Best Bitcoin Com Podcasts (2025)

1
Yield Games: Bonds, Swaps and Strategy 38:21

12d ago38:21

38:21

Questions abound around inflation, interest rates, trade disruption - and beneath it all, fixed-income and derivatives markets adapting at speed. With Treasury auctions stirring unease and a dramatic shift in how global investors are positioning, it's no surprise that bonds and derivatives are back in focus. But the questions are bigger than just "…

1
Rocket Lab CEO On Record Growth & National Security Contracts 22:26

26d ago22:26

22:26

Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration. 0…

1
From Private to Prominent: The Asset Class Everyone's Watching 34:34

1M ago34:34

34:34

Luke Flemmer, MSCI's head of private assets, provides his views on how the industry, tools and participants stand to evolve as the worlds of public and private investing converge and more investors adopt a total portfolio approach.By MSCI Inc

1
Quantum Computing is Real & Commercial Today, says D-Wave CEO 43:16

2M ago43:16

43:16

Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing mome…

1
Who's Afraid of the Big, Bad Bond Market? 24:38

2M ago24:38

24:38

Though many of the headlines follow every twist and turn that equities have taken over the last month, fixed income remains an important part of the story. From drivers of inflation to the relative strength of the U.S. dollar and the rise of private credit as a funding source for corporate America, understanding the shifting dynamics is key as inve…

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

2M 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
Investment Trends in Focus: Quarterly Roundtable Q2 2025 38:29

2M ago38:29

38:29

As the year started, the overriding theme was the dominance of the U.S. in the world's financial markets. However, there were already some uncertainties on the horizon. Three months later we have seen quite astounding action on both the policy front and in financial markets. MSCI's roundtable of experts provide their unique perspective on it all.…

1
Oklo CFO: Revolutionizing Nuclear Energy 42:20

2M 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
From Dot-com to Dot-AI: Is History Repeating? 16:56

3M ago16:56

16:56

25 years on from the peak of the dot-com bubble, we discuss parallels between today's AI-driven market boom and the dot-com era with MSCI's Donald Sze, exploring market sentiment, lessons from history and implications for investors navigating current dynamics.By MSCI Inc

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

3M 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

3M 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
Tariff-ied Markets: What Investors Need to Know 28:42

4M ago28:42

28:42

Trade tensions are rising - what does this mean for investors? MSCI's Abhishek Gupta and Thomas Verbraken discuss the latest tariff developments, their potential impact on inflation and interest rates and how they could reshape market dynamics in 2025 and beyond.By MSCI Inc

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

4M 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
Location, Location... Allocation: Real Estate's Shifting Landscape 37:12

4M ago37:12

37:12

Real estate is resetting - but not everywhere and not all at once. Tom Leahy and Ben Chow, the EMEA and APAC heads of real-estate research at MSCI, unpack 2025's key trends, from interest rates to AI-driven demand, and discuss why strategy, timing and resilience could be important drivers going forward.…

1
Blockchain Stocks to Watch in 2025 35:45

5M 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
Sweet 16: Have Bitcoin and Other Digital Assets Come of Age? 32:47

5M ago32:47

32:47

The first Bitcoin was mined on Jan. 3, 2009. Since then, much of the story has been about volatility, speculation and retail investors. But our guests - including MSCI's Padmakar Kulkarni, Barbara Schlyter of DWS Group and Menai's CIO, Shubin Jha - help us dig deeper into the world of digital-assets investing and examine why institutional investors…

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

5M 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
Investment Trends in Focus: Quarterly Roundtable Q1 2025 50:36

5M ago50:36

50:36

The dominance of the U.S. showed no signs of waning as the year began. But what will investors be watching as they seek to steady an unbalanced world? Our quarterly panel breaks down the potential effects for global equities, fixed income and private investments, as well as one area where it's Asia that dominates - energy consumption.…

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

6M 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

6M 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
How Are You Fixed for Fixed Income for 2025? 40:06

6M ago40:06

40:06

With fixed-income investors still recovering from a year that arguably saw nearly every cycle of the market, we look ahead to 2025 across sectors, including sustainability-linked bonds, securitized products and the ongoing effects of inflation and moves by central banks.By MSCI Inc

1
Two Takes on the Future of Risk 16:52

7M ago16:52

16:52

When it comes to managing portfolios, the role of risk, and risk managers continues to evolve. We hear from two industry leaders, recently returned from the MSCI Analytics Summit, on the future of identifying, measuring and managing risk.By MSCI Inc

1
💥 Bitcoin to $100,000? The question is no longer if but when! 🚀 1:00

7M ago1:00

1:00

💥 Bitcoin to $100,000? The question is no longer if but when! 🚀 Use my referral link Crypto Bonus to sign up for Crypto․com, and we'll get $35 USD each 💝 With institutional investors diving in, adoption skyrocketing 🌍By Mike Ron

1
As Asset Owners Go, So Goes the Industry 23:45

7M ago23:45

23:45

We're joined by MSCI's Chief Research Officer, Ashley Lester and Chief Client Officer, Axel Kilian, who recently attended the 19th annual Institutional Investor Forum, hosted by MSCI. We discuss the benefits and considerations of a total portfolio approach, as well as the myriad of challenges facing asset owners and investors around the world.…

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

8M 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
Investment Trends in Focus: Quarterly Roundtable Q4 2024 39:50

8M ago39:50

39:50

From the effects of China's stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be focused for the rest of 2024.By MSCI Inc

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

9M 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
Real Estate Debt, Distress and, Dare We Say, Hope? 24:19

9M ago24:19

24:19

Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE debt market and the potential path for portfolios.By MSCI Inc

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

9M 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

9M 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
The Future of Energy 36:04

10M ago36:04

36:04

One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand i…

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

10M 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
So Many Sectors, So Little Time 42:34

10M ago42:34

42:34

As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking to gain exposure to distinctive segments of the economy. MSCI's own Abhishek Gupta and Dinank Chitkara dig deep into their recent paper, "Incorporating …

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

11M 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
Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China 39:10

11M 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
Getting a Fix on Fixed Income 26:29

11M ago26:29

26:29

With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s global head of fixed-income solutions research, Afsaneh Mastouri, to talk about the state of fixed-income markets, and what the rest of the year may ho…

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

11M 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

11M 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
Investment Trends in Focus: Quarterly Roundtable Q3 2024 46:50

11M ago46:50

46:50

Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.…

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

12M 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

12M 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

12M 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
Making the Most of the (Electrical) Grid You’ve Got 49:42

12M ago49:42

49:42

The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.By MSCI Inc

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

1y 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

1y 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

1y 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

1y 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
The Best Time to Plant a Tree Is 20 Years Ago 20:02

1y ago20:02

20:02

How does Adam Gibbon of AXA IM balance climate impact with investment results? We get his take on the voluntary carbon markets, and how he assesses potential opportunities for his fund’s portfolio.By MSCI Inc

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

1y 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

1y 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…

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Bitcoin Com Podcasts

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