► Download our FREE App & Discover the Next Big Investment Opportunities (US & UK only): https://optothemes.page.link/app Welcome back! Today, we have the pleasure of hosting Adam Taggar, founder & host of Thoughtful Money. Adam discusses his outlook for the US economy for the rest of 2024, offering a “consensus consolidation" of insights gathered from the experts he frequently interviews on his channel. We delve into the impact of central bank interventions, the potential conse...
Feb 15, 2024•49 min•Transcript available on Metacast ► Download our FREE App (US & UK only): https://optothemes.page.link/app Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show. Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks. With Meta's stock market value recently skyrocketing by $197 billion, questions arise about the driving forces behind this historic b...
Feb 09, 2024•31 min•Transcript available on Metacast Get OPTO’s best content every day by subscribing to our FREE newsletter ! Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader. In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning its economic data reliability, and analysing negative trends in Foreign Direct Investment (FDI) and capital flows. From a property crisis ...
Feb 01, 2024•38 min•Transcript available on Metacast Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally. In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future. He highlight...
Jan 25, 2024•39 min•Transcript available on Metacast Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of introducing Matthew Sigel, Head of Digital Assets Research at VanEck. In this episode, Matthew dives into the SEC’s recent approval of US spot bitcoin ETFs, sharing his thoughts on the wild price movements post-launch and assessing the significance of this event for the future of crypto, including whether Ethereum might be next. We also ...
Jan 18, 2024•40 min•Transcript available on Metacast Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of hosting Jeff Desjardins, Editor-in-Chief of Visual Capitalist & author of the 2021 book ‘Signals: The 27 Trends Defining the Future of the Global Economy.’ In this episode, Jeff maps out the trajectory of the 'Exponential Age,' spotlighting the impact of the new space race, the genomics revolution, and the relentless pace o...
Jan 11, 2024•50 min•Transcript available on Metacast Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! In the second part of our 2023 special, the spotlight turns to the profound impact of artificial intelligence on the global economy. As we step into 2024, we chose to reflect on this pivotal theme, drawing insights from thought-provoking interviews with Jeff Booth, technology leader and author of 'The Price of Tomorrow,’ and Jens Nordvig, Co-Founder and CEO of Ma...
Jan 04, 2024•12 min•Transcript available on Metacast Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter As 2023 comes to a close, a year that witnessed transformative shifts across various industries, there's one theme that stood out— artificial intelligence. Current forecasts predict that rapid advancements in artificial intelligence could add $16 trillion to the global economy by 2030. In this year’s two-part special, we want to take a closer look at why AI characterised 2023 ...
Dec 21, 2023•22 min•Transcript available on Metacast Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are revisiting our interview with 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, discus...
Dec 14, 2023•50 min•Transcript available on Metacast Get OPTO’s best content every day by subscribing to our FREE newsletter ! Today, we have the pleasure of speaking with Colin Canfield, Investor Relations Manager at Rocket Lab - as the company gears up for the next flight of its Electron small-scale launch vehicle. We kick off this episode with an elevator pitch for Rocket Lab, exploring the company's vision as articulated by CEO Peter Beck, "We go to space to improve life on Earth." Colin delves into what sets the company apart f...
Dec 07, 2023•46 min•Transcript available on Metacast Get OPTO’s best content every day by subscribing to our FREE newsletter ! Welcome back to The Big Picture , OPTO's macro show, in association with MarketReader , where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets. In this episode, Jens Nordvig, our macro expert and co-host, revisits a timely call he made during our last show, where he predicted interest rates would peak due...
Nov 30, 2023•44 min•Transcript available on Metacast Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter In the second part of our conversation with Jeff Booth, author, entrepreneur and technology visionary, we embark on a journey into the future of Bitcoin, work, and automation. Jeff walks us through real-world applications of Bitcoin before sharing his vision for its evolution. He highlights Breez, a company he invested in, which is revolutionising lightning payments with SDK (software d...
Nov 23, 2023•25 min•Transcript available on Metacast Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are thrilled to have Jeff Booth back on the show. As a successful entrepreneur, technology leader, and the author of 'The Price of Tomorrow – Why Deflation is Key to an Abundant Future' (2020), Jeff challenges conventional wisdom in this two-part episode. In this first part, he dissects the flaws of low, controlled inflation, delving into the factors behind the US do...
Nov 16, 2023•34 min•Transcript available on Metacast 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 welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show. In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the Chinese...
Nov 09, 2023•1 hr 6 min•Transcript available on Metacast Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of introducing Brandon Rakszawski, VP, Director of Product Management at VanEck. In this episode, Brandon delves into the remarkable performance of the VanEck Morningstar Wide Moat ETF (MOAT) compared to the S&P 500, highlighting its consistent edge over the index over the long-term. He also uncovers the strategy that underlies MOAT’s succes...
Nov 02, 2023•48 min•Transcript available on Metacast 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 welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show. In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and how it's catering to a growing demand for battery technology and electric vehicles. Alec w...
Oct 26, 2023•39 min•Ep 192•Transcript available on Metacast Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome to The Big Picture , OPTO's new macro show, in association with MarketReader , where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets. Meet Jens Nordvig, our macro expert and co-host, who brings a wealth of experience from his roles as a Managing Director at Go...
Oct 19, 2023•39 min•Transcript available on Metacast Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the privilege of sitting down with none other than Anthony Scaramucci, a man known both as 'The Mooch' and as the founder and managing partner of SkyBridge Capital. You might also remember him as the former White House Director of Communications. Anthony shares his vision for the 'future of money', his belief in the immense power of Bitcoin, and the tr...
Oct 12, 2023•1 hr 12 min•Transcript available on Metacast Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure to welcome Doomberg back to the show. In this episode, Doomberg covers current global energy challenges, key takeaways from COP28, and the debate surrounding climate change. Doomberg also shares thoughts on the future of energy, including solar, wind, and nuclear, explaining the pivotal role of the latter. Finally, we discuss geopolitical challenges, includi...
Oct 05, 2023•39 min•Transcript available on Metacast 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 welcoming Michael Venuto, CIO and Co-Founder of the Tidal Financial Group & Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show. In this episode, Michael explores the potential impact of the 2024 Bitcoin halving on the cryptocurrency market, sharing insights on whether it will spark the next bull run or fall shor...
Sep 28, 2023•52 min•Transcript available on Metacast 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 Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck. Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores how India has gained global attention amid competition with China, dissecting reasons for its lo...
Sep 21, 2023•29 min•Transcript available on Metacast 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 David Heinemeier Hansson, co-owner and CTO of 37signals, the parent company of Basecamp, a pioneering software-as-a-service platform for project management, and HEY, an innovative alternative to Gmail and Outlook. In this episode, David takes us on his entrepreneurial journey, revealing the intricacies of bootstrapping a tech-focused business...
Sep 14, 2023•55 min•Transcript available on Metacast Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Jeff Desjardins is the Editor-in-Chief of Visual Capitalist , frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum. A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers...
Sep 07, 2023•42 min•Transcript available on Metacast Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are revisiting this October 2021 episode featuring Doomberg, where we discussed the Nord Stream sabotage, the Bank of Japan's economic battle against stagnation, and the wider question of global energy security - topics that remain deeply pertinent to this day. Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains...
Aug 31, 2023•45 min•Transcript available on Metacast 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 Arelis Agosto, Senior Healthcare Analyst at Global X. In this episode, we explore the transformative landscape of healthcare, diving into the latest breakthroughs in gene therapy & editing and genomic technology and the sector’s increasing need for digitisation. Arelis shares insights from the latest J.P. Morgan Healthcare Conference, highl...
Aug 24, 2023•40 min•Ep 189•Transcript available on Metacast Today, we are pleased to welcome Christian Magoon, CEO of Amplify ETFs, back to the show. In this episode, Christian walks us through the fintech revolution in emerging markets, discussing how smartphone penetration and a young demographic are driving the sector in these regions. Christian explains why he thinks payment companies are the foundation of fintech in EM and why he sees exceptional growth potential in the digital asset space over the next 5 to 10 years. He also gives us a macro overvi...
Aug 17, 2023•45 min•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 185•Transcript available on Metacast 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•Transcript available on Metacast 
