With 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 sou...
Aug 03, 2022•19 min•Ep. 45
In 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 conclus...
Jun 23, 2022•26 min•Ep. 44
In 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...
Jun 09, 2022•24 min•Ep. 43
In 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, p...
Jun 01, 2022•35 min•Ep. 42
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. Podc...
May 18, 2022•21 min•Ep. 41
In 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...
May 17, 2022•17 min•Ep. 40
In 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...
May 10, 2022•42 min•Ep. 39
In 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, ...
Apr 13, 2022•22 min•Ep. 38
In 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 Health...
Mar 30, 2022•22 min•Ep. 37
In 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 episod...
Mar 18, 2022•26 min•Ep. 36
In 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: Th...
Feb 24, 2022•15 min•Ep. 35
In 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. a...
Feb 17, 2022•22 min•Ep. 34
In 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. ...
Feb 01, 2022•18 min•Ep. 33
In 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 obtai...
Dec 15, 2021•25 min•Ep. 32
In 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 ...
Nov 15, 2021•22 min•Ep. 31
In 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, distribu...
Nov 01, 2021•18 min•Ep. 30
The 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 associat...
Oct 20, 2021•31 min•Ep. 29
In 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,...
Sep 30, 2021•18 min•Ep. 28
In 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 c...
Sep 08, 2021•23 min•Ep. 27
This 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 o...
Aug 12, 2021•23 min•Ep. 26
This 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...
Jul 28, 2021•22 min•Ep. 25
In 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 a...
Jul 08, 2021•24 min•Ep. 24
In 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 ...
Jun 23, 2021•25 min•Ep. 23
In 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...
Jun 10, 2021•27 min•Ep. 22
Listen 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 importa...
May 28, 2021•24 min•Ep. 21
In 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...
May 03, 2021•24 min•Ep. 20
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...
Apr 20, 2021•22 min•Ep. 19
In 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...
Mar 24, 2021•24 min•Ep. 18
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 cont...
Mar 11, 2021•24 min•Ep. 17
In 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 recor...
Feb 23, 2021•20 min•Ep. 16
