Opto Sessions – Invest in the Next Big Idea
Episodes
Matt Hougan - Crypto Index Investing, Decentralised Finance & How to Add Crypto to a Portfolio
24 May 2021
Contributed by Lukas
Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bi...
Jon Maier - Model Portfolios, Transitory Inflation & Gauging Your Risk Profile
20 May 2021
Contributed by Lukas
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 Lit...
James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes'
13 May 2021
Contributed by Lukas
James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage ov...
Alan Brochstein - Investing in Legal & Medical Cannabis
06 May 2021
Contributed by Lukas
This week I have the pleasure of introducing Alan Brochstein who’s known as the leading Financial Analyst dedicated to the Cannabis industry. Alan s...
Damien Bisserier - Ray Dalio's Bridgewater & The Risk-Parity Approach
29 Apr 2021
Contributed by Lukas
Damien is a Managing Partner and Co-Chief Investment Officer at ARIS - Advanced Research Investment Solutions - a $19 billion investment advisor. Dami...
Mark Yusko - #2.1 Quadrillion, Digital Assets & Being Early in Innovation
22 Apr 2021
Contributed by Lukas
Today I welcome Mark Yusko, the Founder, CEO & Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Di...
Ben Goldsmith - The Green Industrial Revolution & Investing in Sustainability
15 Apr 2021
Contributed by Lukas
Ben Goldsmith is an environmentalist and sustainability-focused investment pioneer. Founder and CEO of London-listed investment firm Menhaden, Ben, an...
Angela Chang Newell - Chamath Palihapitiya's Emerging Managers Class of 2021
08 Apr 2021
Contributed by Lukas
Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapi...
Lyn Alden - Network effects, Bitcoin & Finding Quality, Undervalued Stocks
01 Apr 2021
Contributed by Lukas
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...
Mish Schneider - Stagflation, The Commodity Supercycle & Bitcoin Vs Gold
29 Mar 2021
Contributed by Lukas
Hello everyone, Ed Gotham here, and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their s...
Justin Onuekwusi - Justifying Fees in a 'Zero-Fee World' & Cross-Asset Allocation in 2021
25 Mar 2021
Contributed by Lukas
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...
Adam Robinson - Outsmarting the Market, Systems & 'The Great Game'
18 Mar 2021
Contributed by Lukas
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 lookin...
Howard Lindzon - SPAC Attack, Collectibles & $1.9 Trillion Stimulus
14 Mar 2021
Contributed by Lukas
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 inv...
Jonah Lupton - Investing in innovation
11 Mar 2021
Contributed by Lukas
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 enthu...
Jay Jacobs - Lithium, Clean Tech, Genomics & the Benefits of Investing in Themes
04 Mar 2021
Contributed by Lukas
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 –...
Jesse Felder - Oil vs. Renewables, Bitcoin bulls & Rampant speculation
25 Feb 2021
Contributed by Lukas
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,...
Jeff Ross - The Opportunity in Bitcoin & The 'FILMS' Equity Model
18 Feb 2021
Contributed by Lukas
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...
Trevor Neil - GameStop, Average Joe's vs. Big Money & The Madness of Crowds
11 Feb 2021
Contributed by Lukas
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 s...
Rob Koyfman - Koyfin. The Ultimate Analytics Tool for Stocks
04 Feb 2021
Contributed by Lukas
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 anal...
Steve Hanke - A 79% Return, Advising President Reagan & Taming Hyperinflation
28 Jan 2021
Contributed by Lukas
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 a...
Trevor Neil - Exclusive: The RRG UK Momentum+
21 Jan 2021
Contributed by Lukas
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 - Th...
Julius de Kempenaer - RRGs: The Secret Weapon in an Investor's Armoury
14 Jan 2021
Contributed by Lukas
Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and...
Rob Arnott - Contrarian Investing, 'Nowcasting' & the Strategies Behind $145bn in Assets
07 Jan 2021
Contributed by Lukas
Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment st...
Opto Special: 8 Takeaways from 2020 - Jim Rogers, Camillo, Schwager & More
31 Dec 2020
Contributed by Lukas
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 fo...
End of Year Trailer (Happy Christmas)
24 Dec 2020
Contributed by Lukas
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...
Keith McCullough - Hedgeye's CEO on the GIP model, Quads & Risk ranges
17 Dec 2020
Contributed by Lukas
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 ...
Frank E. Holmes - Crypto Mining, The Yellow Metal & the JETS ETF
10 Dec 2020
Contributed by Lukas
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 ...
David Mazza - Direxion Thematic ETFs - Moonshot innovators, Remote healthcare & more
03 Dec 2020
Contributed by Lukas
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 t...
Michael A. Gayed - 50% Returns in 2020, Risk-On Risk-Off, & the RORO ETF
26 Nov 2020
Contributed by Lukas
Michael A. Gayed is Portfolio Manager at Toroso Investments, a company with $5 billion AUM. Michael manages the ATAC Rotation fund, which has returned...
Einstein of Wall Street - The New York Stock Exchange's Most Iconic Broker
19 Nov 2020
Contributed by Lukas
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 ...
Unknown Market Wizards - The Unicorn Sniper, Penny Stocks & Being Early
12 Nov 2020
Contributed by Lukas
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 M...
POST ELECTION SPECIAL - JC Parets - The themes to watch
06 Nov 2020
Contributed by Lukas
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’...
Morgan Housel - The Psychology of Money: Timeless lessons on wealth, greed, & happiness.
05 Nov 2020
Contributed by Lukas
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...
Jesse Felder - Teslas vampire squid & The return of Black Gold
29 Oct 2020
Contributed by Lukas
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-d...
Denny Fish - A $5.4 Billion Fund, The Inflection Election & Favourite Tech Innovators
22 Oct 2020
Contributed by Lukas
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...
Peter Brandt - Classical Chart Patterns, The Pareto Principle & Corruptible US Dollars
15 Oct 2020
Contributed by Lukas
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 prom...
50pips - Positioning for the US Election, Market flows & Removing your bias
08 Oct 2020
Contributed by Lukas
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...
Chris Camillo - Turning $20k Into $30 Million
01 Oct 2020
Contributed by Lukas
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 fo...
Andrew Thrasher - Market Breadth, Sector rotation strategies and the US election
24 Sep 2020
Contributed by Lukas
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 En...
Jack Schwager - Market Wizards, Ray Dalio, Stanley Druckenmiller & Paul Tudor Jones
17 Sep 2020
Contributed by Lukas
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...
Kathryn McDonald - An ESG Chief on Sustainable Funds' $71 Billion Boom
10 Sep 2020
Contributed by Lukas
Today, I’m welcoming Kathryn McDonald to the Opto Sessions podcast, Co-Founder of Radiant ESG. Earlier this year Kathryn and Radiant CEO Heidi Ridle...
Perth Tolle - Emerging Markets: How to Invest in Freedom & Why That Excludes China
03 Sep 2020
Contributed by Lukas
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 rece...
Meb Faber - Market bubbles, stock valuations and why you need a global asset allocation.
27 Aug 2020
Contributed by Lukas
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 Cam...
Gregory Zuckerman - The man who solved the markets & lessons from the titans of finance
20 Aug 2020
Contributed by Lukas
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...
Russ Mould - Is the 'Great Rotation' Finally Here? Stocks to Watch in a New Market Cycle
13 Aug 2020
Contributed by Lukas
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 platform...
Michele Schneider - Gold, The Dollar, clean energy and the 6 market phases
06 Aug 2020
Contributed by Lukas
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 Res...
Paul Markham - Inside the Mind of a $4bn Equity Manager: COVID-19 & Trump vs. Biden
30 Jul 2020
Contributed by Lukas
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 ...
Joachim Klement - 7 mistakes every investor makes & why Spotify should start a hedge fund
24 Jul 2020
Contributed by Lukas
Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equi...
Deborah Fuhr - Why is Everyone Talking About ETFs? A $6 Trillion Industry, Uncovered
17 Jul 2020
Contributed by Lukas
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 s...
JC Parets - New all time highs. Zoom, Docusign, Biotech, Social Media & Internet retailers
10 Jul 2020
Contributed by Lukas
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 abo...
Liam Vaughan - 'Flash Crash': A Trading Savant, A Global Manhunt & the Most Mysterious Market Crash in History
03 Jul 2020
Contributed by Lukas
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 trilli...
Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil
26 Jun 2020
Contributed by Lukas
In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private b...
Fahmi Quadir - The 29-Year-Old Short Seller That Brought a $90 Billion Company to its Knees
19 Jun 2020
Contributed by Lukas
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 ...
Brendan Mulhern - Bridging the Void Between Purist Stock-Picking and Macro Economics
12 Jun 2020
Contributed by Lukas
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 ...
Brian Shannon - The psychology behind technical analysis & why 'Only price pays'
05 Jun 2020
Contributed by Lukas
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...
Chris Kimble - A Technical Analysis Pioneer on 'Smart vs Dumb' Money & The Madness of Crowds
29 May 2020
Contributed by Lukas
We caught up with Chris Kimble, founder of Kimble Charting Solutions and all-round technical analysis expert. With an archive of charts committed to m...
William Hobbs - CIO at Barclays on Covid-19 & market sentiment indicators
22 May 2020
Contributed by Lukas
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 finan...
Joe Kunkle - An Options Virtuoso on Tracking Smart Money & Flexible Trading
15 May 2020
Contributed by Lukas
Today we're delighted to be interviewing Joe Kunkle, or OptionsHawk to his 67,000 Twitter followers. A former Equity Analyst at Thomson Reuters, ...
Ivanoff - The momentum 50 & How to protect and grow capital during corrections
08 May 2020
Contributed by Lukas
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 &...
Jim Rogers - Investing Legend on "Worst market crash in my lifetime" & Quantum's 4200% Return!
01 May 2020
Contributed by Lukas
We're delighted to be interviewing Jim Rogers, investment legend and co-founder of the Quantum Fund, that famously returned 4200% over just 10 ye...
50pips - The pro trader reveals how to utilise trading 'zones' & analyse price action.
24 Apr 2020
Contributed by Lukas
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...
Patrick Reid - How FX impacts stocks by an ex NY hedge fund trader
17 Apr 2020
Contributed by Lukas
In this episode, we're delighted to be interviewing ex new york hedge fund trader Patrick Reid. We discuss 'king dollar' and how it inf...
Trevor Neil - A V-shaped market revival, the next big thing, and 'becoming an algo'
10 Apr 2020
Contributed by Lukas
We caught up with Trevor Neil, technical analysis authority, fund manager, and 40-year stock market veteran. Trevor has trained some of the top invest...
Alessandra Sollberger - The Biotech boom, Crypto inflection, and why Impact investing is here to stay
03 Apr 2020
Contributed by Lukas
Alessandra Sollberger is the founder of Top Tier impact, a global private network of impact investors and entrepreneurs. However, Alessandra’s exper...
Howard Lindzon - Coronavirus, market volatility and the 8 to 80 Portfolio
27 Mar 2020
Contributed by Lukas
Howard Lindzon is an investor and entrepreneur. The founder of social leverage, a seed stage investment fund with notable investments in companies suc...
Trailer: Introducing Opto Sessions
26 Mar 2020
Contributed by Lukas
Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to ...