thought of publications including Diary of a Professional Commodity Trader. We talk through classical chart patterns, one of his specialties, why you should stop being obsessed with catching tops and bottoms and finish by analysing the long term prospects in Silver. ... Thanks to Cofruition for consul...
Oct 15, 2020•1 hr 12 min•Transcript available on Metacast Welcome to another episode of Opto Sessions. I’m Ed Gotham and today we’ve got the pleasure of inviting 50pips back on the show for a deep dive on the markets and price action. We talk about the US Election and how you should have a game plan regardless of the outcome. 50 also takes us through the major levels and flows in Gold, S&P500, and Nasdaq and we finish by discussing trained psychology with a focus on the importance of removing your bias. ... Thanks to Cofruition for consulting on an...
Oct 08, 2020•1 hr 13 min•Transcript available on Metacast Today I’m talking to Chris Camillo, Founder of Dumb Money and an investor that’s turned $20k into over $30 million, and counting. 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 the day-job to invest their own money, full-time. Not only have they already recorded extraordinary success, Chris and co. have pioneered a unique investment strategy, or what they call ‘Social Arbitrage’. Chris hasn’t ...
Oct 01, 2020•53 min•Transcript available on Metacast I’m Ed Gotham, your host today and I have the pleasure of introducing Andrew Thrasher. Andrew Thrasher is the portfolio manager for the Financial Enhancement Group an Indiana-based asset management firm. He’s also the founder of Thrasher Analytics, a research & analysis service for financial advisors and investment institutions. We dig into the current market downturn and what to expect moving forward, we touch on the US election as well as sector rotation strategies, risk management, and pl...
Sep 24, 2020•59 min•Ep 27•Transcript available on Metacast Our next guest needs no introduction...but I’m giving you one anyway. Jack Schwager, Author of the hugely popular and widely acclaimed Market Wizards series. Jack is a recognised industry expert in futures and hedge funds and has more recently stepped into the world of entrepreneurship as a founder of Fund Seeder, a platform to find talented traders and connect them with sources of capital. We dive into the market wizard series with special insight into the minds of prolific hedge fund wizards R...
Sep 17, 2020•1 hr 3 min•Transcript available on Metacast Today, I’m welcoming Kathryn McDonald to the Opto Sessions podcast, Co-Founder of Radiant ESG. Earlier this year Kathryn and Radiant CEO Heidi Ridley left renowned Quant House, Rosenberg Equities - The ‘Original Quant’ if you read Rosenberg’s website. The duo had decided to take the ESG integration synonymous with their former employer, one step further. I speak to Kathryn about why, with global inflows into sustainable funds up 72% in Q2 2020, ESG is booming right now. We then discuss how Kathr...
Sep 10, 2020•50 min•Transcript available on Metacast Today I was hugely lucky to speak to Perth Tolle, founder of Life + Liberty Indexes. First of all, Perth spoke to us from Houston, Texas, an area recently hit by Hurricane Laura. Luckily, Houston avoided any severe impact, but unfortunately, the weather did play havoc with Perth’s internet connection, which does mean some of the interview’s audio isn’t quite as clear as usual. But, after a herculean effort from our editors, I really hope you enjoy the episode. And for a quick introduction, havin...
Sep 03, 2020•34 min•Transcript available on Metacast Today I welcome Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management. Meb is the fund manager of all 11 ETFs at Cambria which includes the global momentum ETF and global value ETF among others. We talk about market valuations, bubbles, and why you need a global asset allocation. Also, we discuss a couple of Cambria's funds, the shareholder yield fund, and the tail risk fund - both of which are relevant to the current market activity we’re seeing. You can f...
Aug 27, 2020•1 hr 2 min•Transcript available on Metacast Meet the one and only Gregory Zuckerman. Greg is a Special Writer at The Wall Street Journal where he talks about big financial trades, firms, and the titans of wall street. Gregory has released 5 books which include The greatest trade ever: How hedge fund manager John Paulson bet against the markets and made $20 billion and also his latest popular release The man who solved the markets: How Jim Simons launched the quant revolution. In our conversation we dig into detail on how Ren Tech was able...
Aug 20, 2020•33 min•Transcript available on Metacast Today I’m talking to Russ Mould, a prolific market pundit and Investment Research Director at AJ Bell, one of the UK’s largest investment platforms with £54.3 billion of invested assets. Russ’s extensive experience in capital markets began in 1991, managing funds at Scottish Equitable, before being entrusted with UBS’s Tech coverage as an Equity analyst, two year later. 12 years on Russ decided he needed a change, becoming a writer, then Editor, at the renowned Shares Magazine - and once that wa...
Aug 13, 2020•47 min•Transcript available on Metacast Meet the lovely Michele Schneider. Mich is an ex commodity broker who is the co-founder of marketgauge.com where she serves as Director of Trading Research and Education. MarketGauge provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America. Michele’s incredible career included over 13 years as one of the only female members of several NY Commodity Exchanges in the World Trade Center. She ...
Aug 06, 2020•59 min•Transcript available on Metacast Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM. We discuss the industries most affected by the pandemic, and which will have to fundamentally alter their business models hereon in; what Trump or Biden will mean for ...
Jul 30, 2020•55 min•Ep 19•Transcript available on Metacast Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equity strategy and building the ESG investment offering. In the interview we uncover some insights from his recently released book - 7 mistakes every investor makes along with why spotify should start a hedge fund and his client from hell. All this and a lot lot more. Joachim has had a very interesting career spanning over 20 years including being a CIO...
Jul 24, 2020•1 hr 11 min•Transcript available on Metacast Today, I’m talking to ETF aficionado Deborah Fuhr, Founder of ETFGI, the dominant player in global ETF research. Deborah took time out of her busy schedule – typically a prolific globetrotter but grounded at home by the Coronavirus - to give us an exclusive insight into an industry that now commands a colossal $6 trillion valuation, worth just $8bn as recently as 1997. We discuss, how Deborah’s helped to pioneer and trail blaze on behalf of these transparent, accessible products; why an industry...
Jul 17, 2020•51 min•Ep 17•Transcript available on Metacast Get ready for a technical analysis masterclass with the one and only JC Parets, founder of allstarcharts.com where his motto is - 'it’s not about being right, it’s about making money.' JC has appeared frequently on all of the big names - Bloomberg, CNBC, The Wall Street Journal, CNN, and of course Opto. I get a chance to dig into JCs no nonsense approach to the markets which has built him a large following over the years as well as reviewing some key levels to watch in the major US ind...
Jul 10, 2020•52 min•Transcript available on Metacast A pre-eminent chronicler of financial crime, in 2013 Liam Vaughan led a team of reporters in the uncovering of a conspiracy to manipulate the 5 trillion dollar-a-day foreign exchange market, and has since covered high-profile white-collar crime on behalf of Bloomberg. On the release of his latest book, ‘Flash Crash’ - the definitive account of one of the most mysterious events in recent history - I ask Liam: Can we solely ascribe blame to just 1 individual trader for this trillion dollar market ...
Jul 03, 2020•55 min•Transcript available on Metacast In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale. We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil. Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic ...
Jun 26, 2020•1 hr 1 min•Transcript available on Metacast Five years on from a now legendary short of Valeant Pharmaceuticals, a bet that brought a $90 billion company to its knees - and which has since been documented in the critically acclaimed Netflix series, Dirty Money - I’m catching up with Fahmi Quadir, the 29 year-old short-seller shaking up Wall Street. 2020 brings with it a new foe, Wirecard, a German payments company currently embroiled in a market manipulation probe, and one that’s been firmly in Quadir’s crosshairs since the start of 2018....
Jun 19, 2020•59 min•Transcript available on Metacast Newton IM is one of Bank of New York Mellon's eight investment firms, cumulatively the 7th largest asset manager in the world with $1.9 trillion assets under management. Today we were lucky to be joined by Newton's Global Strategist & Economist, Brendan Mulhern, a fulcrum of the institution's top-down macroeconomic thinking. Where are we at in this market cycle? Why has stock market performance diverged so significantly from global economic trends? And do emerging markets prov...
Jun 12, 2020•1 hr 7 min•Transcript available on Metacast Brian Shannon, founder of alpha trends, will help raise your trading game as we dive deep into the psychology driving price action in the markets. Why do technical indicators work? How you can use this knowledge to help you find great trading opportunities? Brian also reveals how he’s enhanced his trading using technical analysis on multiple timeframes. Brian is a swing trader with over 30 years experience, including roles at some major investment houses such as Leeman brothers. He founded Alpha...
Jun 05, 2020•1 hr 2 min•Ep 11•Transcript available on Metacast We caught up with Chris Kimble, founder of Kimble Charting Solutions and all-round technical analysis expert. With an archive of charts committed to memory dating back to the 1700's, spotting repeating patterns and likely outcomes in current markets is where Chris has made his name. Did overconfidence in ‘dumb money’ precede this market crash? Can we use crowd theory to understand pandemic-induced volatility? And which sectors most interest Chris if a market recovery holds? You’ll hear all ...
May 29, 2020•1 hr 2 min•Transcript available on Metacast Today we have the great pleasure of talking to one of my favourite Opto contributors, William Hobbs. Will has over 20 years of experience in the financial sector and currently has the prominent position of chief investment officer for Barclays' wealth and investments. We discuss the current state of affairs in markets along with a deep dive on investment strategy. Will also talks about how he uses a market sentiment indicator to go risk on or off, the dynamics behind how the financial marke...
May 22, 2020•1 hr 4 min•Transcript available on Metacast Today we're delighted to be interviewing Joe Kunkle, or OptionsHawk to his 67,000 Twitter followers. A former Equity Analyst at Thomson Reuters, and founder of OptionsHawk.com, Joe has made a living identifying the stocks others miss, digging deep to find that next small cap destined for ‘household-name’ status. Are options actually the most flexible way to trade? Is this where the Smart Money is? And can you follow options flow to track Big Money moves? Joe reveals all. ... Thanks to Cofru...
May 15, 2020•57 min•Transcript available on Metacast Today we’re lucky to have Ivan Ivanov (aka Ivanhoff) on the show, a portfolio manager at Zor capital who has successfully been trading equities & options for over 18 years. He’s also the author of numerous books on trading such as Crash - How to protect and grow capital during corrections - and his latest release ‘Swing trading with options’ - How to trade big trends for big profits. We’ll be digging into these themes in the podcast in detail along with discussing the momentum 50, a popular ...
May 08, 2020•1 hr 2 min•Ep 7•Transcript available on Metacast We're delighted to be interviewing Jim Rogers, investment legend and co-founder of the Quantum Fund, that famously returned 4200% over just 10 years. Rogers reveals the long/short unconstrained approach that achieved this extraordinary success, and explains while he’s not a “contrarian”, he hunts for the best value investments from around the globe. On this whistle-stop world tour, Jim identifies Russia as a region primed for outperformance, and we talk today’s financial downturn, the ‘epic...
May 01, 2020•54 min•Transcript available on Metacast Opto welcomes the highly esteemed 50pips, a trader with a gift for analysing price action. We’ll be talking about how to find the major price levels or zones to watch when analysing charts. You’ll also discover how to read price action to get a feel for direction and sentiment in the markets. ... Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter ----- The content in this p...
Apr 24, 2020•1 hr 18 min•Transcript available on Metacast 
