Oppenheimer & Co. Inc. - Podcast Details

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Let’s Talk Future™ - An Oppenheimer PodcastThe Future of Health: Investing in Longer, Healthier LivesCan science really help us live longer – and is that something investors should care about? In this episode of Let’s Talk Future, host Jane Ross is joined by Jay Olson, Managing Director and Senior Analyst at Oppenheimer, to break down the emerging world of longevity – where cutting-edge research is targeting the biological causes of aging. Jay explains how this space could follow a similar path to the obesity drug market, which saw rapid growth after the release of breakthrough treatments. From metabolic health and inflammation to personalized approaches and repurposed drugs, this episode explores the sc...2025-07-2119 min

Let’s Talk Future™ - An Oppenheimer PodcastIs Water the Next Big Investment Opportunity?The world is running low on clean, reliable water—and the infrastructure designed to deliver it is decades out of date. In this episode of Let’s Talk Future, Jane Ross speaks with Bryan Blair about why water is suddenly on the radar of investors, governments, and innovators alike. From data centers to drought zones, PFAS to stormwater, Bryan breaks down the megatrends behind the growing demand—and why the next decade may be transformational for the water sector. Episode Disclosures: This podcast is the property of Oppenheimer & Co. Inc. and should not be copi...2025-07-0117 min

Let’s Talk Future™ - An Oppenheimer PodcastTariffs, Trade Wars & Freight Chaos: What Comes Next?Tariff spikes. Legal battles. Freight chaos. In this episode of Let’s Talk Future™, Fred Larsen, Managing Director of Transportation & Logistics Investment Banking at Oppenheimer, breaks down the latest in global trade disruption. From sudden changes in U.S. tariff policy to volatile shipping rates and court rulings throwing markets into uncertainty, Fred explains what’s happening, what’s at stake, and what businesses and investors should be watching as the landscape continues to shift. Episode Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published...2025-06-0918 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Case for Private Credit with Lawrence GolubIn this episode, Lawrence Golub, CEO of Golub Capital, joins host Anusha Rodriguez to discuss the growing importance of private credit, especially direct lending, in today’s shifting economic landscape. With rising rates and economic uncertainty, private credit offers, as Golub says, a “good boring” stability for investors seeking consistent, enhanced yields. Golub shares his expert views on how direct lending to resilient industries and businesses may weather the uncertainty ahead, making it a thoughtful addition to a diversified portfolio. Podcast Episode Disclosures: Awards Criteria: https://www.oppenheimer.com/legal/award-criteria This po...2025-05-1522 min

Let’s Talk Future™ - An Oppenheimer PodcastMomentum Over Mayhem: A Technical View with Ari WaldAri Wald, Managing Director and Head of Technical Analysis at Oppenheimer, returns to Let’s Talk Future™ for a timely and insightful discussion on navigating today's complex market environment. As volatility continues to challenge even the most seasoned investors, Ari explains how technical analysis—grounded in momentum, trend-following, and price action—can offer a clearer lens when traditional fundamentals are obscured by noise and uncertainty. Drawing from decades of market experience, Ari provides both an historical perspective and some practical, forward-looking guidance. He illustrates how investors can use technical signals to identify leadership shifts, assess risk, and stay gro...2025-04-2819 min

Let’s Talk Future™ - An Oppenheimer PodcastUninsurable America? Climate Risk and the Future of Home InsuranceHome insurance is no longer a guarantee—millions of Americans are struggling to find affordable coverage, while others are being priced out entirely. With wildfires, hurricanes, and severe storms driving up claims, insurers are pulling out of high-risk areas, leaving homeowners vulnerable. In this episode of Let’s Talk Future™, Jane Ross is joined by Isaac Espinoza (CEO, Kettle), Greg Hendrick (CEO, Vantage Group), and Ritendra Roy (Managing Director, Oppenheimer) to discuss the home insurance crisis. The discussion also highlights AI’s role in predicting and mitigating risk. If you’re a homeowner, investor, or financial professional, this episode is essenti...2025-04-0920 min

Let’s Talk Future™ - An Oppenheimer PodcastSpace Tech Disruptors: The Rise of LEO SatellitesIn this episode of Let’s Talk Future™, host Jane Ross chats with Tim Horan, Managing Director at Oppenheimer, about the game-changing rise of Low Earth Orbit (LEO) satellites. Tim dives into how LEO tech is transforming global connectivity, expanding broadband access to remote areas, and unlocking exciting new investment opportunities. Discover how companies like SpaceX, T-Mobile, Amazon, and AT&T are driving this revolution and shaping the future of global broadband. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole...2025-03-2019 min

Let’s Talk Future™ - An Oppenheimer PodcastSpecial Report: The AI Race AcceleratesIn this special edition episode, host Jane Ross is joined by Tim Horan, Noah Kaye, and Rick Schaefer to break down DeepSeek’s game-changing advances in AI. The Chinese AI competitor has seemingly leapfrogged U.S. tech giants with its R1 model—built in record time, with fewer chips, and at a fraction of the cost. But does this shift the balance of AI power? The team explores what this means for AI innovation, U.S. competitiveness, and major players like Nvidia, Microsoft, and OpenAI. From the impact on data centers to concerns over intellectual property and bias, this epis...2025-02-1821 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Rise of Physical AIIn this episode of Let's Talk Future™, Jane Ross is joined by Colin Rusch to explore the fascinating world of physical AI. They delve into how generative AI is transforming industries by merging with physical machines. From warehouse automation to mining operations, they discuss groundbreaking applications, key players like Tesla and Symbotic, and the challenges and opportunities that come with AI's role in addressing labor shortages, boosting productivity, and tackling environmental concerns. Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or...2025-01-2919 min

Let’s Talk Future™ - An Oppenheimer PodcastBiotech in 2025: Opportunities Amid UncertaintyIn this episode of Let's Talk Future™, Jane Ross and Michael Margolis, R.Ph., Head of Healthcare Investment Banking at Oppenheimer, discuss the biotech sector's 2025 outlook. Topics include interest rates, healthcare policy changes, M&A, and IPO trends. Despite challenges, Michael highlights strong innovation and upcoming catalysts as opportunities for investors. Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. Th...2025-01-1018 min

Let’s Talk Future™ - An Oppenheimer PodcastRadiopharmaceuticals: A New Era in Oncology and BeyondIn this episode of Let’s Talk Future™, Joel Sendek and Jeff Jones explore the rapidly evolving world of targeted radiopharmaceuticals, an innovative cancer treatment that uses radioactive agents to target and destroy cancer cells. They discuss the success of treatments like Pluvicto and Lutathera and the potential for these therapies to expand into diseases like Alzheimer’s and Parkinson’s. The conversation also touches on the increasing interest from big pharma, upcoming breakthroughs, and what we can expect from this exciting field in 2025. If you're curious about the future of cancer treatment and biopharma innovation, this episode...2024-12-0420 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Current State of Play: A Conversation with Rob LowenthalIn this episode, Rob Lowenthal, President of Oppenheimer, shares his insights on the intersection of geopolitics and investment strategies. Alongside host Jane Ross, they discuss how global events shape market dynamics and the U.S. economic outlook. With a focus on actionable insights, Rob details a bullish outlook for solid long-term secular growth in the U.S. Tune in to gain valuable knowledge that can empower your financial decisions and help navigate the evolving landscape of investing. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, d...2024-10-2219 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Zero Emissions Economy: Taxes, Regulations and the Looming ElectionIn this conversation, Colin Rusch, Noah Kay, and Kristen Owen discuss the implications of the upcoming elections on sustainable growth and resource optimization, particularly in the context of the zero emissions economy. They reflect on key takeaways from the Innovating Sustainability Summit, the impact of tax policies, and the importance of on-shoring and job creation in clean energy. The discussion also covers the role of AI and automation in manufacturing and infrastructure, as well as innovations in power and battery technologies. Disclosures: This podcast is the property of Oppenheimer & Co. Inc. and should n...2024-10-0721 min

Let’s Talk Future™ - An Oppenheimer PodcastRevenue Revolution: Fresh Ideas for Local BudgetsIn this episode, you'll discover a wealth of creative approaches to public finance, from capitalizing on existing public assets without raising taxes to adapting tax systems for our evolving, service-oriented economy. Kristin shares insights from her recent white paper and delves into forward-thinking concepts for urban planning, including innovative ideas for downtown revitalization, addressing housing affordability, and even reimagining our cities with reduced car dependency. This conversation offers a fascinating glimpse into the potential future of our communities and the cutting-edge solutions that could shape them. Podcast Disclosure: This podcast is the property o...2024-09-1822 min

Let’s Talk Future™ - An Oppenheimer PodcastThe AI Refresh: Nvidia, Infrastructure and the Technical PictureIn this episode of Let’s Talk Future, Timothy Horan, Jane Ross, Rick Schafer, and Ari Wald discuss the current state of the AI trade. The group provide insights into the market and some of the top investment opportunities today. They discuss the correction in the market, and the impact on market leadership, suggesting that the bull cycle is maturing. The conversation then shifts to the AI trade, with a focus on Nvidia and its position in the AI market. The speakers also discuss the capital spending by companies like Microsoft, AWS, and Meta, and the potential for productivity ga...2024-09-0420 min

Let’s Talk Future™ - An Oppenheimer PodcastCAR T-Cell Therapy: Revolutionizing Cancer TreatmentIn this episode of Let’s Talk Future, Joel Sendek and Matt Biegler discuss the use of CAR T-cell therapy in autoimmune indications. They explain that CAR T-cell therapy involves modifying a patient's T cells to recognize and fight cancer cells. While CAR T-cell therapy has been successful in treating certain types of cancer, its application in autoimmune diseases is still in the early stages. Matt Biegler highlights the challenges and potential modifications needed for CAR T-cell therapy to be effective in autoimmune diseases. They also discuss the companies involved in developing CAR T-cell therapies for autoimmune indications and th...2024-08-2020 min

Let’s Talk Future™ - An Oppenheimer PodcastBeauty, Technology, and the New LookIn this episode of Let's Talk FutureTM host Jane Ross and Jean-Marie Gianni, the Managing Director of Oppenheimer's beauty, personal care, and luxury products silo in investment banking, discusses the latest trends in the beauty market. He highlights the resilience of the beauty sector, the trend of premiumization, and the impact of social media on the industry. Jean-Marie also explores specific product categories such as color cosmetics, fragrance, skincare, and injectables. He discusses the role of ingredients and personalization in skincare and the growth of the anti-aging market. Additionally, he talks about the changing distribution channels in the beauty i...2024-08-0521 min

Let’s Talk Future™ - An Oppenheimer PodcastHigh Yield and Distressed Investing in a Time of Volatile Interest RatesIn this episode of Let's Talk Future host Jane Ross and Eric Friel discuss high yield and distressed investing in a time of moving interest rates. They define high yield and distressed debt, discuss the current state of the market, and explore the impact of rising interest rates and inflation on highly levered companies. They also examine the upcoming wall of debt maturities and the potential for a U-shaped distress cycle. Eric Friel highlights sectors undergoing secular changes and identifies opportunities in the market, including in the crypto industry. They conclude by discussing Oppenheimer's capabilities in high yield and...2024-07-1618 min

Let’s Talk Future™ - An Oppenheimer PodcastWater Infrastructure: Stimulus Dollars and the Opportunities AheadIn this episode of Let's Talk Future™, Jane Ross and Bryan Blair explore the pressing state of water infrastructure in the US. With record-high heat indexes and aging pipes, pumps, and facilities, the challenges are enormous. They discuss the impact of stimulus dollars and highlight companies like Xylem, Mueller Water, and Advanced Drainage that can possibly benefit. The conversation also analyzes potential solutions, key areas of concern and opportunity, and the influence of the upcoming US presidential election — all crucial for understanding the future health and safety of our water resources over the next 12 to 18 months. Episode Disc...2024-06-2520 min

Let’s Talk Future™ - An Oppenheimer PodcastEvent-Driven Strategies ExplainedIn this episode of Let's Talk Future™, Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, joins forces with Jake Turner, an Associate Portfolio Manager at Kite Lake Capital, to discuss event-driven investing. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies, and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these special situations and M&A deal...2024-05-3032 min

Let’s Talk Future™ - An Oppenheimer PodcastPowering the Future of AIGenerative AI technology has immense potential to boost global economic growth and increase productivity. However, its implementation requires significant computing infrastructure. In this episode of Let's Talk Future, Jane Ross, Tim Horan, Colin Rusch, and Noah Kaye explore the challenges and opportunities of implementing generative AI, focusing on the need for data centers, energy infrastructure, and cooling systems. Together, they discuss the projected growth of AI revenue and the imbalance between data center power supply and demand – they also highlight companies to watch in the cloud and communications, infrastructure, and renewable energy sectors. The transcript for Powering th...2024-05-1622 min

Let’s Talk Future™ - An Oppenheimer PodcastDirect Indexing Dynamics: Thriving in Market VolatilityIn this episode, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to understand tax harvesting. The conversation also covers the role of technology in making direct indexing more accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or...2024-05-0221 min

Let’s Talk Future™ - An Oppenheimer PodcastTaking Philanthropy into the 21st CenturyPhilanthropy has long been a cornerstone in financing critical sectors such as higher education, the arts, and healthcare. However, today, the philanthropic landscape is experiencing significant changes. Trust-based philanthropy and donor-advised funds are leading the charge with innovative strategies to maximize impact and broaden reach. In this episode, Jane Ross joins forces with Leah Bernthal, the Founder of Every Purpose, and Brian Werdesheim, a member of Oppenheimer’s The Summa Group. Together, they advocate for the vital role of public-private partnerships, donor-advised funds, and family foundations in driving societal progress and fostering sustainable change. Podcast Disclosure: ...2024-04-1824 min

Let’s Talk Future™ - An Oppenheimer PodcastToday’s Consumer and the New Mainstream: Experiential, Edgy, and AuthenticTechnological advancements, cultural shifts, and evolving values are shaping an exciting landscape of new products and experiences for today’s consumer. In this episode, Jane Ross engages in an entertaining and free-wheeling conversation about the future of consumers with Michael Cella, Head of Oppenheimer’s US Consumer Investment Banking Team. From the allure of celebrity snack brands to new cutting-edge destinations, and the unexpected innovations in health and wellness, to the technological frontiers of the tattoo industry, this episode promises an exploration of the intriguing and the unforeseen. Investors in search of The Next Big Thing have much to disc...2024-04-0420 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Resiliency of Muni Credit — From Bridges and Budgets to the Future of Our CitiesThe credit climate in US public health is currently strong but is there an inflection ahead? In the recent episode of Let's Talk Future, host Jane Ross and guest Kristin Stephens delve into the financial health of our communities exploring important themes such as the future of our cities, immigration, tax issues, and infrastructure. They analyze the broad data and highlight the implications for investors, creditors, and the greater economy. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. T...2024-03-2026 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Housing Puzzle and What Mortgage Rates Are SignalingDespite mortgage rates nearing 7%, home-builder stocks have performed well. In the recent episode of Let's Talk Future, Jane Ross and Tyler Batory delve into the relationship between the housing market, mortgage rates, builders, and supply. They highlight the key players and potential opportunities for investors and homeowners alike and discuss what the playbook for 2024 is likely to look like in this important sector. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording w...2024-03-0622 min

Let’s Talk Future™ - An Oppenheimer PodcastAre Banks Safe? Regional Debacles and Commercial Real Estate JittersThe recent New York Community Bank worries have once again drawn attention to the difficulties regional banks are facing. At the same time, commercial real estate concerns are growing. In this most recent episode of Let's Talk Future, host Jane Ross and guest Chris Kotowski explore what this situation means for the economy and investors as well. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and...2024-02-2121 min

Let’s Talk Future™ - An Oppenheimer PodcastThe AI Gold Rush Revisited: 2024 and BeyondThe landscape of generative AI is vast but won’t always be smooth. While it carries risks, it has enormous potential for the market, economy, and society at large. In 2024, there will be technological advances, product extensions, and earnings opportunities and potential bottlenecks too. Tune in to hear more about continued improvements in AI performance in GPUs and monetization expectations, some of the big themes expected to show up in 2024. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. Th...2024-01-2521 min

Let’s Talk Future™ - An Oppenheimer PodcastBio Banter: M&A Boom and Robust Private PlacementsThe biotech industry witnessed a mix of triumphs and challenges in 2023, setting the stage for an exciting 2024. In the latest Bio Banter episode, Michael Margolis, R.Ph., and Daniel Parisotto, Ph.D., discuss biotech's private placements and highlight areas attracting VC dollars. They also explore the M&A landscape in pharma and biotech and offer a sneak peek into the emerging trends of the IPO market. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained i...2024-01-0422 min

Let’s Talk Future™ - An Oppenheimer Podcast2024 & Beyond: Thematic Thought-Leaders RoundtableThematic investing requires thorough research and the sophisticated monitoring of market dynamics and potential risks. In our latest episode, Oppenheimer's Head of Thematic Research, William Bird is in conversation with thought-leaders Elliott Miskin from Fidelity International and Robert Pemble from Invesco to discuss the likely key themes for 2024. This includes AI, sustainability, digital infrastructure, e-commerce evolution, and more. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions...2023-12-2018 min

Let’s Talk Future™ - An Oppenheimer PodcastThe End of TV as We Know It and How to Profit From ItTelevision has undergone a remarkable evolution since its inception, and data suggests the future of TV is steeply declining. Today nearly 40% of households are no longer paying for traditional TV. Social media apps have become the new form of old-fashioned broadcast media, begging the question: How will legacy cable and satellite players and the Hollywood content providers respond? In this episode, Jane Ross, Jason Helfstein, and Tim Horan discuss these big themes and what investors should look for regarding players with the pricing and staying power to keep and grow subscribers. Podcast Disclosure: T...2023-12-0523 min

Let’s Talk Future™ - An Oppenheimer PodcastNew Obesity Treatments on the Horizon: Biotech Stocks to WatchObesity affects hundreds of millions of patients in the Western world with the prevalence of obesity in the US at nearly 40%. Given headline-worthy innovations in treatments and subsequent stock moves, investors in pharma and biotech are paying attention. In this episode, Joel Sendek and Jay Olson discuss recent developments in the treatment of obesity, the latest therapies yet to hit the market, and key companies to watch. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary...2023-11-2110 min

Let’s Talk Future™ - An Oppenheimer PodcastFixed Income: A New Era of OpportunityThe unprecedented move in interest rates continues to dominate headlines and investors must consider weightings in fixed income as yields change. In this episode, Bryan McKigney, Kathy Krieg, and Leo Dierckman discuss the critical factors driving the various asset classes within fixed income and analyze what today’s valuations mean for investors hoping to lock in higher yields. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions an...2023-11-1422 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Future of Commercial Real EstateIn today's post-COVID world, the commercial real estate market faces numerous challenges such as higher interest rates and the continuous shift to remote work. To succeed in this ever-changing industry, is it critical to understand the areas of significant opportunity as well as ongoing risk. In this episode, Jane Ross and John Putrino discuss the general trends and considerations in commercial real estate and analyze the huge looming debt maturities ahead and the implications for both borrowers and investors. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied...2023-10-1922 min

Let’s Talk Future™ - An Oppenheimer PodcastAction versus Inaction, Breaking the Current Trading GridlockFinancial well-being, given higher interest rates and energy prices, is a top concern in today's economy. Will consumer resiliency waver in the later months of 2023 when credit card debt is high and student loan payments are due? Host Jane Ross and featured expert guest Doron Barness are here to discuss how this will play out for market participants and for fund flows. Tune in to hear about the resources, knowledge, and strategies needed to adapt to changing circumstances. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be cop...2023-09-3024 min

Let’s Talk Future™ - An Oppenheimer PodcastInnovating Climate SolutionsThe environmental and economic challenges of today require an interplay of sustainability, the rethinking of materials usage and the implementation of green technologies. The power, agriculture and industrial sectors are all part of this story. Here Oppenheimer's Sustainable Growth and Resource Optimization Team including Colin Rusch, Kristen Owen, and Noah Kaye, discuss the key elements and essential drivers in the Innovating Climate Solutions episode. Together, they discuss net zero emissions, resilient infrastructure, and who to watch. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or...2023-09-2524 min

Let’s Talk Future™ - An Oppenheimer PodcastBio Banter – Vital Signs Robust on Private SideIn the latest episode of Bio Banter, host Michael Margolis, R.Ph., and featured guest, Daniel Parisotto, Ph.D., examine private biotech market activity, comparing H1 2023 numbers to pre-pandemic metrics and the outlook and trends for the next several months. Together, they discuss novel small molecule therapeutics, genome editing, and other biologics, and explore what is attracting VC dollars. Tune in today. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was...2023-09-1118 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Future of Feeding the PlanetFood inflation remains a concern due to climate change, energy costs, supply chain disruptions, and geopolitical events – and poses significant consequences for just about everybody: individuals, families, and the economy. In this episode, Jane Ross speaks with Kristen Owen, Executive Director and Senior Analyst of Oppenheimer's Sustainable Growth and Resource Optimization Research Team, about rising food costs, AI solutions, and companies that investors should be talking about. Take a seat at the table and join the conversation! Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or...2023-08-3023 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Great Supply Chain ReversalOur latest episode embarks on a journey through the dynamic landscapes of predictive AI, the impact of market volatility on the travel and transport industry, as well as the exciting resurgence of seasonal travel. Jane Ross and Fred Larsen delve into the intriguing phenomenon of the Great Supply Chain Reversal, exploring its impact on industries far and wide. Additionally, they shed light on the pivotal role technology plays in reshaping transportation and logistics, paving the way for a more efficient and interconnected world. Tune in today! Podcast Disclosure: This podcast is the property of Oppenheimer...2023-08-1523 min

Let’s Talk Future™ - An Oppenheimer PodcastA Closer Look at the Case for Long-Term Value InvestingJoin Peter Cadaret, Head of Sales and Marketing at Oppenheimer Asset Management and Jim Cullen, founder of Schafer Cullen Capital Management take a closer look at the Case for Long-Term Value Investing. Jim is the author of a best-selling book on the topic of long-term value investing, and a pioneer in the field. Learn from Jim's vast experience as he shares insights from his perspective as a market historian. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The...2023-08-0329 min

Let’s Talk Future™ - An Oppenheimer PodcastSemiconductors, the Market and the AI BoomJoin Jane Ross as she explores the world of semiconductors, market dynamics, and the incredible AI Boom with Oppenheimer experts Rick Schafer and Ari Wald. Together, they dissect the driving forces behind today’s economy while also questioning the sustainability of stock performance. Discover the themes shaping the industry, and the profound impact that generative AI has on the market. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from ma...2023-07-0523 min

Let’s Talk Future™ - An Oppenheimer PodcastMarkets and Money in a Time of TransitionPresident of Oppenheimer & Co. Inc, Rob Lowenthal, joins the Let’s Talk Future™ podcast to share his unique perspectives and valuable insights on the current state of Wall Street. Rob, in conversation with Jane Ross, discusses the dynamic shifts in the industry as well as the critical challenges and exciting opportunities that arise during times of immense change. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and...2023-06-2028 min

Let’s Talk Future™ - An Oppenheimer PodcastCollision! Healthcare Delivery into the Digital WorldFrom telemedicine to wearable devices, our latest episode uncovers how technology is transforming the way we receive and deliver healthcare services. Tune in to learn how the integration of medicine, technology, and AI holds tremendous potential to improve health outcomes, accelerate medical research, and create a more patient-centric healthcare system. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature...2023-06-0522 min

Let’s Talk Future™ - An Oppenheimer PodcastCharging Ahead: The EV RevolutionCurious about the current state of electric vehicles? If so, tune in to our latest podcast episode as we delve into the companies that are driving the EV revolution forward. From legacy automakers to innovative startups, our conversation shines a spotlight on those thriving in the fiercely competitive electric vehicle market. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in...2023-05-2324 min

Let’s Talk Future™ - An Oppenheimer PodcastHomebuilders Are In Vogue – Can It Last?The current housing market is a hot topic of discussion with numerous factors influencing its trajectory. Join Jane Ross and subject matter expert, Tyler Batory, as they share their perspectives on today’s market environment and investor sentiment. Whether you’re a prospective homebuyer, a real estate professional, or simply interested in the intricacies of the housing market, this compelling episode will provide you with a thought-provoking analysis and actionable takeaways. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part...2023-05-0222 min

Let’s Talk Future™ - An Oppenheimer PodcastStocks For A Warming WorldThe warming world is a critical topic for us all. Listen to our latest episode for an important discussion on the complex interplay between carbon emissions, rising temperatures, and the role that HVAC technology plays in our society. Jane Ross speaks with veteran researcher, Noah Kaye about energy consumption, increasing sustainability, and which climate-related stocks investors need to know about. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from...2023-04-1921 min

Let’s Talk Future™ - An Oppenheimer PodcastThe AI Gold RushJoin seasoned Oppenheimer technology researchers, Jason Helfstein, Tim Horan, and Rick Schafer, as they discuss AI and the technologies that are already in use. They reveal who the leaders and disrupters are in this fast changing universe. Listen in as they provide valuable insights into the latest advancements in the industry. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in...2023-04-1123 min

Let’s Talk Future™ - An Oppenheimer PodcastBio Banter: Navigating Current Capital MarketsJoin three of Oppenheimer’s renowned leaders in this field, Michael Margolis, Jason Fenton, and Joel Sendek, as they discuss how to navigate the currently challenging capital markets. In this compelling conversation, they highlight potential investment opportunities and provide insights into the latest advancements in biotech. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has be...2023-03-3024 min

Let’s Talk Future™ - An Oppenheimer PodcastSpecial Edition: Cash Management in Perilous TimesPrudent corporate cash management has never been more critical. The current economic backdrop has highlighted the need for effective cash management strategies and procedures. In a very timely and relevant episode, Oppenheimer’s Jane Ross hosts a conversation with subject matter expert, Sandy Haber. Be sure to tune in as they explore the challenges and opportunities surrounding the current market environment. This is an important conversation that you don’t want to miss. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or i...2023-03-1721 min

Let’s Talk Future™ - An Oppenheimer PodcastSpecial Edition Market Roundtable – A Conversation with Ari Wald, Doron Barness and Rupesh ParikhAt the lowest point last year, sentiment polls reached their most pessimistic levels since March of 2009 – and only 12 percent of stocks were trading above their 200-day average. Then something changed… The market stopped responding negatively to bearish headlines and select industries started to reverse their decline. In this episode, Special Edition Market Roundtable – A Conversation with Ari Wald, Doron Barness and Rupesh Parikh, Jane Ross guides a panel discussion to help uncover if market strength will continue in 2023. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, publis...2023-02-2321 min

Let’s Talk Future™ - An Oppenheimer PodcastRate Hikes and Uncharted Territory: What’s an Investor to DoBanks should have the best infrastructure to create their forecasting models. Yet, the big banks have consistently underestimated where we are in the earnings cycle and the amount of net income that they're producing. In this episode "Rate Hikes and Uncharted Territory: What’s an Investor to Do?" Jane Ross and Chris Kotowski analyze the new consequences of higher rates and discuss whether the large banks will continue to outperform. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. Th...2023-02-1322 min

Let’s Talk Future™ - An Oppenheimer PodcastCurrent State of Private EquityIn “The Current State of Private Equity” Jane Ross, Tanya McHale, and Charles Buisseret take a deep dive into private equity and cover relative performance, key players, and new strategies being deployed to create liquidity in illiquid markets. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but...2023-01-1721 min

Let’s Talk Future™ - An Oppenheimer PodcastA Discussion of Contrasts: Still Solid Spending and Investor Pessimism. What to Do?In this Let's Talk Future™ episode, ”A Discussion of Contrasts: Still Solid Spending and Investor Pessimism. What to Do?” Joan Khoury and Brian Nagel discuss how behaviors are evolving, brands are adapting, and social, political, and cultural issues are driving the economic road ahead. Listen in to learn about expected consumer behavior trends in 2023. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is edu...2022-12-2119 min

Let’s Talk Future™ - An Oppenheimer PodcastTrading U.S. Equities and the Search For StabilityAs investors, we are always searching for catalysts, signs of stability, inflection points, or significant signposts to guide our investment choices. In this episode, "Trading U.S. Equities and the Search For Stability," Jane Ross and Doron Barness discuss the current challenging market environment, where the market has been, and where it may be going. Together, they look towards 2023 and ask the important questions. How will the playing field change? Will inflation, the Fed, the quants or geopolitical players play outsized roles ? Tune in to learn more. Podcast Disclosure: This podcast is the property of...2022-12-1224 min

Let’s Talk Future™ - An Oppenheimer PodcastFinancial Institutions: Rate Hikes and the Winners and LosersWe all know that financial institutions are the lifeblood of the global economy and that persistent rate increases have caused a shock to the system. In this episode, “Financial Institutions: Rate Hikes and the Winners and Losers,” Jane Ross and Chris Kotowski discuss the big banks, private equity companies, and others. Together, they answer the question: who will thrive and who will be challenged during this transitory time? Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/comm...2022-11-1623 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Cloud: A Once in a Century Investment Opportunity RevisitedSome topics are so revolutionary that they require revisiting. In a previous episode, Jane Ross and Tim Horan discussed the transformative power of the Cloud, a breakthrough innovation impacting the global economy and all societies. Now, a year and a half later, much has happened in the market and in the world. Learn about these changes, and more, in The Cloud: A Once in a Century Investment Opportunity Revisited, where they reexamine the Cloud investment thesis and the related investment opportunities in today’s market. Join the conversation by tuning into our latest Let's Talk Future™ podcast episo...2022-10-1924 min

Let’s Talk Future™ - An Oppenheimer PodcastAgricultural Technology: An Industry Ripe for DisruptionFood is Personal. Food is Cultural. Food plays a crucial role in the complex network of our environment, including in our health, the economy and the agricultural supply chain. But, at what cost? Enjoy the exclusive scoop from Oppenheimer’s Kristen Owen as she shares insights from the recent Crusonia Forum. The conference features some of the most influential voices in the food and agriculture industries as well as critical political leaders, decision-makers, capital providers, and technology solution providers. Tune in now to our latest Let's Talk Future™ podcast episode: “Agricultural Technology: An Industry Ripe for Disruption.” Po...2022-10-0513 min

Let’s Talk Future™ - An Oppenheimer PodcastTidemark: Inspired Technology Growth InvestingWant the latest scoop in technology investing? Look no further. In this episode, we explore the importance of investing in smaller businesses, software empowering entrepreneurs, and why SaaS is so attractive for investors. In conversation with Robin Graham is seasoned tech veteran, Dave Yuan, Founder and Partner at Tidemark. Tune in now to our latest Let's Talk Future™ podcast episode: “Tidemark: Inspired Technology Growth Investing.” Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contai...2022-09-2322 min

Let’s Talk Future™ - An Oppenheimer PodcastRenewables, the Inflation Reduction Act, and Which Stocks to WatchBig concerns. Big opportunities. Big episode! Joining us in conversation with host Jane Ross is Oppenheimer’s Colin Rusch. Together, they discuss the signing of the Inflation Reduction Act into law, the related investment implications, and what’s next for renewables. Tune in now to our latest Let's Talk Future™ podcast episode: “Renewables, the Inflation Reduction Act, and Which Stocks to Watch.” Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained fr...2022-09-1925 min

Let’s Talk Future™ - An Oppenheimer PodcastDigital Revolution & The Future of the One-Click GenerationWhat comes next for the one-click generation? Tune in as we analyze the latest discoveries and strategies in the technology sector, including areas such as digital advertising, e-commerce, and real estate. This episode also explores what retail investors should be on the lookout for during a bear market, especially as it relates to companies such as Amazon, Google, and Meta. Learn more in our latest Let's Talk Future™ podcast episode: “Digital Revolution & The Future of the One-Click Generation" with Joan Khoury and Jason Helfstein. Podcast Disclosure: This podcast is the property of Oppenheimer & Co...2022-08-1610 min

Let’s Talk Future™ - An Oppenheimer PodcastESG, Munis, and High Impact Investing in Today’s MarketWith climate change in the news and fixed income investments skittish about higher interest rates, should investors look to municipal bonds? Listen in to learn how to approach the large and diverse market in municipal bonds. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is...2022-08-0318 min

Let’s Talk Future™ - An Oppenheimer PodcastConsumer Sector Outlook: Inflation, Spending, and Trends to WatchIn this timely episode, Oppenheimer’s Chief Marketing Officer, Joan Khoury, talks with Oppenheimer Consumer Sector Analysts Rupesh Parikh, Tyler Batory, and Brian Nagel. Together, they cover the confluence of events that are affecting how we shop, what we’re shopping for, and how we play and travel. They also tackle the difficult questions around inflation, consumer spending, and how companies and consumers are navigating the current backdrop. This episode directly follows the successful conclusion of Oppenheimer’s 22nd Annual Consumer Conference – be sure to listen to hear key insights and takeaways straight from our analysts. Subscr...2022-06-2326 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Creator Economy and the Future of ContentIn this episode, Jane Ross, Managing Director of Investment Banking, talks with Angie Pham, Managing Director and Head of Internet Investment Banking at Oppenheimer. Together, they dive into a phenomenon poised to grow even bigger, with real investment implications: the creator economy. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and...2022-06-0924 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Energy Landscape and the Rise of RenewablesIn this episode, Peter Cadaret, Managing Director - Head of Sales and Marketing, Oppenheimer Asset Management Inc., talks with Jos Shaver, Founder and Chief Investment Officer of Electron Capital, about investment strategies related to the global transition to alternative and renewable resources. Subscribe to listen to the full episode available on all major #podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and...2022-06-0135 min

Let’s Talk Future™ - An Oppenheimer PodcastSpecial Edition: The Great Global Reset – Have We Hit Bottom Yet?We are pleased to introduce a special edition episode of the Let’s Talk Future™ podcast. In this episode, “The Great Global Reset – Have We Hit Bottom Yet?," Doron Barness, Senior Managing Director and Global Head of Equity Trading and Distribution, and Jane Ross, Managing Director of Investment Banking discuss the current global reset in financial assets, and explore the question: how do we identify a bottom? Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be cop...2022-05-1820 min

Let’s Talk Future™ - An Oppenheimer PodcastTravel is Back: Trends and Investment OpportunitiesIn this episode, "Travel is Back: Trends and Investment Opportunities," Joan Khoury, Managing Director and Chief Marketing Officer, talks with Roopak Pati, Managing Director and Head of Travel Technology Investment Banking about the travel status in the endemic environment. While we may have the green light to explore the world, we still face headwinds: inflation, geopolitical uncertainties, and the lingering effects of the pandemic. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied...2022-05-1717 min

Let’s Talk Future™ - An Oppenheimer PodcastIntroducing Pacaso: Forever Changing the Real Estate IndustryIn this episode, "Introducing Pacaso: Forever Changing the Real Estate Industry," Robin Graham, Managing Director and Head of Oppenheimer's Technology Investment Banking, talks with Austin Allison, CEO & Co-Founder of Pacaso, about this radical new concept in real estate: co-ownership of luxury second homes. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions...2022-05-1041 min

Let’s Talk Future™ - An Oppenheimer PodcastP3: An Innovative Solution to Our Infrastructure NeedsIn this episode of "P3: An Innovative Solution to Our Infrastructure Needs," Mark Morehouse, Managing Director of P3 Investment Banking, and Jane Ross, Managing Director of Investment Banking at Oppenheimer, discuss infrastructure concerns and P3 — how these transactions work, and how investors can participate. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market co...2022-04-1322 min

Let’s Talk Future™ - An Oppenheimer PodcastBio Banter: Oppenheimer’s Current Sector ViewsIn this episode of "Bio Banter: Oppenheimer’s Current Sector Views," Michael Margolis, R.Ph., Co-Head of Healthcare Investment Banking, Jared Holz, Chief Healthcare Market Strategist, and Jason Fenton, Co-Head of Healthcare Equity Capital Markets, all of Oppenheimer, discuss everything from navigating the temporary dislocation in the bio markets to the optimism of the innovation curve in life sciences. Our thought leaders also explore the four most notable themes from Oppenheimer's recent Healthcare Conference. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the pr...2022-03-3021 min

Let’s Talk Future™ - An Oppenheimer PodcastBridging the Gender Gap in Scientific InnovationIn this episode, "Bridging the Gender Gap in Scientific Innovation," Stefan Loren, Managing Director of Life Sciences at Oppenheimer, and Dr. Daphne Haim-Langford, Founder and CEO of Tarsier Pharma, discuss women-leading innovation and medical breakthroughs. By blending personal narrative with revelatory achievements, together, they take a closer look at Daphne's life as a trailblazing female scientist, and what it means for the future of women in medicine. Subscribe to listen to the full episode available on all major #podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should...2022-03-1826 min

Let’s Talk Future™ - An Oppenheimer PodcastSpecial Edition: Global Insight and PerspectiveIn this episode, "Special Edition: Global Insight and Perspective," President of Oppenheimer Asset Management, Bryan McKigney, talks with Chief Investment Strategist of Oppenheimer Asset Management, John Stoltzfus to shed light on market movements given the Russia-Ukraine crisis. During the discussion, Bryan and John take a deep dive on how investors should react, and what stocks to watch given the current tumultuous climate and the rapidly changing geopolitical landscape. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information...2022-02-2415 min

Let’s Talk Future™ - An Oppenheimer PodcastBio Banter: What’s Happening in the Biotech MarketsIn this episode, "Bio Banter: What's Happening in the Biotech Markets," Michael Margolis, R.Ph., Co-Head of Healthcare Investment Banking, and Jared Holz, Chief Healthcare Market Strategist at Oppenheimer, discuss the biotechnology market by addressing life sciences equities markets and what the future may hold for this dynamic sector. Subscribe to listen to the full episode available on all major #podcast platforms. Podcast Disclosure This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this...2022-02-1722 min

Let’s Talk Future™ - An Oppenheimer PodcastTechnology Companies and the Outlook for Deal Activity in 2022In this episode, "Technology Companies and the Outlook for Deal Activity in 2022," Robin Graham, Managing Director and Head of Oppenheimer's Technology Investment Banking Practice, and Jane Ross, Managing Director of Oppenheimer, discuss significant headwinds for technology companies including COVID, supply chain disruptions, and inflation. They analyze which industry verticals are likely to thrive in this landscape. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional...2022-02-0118 min

Let’s Talk Future™ - An Oppenheimer PodcastConsumer Trends: Holiday 2021 and BeyondIn this episode, “Consumer Trends: Holiday 2021 and Beyond” our distinguished panel: Martin Yang, Brian Nagel, and Rupesh Parikh, discuss retail and technology products and the potential effects of rising inflation, labor market dislocations, and supply chain challenges. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is n...2021-12-1525 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Watched Pot is Boiling: Healthcare M&A is CookingIn this episode, “The Watched Pot is Boiling: Healthcare M&A is Cooking,” Don Ritucci, Managing Director of Healthcare M&A and Stefan Loren, Ph.D., Managing Director of Life Sciences, both of Oppenheimer, discuss what’s likely behind recent healthcare mergers and acquisitions, related trends in the space, and what's in store as we round the corner into 2022. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditi...2021-11-1521 min

Let’s Talk Future™ - An Oppenheimer PodcastFight or Flight: A Conversation About Market RiskIn this episode, “Fight or Flight: A Conversation with Doron Barness about Market Risk,” Doron Barness, Senior Managing Director and Global Head of Equity Trading and Distribution, and Jane Ross, Managing Director of Investment Banking, both of Oppenheimer, discuss current market concerns including inflation, labor shortages, and China as well as the possible threats lurking in 2022. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sour...2021-11-0118 min

Let’s Talk Future™ - An Oppenheimer PodcastHere and Now: Analyzing Inflation and Supply Chain DisruptionsThe Let’s Talk Future podcast series brings you timely and relevant conversations with thought leaders on big thematic subjects that have major investment implications. In this episode, “Here and Now: Analyzing Inflation & Supply Chain Disruptions,” John Stoltzfus, Chief Investment Strategist, and Peter Cadaret, Managing Director and Head of Sales and Marketing, both of Oppenheimer Asset Management Inc., discuss recent spikes in inflation, the effects of supply chain woes, and their associated costs, as well as provide insight on OPEC, the economic relationship with China, and much more. Podcast Disclosure: This podcast is the property of Opp...2021-10-2031 min

Let’s Talk Future™ - An Oppenheimer PodcastTechnical Analysis, Markets, and Five Oppenheimer IdeasIn this episode, “Technical Analysis, Markets, and Five Oppenheimer Ideas,” Joan Khoury, Managing Director and Chief Marketing Officer, and Ari Wald, Managing Director, Senior Analyst, and Head of Technical Analysis at Oppenheimer discuss discuss the practice of technical analysis and review the firm’s top-down outlook. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from mar...2021-09-3018 min

Let’s Talk Future™ - An Oppenheimer PodcastCircular Economy and the Eight Stocks to WatchIn this episode, “Circular Economy and the Eight Stocks to Watch,” Jane Ross, Managing Director of Investment Banking, and Noah Kaye Managing Director and Senior Analyst at Oppenheimer discuss how to create an economic system where re-usability is the driver and minimizing waste is the goal and where to find investment opportunities in the solutions. Tune in to discover the implications of industries like plastics, mining, construction, and the power sector, and which companies are leading the charge to create a healthy and sustainable future for our planet. Listen to Let’s Talk Future on Spotify...2021-09-0822 min

Let’s Talk Future™ - An Oppenheimer PodcastOncology Approaches: New Challenges and Keeping up with the Speed of ChangeThis episode features Dr. Asher Chanan-Khan, Professor of Medicine and Oncology at the Mayo Clinic, and Stefan Loren, Ph.D. and Managing Director of Life Sciences at Oppenheimer & Co. Inc. Together, they discuss how the field of oncology is booming with ideas and opportunities for new therapies. From how COVID impacted cancer screening to the rise of telehealth to the modern approach of targeted delivery of radiotheraputics or radio-immuno pharmaceuticals, here’s what you should know about oncology approaches of 2021. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. Podca...2021-08-1223 min

Let’s Talk Future™ - An Oppenheimer PodcastHow the Drone Economy is Taking FlightThis episode features Dario Constantine, Senior Associate at Linse Capital, and Peter Cadaret, Head of Sales & Marketing for Oppenheimer Asset Management, Inc. Together, they discuss how the drone industry spike has many considering its economic impact within the enterprise sector, infrastructure, agriculture, as well as generating debate around community acceptance and public safety. Tune in to discover the six definable channels of future growth in air mobility and why experts believe this industry will double by 2025. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. Podcast Disclosure: This podcast is...2021-07-2822 min

Let’s Talk Future™ - An Oppenheimer PodcastTechnology Stocks and The Future of Going PublicIn this episode called "Technology Stocks and The Future of Going Public” Robin Graham, Managing director and Head of Technology Investment Banking, joins Jane Ross, Managing Director of Investment Banking. Together they discuss how investors, amid COVID uncertainty, quickly went from deploying rescue capital to providing fear of missing out capital all of which benefited public and private tech companies. The question is where do we go from here? Also, in a lightning round of questions, Robin and Jane look at the issues surrounding next generation automobiles and transport, enterprise software, clean tech, digital media as well as semiconductor log...2021-07-0823 min

Let’s Talk Future™ - An Oppenheimer PodcastTechnology Stocks and The Future of Going PublicIn this episode called "Technology Stocks and The Future of Going Public” Robin Graham, Managing director and Head of Technology Investment Banking, joins Jane Ross, Managing Director of Investment Banking. Together they discuss how investors, amid COVID uncertainty, quickly went from deploying rescue capital to providing fear of missing out capital all of which benefited public and private tech companies. The question is where do we go from here? Also, in a lightening round of questions, Robin and Jane look at the issues surrounding next generation automobiles and transport, enterprise software, clean tech, digital media as well as semiconductor log...2021-07-0724 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Gaming Sector RevolutionizedIn this episode called “The Gaming Sector Revolutionized,” Martin Yang – Senior Analyst for Emerging Technologies and Services, joins Joan Khoury, Managing Director and Chief Marketing Officer to discuss the impressive performance of the gaming market. During this conversation, Martin and Joan uncover the tremendous growth opportunities as game-like content expands to education, to e-commerce, to healthcare and more. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The i...2021-06-2324 min

Let’s Talk Future™ - An Oppenheimer PodcastAlternatives: Uncovering AlphaIn this episode called "Alternatives: Uncovering Alpha” Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management Inc., joins Peter Cadaret, Head of Sales and Marketing for Oppenheimer Asset Management, Inc. in a discussion about the alternative investment space, and the importance of portfolio diversification. During this conversation, Anusha and Peter also provide a perspective on the changing landscape of private equity. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and shou...2021-06-1026 min

Let’s Talk Future™ - An Oppenheimer PodcastWhy AI Will Transform Your HealthcareListen to “Why AI Will Transform Your Healthcare” from our Let’s Talk Future™ podcast series. This episode features François Brisebois, Managing Director and Senior Biotechnology Research Analyst, and is hosted by Joan Khoury, Managing Director and Chief Marketing Officer. Together they discuss powerful computers and the growing interest of AI’s role in the healthcare industry, and beyond. During this conversation, Frank and Joan also highlight advanced medical treatments, as well as the importance of speed and efficiency in a post-pandemic world. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This po...2021-05-2824 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Cloud: A Once in a Century Investment OpportunityIn this episode called "The Cloud: A Once in a Century Investment Opportunity” Timothy Horan joins Jane Ross in a discussion about cloud computing and related technologies such as AI and blockchain, infrastructure consideration, disruptive new business models, as well as security and other risks. During this conversation, Timothy and Jane will also provide key takeaways on this exciting sector. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The infor...2021-05-0324 min

Let’s Talk Future™ - An Oppenheimer PodcastYour Life. Your Story. Your Legacy.In this episode called "Your Life. Your Story. Your Legacy." Ed Harrington joins Joan Khoury in a discussion about reframing legacy planning – from an activity that is too often put off, to one that can be seen as an ongoing process, a way to document a life story, and ensure that a legacy lives on. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in t...2021-04-2021 min

Let’s Talk Future™ - An Oppenheimer PodcastElectric Vehicles, Sustainability, Renewables and the Road AheadIn this episode called "Electric Vehicles, Sustainability, Renewables and the Road Ahead" Colin Rusch joins Jane Ross in a discussion on the investment space as electric cars growing in more popularity. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources be...2021-03-2423 min

Let’s Talk Future™ - An Oppenheimer PodcastWhat's Driving Global Market Performance Now?In this episode called "What's Driving Global Market Performance Now?" John Stoltzfus joins Peter Cadaret to discuss the current pulse of the U.S. equity market, the realities of inflation, reflation, and the potential for a global economic recovery. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The...2021-03-1124 min

Let’s Talk Future™ - An Oppenheimer PodcastCybersecurity and the Digital Arms RaceIn this episode called "Cybersecurity and the Digital Arms Race" Matt Russell joins Jane Ross in a discussion exploring cybersecurity, advancements relevant to investors, and movements in the industry that are creating opportunity. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been deri...2021-02-2320 min

Let’s Talk Future™ - An Oppenheimer PodcastCapital Markets – What Now?In this episode called "Capital Markets – What Now?", Lewis Silberman, Managing Director of Equity Capital Markets joins Jane Ross, Managing Director at Oppenheimer in a discussion surrounding the roller-coaster year of 2020, and about what lies ahead this year. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has b...2021-01-2127 min

Let’s Talk Future™ - An Oppenheimer PodcastNew Consumer Behaviors Spark Category InnovationsIn this episode called New Consumer Behaviors Spark Category Innovations, Rupesh Parikh, Managing Director and Senior Analyst of the Consumer Sector at Oppenheimer joins Joan Khoury, Managing Director and Chief Marketing at Oppenheimer in a discussion surrounding global lifestyle trends that's exciting to consumers and investors alike. Tune in as we examine interrelated areas and companies, such as foods, including plant-based foods, groceries, beauty, pets, and health and wellness. And, as always, we'll talk future, and take a look at the road ahead. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Go...2021-01-1227 min

Let’s Talk Future™ - An Oppenheimer PodcastBiopharma and Healthcare SuperheroesIn this episode, Biopharma and Healthcare Superheroes, Leland Gershell joins Jane Ross in a discussion surrounding the innovation and revolution in healthcare that's exciting to patients and investors alike. Tune in as we explore new discoveries about the immune response to COVID-19 and unpack all things biopharma. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in th...2020-12-1420 min

Let’s Talk Future™ - An Oppenheimer PodcastNew Ways of Living and PlayingIn this episode, New Ways of Living and Playing, Jason Helfstein joins Joan Khoury to explore how companies are innovating amidst the pandemic and how these changes affect the way we live and play, shop and entertain, and take care of our health. Tune in as we take a look at the rise of Roku, Netflix, Peloton, Seamless, Lemonade Insurance, Farfetched, and others. And finally, as always, we'll talk future, and take a look at the road ahead. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. Po...2020-11-1924 min

Let’s Talk Future™ - An Oppenheimer PodcastElectric Vehicles--Are We There Yet?In this episode, Electric Vehicles—Are We There Yet?, Colin Rusch joins Jane Ross to discuss disruption, innovation, and investment opportunities related to electric vehicles. Tune in is as they discuss batteries, energy considerations, as well as current valuations and metrics. And as always, they ‘talk future’ and take a look at the road ahead. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The informat...2020-11-1221 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Impact ZoneIn this episode, The Impact Zone, Doron Barness joins Jane Ross to discuss where we are now, including market participants, behavior, and fund flows while looking ahead to the outlook for the next few months. Do we proceed with caution, or need a defensive position – given the turbulence and headline risk? This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented ha...2020-10-2020 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Healthcare ResetJane Ross joins Michael Margolis to discuss Oppenheimer’s Healthcare Investment Banking Business, today’s regulatory climate around drug pricing, and the impact that the political arena will have on the Healthcare Industry. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not p...2020-10-0524 min

Let’s Talk Future™ - An Oppenheimer PodcastOutlook and Perspective on the Broadening MarketPeter Cadaret, Head of Sales and Marketing for Oppenheimer Asset Management joins John Stoltzfus, Oppenheimer Asset Management’s Chief Investment Strategist to discuss the recent volatility in the global equity markets, the flow of economic data and Fed activity, and the potential impact of the upcoming elections on the markets. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has be...2020-09-2221 min

Let’s Talk Future™ - An Oppenheimer PodcastThe Great Digital WorkaroundJane Ross, Managing Director of Investment Banking, joins Robin Graham, Managing Director and Head of the Technology sector of Investment Banking, to discuss what’s next in the technology space. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be...2020-09-0122 min