129 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. Join us to keep on top of where the industry is going next and learn from the industry's sharpest minds.

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

    • Business
    • 4.8 • 53 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. Join us to keep on top of where the industry is going next and learn from the industry's sharpest minds.

    #127 - Diego Parrilla - Tackling Inflation, a New Paradigm, & Hong Kong's Liquidity Crisis

    #127 - Diego Parrilla - Tackling Inflation, a New Paradigm, & Hong Kong's Liquidity Crisis

    Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

    Today I welcome back Diego Parrilla, Managing Partner and Investment Manager at Quadriga Asset Managers. With 20 years’ experience in macro investing, commodities, and trading in London, Singapore, and New York, Diego has managed teams in world-renowned investment banks, including JP Morgan, Goldman Sachs, and Merrill Lynch.

    Diego is a best-selling author too, publishing ‘The Energy World is Flat’ in 2015, and ‘The Anti-Bubbles’ in 2017.

    We discuss the Fed’s latest rate hike and whether a soft landing for the US economy is now out of reach. We also dig into European developments, analyzing the recent ECB announcement and whether their new bond-buying programme will have the desired effect. Finally, we discuss Chinese divergence, highlighting the property sector’s colossal debt, before examining Hong Kong’s liquidity crisis. Enjoy!

    Subscribe to Diego's newsletter, here: https://www.getrevue.co/profile/parrilladiego

    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
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    Past performance is not a reliable indicator of future results.
    CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.


    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

    • 51 min
    #126 - Ted Seides - How the World’s Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell

    #126 - Ted Seides - How the World’s Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell

    Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

    Ted Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron’s, Business Insider, and Forbes each naming it among the top investing podcasts.

    Having run his own multibillion-dollar hedge fund, Protégé Partners, from 2002-2015, Ted was profiled in ‘Top Hedge Fund Investors', a book authored by Larry Kochard and Cathleen Rittereiser in 2010. Ted has subsequently distilled his vast knowledge of premier investors’ strategies in his second book, ‘Capital Allocators: How the world’s elite money managers lead and invest’, published in March last year.

    We discuss some of Capital Allocators' most popular episodes, including interviews with investing legends Sam Zell, Chamath Palihapitiya, and Joel Greenblatt. We finish, by unpicking Ted’s bet with Warren Buffett, where Ted aimed to demonstrate the benefits of hedge funds on institutional portfolios, pitting 5 hedge fund of funds against the performance of the S&P 500 from 2008-2017. Enjoy!

    Some of the interviews referenced in today’s episode:

    - Sam Zell: https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/
    - Chamath Palihapitiya: https://capitalallocators.com/podcast/the-social-capital-flywheel/
    - Joel Greenblatt: https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/

    Capital Allocators: How the world’s elite money managers lead and invest: https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866
    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

    ------------------
    Past performance is not a reliable indicator of future results.
    CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

    • 59 min
    #125 - Jeff Ross - Bear Markets, Oil & The Dollar Wrecking Ball

    #125 - Jeff Ross - Bear Markets, Oil & The Dollar Wrecking Ball

    Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

    This week I welcome back Dr. Jeff Ross, founder of hedge-fund Vailshire Capital Management. Vailshire utilizes an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Its approach aims to achieve the highest possible portfolio returns in whatever macroeconomic conditions are present, either in the United States or around the world.

    In this interview, we discuss the big picture, hedging strategies in bear markets, further downside potential, and the importance of Oil.

    https://vailshire.com/
    @VailshireCap

    If you’re interested in receiving a daily update on thematic investing in the stock market where we keep you up to date on the next big thing, sign up to the Opto newsletter here. cmcmarkets.com/en/opto/newsletter

    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

    ------------------
    Past performance is not a reliable indicator of future results.
    CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

    • 40 min
    #124 - ARK Invest's Ali Urman - Gene Editing, CRISPResso, & a $1.1 Trillion Market By 2026

    #124 - ARK Invest's Ali Urman - Gene Editing, CRISPResso, & a $1.1 Trillion Market By 2026

    Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

    Ali Urman is ARK Invest’s Genomics analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. Spearheaded by one of the most talked-about investors in modern history, Cathie Wood, ARK Invest’s flagship fund received $1.5bn inflows in the first half of 2022, even as a tech sell-off continues to hamper its top holdings.

    I last spoke to Ali in November 2021, discussing the basics of DNA sequencing, and its overall potential. This time, we explored the efficacy of gene editing, examining her recent CRISPResso analysis – a method for assessing the efficacy of three major gene editing technologies. For help understanding the ultimate investment potential in Genomics, Ali’s insight is unparalleled. Enjoy!

    We reference multiple diagrams throughout, view those here: https://ark-invest.com/newsletters/issue-315/

    And listen to my previous interview with Ali, here: https://podcasts.apple.com/gb/podcast/89-ali-urman-ark-invest-dna-sequencing-the-genomic/id1504694129?i=1000541462274

    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
    ------------------
    Past performance is not a reliable indicator of future results.
    CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

    • 43 min
    #123 – REPOST: David Rosenberg - A Commodity Supply Squeeze, US Recession & Stamping Out Rampant Inflation

    #123 – REPOST: David Rosenberg - A Commodity Supply Squeeze, US Recession & Stamping Out Rampant Inflation

    Get all of Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

    Today we’re revisiting one of our most popular episodes to date. Back in April, I spoke to David Rosenberg, President, and Chief Economist & Strategist at Rosenberg Research, an economic consultancy firm.

    David offered a fascinating outlook for Russia, the likely repercussions of their invasion of Ukraine, and the resulting commodity supply squeeze. With Oil having rebounded above $100 as supply concerns outweigh the fear of recession, David’s insights prove both timely, and illuminating. 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
    ------------------
    Past performance is not a reliable indicator of future results.
    CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

    • 57 min
    #122 - Vitali Kalesnik - Recession, The Growth-to-Value Rotation & What is 'Quality'?

    #122 - Vitali Kalesnik - Recession, The Growth-to-Value Rotation & What is 'Quality'?

    Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

    Welcome back, I’m Haydn Brain, and you’re listening to Opto Sessions, where we interview the top traders and investors from around the world, uncovering their secrets to success.

    Vitali Kalesnik is Director of European Research at Research Affiliates Global Advisors. As of March 31st this year, $168 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

    Having headed up Research Affiliates’ equity research efforts at their headquarters in California, Vitali moved to London, now spearheading the company’s research agenda in Europe and developing new relationships in the region.

    Vitali starts by assessing the macroeconomic environment, covering inflation, monetary policy, the supply squeeze, and his recession outlook. Next, we dig into equity markets, Vitali provides priceless insight into the Growth-to-Value rotation, before considering ‘Quality’, and how he defines a quality stock. With company examples and actionable analysis of current markets, it’s a fascinating interview. Enjoy!

    Check out Vitali's paper 'What is Quality?',  here: https://www.researchaffiliates.com/publications/journal-papers/717-what-is-quality

    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

    ------------------
    Past performance is not a reliable indicator of future results.
    CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

    The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

    CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

    • 52 min

Customer Reviews

4.8 out of 5
53 Ratings

53 Ratings

Kayinka ,

The best podcast on investing

There in no better podcast that covers investing than Opto sessions. They bring on a range of different professionals from different backgrounds and it makes the show feel very well rounded and comprehensive. I find that lots of different strategies and approaches to investing are covered, the interviews are well conducted and all hosts are very pleasant to listen to.

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?

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