219 episodes

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.

Opto Sessions – Invest in the Next Big Idea Opto Sessions

    • Business
    • 4.7 • 20 Ratings

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.

    Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance

    Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance

    ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

    Today, we are privileged to welcome Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years.

    In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One exception to this trend is China, which is going through a period of “despair” following its real estate bubble.

    Jim also mentions why he's investing in countries like Uzbekistan before sharing insights into his long/short investment strategy and the key qualities of a successful investor.  Enjoy!

     ► Disclaimer: https://optothemes.com/disclosures

    • 35 min
    Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare

    Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare

    ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

    Novel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. 

    Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing approaches to improve healthcare, particularly oncology. Enjoy!

     ► Disclaimer: https://optothemes.com/disclosures

    • 37 min
    Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Race

    Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Race

    ► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd

    Today, we have the pleasure of welcoming Christian Magoon, Founder and CEO of Amplify ETFs, back to the show. 
    Christian dives into the rapid growth of the cybersecurity industry amid current geopolitical tensions. From AI’s role in boosting the sector to Israel's rise as a tech powerhouse, we discuss how investors can navigate and capitalise on the cybersecurity arms race. 

    In the second half of the discussion, we focus on another sector with disruptive potential: cannabis. Christian walks us through the latest regulatory shifts and investment opportunities in this space, explaining why cannabis could shake up traditional consumer packaged goods markets. Enjoy!

    ► Subscribe to our YouTube channel & never miss an episode: https://www.youtube.com/channel/UCENW0ZwwrW6NG52OJnRxNLg

    ► Disclaimer: https://optothemes.com/disclosures

    • 46 min
    Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024

    Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024

    Today, it's an absolute honour to introduce a very special guest to the show - none other than Cathie Wood, the visionary CEO & CIO of ARK Invest.
    Disruptive innovation makes up a sixth of global business value today. ARK predicts 60% by 2030, potentially catapulting its market cap to $220 trillion.

    In this episode, Cathie identifies 5 innovation platforms shaping this era of technological convergence, as outlined in ARK Invest’s Big Ideas 2024 report. 

    We’ve synthesised ARK’s 163-page report into an easily digestible summary, available exclusively in our App:  optothemes.onelink.me/BZDG/ti2lb2fd


    Cathie’s Twitter: @CathieDWood
    To learn more about ARK: https://arkinv.st/ARKInvest

    • 25 min
    Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024?

    Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024?

    ► Download our FREE App & Discover the Next Big Investment Opportunities (US & UK only): https://optothemes.page.link/app

    Welcome back! Today, we have the pleasure of hosting  Adam Taggar, founder & host of Thoughtful Money.

    Adam discusses his outlook for the US economy for the rest of 2024, offering a “consensus consolidation" of insights gathered from the experts he frequently interviews on his channel.

    We delve into the impact of central bank interventions, the potential consequences of inflation, and the challenges in forecasting economic trends. We also touch upon the worrying US employment data, market breadth, and the concentration of market gains in a few stocks. While considering the possibility of a ‘soft landing,’ Adam emphasises the importance for investors to have contingency plans in case the outlook proves more challenging than expected. We conclude with Adam expressing concerns about the rapid displacement of labour by AI and the challenges of a worsening immigration crisis in the US.

    Prior to Thoughtful Money, which he launched last November, Adam ran Wealthion. He has worked in diverse roles, among them investment banker for Merrill Lynch, at the start of his career, and Vice President of Marketing for North America at Yahoo! Finance.

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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.

    • 48 min
    Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Market

    Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Market

    ► Download our FREE App (US & UK only): https://optothemes.page.link/app

    Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show.

    Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks.

    With Meta's stock market value recently skyrocketing by $197 billion, questions arise about the driving forces behind this historic bullishness. Dave navigates through key topics including the exponential growth trends in tech and AI-related sectors, the concentration within the S&P 500, and concerns surrounding valuation and earnings, before exploring if this stellar share price performance aligns with underlying fundamentals, the potential for sustained profitability, and the significance of operating margins in investor decision-making. Enjoy!

    ► Read the full story: https://optothemes.page.link/GRGx

    ► Subscribe to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter

    ►Check out Dave's report: https://blog.roundhillinvestments.com/the-big-picture-magnificent-7

    ------------------

    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.

    • 31 min

Customer Reviews

4.7 out of 5
20 Ratings

20 Ratings

MATT@CYB ,

Awesome Podcast!!!

Haydn & Ed, hosts of Opto Sessions, highlights all aspects of investing! The host and expert guests offer insightful advice for active listeners!

DEFELI1 ,

Woke woman getting a high salary for info I get in fintwit

Terrible.

Clifbarlover101 ,

Great Content!

As someone who already trades, I love this podcast! There is so much good information here that everyone can learn from. Wether you’re new to trading or have done it for a while. You have to check this out!

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