Today I’ve got Simon Erickson on the show. Simon is the founder and CEO of 7investing where they empower you to invest in your future! They provide subscribers with the "7 investment ideas" every month. Before this Simon was also at Motley Fool for 7 years as the lead advisor of Motley Fool Explorer, investing each month into the market's most innovative companies. Simon is a forward-looking investor, focused on identifying disruptive innovation and finding developing trends befor...
Dec 09, 2021•53 min•Transcript available on Metacast Gil Baumgarten is President & CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry. After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice’s endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment. Gil identifies the most common mistakes made by indivi...
Dec 02, 2021•43 min•Ep 92•Transcript available on Metacast Richard Lightbound is EMEA & Asia CEO of ROBO Global, an index advisory and Research company helping investors capture the unique opportunities presented by Robotics, Artificial intelligence, and Healthcare technology. Each of those themes within the Disruptive Innovation landscape is represented by a ROBO Global index, and cumulatively those indices have accrued close to $5bn worth of assets tracking them. We discuss how the company’s strategic advisory board - made up of best-in-class rese...
Nov 25, 2021•58 min•Ep 91•Transcript available on Metacast 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. Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012). In this interview, we discuss the 2 ways returns to deep value are realized, how the Billionaire Contrarians of Deep Value Beat the Market, and how you can value stock...
Nov 18, 2021•53 min•Transcript available on Metacast Ali Urman is ARK Invest’s Genomic Revolution analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. As of September 2021, ARK’s AUM stood at a colossal $42.4 billion, spearheaded by investing legend and household name, Cathie Wood. To speak to ARK’s Genomics analyst as a global pandemic thrusts Biotechnology into the spotlight was a huge privilege. And Ali doesn’t disappoint. We discuss the Genomic revolution – how the sequenc...
Nov 11, 2021•1 hr 2 min•Transcript available on Metacast This week we’ve got Austin Lieberman on the show, one of the 11 portfolio managers at Chamaths Social Capital. The 11 fund managers were given $50million by social capital earlier this year to try and achieve abnormal returns from the markets. Austin was previously a lead advisor at 7investing, a regular contributor to the motley fool, and a veteran, having served 7 years at the united states air force. In this interview, we discuss how and why to invest with a founder's mentality, Austin&a...
Nov 04, 2021•1 hr 21 min•Transcript available on Metacast On Friday 15th October we hosted our third live interview on Twitter Spaces, with Sessions favourite, Dr. Jeff Ross. Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, identifying long-term equity investments in the Healthcare & Technology sectors. I ask Jeff for his view on Tech & Healthcare right now, and ove...
Oct 28, 2021•34 min•Transcript available on Metacast This week I’m delighted to introduce Jaime Rogozinsk, Founder of the notorious WSB subreddit, you’ll all know them from the infamous GameStop short squeeze. A moment that will go down in history alongside the rise of the retail trader and the power of communities. Jaime founded WSB, a movement for financial democracy, in 2012. The community currently stands at approx 11 million strong. In this interview, we discuss why Jaime founded WSB, how the GameStop story unfolded, the power of communitie...
Oct 21, 2021•59 min•Transcript available on Metacast Emmet Savage is Chief Investor and Co-Founder of MyWallSt. MyWallSt’s mission is to get their readers successfully investing in the stock market, over a long-term time horizon. In addition to timely market insights and illuminating educational content on the firm’s App and website, Emmet offers 24/7 access to his Horizon portfolio, a group of 20-50 stocks, all of which Emmet believes possess the potential to 10x over 12 years. A professional audit of that portfolio showed a 24% annual return ove...
Oct 14, 2021•56 min•Transcript available on Metacast Last week we hosted our second live interview on Twitter Spaces, this time with Biotechnology investment expert and pioneer, Brad Loncar. Brad is the creator of two Nasdaq-listed funds: The Cancer Immunotherapy ETF & The China BioPharma ETF, and as a result, we focus on oncology innovation and Evergrande’s impact on Chinese biopharma. But to kick off, listen out for Brad’s views on Merck’s game changing anti-COVID pill and whether, after an uninspiring year for US Biotech, investors should b...
Oct 07, 2021•38 min•Transcript available on Metacast Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While Kevin considers himself an active ‘value’ investor - a Buffett/Munger disciple -, a 20+-year partnership with Princeton economist and indexing legend Dr. Burton Malkiel, has seen his career take an unexpected turn. Having co-founded Active Index Advisors in 2002, a pioneer in so-called ‘direct-indexing’, Kevin’s ambition had been to improve retail access to financial markets – a clear motivation in his founding of fract...
Sep 30, 2021•1 hr 4 min•Transcript available on Metacast Today we welcomed back Keith McCullough, CEO of the renowned market insights outfit, Hedgeye. With over 200,000 followers on Twitter, Keith has garnered a global reputation for his transparent, data-led approach. We kick off the interview by discussing how Keith and his team of over 40 analysts use their proprietary Growth/Inflation/Policy (GIP) model, to paint an illuminating picture of the macroeconomic environment. We also cover current markets, where I highlight the erroneous recession narra...
Sep 23, 2021•41 min•Ep 82•Transcript available on Metacast This week’s episode is slightly different. You’ll hear a live Q&A held on Twitter Spaces last Friday with Founder of Vailshire Capital Management and friend of the show, Jeff Ross. Jeff occupies the rare space of being both a radiologist and a founder of a successful hedge fund, and while the latter provides an innovative, all-weather, full-cycle portfolio management system – which has returned 95% in the past year – another topic currently hold Ross’s attention: Bitcoin. I quiz Jeff on Bitc...
Sep 16, 2021•35 min•Ep 81•Transcript available on Metacast 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 Andrew Chanin, CEO at ProcureAM on the show. ProcureAM enables investors to access other-worldly opportunities via the space ETF UFO. Andrew has a rich history in the equity markets beginning his career working for the Kellogg Group in 2007 as an ETF trader followed by a move to Cohen Capital ...
Sep 09, 2021•38 min•Transcript available on Metacast This week we’ve got Bob Brown on the show, CFO at AEye. AEye is a leader in AI-driven LiDAR systems for autonomous vehicles, advanced driver-assistance, and robotic vision. Bob has over 30 years of financial experience, completing over $20 billion in financing and M&A transactions, and has a rich history of working in C-level positions at various other Lidar companies. In this interview, we discuss how lidar is the future for autonomous driving and robotics, how the technology works includin...
Sep 02, 2021•39 min•Transcript available on Metacast Bruce Liu manages WUGI, Esoterica's NextG Economy ETF, which invests in 5G and its enablement of the ‘New Digital Economy’. Having spent time at WisdomTree, Alliance Bernstein, PhaseCapital, and the Dow Chemical Pension Fund, Bruce’s research technique was honed at some of the most prestigious sell-side and brokerage firms on the planet. Now he puts that to use exploring possibly this decade’s most compelling investment trend. 5G, and the technologies leveraging this next-generation connect...
Aug 26, 2021•1 hr 7 min•Transcript available on Metacast Ross Gerber is one of the most influential investors on social and traditional media. Gerber’s candid insight has seen him become a regular on Bloomberg, Reuters, Yahoo Finance, CNN, and Forbes. His wealth & investment management firm, Gerber Kawasaki, was founded in 2010 with business partner Danilo Kawasaki, and now looks after 8,000 clients and over $2 billion. We discussed the firm’s unique approach to wealth management, identifying the 9 themes that govern GK’s investment strategy. From...
Aug 19, 2021•1 hr 19 min•Ep 77•Transcript available on Metacast Hector McNeil is one of the most influential ETF experts in the industry, the product of over 19 years of experience, and recognised as such by ETF Stream’s ‘30 index’. Having been instrumental in establishing Susquehanna’s European ETF desk, Hector joined ETF Securities as Joint Managing Partner in 2005. Then in 2011, Hector founded BoostETP with business partner Nik Bienkowski. The company was subsequently purchased by US ETF provider WisdomTree in 2014, and 2 years later Hector stepped down a...
Aug 12, 2021•1 hr 2 min•Transcript available on Metacast Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. Today, I welcome Robert Cantwell, the founder of Upholdings and The Compound Kings™ ETF, ticker (KNGS). Upholdings was started to make high-quality growth investing available to more investors, the King's ETF is the first hedge fund ever to convert into an actively managed ETF giving retail investors the opportunity to do just that. The goal of compound Kings ...
Aug 05, 2021•1 hr 2 min•Transcript available on Metacast This is a unique episode. We were offered the very exciting opportunity to interview Mark Manduca, Chief Investment Officer for Logistics at XPO Logistics, NYSE-listed equity. Mark is a CFA with an extensive background in finance as managing director of equity research at Citi for ~3 years and prior to that Bank of America Merrill Lynch for close to 9 years. In this interview, we discuss the newly listed GXO, a spin-off company from XPO which focuses entirely on engineer faster, smarter, leaner ...
Jul 29, 2021•24 min•Transcript available on Metacast I spoke to Hedge Fund Telemetry Founder and President, Thomas Thornton. Tom’s career has taken him from early stints at Morgan Stanley and Roxbury Capital, to the now notorious former hedge fund, Level Global. Having subsequently been appointed Head trader at a high-profile family office, Tom then started to run his own money before a ‘eureka’ moment in 2017. What if Tom could bring investors inside the hedge fund world, offering them a unique glimpse of the insights available to these enigmatic...
Jul 22, 2021•1 hr 19 min•Transcript available on Metacast This week we’ve got Dr. Jeff Ross on the show again. Jeff is the founder of Vailshire Capital Management, a successful hedge fund which employs an innovative “all-weather” full-cycle portfolio strategy for its clients. Achieving triple-digit returns over the past year. In this interview, we discuss the macro environment along with the potential implications of a stronger dollar, the reflation to deflation trade, and Bitcoin. Enjoy https://vailshire.com/ @VailshireCap ..... Thanks to Cofruition f...
Jul 15, 2021•57 min•Ep 72•Transcript available on Metacast I caught up with growth stock investor Jonah Lupton, up 90% year-to-date and ready to discuss the top two holdings in his current portfolio. Ed originally spoke to Jonah back in March, so instead of re-covering old ground, Jonah and I got straight into these two exciting companies: Futu Holdings & Upstart. Jonah’s mission is to identify stocks that have the potential to 5x over the next 5 years, and with 534,000 Twitter followers, 10,000 YouTube subscribers, and an incredibly popular private...
Jul 08, 2021•1 hr 2 min•Ep 71•Transcript available on Metacast Brad Loncar is a Biotechnology expert, a pioneer in Biotech investment, and the index provider for two Nasdaq-listed biotech ETFs, Loncar’s Cancer Immunotherapy ETF, and the China BioPharma ETF. Brad is CEO of Loncar Investments and has a wealth of investment experience, having started out at Franklin Templeton as part of their Management Training Program. Brad’s also spent time in the US political sphere, having been appointed Senior Advisor at the U.S. Department of the Treasury, in between an...
Jul 01, 2021•1 hr 16 min•Transcript available on Metacast On today's show, I’m delighted to introduce Beth Kindig, a technology analyst with over a decade of experience in the private markets. She’s now the co-founder of IO fund which specialises in helping individuals gain a competitive edge when investing in tech growth stocks. How does Beth do this? She has gained hands-on experience over the years whilst either working for and/or analysing a huge amount of relevant tech companies that are involved in the micro-trends disrupting the world of to...
Jun 24, 2021•1 hr 8 min•Transcript available on Metacast On this show, I welcome Katrina Daminova, part of the Business Development team at Gemini. Gemini is one of the principal companies in the digital assets space with a very popular exchange and custody product for institutional investors. At Gemini, Katrina focuses on developing partnerships and servicing institutions. Her client base includes digital asset managers, crypto funds, hedge funds, market makers, fintech including neobanks, and others. Previously Katrina was head of product at Copper....
Jun 17, 2021•36 min•Transcript available on Metacast Welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success. Today I have the pleasure of welcoming 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 the Managing Partner and Portfolio Manager at Quadriga Asset Managers with a focus on Global Macro, Volatility, and Tail Risk. Diego is a well-versed individual who’s also an ...
Jun 10, 2021•1 hr 7 min•Transcript available on Metacast Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm’s London equity desk and formulates equity strategy for the UK & Europe. Frédérique also co-chairs RBC Wealth Management’s global asset allocation committee, GPAC, which determines asset allocation for the firm’s global client base. As of the end of last year, RBC had 843.6 billion (CAD) under administration, making it the fifth-largest wealth manager in the world. Having s...
Jun 03, 2021•48 min•Transcript available on Metacast In a bumper episode, I speak to Neil Howe, Managing Director of Demographics at Hedgeye. Neil is a renowned authority on social change, an acclaimed bestselling author, and America’s leading thinker on today’s generations – who they are, what motivates them, and how they will shape our future. Vice President Al Gore called Howe’s first title, ‘Generations’, "the most stimulating book on American history that I have ever read", while the Boston Globe is prepared to label Howe one of “th...
May 27, 2021•1 hr 14 min•Transcript available on Metacast Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bitwise is the leading provider of rules-based exposure to the crypto-asset space with a selection of interesting crypto funds and even a recently launched ETF, Bitwise Crypto Industry Innovators (Ticker: BITQ). Prior to working at Bitwise, Matt was CEO of ETF.com and helped spearhead the ETF industry to the mammoth size it’s become today. We discuss...
May 24, 2021•52 min•Transcript available on Metacast 
