Explorez tous les épisodes du podcast Opto Sessions – Invest in the Next Big Idea
Plongez dans la liste complète des épisodes de Opto Sessions – Invest in the Next Big Idea. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.
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Titre
Date
Durée
QS Stock: Revolutionising Battery Tech with Solid State
21 Oct 2025
00:33:24
QuantumScape CFO Kevin Hettrich joins OPTO Sessions to unpack solid-state EV batteries, why this tech could enable faster charging, more range and improved safety for electric vehicles, and what Volkswagen’s partnership means for QS stock.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
UPST Stock: Upstart's Co-Founder on 92% Loan Automation
16 Oct 2025
00:45:44
Upstart co-founder and CTO Paul Gu joins OPTO Sessions to explain how AI underwriting powers 92% fully automated loans and lifts conversion to approximately 24% as the AI lending marketplace returns to profitability with triple digit revenue growth. He unpacks fraud controls, the Upstart Macro Index, and expansion into HELOC and auto.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Box CEO Aaron Levie: AI Agents Will Reshape Work
09 Oct 2025
00:25:49
Box CEO and co-founder Aaron Levie returns to OPTO Sessions to reveal how AI agents are turning 90% of unstructured corporate data into instant answers, powering automation across roles. He maps where enterprise AI is headed, the real obstacles to adoption, and Box’s strategy for scaling AI workflows that deliver measurable business value.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Plug Power CEO: Is PLUG Stock Ready for a Hydrogen-Fuelled Comeback?
04 Sep 2025
00:29:22
Andy Marsh, Plug Power CEO, joins OPTO Sessions to discuss the current state and future of green hydrogen, emphasizing how hydrogen production can free up scarce grid electricity for other uses while accelerating national sustainability goals. He explains the company’s playbook to profitability - scaling electrolyzers, locking in offtake, and driving costs down - highlighting real-world deployments and growing customer momentum.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Sezzle’s $808M Quarter: Why Buy Now, Pay Later Is Just the Beginning
24 Jul 2025
00:39:05
Charlie Youakim, CEO and Co-Founder of Sezzle, joins OPTO Sessions to discuss company’s journey from startup to a leading public company in the fintech space, the evolution of Buy Now, Pay Later (BNPL) model and record growth in the past 12 months.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
SoundHound Stock: Is Voice AI the Untapped $50B Frontier?
14 Jul 2025
00:28:20
Nitesh Sharan, CFO of SoundHound AI, returns to OPTO Sessions to discuss the company’s accelerating momentum and why Voice AI is fast becoming the default interface of the future. As pioneers in the space, with deep AI roots, a strong patent portfolio, and an agnostic architecture spanning cloud, edge, and agentic AI, SoundHound is leading the evolution of natural human-machine interaction.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Sell-side M&A: What Makes a Company Valuable?
26 Jun 2025
00:45:31
Victor Basta, Managing Partner and Co-founder of Artis Partners, joins OPTO Sessions to share his two-stage exit preparation process - designed to ensure companies are bought, not sold. He delves into why success often comes to those who exit uncomfortably early, the critical roles of boards and CEOs, and what it truly means to be prepared for an exit.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Rocket Lab CEO On Record Growth & National Security Contracts
22 May 2025
00:22:26
Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Quantum Computing is Real & Commercial Today, says D-Wave CEO
01 May 2025
00:43:16
Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing momentum in customer bookings.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
AI in Space: How Planet Labs’ Satellites Are Helping Life on Earth
17 Apr 2025
00:28:33
In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Oklo CFO: Revolutionizing Nuclear Energy
07 Apr 2025
00:42:20
In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
UiPath: AI Agents, the Next Frontier in Automation
20 Mar 2025
00:31:59
This week, Sebastian Schroetel, Senior VP of Product Management at UiPath, joins OPTO Sessions to explore the future of AI-driven automation. He shares how UiPath has evolved from robotic process automation (RPA) to end-to-end automation, integrating AI agents to enhance efficiency.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Logitech: The Secret to 45 Years of Innovation
06 Mar 2025
00:29:42
In this week’s episode, James Campanini, Head of B2B at Logitech, shares how the company is enhancing smart meeting experiences and hybrid work. He discusses AI-powered solutions for seamless collaboration, room monitoring for better workplace efficiency, and Logitech’s vision for the future of digital workspaces.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Quality Investing: What Makes a Great Stock?
13 Feb 2025
00:40:36
This week on OPTO Sessions, Compounding Quality’s founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment’s impact on quality investing.
Compounding Quality on Substack: https://substack.com/@UCxUxD8PSFN_JofKFMRGz4hA
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Blockchain Stocks to Watch in 2025
31 Jan 2025
00:35:45
Christian Magoon, CEO of Amplify ETFs, joins OPTO Sessions to share expert insights into blockchain investing. We dive deep into performance of blockchain-related stocks in 2024 and analyze the impact of the Bitcoin halving cycle on the market. Christian discusses key investment opportunities within the blockchain space, trends among Bitcoin miners, and the future of blockchain technology beyond cryptocurrency.
If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/
Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
How Trump, Bitcoin and China Could Shape Markets in 2025
17 Jan 2025
00:33:39
This week, Michael Gayed joins Opto Sessions to discuss the current state of the global economy, from the implications of the reverse carry trade to 2025 market predictions and Trump’s policies. He explores Bitcoin’s role in modern finance, the challenges posed by high valuations & why China’s stock market could surpass the US in the coming years.
📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Aaron Levie, Box CEO: The Cloud, AI & the Future of Work
19 Dec 2024
00:29:01
In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology.
📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
US Economy Reality Check with Julian Brigden
06 Dec 2024
00:31:59
In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation.
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy
27 Sep 2024
00:37:45
Marc Stapley, CEO at Veracyte, joins OPTO Sessions to discuss the company’s use of AI and machine learning, its strategic focus on the cancer diagnostics cycle, and how its acquisition of MRD platform C2i expands this focus to the post-treatment phase. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence
13 Sep 2024
00:37:29
Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions
06 Sep 2024
00:32:34
Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, joins OPTO Sessions to discuss the reshoring trend, its historical context and drivers, and why he feels that it will benefit the US manufacturing companies that adopt it. He shares insight into how Tema’s American Reshoring ETF captures hidden gems within the trend. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age | Repost
Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’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 unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Today, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China
Today, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the global AI arms race, touching on the competition for talent and regulatory challenges faced by companies like Scale AI working across the US and UK, in the context of the broader rivalry between the US, UK, and China. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally?
The US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy!
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Today, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy!
Foresight by OPTO: https://optoforesight.substack.com/ Doomberg: https://newsletter.doomberg.com/
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problems
Marathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024.
Today, Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent accounting rule changes on net income.
Marathon has shifted its focus to sustainable energy management for its zero-emission operations. In Q1 2024, the company reported a significant rise in net income due to favourable adjustments in the fair value of its bitcoin holdings. Swick also highlights Marathon's innovative liquid chip cooling system, which promises substantial cost reductions and enhanced performance. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Today, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.com's negligence, and his intuitive approach led him to spot problems at Chegg, Planet Fitness, and DeFi Technologies, to name a few. Edwin dives deep into his methodologies, mentorship from industry leaders, and the importance of qualitative analysis in his influential newsletter. Enjoy!
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’
20 Jun 2024
00:45:43
📲 Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows. Discover top-performing stocks within this theme - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd
Today, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why they believe that bitcoin and digital assets are among the best investment opportunities they have seen in their lifetimes. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost
Cathie Wood, CEO & CIO of ARK Invest, explains that 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 163-page report into an easily digestible summary, available for free exclusively in the OPTO App: optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI
Today, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies developing clear AI strategies, particularly those already using cloud infrastructure. Miriam also notes the transformative impact of AI across industries, with examples from healthcare and sports, and advises businesses to secure their data to maintain competitive advantages when deploying generative AI technologies. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst?
Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landscape for GenAI, highlighting key indicators and lessons from past tech cycles, before sharing her insights on the potential winners and losers in the GenAI space. Enjoy!
Read Que's article here: https://www.researchaffiliates.com/publications/articles/1030-embrace-genai-mania
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?
Over the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unprecedented levels.
Today, we delve into the challenges and opportunities in the biotech sector with Yuri Khodjamirian, CIO of Tema ETFs. We explore how investors can navigate the sector's regulatory, scientific, and funding risks to capitalise on this demographic shift and historically low valuations.
Prior to Tema ETFs, Yuri spent over a decade at Majedie Asset Management managing the firm’s UK and global portfolios. Enjoy!
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024
Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?
Matt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, including potential US legislation and the disruption that could result, with OPTO Sessions. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange
Nick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future of the industry, and explains how his team is set up to both learn from and respond to new threats.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data
Digital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipping it for long-term success. Enjoy!
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age
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 unlocks unprecedented opportunities in space commercialisation and infrastructure development. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving?
11 Apr 2024
00:52:30
► 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 company the world’s most valuable in less than 10 years. Enjoy!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economy
28 Mar 2024
00:40:30
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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 perception and economic realities under the Biden administration. Jens shares his take on the key policy priorities facing the incoming US president amidst ongoing economic and geopolitical challenges. Enjoy!
► Disclaimer: https://optothemes.com/disclosures
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Pedro Palandrani - Roadmap to Tomorrow: Autonomous Vehicles, Driverless Trucks & Robotaxis
21 Mar 2024
00:38:14
► 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 potential for streamlining the world’s supply chains. Pedro explains why he is particularly bullish on this emerging segment and which stocks are key to its development. Enjoy!
► Disclaimer: https://optothemes.com/disclosures
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance
14 Mar 2024
00:35:40
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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 investing in countries like Uzbekistan before sharing insights into his long/short investment strategy and the key qualities of a successful investor. Enjoy!
► Disclaimer: https://optothemes.com/disclosures
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare
07 Mar 2024
00:37:54
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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
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Race
29 Feb 2024
00:46:52
► 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 discussion, we focus on another sector with disruptive potential: cannabis. Christian walks us through the latest regulatory shifts and investment opportunities in this space, explaining why cannabis could shake up traditional consumer packaged goods markets. Enjoy!
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► Disclaimer: https://optothemes.com/disclosures
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024
23 Feb 2024
00:25:41
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 163-page report into an easily digestible summary, available exclusively in our App: optothemes.onelink.me/BZDG/ti2lb2fd
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024?
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 consequences of inflation, and the challenges in forecasting economic trends. We also touch upon the worrying US employment data, market breadth, and the concentration of market gains in a few stocks. While considering the possibility of a ‘soft landing,’ Adam emphasises the importance for investors to have contingency plans in case the outlook proves more challenging than expected. We conclude with Adam expressing concerns about the rapid displacement of labour by AI and the challenges of a worsening immigration crisis in the US.
Prior to Thoughtful Money, which he launched last November, Adam ran Wealthion. He has worked in diverse roles, among them investment banker for Merrill Lynch, at the start of his career, and Vice President of Marketing for North America at Yahoo! Finance.
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Market
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 bullishness. Dave navigates through key topics including the exponential growth trends in tech and AI-related sectors, the concentration within the S&P 500, and concerns surrounding valuation and earnings, before exploring if this stellar share price performance aligns with underlying fundamentals, the potential for sustained profitability, and the significance of operating margins in investor decision-making. Enjoy!
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
The Big Picture | Jens Nordvig - China’s Great Economic Slowdown
01 Feb 2024
00:38:29
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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 record-low birth rate, we dive deep into the challenges China currently faces, mentioning recent measures announced by Chinese policymakers as they actively seek to support the economy, including a 2 trillion yuan ($280 billion) rescue package. We also discuss China's equity market rollercoaster, decoding recent downturns and rebounds before shifting our attention to India and why it’s emerging as a key destination for emerging market flows.
Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy!
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return, and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Tejas Dessai - AI in Robotics: The Rise of Intelligent Machines & The Nvidia Power Play
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 highlights the convergence of software and hardware, revealing potential winners in healthcare and tech as AI unlocks new levels in robotics. Tejas also discusses why Nvidia is likely to maintain a competitive edge in the chip market and navigates smart machines' impact on human roles, Tesla's upcoming Optimus robot, and the future of software development.
Tejas joined Global X in 2022 as a Research Analyst covering technology products within the Thematic Growth suite of ETFs. Prior to Global X, he worked as an Associate for SSR LLC, an independent research provider, covering mega and large-cap TMT equities with a focus on disruptive technology and emerging trends. Enjoy!
Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.