In 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 A…

In 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 …

In 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…

In 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…

In this episode of Let's Talk Future, host Jane Ross sits down with Doron Barness, Senior Managing Director and Global Head of Equities Trading and Distribution at Oppenheimer, to unpack the market's reaction following the recent election. With a unique front-row seat to the world of trading trends, Doron shares his insights on the significant mome…

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 growt…

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-sho…

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 innovati…

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 maturin…

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 auto…

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…

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 upcom…

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 ca…

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 c…

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 o…

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…

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 e…

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. Fro…

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 t…

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 wha…

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. Po…

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 perfo…

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…

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 202…

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 H…

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 obe…

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 ho…

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 …

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 participant…

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,…

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 biologi…

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 …

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 fa…

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…

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…

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…

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 sy…

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: Th…

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 intri…

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 …

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: …

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: T…

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…

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 Edit…

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 consequ…

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, dist…

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 2…

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 go…

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 qu…

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, …