Let’s Talk Future™ - An Oppenheimer Podcast

Feb 18 2025 99 ep. 22 mins 11
Let’s Talk Future™ - An Oppenheimer Podcast artwork

Delivering objective advice and providing access to a wide range of traditional and non-traditional investment products and services are the foundations to our business.

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Special Report: The AI Race Accelerates

Feb 18 2025 21 mins  
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 AI power? The team explores wha

The Rise of Physical AI

Jan 29 2025 19 mins  
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 the challenges and opportunities

Biotech in 2025: Opportunities Amid Uncertainty

Jan 10 2025 18 mins  
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 for investors. Disclosure:

Radiopharmaceuticals: A New Era in Oncology and Beyond

Dec 04 2024 20 mins  
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 diseases like Alzheimer’s a

Post-Election Market Shifts: What’s Driving Investor Sentiment?

Nov 14 2024 18 mins  
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 momentum in the markets and how instit

The Current State of Play: A Conversation with Rob Lowenthal

Oct 22 2024 19 mins  
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 valu

The Zero Emissions Economy: Taxes, Regulations and the Looming Election

Oct 07 2024 21 mins  
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 ene

Revenue Revolution: Fresh Ideas for Local Budgets

Sep 18 2024 22 mins  
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 revitalizati

The AI Refresh: Nvidia, Infrastructure and the Technical Picture

Sep 04 2024 20 mins  
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

CAR T-Cell Therapy: Revolutionizing Cancer Treatment

Aug 20 2024 20 mins  
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