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...

The 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...

Join 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...

Join 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...

Prudent 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...

At 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...

Banks 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...

In “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...

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,...

As 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...

We 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...

Some 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...

Food 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...

Want 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...

Big 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...

What 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...