Episodios

  • Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China
    Jul 25 2024

    📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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.

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    39 m
  • Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally?
    Jul 18 2024

    📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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!

    Foresight by OPTO: https://optoforesight.substack.com/
    The Lead-Lag Report: https://www.leadlagreport.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.

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    27 m
  • Doomberg - Why Nuclear is Better Than Renewables
    Jul 11 2024

    📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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/

    Doomberg's posts:
    https://newsletter.doomberg.com/p/no-solar-isnt-cheap
    https://newsletter.doomberg.com/p/boomerang
    https://newsletter.doomberg.com/p/road-kill

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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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    38 m
  • Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problems
    Jul 5 2024

    📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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.

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    54 m
  • Edwin Dorsey - Short Selling & Exposing Corporate Misconduct: Care.com, Chegg, DeFi Technologies
    Jun 27 2024

    📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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!

    Foresight by OPTO: https://optoforesight.substack.com/
    The Bear Cave: https://thebearcave.substack.com/

    Listen to our previous episode featuring Edwin:
    Apple Podcasts: https://podcasts.apple.com/gb/podcast/edwin-dorsey-shorting-bad-businesses-investigating/id1504694129?i=1000545138840
    Spotify: https://open.spotify.com/episode/0lKE3jOuKHehBsxnqtWXoN

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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.

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    50 m
  • Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’
    Jun 20 2024

    📲 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.

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    46 m
  • Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost
    Jun 13 2024

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

    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

    Cathie’s Twitter: @CathieDWood

    To learn more about ARK: https://arkinv.st/ARKInvest

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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.

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    26 m
  • Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI
    Jun 5 2024

    Invest in top-performing AI stocks with OPTO - Install FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd

    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.

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    41 m