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...

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...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome to The Big Picture, OPTO's new 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. Meet Jens Nordvig, our macro expert and co-host, who brings a wealth of experience from his roles as a Managing Director at...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the privilege of sitting down with none other than Anthony Scaramucci, a man known both as 'The Mooch' and as the founder and managing partner of SkyBridge Capital. You might also remember him as the former White House Director of Communications. Anthony shares his vision for the 'future of money', his belief in the immense power of Bitcoin, and the transformative...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure to welcome Doomberg back to the show.  In this episode, Doomberg covers current global energy challenges, key takeaways from COP28, and the debate surrounding climate change. Doomberg also shares thoughts on the future of energy, including solar, wind, and nuclear,  explaining the pivotal role of the latter. Finally, we discuss geopolitical challenges,...

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 Michael Venuto, CIO and Co-Founder of the Tidal Financial Group & Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show.   In this episode, Michael explores the potential impact of the 2024 Bitcoin halving on the cryptocurrency market, sharing insights on whether it will spark the next bull run or...

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 introducing Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck. Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores how India has gained global attention amid competition with China, dissecting reasons for its low...

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 speaking with David Heinemeier Hansson, co-owner and CTO of 37signals, the parent company of Basecamp, a pioneering software-as-a-service platform for project management,  and HEY, an innovative alternative to Gmail and Outlook. In this episode, David takes us on his entrepreneurial journey, revealing the intricacies of bootstrapping a tech-focused...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter 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...

Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are revisiting this October 2021 episode featuring Doomberg, where we discussed the Nord Stream sabotage, the Bank of Japan's economic battle against stagnation, and the wider question of global energy security - topics that remain deeply pertinent to this day. Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains...

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 introducing Arelis Agosto, Senior Healthcare Analyst at Global X.  In this episode, we explore the transformative landscape of healthcare, diving into the latest breakthroughs in gene therapy & editing and genomic technology and the sector’s increasing need for digitisation. Arelis shares insights from the latest J.P. Morgan Healthcare Conference,...

Today, we are pleased to welcome Christian Magoon, CEO of Amplify ETFs, back to the show. In this episode, Christian walks us through the fintech revolution in emerging markets, discussing how smartphone penetration and a young demographic are driving the sector in these regions. Christian explains why he thinks payment companies are the foundation of fintech in EM and why he sees exceptional growth potential in the digital asset space over the next 5 to 10 years. He also gives us a macro...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are delighted to have Pedro Palandrani, Director of Research at Global X, return to the show. In this episode, Pedro guides us through the generational opportunities that AI offers different sectors: chipmakers & hardware, generative AI & large language models (LLMs), and automation & robotics. We explore the timeline and potential size of this transformative...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, Stephen Derkash, Senior Advisor at EQM Indexes and HANetf’s partner on the Solar Energy UCITS ETF [TANN], joins us to explore the explosive growth of the solar industry and its potential to transform the global energy landscape. In this episode, Stephen highlights how the solar industry has grown from virtually nothing a decade ago to now accounting for about 4% of global...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome to our Alpha Study series, where we collect insights from top investors & business leaders to better understand how they get their edge. In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space. Yuri...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Rachel Aguirre, Head of U.S. iShares Product at BlackRock. In this episode, Rachel shares insights into the thriving world of ETFs and the driving forces behind their exponential growth, highlighting the appeal of active ETFs to retail investors and the potential migration of mutual fund assets into ETFs. Rachel walks us through BlackRock's recent launches,...

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 speaking with Rex Jackson, CFO of ChargePoint, the world’s largest electric vehicle (EV) charging network and the first ever to be publicly traded, counting over 48,000 charging stations across the globe. “We want to be everywhere,” says Rex, discussing the company’s infrastructure expansion ambitions relying on four pillars: ‘ubiquity, accessibility,...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we'll dive into the scorching world of artificial intelligence and explore its investment potential and applications in sectors including solar energy, insurance, SaaS and blockchain. But that's not all! We'll also wade into the ongoing debate surrounding AI's impact on employment and productivity with insights from industry experts representing Lemonade, UiPath and...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined in our London studio by Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic ETFs. Yuri dives into Tema's Monopolies and Oligopolies ETF [TOLL], targeting businesses with strong competitive advantages in monopolistic industries. He highlights its focus on companies providing mission-critical value, using Visa as an...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Jeff Booth, entrepreneur, technology leader and author of the 2020 book, "The Price of Tomorrow – Why Deflation is Key to an Abundant Future.” In this episode, Jeff explores the intricacies of our economic system, delving into the role of inflation, the manipulation of money, and its impact on society, highlighting the shrinking cycle of reserve currencies...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by Jonathan Hirtle, pioneer of the Outsourced Chief Investment Officer (OCIO) model and Executive Chairman at Hirtle, Callaghan & Co, a $20bn RIA whose growth has been solely driven by organic means and without the aid of outside capital. Jonathan tells us about his days at Goldman Sachs, his early leap to independence, his lessons from the October 1987...

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 introducing Alex Svanevik, the co-founder and CEO of the blockchain analytics platform Nansen. In this episode, Alex tells us about the origins of Nansen, the meaning behind its name, and the importance of on-chain wallet information in the crypto industry. Nansen aims to help crypto investors surface signal from noise through different blockchain...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are joined by 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 the overall growth...

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 hosting Anthony Ginsberg, CEO of GinsGlobal Index Funds Inc, an asset management firm providing a diverse selection of index-linked products with operations in North America, Africa, the Middle East and Asia-Pacific. In this episode, we discuss the HANS-GINS Tech Megatrend Equal Weight UCITS ETF [ITEK], which Anthony manages. ITEK tracks the Solactive...

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Emerging markets offer unique opportunities and challenges for investors, and understanding the key themes driving these markets is crucial.  In this compilation episode, different experts from companies such as BlackRock, JPMorgan and Pzena Investment Management highlight both the challenges and the great potential they offer.  The rise of the consumer class, driven by the...