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 construction of all model portfolios. We had a great chat about assessing your risk profile, construct...
May 20, 2021•1 hr 5 min•Transcript available on Metacast 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. Having started on Horizon’s trading desk in 2005, James quickly progressed to begin his tenure on the i...
May 13, 2021•1 hr 2 min•Transcript available on Metacast 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 development and strategic alliances at New Cannabis Ventures, a leading provider of relevant information in ...
May 06, 2021•55 min•Transcript available on Metacast 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. In this role, Damien was responsible for managing relationships with the company’s impressive list ...
Apr 29, 2021•1 hr 4 min•Transcript available on Metacast 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 cornerstone of the morgan creek investment philosophy is to invest in innovation. In this interview, we touch...
Apr 22, 2021•1 hr 9 min•Transcript available on Metacast 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 used his personal wealth to support both philanthropic and political projects in this area. Ben and I...
Apr 15, 2021•1 hr 1 min•Transcript available on Metacast 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 investors, of all backgrounds, who believe they can develop differentiated strategies to generate outsized ...
Apr 08, 2021•56 min•Transcript available on Metacast 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 in the intersection between Engineering and Finance – we discuss how this influences her unique inve...
Apr 01, 2021•1 hr 5 min•Transcript available on Metacast 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 the biggest macro and emerging trends using their proprietary tools, indicators, and proven tra...
Mar 29, 2021•55 min•Ep 55•Transcript available on Metacast 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 with Aon Hewitt in 2003, Justin next worked at Merrill Lynch during the now seminal period between 2...
Mar 25, 2021•1 hr 9 min•Transcript available on Metacast 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 that combines game theory, systems thinking, Bayesian analysis, and behavioral economics to outsmart ...
Mar 18, 2021•2 hr•Transcript available on Metacast 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 and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmc...
Mar 14, 2021•29 min•Ep 52•Transcript available on Metacast 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 Capitals Emerging Managers class 2021 created by the one and only Chamath. In this interview, we dis...
Mar 11, 2021•33 min•Ep 51•Transcript available on Metacast 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 instigating the development of new, industry-first products. Jay talked through the firm’s Thematic ...
Mar 04, 2021•53 min•Transcript available on Metacast 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 publications like The Wall Street Journal, Barron's, and Business Insider. Jesse and I spoke about an as...
Feb 25, 2021•51 min•Ep 49•Transcript available on Metacast 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 basics, why does Bitcoin have value, to the opportunity and risks ahead in this market environment inclu...
Feb 18, 2021•1 hr•Transcript available on Metacast 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 surrounding GameStop, the relationship between a rapidly growing group of ‘Average Joe’ traders and the...
Feb 11, 2021•2 hr 52 min•Ep 47•Transcript available on Metacast 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 over different time periods. We discuss koyfin in detail and finish by digging into Robs investing ...
Feb 04, 2021•52 min•Transcript available on Metacast 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 performing mutual fund in 1995, a year in which Toronto Trust Argentina recorded a 79.25% return. Hanke tak...
Jan 28, 2021•1 hr 4 min•Transcript available on Metacast 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 index play. ... Thanks to Cofruition for consulting on and producing the podcast. Want further Opto ...
Jan 21, 2021•40 min•Transcript available on Metacast 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 investment tool, a secret weapon in the armouries of institutional investors across the globe, came to be. ...
Jan 14, 2021•56 min•Transcript available on Metacast 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 practitioners, challenging conventional wisdom at every turn. Prior to founding Research Affiliates, Ro...
Jan 07, 2021•1 hr 2 min•Ep 42•Transcript available on Metacast Welcome to a special edition of the Opto Sessions podcast, Ed and I have identified our favourite episodes from what has been an unprecedented year for global stock markets. We’ve narrowed it down to our top 8, selecting 4 clips each from our favourite interviews this year. Featured guests include investing royalty, Jim Rogers, who alongside George Soros, co-founded the Quantum Fund; and Jack Schwager, the international best-selling author responsible for the Market Wizards series. We really enj...
Dec 31, 2020•30 min•Ep 41•Transcript available on Metacast Opto Sessions is off for our holiday break (Merry Christmas, by the way) We just wanted to say a big thank you to everyone who has listened to the show this year and that we’ll be back in the new year with more interviews from the world’s best traders. Next week (31st December 2020) we’ll be releasing a slightly different episode: our highlights from the year. If you’re interested in hearing the best bits from our interviews in one place, be sure to give it a listen. Before leaving you, we’ll en...
Dec 24, 2020•1 min•Transcript available on Metacast Today I welcome Keith McCullogh, the founder of hedgeye risk management which is a no-excuses provider of real-time investment research and a premier online financial media company. Keith and his team of 80 analysts are hard at work tearing down the edifice of Old Wall Street, brick by brick. We deconstruct the proprietary models which hedgeye uses to both assess the markets and recommend positions. This includes his quad based investing approach, risk ranges, and even portfolio and position siz...
Dec 17, 2020•57 min•Transcript available on Metacast Frank E. Holmes is CEO and Chief Investment Officer of U.S. Global Investors. Under Frank’s direction, the company has exceeded all expectations in the highly-competitive ETF market, having launched the JETS ETF in 2015, a fund that shot to prominence this year – a darling of Robinhood traders -, and which now commands nearly $3bn AUM. Frank made his name in Mining, receiving various awards from the Mining Journal , including Fund Manager of the Year in 2006 and Best Americas Based Fund Manager ...
Dec 10, 2020•53 min•Transcript available on Metacast David Mazza is the managing Director and Head of Product at Direxion, a well-known provider of ETFs and Mutual funds. As head of product David leads the research and development of new products at Direxion in addition to the ongoing product management and strategy for the firm. Direxion has recently been highlighted as an innovator in the realm of thematic ETFs and this is exactly what we’ll be discussing in detail in this episode. You’ll hear about Moon - the latest moonshot innovators ETF as w...
Dec 03, 2020•53 min•Ep 38•Transcript available on Metacast Michael A. Gayed is Portfolio Manager at Toroso Investments, a company with $5 billion AUM. Michael manages the ATAC Rotation fund, which has returned roughly 50% this year, an extremely impressive result amid unprecedented market volatility. Michael is also the co-author of four award-winning research papers on market anomalies & investing, an active contributor to MarketWatch & Seeking Alpha, and has been interviewed on CNBC, Bloomberg, and the Wall Street Journal Live. Michael has a t...
Nov 26, 2020•58 min•Ep 37•Transcript available on Metacast Peter Tuchman has spent over 35 years on Wall Street, making him one of the most experienced brokers on the floor of the New York Stock Exchange. Two white sprouts of hair coupled with a larger-than-life personality have earned him the moniker “The Einstein of Wall Street", and have seen him become a firm-favorite with the press. Peter is the most photographed man on the Street and has been depicted during some of the most pivotal moments in recent financial history. Peter gives us unparall...
Nov 19, 2020•1 hr 25 min•Transcript available on Metacast Jack Schwager is back again, Author of the well renowned Market Wizards series. We’re here to celebrate the launch of his latest release - Unknown Market Wizards - by digging into a couple of the hugely successful traders Jack interviews in the book. You’ll hear about the unicorn sniper who hunts down high conviction trades and the penny stock trader who now rides disruptive trends and is all about being early. You can purchase Jack's latest book on Amazon, just search for ‘Unknown Market W...
Nov 12, 2020•1 hr 1 min•Transcript available on Metacast 
