231 episodes

Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.

Opto Sessions – Invest in the Next Big Idea Opto Sessions

    • Business

Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.

    Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost

    Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost

    ► Invest in top-performing innovation stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdCathie Wood, CEO & CIO of ARK Invest, explains that disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion. In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. We’ve synthesise...

    • 25 min
    Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI

    Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI

    ► Invest in top-performing AI stocks with OPTO - Install FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies developing clear AI strategies, particularly those already using cloud infrastructure. Miriam also n...

    • 40 min
    Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst?

    Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst?

    ► Invest in top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdToday, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landscape for GenAI, highlighting key indicators and lessons from past tech cycles, before sharing her in...

    • 32 min
    Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?

    Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?

    ► Invest in top-performing biotech stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdOver the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unprecedented levels.Today, we delve into the challenges and opportunities in the biotech sector with Yuri Kh...

    • 42 min
    Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024

    Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024

    ► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdWelcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy!--------The content in ...

    • 34 min
    Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?

    Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?

    ► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fdMatt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. Enjoy!--------The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend ...

    • 46 min

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