In 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...

In 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...

In 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...

In 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...

In 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...

In 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...

In 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...

In 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...

In 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...

Generative 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...

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...