Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm’s London equity desk and formulates equity strategy for the UK & Europe. Frédérique also co-chairs RBC Wealth Management’s global asset allocation committee, GPAC, which determines asset allocation for the firm’s global client base. As of the end of last year, RBC had 843.6 billion (CAD) under administration, ...

In a bumper episode, I speak to Neil Howe, Managing Director of Demographics at Hedgeye. Neil is a renowned authority on social change, an acclaimed bestselling author, and America’s leading thinker on today’s generations – who they are, what motivates them, and how they will shape our future.

Vice President Al Gore called Howe’s first title, ‘Generations’, "the most stimulating book on American history that I have ever read...

Today I welcome Matt Hougan, the Chief Investment Officer at Bitwise Asset Management which has created the world's largest crypto index fund. Bitwise is the leading provider of rules-based exposure to the crypto-asset space with a selection of interesting crypto funds and even a recently launched ETF, Bitwise Crypto Industry Innovators (Ticker: BITQ).

Prior to working at Bitwise, Matt was CEO of ETF.com and helped spearhead th...

Jon Maier is currently Chief Investment Officer at Global X. The highly respected provider of a range of interesting ETF products such as LIT (the Lithium & Battery Tech ETF) as well as model portfolios.

Previously, Jon worked at Merrill Lynch Wealth Management as the Senior Portfolio Manager for its ETF Model Portfolio business. Now Jon shapes Global X's market outlook, leading on the construction of all model portfolios.

W...

James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage over $4.5bn, an established industry presence for more than 25 years.

James is the co-portfolio manager of the firm’s new Inflation Beneficiaries ETF (INFL) and manages Horizon’s Internet Fund, as well as several private and institutional accounts. Having started on Horizon’s trading des...

This week I have the pleasure of introducing Alan Brochstein who’s known as the leading Financial Analyst dedicated to the Cannabis industry.

Alan spent decades on the inside of the investment industry as a portfolio manager on wall street before starting 420 Investor, the largest due diligence platform covering publicly-traded stocks in the cannabis industry. In addition he leads content development and strategic alliances at New ...

Damien is a Managing Partner and Co-Chief Investment Officer at ARIS - Advanced Research Investment Solutions - a $19 billion investment advisor. Damien has over 19 years of experience advising some of the world’s leading institutional investors.

Damien spent nearly a decade at Bridgewater Associates, one of the highest-profile hedge funds on the planet, founded by world-famous investor Ray Dalio. In this role, Damien was responsib...

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 alternative Thinking About Investments and interest in emerging asset types. It makes sense then that a cornerstone of the morgan creek investment ph...

Ben Goldsmith is an environmentalist and sustainability-focused investment pioneer. Founder and CEO of London-listed investment firm Menhaden, Ben, and the team focus their attention on the theme of energy and resource efficiency. Having previously co-founded the clean tech-focused investment firm WHEB back in 2003, Goldsmith has a long track record delivering returns in this space. Ben has also used his personal wealth to support ...

Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapitiya – a billionaire and Twitter influencer with over 1.4 million followers.

Earlier this year Angela made it into an exclusive group, Chamath and Social Capital’s Emerging Managers class of 2021 – an industry-first initiative that has sought investors, of all backgrounds, who believe ...

On Friday 19th March I spoke to Lyn Alden, founder of Lyn Alden Investment Strategy. Lyn has been conducting investment research in various public and private capacities for over 15 years, and her methods have received global renown – Lyn has 165,000 followers on Twitter, and has contributed to sites like Business Insider, MarketWatch, CNBC, The Street, and Time’s Money Magazine.

Lyn’s edge lies in the intersection between Engineer...

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

In this episode, I’m talking to the wonderful Michele Schneider. Mish is a former floor trader and co-founder of Marketgauge serving as the Director of Trading Research & Education.

Marketgauges' philosophy is to identify both the biggest macro and emerging ...

Justin Onuekwusi is Head of Retail Multi-Asset Funds at Legal & General Investment Management. The Legal and General group is one of the world’s biggest and most successful insurers and asset managers, with over £1 trillion in assets.

LGIM’s Multi-Asset team manages more than £63bn, with Justin playing a leading role in the strategic allocation of those funds. Having started out as an analyst with Aon Hewitt in 2003, Justin nex...

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 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, systems t...

On the podcast today we have entrepreneur and growth stock investor Jonah Lupton. He’s nurtured his own community of over 500,000 stock market enthusiasts with a very popular substack email list where he gives subscribers in-depth reports and insights into his new and existing growth stock positions. You can subscribe at jonahlupton.substack.com

He is also currently one of 8 chosen for the Social Capitals Emerging Managers class 202...

On Friday 12th February I spoke to Jay Jacobs, the Head of Research & Strategy at Global X. Global X is an innovative provider of thematic ETFs – an industry segment that shot to prominence last year, netting record returns. Jay - frequently cited on platforms like CNBC, Bloomberg, and The Wall Street Journal - leads Global X’s research efforts, identifying potential growth opportunities, and instigating the development of new,...

Jesse Felder makes his second appearance on Opto Sessions, having made his debut with Ed back in October. Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Then in 2000, Jesse moved to Oregon, founding The Felder Report shortly after, and since his research has featured in major publications like The Wall Street Journal, B...

This week we’ve got Dr Jeff Ross who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year.

In this interview however we dive into something both Jeff & I have an interest in, Bitcoin. We go from the basics, why does Bitcoin have value, to ...