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Podcast: Opto Sessions – Invest in the Next Big Idea
Episode: Michael Loukas – ‘The New Economy’, Tech Sector Bifurcation, and the AI & Deep Learning ETF
Description: Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterMichael Loukas is CEO of Truemark Investments, owner of TrueShares, an ETF provider that embodies active management, believing a concentrated portfolio that holds best-of-breed names is essential to capturing alpha. As they put it on their website, ‘Long-term investing in companies with a competitive edge’ is paramount to market outperformance.We discuss this investment philosophy and dig into the TrueShares process to understand how they consistently identify these best-of-breed names. Michael also evaluates the bifurcation of the te...