Opto Sessions – Invest in the Next Big Idea

Mar 06 2025 249 ep. 48 mins 344
Opto Sessions – Invest in the Next Big Idea Podcast artwork

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.

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Logitech: The Secret to 45 Years of Innovation

Mar 06 2025 29 mins  
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 Subst

Quality Investing: What Makes a Great Stock?

Feb 13 2025 40 mins  
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 techniq

Blockchain Stocks to Watch in 2025

Jan 31 2025 35 mins  
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 tec

How Trump, Bitcoin and China Could Shape Markets in 2025

Jan 17 2025 33 mins  
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 &

Aaron Levie, Box CEO: The Cloud, AI & the Future of Work

Dec 19 2024 29 mins  
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 fo

US Economy Reality Check with Julian Brigden

Dec 06 2024 31 mins  
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. 📲 Find top-performing stocks &

SoundHound CFO: The 3 Pillars of Voice AI

Oct 18 2024 47 mins  
📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company. 📲 Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZ

The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy

Sep 27 2024 37 mins  
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! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific sec

MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence

Sep 13 2024 37 mins  
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! ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend

The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions

Sep 06 2024 32 mins  
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! ----- The content in this podcast is for informat