A(z) Oppenheim csatorna legjobb podcastjai (2025)

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Space Tech Disruptors: The Rise of LEO Satellites 19:49

3d ago19:49

19:49

In this episode of Let’s Talk Future™, host Jane Ross chats with Tim Horan, Managing Director at Oppenheimer, about the game-changing rise of Low Earth Orbit (LEO) satellites. Tim dives into how LEO tech is transforming global connectivity, expanding broadband access to remote areas, and unlocking exciting new investment opportunities. Discover how…

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Special Report: The AI Race Accelerates 21:24

1M ago21:24

21:24

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…

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The Rise of Physical AI 19:19

2M ago19:19

19:19

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 …

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Biotech in 2025: Opportunities Amid Uncertainty 18:58

2M ago18:58

18:58

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…

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Radiopharmaceuticals: A New Era in Oncology and Beyond 20:50

4M ago20:50

20:50

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…

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Post-Election Market Shifts: What’s Driving Investor Sentiment? 18:31

4M ago18:31

18:31

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…

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The Current State of Play: A Conversation with Rob Lowenthal 19:35

5M ago19:35

19:35

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…

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The Zero Emissions Economy: Taxes, Regulations and the Looming Election 21:58

6M ago21:58

21:58

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…

1
Revenue Revolution: Fresh Ideas for Local Budgets 22:15

6M ago22:15

22:15

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…

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The AI Refresh: Nvidia, Infrastructure and the Technical Picture 20:50

7M ago20:50

20:50

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…

1
CAR T-Cell Therapy: Revolutionizing Cancer Treatment 20:13

7M ago20:13

20:13

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…

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Beauty, Technology, and the New Look 21:33

8M ago21:33

21:33

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…

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High Yield and Distressed Investing in a Time of Volatile Interest Rates 18:12

8M ago18:12

18:12

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…

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Water Infrastructure: Stimulus Dollars and the Opportunities Ahead 20:41

9M ago20:41

20:41

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…

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Event-Driven Strategies Explained 32:41

10M ago32:41

32:41

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…

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Powering the Future of AI 22:14

10M ago22:14

22:14

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…

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Direct Indexing Dynamics: Thriving in Market Volatility 21:42

11M ago21:42

21:42

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…

1
Taking Philanthropy into the 21st Century 24:15

11M ago24:15

24:15

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…

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Today’s Consumer and the New Mainstream: Experiential, Edgy, and Authentic 20:39

12M ago20:39

20:39

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…

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The Resiliency of Muni Credit — From Bridges and Budgets to the Future of Our Cities 26:09

1y ago26:09

26:09

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…

1
The Housing Puzzle and What Mortgage Rates Are Signaling 22:50

1y ago22:50

22:50

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…

1
Are Banks Safe? Regional Debacles and Commercial Real Estate Jitters 21:02

1y ago21:02

21:02

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…

1
The AI Gold Rush Revisited: 2024 and Beyond 21:44

1y ago21:44

21:44

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…

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Bio Banter: M&A Boom and Robust Private Placements 22:57

1y ago22:57

22:57

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…

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Section 01 18:02

1y ago18:02

18:02

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 02 6:44

1y ago6:44

6:44

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 03 11:02

1y ago11:02

11:02

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 04 14:02

1y ago14:02

14:02

More great books at LoyalBooks.comEdward Phillips Oppenheim által

1
Section 05 10:26

1y ago10:26

10:26

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 06 13:21

1y ago13:21

13:21

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 07 12:28

1y ago12:28

12:28

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 08 25:47

1y ago25:47

25:47

More great books at LoyalBooks.comEdward Phillips Oppenheim által

1
Section 09 11:34

1y ago11:34

11:34

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 10 14:27

1y ago14:27

14:27

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 11 14:28

1y ago14:28

14:28

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 12 10:02

1+ y ago10:02

10:02

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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Section 13 11:24

1+ y ago11:24

11:24

More great books at LoyalBooks.comEdward Phillips Oppenheim által

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2024 & Beyond: Thematic Thought-Leaders Roundtable 18:14

1+ y ago18:14

18:14

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…