76 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.

    #74 - Mark Manduca - NYSE: GXO, Innovation in Logistics, Automation, Robotics & Vision Technology

    #74 - Mark Manduca - NYSE: GXO, Innovation in Logistics, Automation, Robotics & Vision Technology

    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 supply chains. Driving innovation in logistics from intelligent robotics to vision technology. It’s a leader in a fast-growing industry powered by some secular trends such as the shift to e-commerce.

    Listen on to find out more. Enjoy.

    gxo.com
    @GXOLogistics

    Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 24 min
    #73 - Tom Thornton - Hedge Funds, an FBI Raid & How to Analyse Market Sentiment

    #73 - Tom Thornton - Hedge Funds, an FBI Raid & How to Analyse Market Sentiment

    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 institutions. Tom and the team take this one step further too, aiming to empower their readers with a true investing edge, through a unique combination of sentiment and technical analysis.

    Tom describes his storied career to-date and, based on Telemetry's sentiment analysis, identifies the market trends-to-watch right now. Enjoy!

    Check out Hedge Fund Telemetry and subscribe at: https://www.hedgefundtelemetry.com/

    Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 1 hr 18 min
    #72 - Jeff Ross - The Reflation to Deflation Trade, #Wyckoff Accumulation & 3 Themes to Watch

    #72 - Jeff Ross - The Reflation to Deflation Trade, #Wyckoff Accumulation & 3 Themes to Watch

    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 for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 56 min
    #71 - Jonah Lupton - Futu Holdings, Upstart & Stocks that 5x over 5 years

    #71 - Jonah Lupton - Futu Holdings, Upstart & Stocks that 5x over 5 years

    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 room on StockTwits, Jonah’s widely renowned for his stock market tips - Enjoy the interview!

    Read some of Jonah’s content & subscribe to his newsletter at: https://jonahlupton.substack.com/welcome

    ....

    Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 1 hr 1 min
    #70 - Brad Loncar - Investing in Biotech, Chinese Biopharma & The Immunocology ETF

    #70 - Brad Loncar - Investing in Biotech, Chinese Biopharma & The Immunocology ETF

    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 Investment Directorship in the Bush-Cheney administration in 2004, and a short tenure as Director of Administration for John McCain, in 2008.
     
    Brad currently shares his expertise on LoncarBlog.com, Nasdaq.com, and contributes opinion pieces to Endpoints News. We discuss the rampant innovation transforming a constantly evolving industry, before examining Loncar’s two unique ETFs. We finish the interview by looking ahead, where Brad highlights his favourite innovations at the cutting-edge of Biotechnology. Enjoy!

    Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 1 hr 16 min
    #69 - Beth Kindig - Microtrends in Growth Stocks, AI & Electric Vehicles

    #69 - Beth Kindig - Microtrends in Growth Stocks, AI & Electric Vehicles

    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 tomorrow. She writes some incredible analysis of public companies and some of her articles have also featured in renowned publications such as Forbes and MarketWatch.
    ...

    Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 1 hr 8 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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