Opto Sessions – Invest in the Next Big Idea

Haydn Brain & Ed Gotham
  • 4.7 (20)
  • INVESTING
  • UPDATED WEEKLY
Opto Sessions – Invest in the Next Big Idea

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.

  1. FEB 13

    Quality Investing: What Makes a Great Stock?

    This week on OPTO Sessions, Compounding Quality’s founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment’s impact on quality investing. O...

    41 min

  2. JAN 31

    Blockchain Stocks to Watch in 2025

    Christian Magoon, CEO of Amplify ETFs, joins OPTO Sessions to share expert insights into blockchain investing. We dive deep into performance of blockchain-related stocks in 2024 and analyze the impact of the Bitcoin halving cycle on the market. Christian discusses key investment opportunities within the blockchain space, trends among Bitcoin miners, and the future of blockchain technology beyond cryptocurrency. If you enjoyed this interview, consider subscribing to our Substack channel f...

    36 min

  3. JAN 17

    How Trump, Bitcoin and China Could Shape Markets in 2025

    This week, Michael Gayed joins Opto Sessions to discuss the current state of the global economy, from the implications of the reverse carry trade to 2025 market predictions and Trump’s policies. He explores Bitcoin’s role in modern finance, the challenges posed by high valuations & why China’s stock market could surpass the US in the coming years. 📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd Disclaimer: ...

    34 min

  4. 12/19/2024

    Aaron Levie, Box CEO: The Cloud, AI & the Future of Work

    In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology. 📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd Disclaimer: https://optothemes.com/disclosures...

    29 min

  5. 12/06/2024

    US Economy Reality Check with Julian Brigden

    In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation. 📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... Disclaimer: https://optothem...

    32 min

  6. 10/18/2024

    SoundHound CFO: The 3 Pillars of Voice AI

    📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company. 📲 Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... #ai #voiceai #soundhound #soun #artificialintelligence Disclaimer: https://optothemes.com/disclosures-and...

    47 min

  7. 09/27/2024

    The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy

    Marc Stapley, CEO at Veracyte, joins OPTO Sessions to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss o...

    38 min

  8. 09/13/2024

    MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence

    Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, includ...

    37 min
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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.

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