Episodes
► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Peter Beck, Founder & CEO of Rocket Lab, discusses his vision for Rocket Lab's future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strategic significance of recently announced government contracts in expanding Rocket Lab's market reach while envisioning a future where the combination of rocket and spacecraft capabilities...
Published 04/18/24
► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Dr. Jeff Ross, Founder and Managing Director of Vailshire Partners and Vailshire Capital Management, joins the show to discuss why he believes the bitcoin price could fall in the aftermath of the halving, before gaining in the second half of 2024 through 2025. Jeff also explains Michael Saylor’s pioneering approach to acquiring bitcoin on MicroStrategy’s balance sheet and why he believes this will make the...
Published 04/11/24
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome back to the Big Picture, OPTO's macro show in partnership with MarketReader. Together with Danish economist Jens Nordvig, we explore the potential stock market and broader economic implications of a second Donald Trump presidency. We unpack the macro factors investors are most concerned about: inflation, interest rates, and the US dollar. We also discuss the intricate relationship between public...
Published 03/28/24
► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Autonomous vehicles have the potential to completely overhaul transportation, one of the most fundamental elements of our lives.  Today, Pedro Palandrani, Director of Research at  Global X ETFs, will join OPTO Sessions to discuss the opportunities, as well as the safety, regulatory, and technological challenges, facing this rapidly growing industry.  Driverless vehicles, in particular, have huge...
Published 03/21/24
► 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...
Published 03/14/24
► 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
Published 03/07/24
► 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...
Published 02/29/24
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...
Published 02/23/24
► 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...
Published 02/15/24
► 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...
Published 02/09/24
Get OPTO’s best content every day by subscribing to our FREE newsletter! Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader. In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning its economic data reliability, and analysing negative trends in Foreign Direct Investment (FDI) and capital flows. From a property crisis to a...
Published 02/01/24
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally. In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future. He...
Published 01/25/24
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of introducing Matthew Sigel, Head of Digital Assets Research at VanEck.  In this episode, Matthew dives into the SEC’s recent approval of US spot bitcoin ETFs, sharing his thoughts on the wild price movements post-launch and assessing the significance of this event for the future of crypto, including whether Ethereum might be next. We...
Published 01/18/24
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of hosting Jeff Desjardins, Editor-in-Chief of Visual Capitalist & author of the 2021 book ‘Signals: The 27 Trends Defining the Future of the Global Economy.’ In this episode, Jeff maps out the trajectory of the 'Exponential Age,' spotlighting the impact of the new space race, the genomics revolution, and the relentless pace of...
Published 01/11/24
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! In the second part of our 2023 special, the spotlight turns to the profound impact of artificial intelligence on the global economy. As we step into 2024, we chose to reflect on this pivotal theme, drawing insights from thought-provoking interviews with Jeff Booth, technology leader and author of 'The Price of Tomorrow,’ and Jens Nordvig, Co-Founder and CEO of...
Published 01/04/24
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter As 2023 comes to a close, a year that witnessed transformative shifts across various industries, there's one theme that stood out— artificial intelligence. Current forecasts predict that rapid advancements in artificial intelligence could add $16 trillion to the global economy by 2030.  In this year’s two-part special, we want to take a closer look at why AI characterised 2023 and...
Published 12/21/23
Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are revisiting our interview with Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners & 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE). In this conversation, Dan explains why he thinks Bitcoin's market valuation might rise to $10 trillion from its current level, discussing...
Published 12/14/23
Get OPTO’s best content every day by subscribing to our FREE newsletter! Today, we have the pleasure of speaking with Colin Canfield, Investor Relations Manager at Rocket Lab - as the company gears up for the next flight of its Electron small-scale launch vehicle. We kick off this episode with an elevator pitch for Rocket Lab, exploring the company's vision as articulated by CEO Peter Beck, "We go to space to improve life on Earth." Colin delves into what sets the company apart from...
Published 12/07/23
Get OPTO’s best content every day by subscribing to our FREE newsletter! Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader, where our mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets. In this episode, Jens Nordvig, our macro expert and co-host, revisits a timely call he made during our last show, where he predicted interest rates would peak due to...
Published 11/30/23
Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter   In the second part of our conversation with Jeff Booth, author, entrepreneur and technology visionary, we embark on a journey into the future of Bitcoin, work, and automation.  Jeff walks us through real-world applications of Bitcoin before sharing his vision for its evolution.  He highlights Breez, a company he invested in, which is revolutionising lightning payments with SDK...
Published 11/23/23
Get OPTO’s best content every day by subscribing to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter   Today, we are thrilled to have Jeff Booth back on the show.  As a successful entrepreneur, technology leader, and the author of 'The Price of Tomorrow – Why Deflation is Key to an Abundant Future' (2020), Jeff challenges conventional wisdom in this two-part episode.  In this first part, he dissects the flaws of low, controlled inflation, delving into the factors behind the US...
Published 11/16/23
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show. In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the...
Published 11/09/23
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of introducing Brandon Rakszawski, VP, Director of Product Management at VanEck.  In this episode, Brandon delves into the remarkable performance of the VanEck Morningstar Wide Moat ETF (MOAT) compared to the S&P 500, highlighting its consistent edge over the index over the long-term. He also uncovers the strategy that underlies MOAT’s...
Published 11/02/23
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show. In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and how it's catering to a growing demand for battery technology and electric vehicles. Alec walks...
Published 10/26/23