Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Today I welcome Alex Shahidi onto the show, Managing Partner & Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. At Evoke Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, the firm currently advises over $20 Bn in assets.

Alex’s career began at Merill Lynch where he worked...

Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.

Today, I have the pleasure of welcoming back Jay Jacobs, the U.S. Head of Thematics and Active Equity ETFs at BlackRock. Here one of Jay's main priorities is leading on the research and development of the Megatrends suite of active and index-based thematic ETFs.

Previously, ...

Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike.

Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995.

We discuss ‘The Great Rotation’, a term coined by Ton...

Alex Gurevich is Founder and CIO of HonTe Advisors, a global macro hedge fund based in San Francisco.

Alex was hailed as J.P. Morgan’s star trader in 2003, where he served as managing director of Global Macro trading. And following remarkable outperformance in 2020, HonTe’s net return was ranked second in the world by Barclays.

Alex’s latest book, ‘The trades of March 2020’, was a Wall Street Journal best-seller, chronicling the coll...

Hello everyone, I’m Ed Gotham and welcome to Opto Sessions where we interview the top traders and investors from around the world uncovering their secrets to success.

Today I welcome Brian Feroldi, a financial educator, YouTuber, and author. Brian's investing strategy is to buy high-quality companies and then let compounding work its magic.

Brian has been covering the healthcare and technology industries for The Motley Fool sin...

Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.

Today I’m delighted to welcome Darius Dale, Founder of 42 Macro. 42 Macro is an investment research firm offering institutional-grade macro risk management frameworks and processes priced for the retail investor.

Prior to 42 Macro, Darius was a Managing Director and Partner at Hed...

Guy Ellison is head of UK equity research at Investec Wealth & Investment.

Guy is responsible for Investec’s coverage of UK equities, focusing on the travel and leisure, support services, aerospace and defence, utilities, and beverages sectors.

We discuss Investec’s research process, and how the team identifies Quality Growth stocks. Guy discusses UK equity valuations, comparing UK value to US and European Markets; and I finish ...

David Rosenberg is the President and Chief Economist & Strategist at Rosenberg Research, an economic and consulting firm he established in January 2020.

David’s CV boasts stints at Merrill Lynch, first as Chief Economist & Strategist for the company’s Canadian arm, before a promotion to Chief North American Economist. From 2009, David was Chief Economist & Strategist at Gluskin Sheff & Associates, pivoting from an in...

Jeroen Blokland is the Founder of True Insights, a macro investment research platform. Having accumulated over 20 years of experience working in financial markets and asset management, Jeroen struck out on his own to offer elite-level research to retail and institutional clients alike. Having headed up Multi-asset at Robeco, a leading global asset manager with over 200bn euros in AUM, Jeroen has significant experience building and ...

Julian Brigden is the Co-founder and President of Macro Intelligence 2 Partners, a macro investment research firm based in Colorado. Julian has over 30 years of experience including positions in the market and policy-focused consulting to hedge funds and institutional investors, taking in stints at Credit Agricole, Medley Global Advisors, UBS, Lehman Brothers, and HSBC.

As a global macro strategist, Julian has developed an uncanny a...

Today, I have the pleasure of interviewing Noah Hamman, the Founder & CEO of advisor shares, a firm which creates and manages a huge variety of interesting actively managed ETFs from Thematic focused ones to multi-asset and income.

Noah has more than 15 years experience in the industry and includes a focus on innovative financial technology.

In this interview, we explore what the FED is actually going to do with interest rates as...

I last spoke to Kevin T. Carter in October last year, that time to discuss his original Emerging Markets Internet and E-commerce ETF, EMQQ, a fund with over $759 million in net assets. This time we caught up to discuss his second ETF; FMQQ was launched late last year and offers exposure to the Internet and Ecommerce sectors of the developing world, but this time, focusing on frontier markets and perhaps more pertinently, excluding ...

Dan Kemp is Morningstar’s Global Chief Investment Officer. Having joined the firm back in 2014 as the Co-head of Investment Consulting and Portfolio Management for EMEA, Dan was promoted to the region’s CIO the following year.

Prior to Morningstar Dan was a founding partner at Albemarle Street Partners, responsible for client risk profiling, fund research, portfolio construction, and asset allocation. With a wealth of experience in ...

Jeff Desjardins is the Editor-in-Chief of Visual Capitalist, frequently featured on Business Insider, Forbes, CNBC, MarketWatch, The Huffington Post, and The World Economic Forum.

A staggering 2.5 exabytes of data is generated every day, making our world increasingly difficult to understand. By exposing the bigger picture through data-driven infographics, Visual Capitalist help readers cut through the clutter and simplify a complex ...

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 unique investment strategies and interest in emerging asset types. One of the cornerstones of the morgan creek investment philosophy is to invest in...

Today I’m delighted to have Sylvia Jablonski on the show, the CEO, CIO, and Co-Founder at Defiance ETFs which she started just over a year ago after 11yrs at the thematic ETF provider Direxion.

Defiance ETFs is an ETF sponsor focused on thematic investing. The themes they have chosen are set to transform existing paradigms of how we live, work, receive healthcare and pursue leisure. From Quantum computing to blockchain - Defiance’s...

Today, I have the delight of introducing Adam Robinson, someone I consider a mentor, an incredible thinker who has a unique but masterful way of looking at the market and how it operates.

Adam is the founder of Robinson Global Strategies where he conveys his wisdom on a global macro strategy to some of the most prominent hedge fund managers and family offices in the world. He uses a unique approach that combines game theory, system...

On Thursday 10th February, we hosted our latest Twitter Space, with Growth stock investor and FinTwit influencer, Jonah Lupton.

We discussed the growth stock selloff as a tumultuous earnings season rolls on. Taking questions from a live audience of over 1,000 listeners, Jonah explains how that selloff may be overdone, with some Tech companies reporting unprecedented success.

Jonah highlights the real winners and losers this earnings ...

We’ve got Dr. Jeff Ross on the show again and this is a recording from a live spaces event we hosted back in early Feb. Jeff is the founder and portfolio manager of Vailshire Capital Management, a long-short hedge fund which employs an innovative “all-weather,” full-cycle portfolio strategy for its clients.

In this interview we discuss whether innovation stocks are in deep value territory, analysing points from an article Cathie Woo...