63 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 • 46 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.

    #61 - Alan Brochstein - Investing in Legal & Medical Cannabis

    #61 - Alan Brochstein - Investing in Legal & Medical Cannabis

    This week I have the pleasure of introducing Alan Brochstein who’s known as the leading Financial Analyst dedicated to the Cannabis industry.

    Alan spent decades on the inside of the investment industry as a portfolio manager on wall street before starting 420 Investor, the largest due diligence platform covering publicly-traded stocks in the cannabis industry. In addition he leads content development and strategic alliances at New Cannabis Ventures, a leading provider of relevant information in the cannabis industry. A necessary source of information for anyone interested in investing in this industry.

    We have a very interesting conversation where we discuss the huge potential of the industry, common misconceptions about some of the most popular stocks such as Tilray and Canopy growth and how cannabis could be considered as a growing consumer staple.

    Enjoy

    www.newcannabisventures.com
    @Invest420
    ...

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    #60 - Damien Bisserier - Ray Dalio's Bridgewater & The Risk-Parity Approach

    #60 - Damien Bisserier - Ray Dalio's Bridgewater & The Risk-Parity Approach

    Damien is a Managing Partner and Co-Chief Investment Officer at ARIS - Advanced Research Investment Solutions - a $19 billion investment advisor. Damien has over 19 years of experience advising some of the world’s leading institutional investors.

    Damien spent nearly a decade at Bridgewater Associates, one of the highest-profile hedge funds on the planet, founded by world-famous investor Ray Dalio. In this role, Damien was responsible for managing relationships with the company’s impressive list of clients, an array of family offices, foundations, and pension mandates, ranging from $1 billion to $100 billion in size.

    We discuss why risk-parity strategies are effective in today’s market environment, and uncover why some risk-parity managers missed their long-touted chance to record significant returns amid the pandemic’s volatility. We conclude by examining ARIS’s industry-first Risk-Parity ETF – Enjoy the interview!

    ...

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    • 1 hr 4 min
    #59 - Mark Yusko - #2.1 Quadrillion, Digital Assets & Being Early in Innovation

    #59 - Mark Yusko - #2.1 Quadrillion, Digital Assets & Being Early in Innovation

    Today I welcome Mark Yusko, the Founder, CEO & Chief Investment Officer at Morgan Creek Capital Management and Managing Partner at Morgan Creek Digital Assets.

    He currently manages close to $2 billion in discretionary and non-discretionary assets at Morgan Creek. He’s known for his alternative Thinking About Investments and interest in emerging asset types. It makes sense then that a cornerstone of the morgan creek investment philosophy is to invest in innovation.

    In this interview, we touch on Blockchain and digital currency as the greatest wealth creation opportunity of our lifetime, SPACs, Bitcoin, and how some of the best investment opportunities come from being an early investor in innovation.

    Enjoy

    morgancreekcap.com
    @MarkYusko
    ...............

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    • 1 hr 9 min
    #58 - Ben Goldsmith - The Green Industrial Revolution & Investing in Sustainability

    #58 - Ben Goldsmith - The Green Industrial Revolution & Investing in Sustainability

    Ben Goldsmith is an environmentalist and sustainability-focused investment pioneer. Founder and CEO of London-listed investment firm Menhaden, Ben, and the team focus their attention on the theme of energy and resource efficiency. Having previously co-founded the clean tech-focused investment firm WHEB back in 2003, Goldsmith has a long track record delivering returns in this space. Ben has also used his personal wealth to support both philanthropic and political projects in this area.

    Ben and I discuss how Menhaden identify companies delivering or benefiting from the efficient use of energy; we unpick the firm’s unique criteria for portfolio inclusion; and highlight the stocks that figure in the current fund. And after a historic year for clean energy returns in 2020, Ben gives us his outlook for the segment for the second half of 2021. Enjoy the interview!
    ...

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    • 1 hr 1 min
    #57 - Angela Chang Newell - Chamath Palihapitiya's Emerging Managers Class of 2021

    #57 - Angela Chang Newell - Chamath Palihapitiya's Emerging Managers Class of 2021

    Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapitiya – a billionaire and Twitter influencer with over 1.4 million followers.

    Earlier this year Angela made it into an exclusive group, Chamath and Social Capital’s Emerging Managers class of 2021 – an industry-first initiative that has sought investors, of all backgrounds, who believe they can develop differentiated strategies to generate outsized returns. Social Capital has funded their portfolio managers with an initial capital base, with the aim of scaling that over time.

    Angela has worked for some of the biggest and most prestigious asset managers in the world – including JPMorgan and Macquarie – and her unique take on US equity investment was extremely compelling. We discuss what differentiates her approach from the rest of the market; what makes an exceptional portfolio manager; Angela takes us inside one of the most talked-about companies in the industry. Enjoy the interview!

    After the interview, Angela shared Dimon's 2020 letter to shareholders. Read for more insight into the JPMorgan CEO's insight:

    https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2020.pdf
    ...

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    • 55 min
    #56 - Lyn Alden - Network effects, Bitcoin & Finding Quality, Undervalued Stocks

    #56 - Lyn Alden - Network effects, Bitcoin & Finding Quality, Undervalued Stocks

    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 private capacities for over 15 years, and her methods have received global renown – Lyn has 165,000 followers on Twitter, and has contributed to sites like Business Insider, MarketWatch, CNBC, The Street, and Time’s Money Magazine.

    Lyn’s edge lies in the intersection between Engineering and Finance – we discuss how this influences her unique investment approach, and how a Contrarian slant helps Lyn identify quality, undervalued stocks.

    Also on the agenda are Network effects – we dig into their impact on businesses like Facebook and Amazon, and how their influence incited Lyn’s Bitcoin bet in April 2020. After an in-depth look at Lyn’s current portfolio, we discuss how stock market investors should navigate the tumultuous interest rate environment. Enjoy the episode!

    Sign up for Lyn’s free newsletter, here: https://www.lynalden.com/investing-newsletter/


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

    • 1 hr 5 min

Customer Reviews

4.8 out of 5
46 Ratings

46 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

capt mainwaring ,

Interesting

Good guests, slight lack of chemistry.

Bencar288 ,

Super interesting insights

Great commute partner, learned a lot about how successful traders approach the markets.

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