In 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...

Philanthropy 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....

Technological 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...

The 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...

Despite 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 &...

The 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...

The 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...

The 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...

Thematic 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...

Television 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...

Obesity 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 &...

The 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,...

In 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...

Financial 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...

The 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...

In 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...

Food 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...

Our 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...

Join 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...

Join 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,...

President 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,...

From 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...

Curious 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...

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...