• Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?
    May 23 2024

    Invest in top-performing biotech stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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!

    Listen to our previous episode featuring Yuri:
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    Apple Podcasts

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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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    43 mins
  • Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024
    May 16 2024

    Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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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    34 mins
  • Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?
    May 9 2024

    Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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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    46 mins
  • Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange
    Apr 30 2024

    Discover top-performing cybersecurity stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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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    51 mins
  • Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data
    Apr 25 2024

    Discover top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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!

    Our previous interview featuring Lemonade CFO Tim Bixby:
    Spotify
    Apple Podcasts

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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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    41 mins
  • Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age
    Apr 18 2024

    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 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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    47 mins
  • Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving?
    Apr 11 2024

    ► 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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    53 mins
  • The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economy
    Mar 28 2024

    ► 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 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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    41 mins