20 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

    • Investing
    • 5.0, 3 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.

    #19 Paul Markham - Inside the Mind of a $4bn Equity Manager: COVID-19 & Trump vs. Biden

    #19 Paul Markham - Inside the Mind of a $4bn Equity Manager: COVID-19 & Trump vs. Biden

    Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM.
    We discuss the industries most affected by the pandemic, and which will have to fundamentally alter their business models hereon in; what Trump or Biden will mean for US stock markets; and where Paul and his team are looking for outperformance, this year, and beyond.
    Paul gives us true, unadulterated insight into how an industry heavyweight identifies opportunities and manages billions of dollars on a daily basis – if you trade or invest in equities this isn’t one you want to miss - Hope you enjoy the episode!
    Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 55 min
    #18 Joachim Klement - 7 mistakes every investor makes & why Spotify should start a hedge fund

    #18 Joachim Klement - 7 mistakes every investor makes & why Spotify should start a hedge fund

    Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equity strategy and building the ESG investment offering.
    In the interview we uncover some insights from his recently released book - 7 mistakes every investor makes along with why spotify should start a hedge fund and his client from hell. All this and a lot lot more.
    Joachim has had a very interesting career spanning over 20 years including being a CIO and after that an MD at credit suisse. He’s spent most of his career working with wealthy individuals and family offices advising them on investments and helping them manage their portfolios.
    This is already one of my favourite episodes and some of the most fascinating parts are actually touched on right at the end so make sure you listen to the whole thing.
    You can find more brilliant insights from Joachim at www.jklement.com
    Enjoy!
    Want more from Opto? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 1 hr 11 min
    #17 Deborah Fuhr - Why is Everyone Talking About ETFs? A $6 Trillion Industry, Uncovered

    #17 Deborah Fuhr - Why is Everyone Talking About ETFs? A $6 Trillion Industry, Uncovered

    Today, I’m talking to ETF aficionado Deborah Fuhr, Founder of ETFGI, the dominant player in global ETF research. Deborah took time out of her busy schedule – typically a prolific globetrotter but grounded at home by the Coronavirus - to give us an exclusive insight into an industry that now commands a colossal $6 trillion valuation, worth just $8bn as recently as 1997.
    We discuss, how Deborah’s helped to pioneer and trail blaze on behalf of these transparent, accessible products; why an industry, traditionally obsessed by fees and sky-high compensation, is now turning its mind to what was once considered, a “quirky”, alternative investment; and which new, innovative products we should keep an eye on, particularly in the Active and Thematic segments. If you’re invested in or trading ETFs this isn’t a conversation you want to miss – hope you enjoy the episode!
    Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 51 min
    #16 JC Parets - New all time highs. Zoom, Docusign, Biotech, Social Media & Internet retailers

    #16 JC Parets - New all time highs. Zoom, Docusign, Biotech, Social Media & Internet retailers

    Get ready for a technical analysis masterclass with the one and only JC Parets, founder of allstarcharts.com where his motto is - 'it’s not about being right, it’s about making money.'
    JC has appeared frequently on all of the big names - Bloomberg, CNBC, The Wall Street Journal, CNN, and of course Opto.
    I get a chance to dig into JCs no nonsense approach to the markets which has built him a large following over the years as well as reviewing some key levels to watch in the major US indices and some exciting names to put on your watchlist.
    He’s an exciting guy and genuinely one of the best to follow on twitter. So if you’re into the stock market, you’re going to enjoy this one.
    Check out JC's new Charting school at chartingschool.allstarcharts.com. Whether you're new to trading or a 30-yr market veteran, this course is for you! Check it out!
    Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 51 min
    #15 Liam Vaughan - 'Flash Crash': A Trading Savant, A Global Manhunt & the Most Mysterious Market Crash in History

    #15 Liam Vaughan - 'Flash Crash': A Trading Savant, A Global Manhunt & the Most Mysterious Market Crash in History

    A pre-eminent chronicler of financial crime, in 2013 Liam Vaughan led a team of reporters in the uncovering of a conspiracy to manipulate the 5 trillion dollar-a-day foreign exchange market, and has since covered high-profile white-collar crime on behalf of Bloomberg. On the release of his latest book, ‘Flash Crash’ - the definitive account of one of the most mysterious events in recent history - I ask Liam:
    Can we solely ascribe blame to just 1 individual trader for this trillion dollar market crash? How did a 36-year old trading out of his parent’s house dupe the US government and global financial markets? And how likely is it that we’ll see another Flash Crash in the near future? Liam reveals all.
    Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 54 min
    #14 Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil

    #14 Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil

    In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale.
    We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil.
    Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic views, and translating these views into actionable investment strategy. He chairs the Investment Committee at Kleinwort Hambros and also sits on the Private Bank Global Investment Committee for Societe Generale. Previously Fahad also worked for the US Agency for International Development and the RiskMetrics Group.
    Want further Opto insights? Check out our daily newsletter:https://www.cmcmarkets.com/en-gb/opto/newsletter

    • 1 hr

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