Best Haydn Brain Podcasts (2025)

1
AI in Space: How Planet Labs’ Satellites Are Helping Life on Earth 28:33

11d ago28:33

28:33

In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams m…

1
Oklo CFO: Revolutionizing Nuclear Energy 42:20

21d ago42:20

42:20

In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy. If you enjoyed this interview, consider subscribing to our Substack channel for more…

1
UiPath: AI Agents, the Next Frontier in Automation 31:59

1M ago31:59

31:59

This week, Sebastian Schroetel, Senior VP of Product Management at UiPath, joins OPTO Sessions to explore the future of AI-driven automation. He shares how UiPath has evolved from robotic process automation (RPA) to end-to-end automation, integrating AI agents to enhance efficiency. If you enjoyed this interview, consider subscribing to our Substac…

1
Logitech: The Secret to 45 Years of Innovation 29:42

2M ago29:42

29:42

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, con…

1
Quality Investing: What Makes a Great Stock? 40:36

2M ago40:36

40:36

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. W…

1
Blockchain Stocks to Watch in 2025 35:45

3M ago35:45

35:45

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…

1
How Trump, Bitcoin and China Could Shape Markets in 2025 33:39

3M ago33:39

33:39

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. …

1
Aaron Levie, Box CEO: The Cloud, AI & the Future of Work 29:01

4M ago29:01

29:01

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 wit…

1
US Economy Reality Check with Julian Brigden 31:59

5M ago31:59

31:59

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…

1
SoundHound CFO: The 3 Pillars of Voice AI 47:25

6M ago47:25

47:25

📲 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.oneli…

1
The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy 37:45

7M ago37:45

37:45

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 doe…

1
MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence 37:29

8M ago37:29

37:29

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 Mar…

1
The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions 32:34

8M ago32:34

32:34

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…

1
Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age | Repost 47:05

9M ago47:05

47:05

► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we revisit a previous episode in which Peter Beck, the Founder & CEO of Rocket Lab, discusses his vision for the company’s future as it solidifies its position as one of the leading forces in the new space age. Beck explains the strateg…

1
Jens Nordvig - Fed’s Rate Cut Bets, Potential Dollar Devaluation & China’s Troubles 43:07

9M ago43:07

43:07

📲 Find top-performing stocks & ETFs - Install app for free 🇺🇸: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation. Enjoy! ----- The content in this pod…

1
155. Pitting man against nature: Haydn, Symphony No.51 8:40

9M ago8:40

8:40

A subtle extremist, in his Symphony no.51 Haydn throws down some extraordinary challenges to his horn players - can they beat the ‘immutable forces of nature’? Listening time 30 mins (podcast 9′, music 21′) Music here on YouTube, Spotify and [with links to first movement only] on Apple and Amazon played by The English Concert, conducted by Trevor P…

1
Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China 39:10

9M ago39:10

39:10

📲 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 …

1
Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally? 26:44

9M ago26:44

26:44

📲 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 …

1
Doomberg - Why Nuclear is Better Than Renewables 37:37

10M ago37:37

37:37

📲 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 b…

1
Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problems 54:11

10M ago54:11

54:11

📲 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 b…

1
Edwin Dorsey - Short Selling & Exposing Corporate Misconduct: Care.com, Chegg, DeFi Technologies 49:37

10M ago49:37

49:37

📲 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 m…

1
Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’ 45:43

10M ago45:43

45:43

📲 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 1RoundTa…

1
Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | Repost 25:41

11M ago25:41

25:41

► 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 identif…

1
Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI 40:51

11M ago40:51

40:51

► 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 …

1
Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst? 32:17

11M ago32:17

32:17

► Invest in top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. …

1
Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend? 42:34

11M ago42:34

42:34

► 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 20…

1
Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024 34:14

12M ago34:14

34:14

► 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 eq…

1
Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs? 46:09

12M ago46:09

46:09

► 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 coul…

1
Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange 51:06

12M ago51:06

51:06

► 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…

1
Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data 40:44

1y ago40:44

40:44

► 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 inter…

1
Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age 47:05

1y ago47:05

47:05

► 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 govern…

1
Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving? 52:30

1y ago52:30

52:30

► 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…

1
The Big Picture | Jens Nordvig - What Trump II Could Mean for Markets & the Economy 40:30

1y ago40:30

40:30

► 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 fac…

1
Pedro Palandrani - Roadmap to Tomorrow: Autonomous Vehicles, Driverless Trucks & Robotaxis 38:14

1y ago38:14

38:14

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Autonomous vehicles have the potential to completely overhaul transportation, one of the most fundamental elements of our lives. Today, Pedro Palandrani, Director of Research at Global X ETFs, will join OPTO Sessions to discuss the opportunities, as well as the …

1
Jim Rogers - "Time To Worry" About China's Economic Troubles & Market Overexuberance 35:40

1y ago35:40

35:40

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we are privileged to welcome Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years. In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One…

1
Arelis Agosto - Gene Therapy: Decoding the Future of Healthcare 37:54

1y ago37:54

37:54

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Novel gene editing techniques, including companion diagnostics, offer increasingly precise avenues for cancer diagnosis and treatment. Today, Arelis Agosto, Senior Healthcare Analyst at Global X ETFs, joins the show to discuss the potential of genomic sequencing…

1
Christian Magoon - AI in Cybersecurity: A New Weapon in 2024's Global Arms Race 46:52

1y ago46:52

46:52

► Download our App to invest in innovation: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of welcoming Christian Magoon, Founder and CEO of Amplify ETFs, back to the show. Christian dives into the rapid growth of the cybersecurity industry amid current geopolitical tensions. From AI’s role in boosting the sector to Israel'…

1
Cathie Wood - Why Innovation Could Be Worth $220 Trillion by 2030 | ARK Invest Big Ideas 2024 25:41

1y ago25:41

25:41

Today, it's an absolute honour to introduce a very special guest to the show - none other than Cathie Wood, the visionary CEO & CIO of ARK Invest. 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 p…

1
Adam Taggart - Soft vs Hard Landing: Where Is the US Economy Heading in 2024? 48:59

1y ago48:59

48:59

► Download our FREE App & Discover the Next Big Investment Opportunities (US & UK only): https://optothemes.page.link/app Welcome back! Today, we have the pleasure of hosting Adam Taggar, founder & host of Thoughtful Money. Adam discusses his outlook for the US economy for the rest of 2024, offering a “consensus consolidation" of insights gathered …

1
Dave Mazza - Why the 'Magnificent Seven' Stocks Are Driving The Market 31:17

1y ago31:17

31:17

► Download our FREE App (US & UK only): https://optothemes.page.link/app Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show. Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks. Wi…

1
The Big Picture | Jens Nordvig - China’s Great Economic Slowdown 38:29

1y ago38:29

38:29

Get OPTO’s best content every day by subscribing to our FREE newsletter! Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader. In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning…

1
154. Wedded Bliss! A 30th anniversary gift: Stravinsky, Dumbarton Oaks 8:08

1+ y ago8:08

8:08

A cool and funky wedding anniversary present - a 15 minute classic from the most famous composer alive, Stravinsky's Dumbarton Oaks is stylish, sophisticated and hugely enjoyable! Listening time 23 mins (podcast 8', music 15') Music here, played by the Ensemble InterContemporain conducted by Pierre Boulez, on Youtube, Spotify, and (links to the 1st…

1
Tejas Dessai - AI in Robotics: The Rise of Intelligent Machines & The Nvidia Power Play 39:11

1+ y ago39:11

39:11

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally. In this episode, Tejas discusses the tr…

1
Matthew Sigel - Bitcoin ETF, Ethereum’s Future & Halving 100-Day Countdown 40:18

1+ y ago40:18

40:18

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of introducing Matthew Sigel, Head of Digital Assets Research at VanEck. In this episode, Matthew dives into the SEC’s recent approval of US spot bitcoin ETFs, sharing his thoughts on the wild pric…

1
153. Ecstasy, beauty, and ripping the universe open: Messiaen, Vingt regards sur l’enfant Jésus - with Rolf Hind 37:29

1+ y ago37:29

37:29

Pianist Rolf Hind introduces one of the epics of piano music. A heady mix of virtuoso composing and devout faith, Olivier Messiaen's 20 reflections on the infant Jesus, Vingt regards sur l'infant Jésus, brings us a two-hour deep dive of awesome power and beautiful stillness. Listening time 38 mins (plus music 2hrs 8') Music here on Youtube, played …

1
Jeff Desjardins - Space, Gene Editing, & Signals Gaining Momentum in the 'Exponential Age' 49:50

1+ y ago49:50

49:50

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! Today, we have the pleasure of hosting Jeff Desjardins, Editor-in-Chief of Visual Capitalist & author of the 2021 book ‘Signals: The 27 Trends Defining the Future of the Global Economy.’ In this episode, Jeff maps out the tra…

1
2023 Special - AI Was This Year’s Paradigm Shift. Here’s What It Means For Global Macro in 2024 | P2 11:31

1+ y ago11:31

11:31

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Welcome back! In the second part of our 2023 special, the spotlight turns to the profound impact of artificial intelligence on the global economy. As we step into 2024, we chose to reflect on this pivotal theme, drawing insights from thoug…

1
2023 Special - AI Was This Year’s Paradigm Shift. Here’s Why Nvidia Stood Out | P1 22:25

1+ y ago22:25

22:25

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter As 2023 comes to a close, a year that witnessed transformative shifts across various industries, there's one theme that stood out— artificial intelligence. Current forecasts predict that rapid advancements in artificial intelligence could …

1
Dan Tapiero - Bitcoin To Reach A $10 Trillion Market Cap? | Repost 50:03

1+ y ago50:03

50:03

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we are revisiting our interview with Dan Tapiero, co-founder, CEO, CIO and managing partner of 1RoundTable Partners & 10T Holdings, a growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE…

1
Colin Canfield - Beyond SpaceX: The Cosmic Rise of Rocket Lab in the Space Economy 46:14

1+ y ago46:14

46:14

Get OPTO’s best content every day by subscribing to our FREE newsletter! Today, we have the pleasure of speaking with Colin Canfield, Investor Relations Manager at Rocket Lab - as the company gears up for the next flight of its Electron small-scale launch vehicle. We kick off this episode with an elevator pitch for Rocket Lab, exploring the company…

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