69 episodes

Stock Market Opportunities: Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success. Learn to trade or improve your investing with ideas, tips and techniques from the industry's greatest minds.

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF Haydn Brain & Ed Gotham

    • Business
    • 4.8 • 48 Ratings

Stock Market Opportunities: Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success. Learn to trade or improve your investing with ideas, tips and techniques from the industry's greatest minds.

    #67 - Diego Parrilla - Anti-Bubbles, Gold's Perfect Storm & Opportunities From The End Of Peak Oil

    #67 - Diego Parrilla - Anti-Bubbles, Gold's Perfect Storm & Opportunities From The End Of Peak Oil

    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 engineer and economist in addition to having previous roles managing risk and global teams in prestigious investment banks, such as JP Morgan, Goldman Sachs, and Merrill Lynch

    We have a great conversation deconstructing opportunities from the end of peak oil, what is a bubble & anti-bubble, how to take advantage of anti-bubbles and golds perfect storm.

    Enjoy

    quadrigafunds.com
    @ParrillaDiego
    ...

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    • 1 hr 6 min
    #66 - Frédérique Carrier - RBC's Head of Investment Strategy on Her Global Market Outlook

    #66 - Frédérique Carrier - RBC's Head of Investment Strategy on Her Global Market Outlook

    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 spent 8 years at companies like Williams de Broë – later acquired by Investec -, managing several European equity mandates, Frédérique had previously taken in 5 years at BBVA Latinvest as a sell side analyst covering Latin America. A subsequent stint with Invesco, covering emerging markets and global equities, preceded her current position.

    Frédérique and I discuss what leading a global asset manager is like, before we embark on a whistle-stop tour across the globe, where Frédérique offers her investment outlook for the US, Europe & UK, and Emerging Markets too. Enjoy the interview!
    ...

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     https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 48 min
    #65 - Neil Howe - Millennials, Secular Investing & 'The Fourth Turning"

    #65 - Neil Howe - Millennials, Secular Investing & 'The Fourth Turning"

    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 “the great American prophets”, if predictions in his book ‘The Fourth Turning’, come to pass.

    Neil has also worked as a consultant and advisor for companies like Blackstone, the Concord Coalition, and the Global Aging Initiative at the Centre for Strategic and International Studies.
    Frequently featured on shows like USA Today, CNN, the New York Times, and CBS' 60 Minutes, we were extremely lucky to speak to Neil, and I took the chance to quiz him on how his theory can be applied to today’s financial markets – enjoy the interview!

    Here’s a link to Neil’s book, The Fourth Turning:

    https://www.amazon.co.uk/Fourth-Turning-American-Prophecy/dp/0767900464

    Neil also mentions the following title by Tim Lee, Jamie Lee & Kevin Coldiron:

    https://www.amazon.co.uk/Rise-Carry-Consequences-Volatility-Suppression/dp/1260458407

    ...

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    • 1 hr 13 min
    #64 - Matt Hougan - Crypto Index Investing, Decentralised Finance & How to Add Crypto to a Portfolio

    #64 - Matt Hougan - Crypto Index Investing, Decentralised Finance & How to Add Crypto to a Portfolio

    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 the future of crypto, innovative use cases in DEFI (Decentralised finance), why an index-based approach to crypto should be of interest to you, and direct index investing.

    Matt is a great guest on the show.  Enjoy.

    bitwiseinvestments.com
    @Matt_Hougan
    ...

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    • 52 min
    #63 - Jon Maier - Model Portfolios, Transitory Inflation & Gauging Your Risk Profile

    #63 - Jon Maier - Model Portfolios, Transitory Inflation & Gauging Your Risk Profile

    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, constructing a portfolio to achieve different goals as well as highlighting some interesting themes from the equity thematic disruptors portfolio.

    Enjoy the show.

    Twitter - @GlobalXETFs
    https://www.globalxetfs.com/
    ...

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    • 1 hr 4 min
    #62 - James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes'

    #62 - James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes'

    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 investment team by December 2006.

    We discuss what sets Horizon’s value, contrarian-oriented approach apart; James explains Predictive Attributes and how they give Horizon their edge; and finally, James takes me through the firm’s unique INFL ETF, up nearly 19% since inception in January – enjoy the interview!

    Visit the Horizon page for more info on their INFL ETF:

    https://horizonkinetics.com/products/etf/infl

    ...

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    • 1 hr 1 min

Customer Reviews

4.8 out of 5
48 Ratings

48 Ratings

Batmanrulesok ,

Living Market Educational Course

Goofy54

Excellent breadth of international expert talent clearly enjoying the interview format . Massive amount of information so having to digest more than the one hear. Really like the quick question format at the end . Also good links. Adding up the different sessions is like a living market educational course

MiltsSnr ,

Interesting but....

Listened with interest to the episode with the Bitwise guy Hougan, got me all revved up about his Internet Leaders and Crypto index funds, so signed up for a CMC markets account so I could trade them.....only to discover they are not on the CMC platform 🙄Obvious question is why feature managers you can’t then back?

capt mainwaring ,

Interesting

Good guests, slight lack of chemistry.

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