Opto Sessions – Invest in the Next Big Idea  By  cover art

Opto Sessions – Invest in the Next Big Idea

By: Haydn Brain & Ed Gotham
  • Summary

  • Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.

    © 2024 Opto Sessions – Invest in the Next Big Idea
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Episodes
  • 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:
    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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    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.

    Show more Show less
    46 mins

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