This week we’ve got Dr Jeff Ross who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year.

In this interview however we dive into something both Jeff & I have an interest in, Bitcoin. We go from the basics, why does Bitcoin have value, to the opportunity and risks ahead in this market environment including analysing the future performance of stocks vs Bitcoin and any impact from potential rising rates further down the line.

We finish up by discussing hias films criteria for selecting equities which is not dissimilar to a VC investing strategy for later stage startups.

Jeff has some really interesting insights and above all it’s very topical for today's markets.

https://vailshire.com/
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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 I welcome back Trevor Neil, a trader for over 50 years having started out trading commodities with Merrill Lynch in the mid 1970’s. We first spoke in April last year, and Trevor has since appeared on the show to discuss his innovative, new trading product, the RRG UK Momentum+ - links to both of these interviews can be found below.

During today's episode, we discuss the market mania surrounding GameStop, the relationship between a rapidly growing group of ‘Average Joe’ traders and their Big Money counterparts, as well as the ‘madness of crowds’, and whether similarities exist between this latest phenomenon and events like the South Sea Bubble. Hope you enjoy the episode!

My interview with Trevor back in April 2020:

https://podcasts.apple.com/gb/podcast/3-trevor-neil-v-shaped-market-revival-next-big-thing/id1504694129?i=1000471076493

And Trevor's more recent appearance, can be found here:

https://podcasts.apple.com/gb/podcast/44-trevor-neil-exclusive-the-rrg-uk-momentum/id1504694129?i=1000506056412
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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 I’ve had the pleasure of interviewing Rob Koyfman, a former wall st veteran and founder and CEO of Koyfin. Koyfin is a financial data and analytics platform for researching stocks and understanding market trends.

It’s an exceptional tool which is particularly good for those who like digging into the fundamentals behind stocks or comparing the performance of different stocks sectors or themes over different time periods.

We discuss koyfin in detail and finish by digging into Robs investing process with examples of how he uses koyfin to support this.

After the interview, if you’re interested in using koyfin you can sign up for a free account at koyfin.com I promise you won’t be disappointed.
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.

Steve Hanke is a professor of applied economics at The Johns Hopkins University and senior fellow at the Cato Institute. Over four decades Hanke has advised dozens of world leaders from President Ronald Reagan to Indonesia’s Suharto on currency reforms, privatization, and how to tame hyperinflation. An active trader of currencies and commodities, Hanke was the president of the world’s best performing mutual fund in 1995, a year in which Toronto Trust Argentina recorded a 79.25% return.

Hanke takes us on a fascinating journey through post-war politics and economic policy, not forgetting to explain the current landscape, just a week after Biden’s inauguration and days after Janet Yellen’s appointment as US Treasury Secretary. Hanke also allows me to tie his more macro insights back to global equity markets, speculating on where they’re likely to head in what promises to be an eventful 2021. Enjoy the episode!

Read Hanke's article on his inflation dashboard, and Venezuela’s spiralling hyperinflation:

https://www.nationalreview.com/2020/12/hankes-inflation-dashboard-venezuela-still-leads
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.

This is a special episode with Trevor Neil who gives us exclusive insight into a new tradable product CMC Markets has developed with his guidance - The RRG UK Momentum+

Trevor is an ex floor trader & hedge fund manager and director at RRG.

We talk about the product methodology, how it captures early stage +ve momentum in UK stocks and why you might be interested in a momentum strategy over an index play.
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.

Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and even thousands of securities, into a single picture. Be it individual stocks, sectors or even entire indexes, RRGs enable a comparison that would otherwise take days to reproduce, and be impossible to visualise.

I talk to Julius about how this investment tool, a secret weapon in the armouries of institutional investors across the globe, came to be. And, like his career-to-date, it’s an intriguing tale. Julius describes that gripping story, from his time in the Dutch air force, to heading up RABObank’s Technical analysis in the early 2000s, to his role on the trading floor with Kempen & Co.

Julius talks passionately about Relative Rotation Graphs, and the benefits they offer investors, individual and institutional alike; and we finish our conversation by applying his methods to investigate the impact of seasonality on equity sector performance, revealing some fascinating results. Enjoy!

Julius and I discuss an article of his, analysis the impact of seasonality on sector performance. Read the full piece here:

https://stockcharts.com/articles/rrg/2021/01/seasonality-is-nice-but-realit-326.html

And to test RRGs for free, check out the StockCharts website:

https://stockcharts.com/freecharts/rrg/
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.

Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment strategies developed by Arnott’s firm.

Having pioneered several unconventional portfolio strategies that are now widely applied, including the Fundamental Index™ investment approach, Rob has earned a reputation as one of the word’s most provocative practitioners, challenging conventional wisdom at every turn.

Prior to founding Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built the company into a highly regarded quantitative asset management firm. Arnott has also taken in spells as global equity strategist at Salomon Brothers (now part of Citigroup), as the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and as vice president at The Boston Company.

We discuss Rob’s prolific research, his insatiable appetite for new ideas, and how to apply his theories to 2021’s global stock markets. For more of Rob's groundbreaking research, visit the site:

https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&gq=%5B%5D&s=date
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.

Welcome to a special edition of the Opto Sessions podcast, Ed and I have identified our favourite episodes from what has been an unprecedented year for global stock markets. We’ve narrowed it down to our top 8, selecting 4 clips each from our favourite interviews this year. Featured guests include investing royalty, Jim Rogers, who alongside George Soros, co-founded the Quantum Fund; and Jack Schwager, the international best-selling author responsible for the Market Wizards series.

We really enjoyed taking stock and looking back at some fascinating interviews, and we hope you do too!
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.

Opto Sessions is off for our holiday break (Merry Christmas, by the way)

We just wanted to say a big thank you to everyone who has listened to the show this year and that we’ll be back in the new year with more interviews from the world’s best traders.

Next week (31st December 2020) we’ll be releasing a slightly different episode: our highlights from the year. If you’re interested in hearing the best bits from our interviews in one place, be sure to give it a listen.

Before leaving you, we’ll end with a little flavour of what we’ve got in store…
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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 I welcome Keith McCullogh, the founder of hedgeye risk management which is a no-excuses provider of real-time investment research and a premier online financial media company. Keith and his team of 80 analysts are hard at work tearing down the edifice of Old Wall Street, brick by brick.

We deconstruct the proprietary models which hedgeye uses to both assess the markets and recommend positions. This includes his quad based investing approach, risk ranges, and even portfolio and position sizing. We also discuss what quadrant we’re in today and what this means for investors.

I had a lot of fun talking to Keith, he’s developed his unique approach to the markets by analyzing a huge amount of data. Fundamental data is at the core of his strategy. His insights are second to none.

https://app.hedgeye.com/insights
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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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.