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AN OPPENHEIMER PODCASTLet's Talk Future^™

Podcast

Welcome to Oppenheimer’s Let’s Talk Future^TM podcast. In this format we bring you timely and relevant conversations with thought leaders and industry experts. Join us as we explore new ways of thinking about the markets, investing, business, new technologies, and life in general. It explores a variety of market perspectives–bringing our firm’s financial thought leaders directly to you.

Recent Episodes

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

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 institutional investors are navigating this exciting yet uncertain time.

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The Current State of Play: A Conversation with Rob Lowenthal

In this episode of Let’s Talk Future™, Timothy Horan, Rick Schafer, and Ari Wald discuss the current state of the AI trade and provide insights into the market and investment opportunities. The speakers highlight the recent market volatility and its impact on the AI cycle. They discuss the correction in the market, and the impact on market leadership, suggesting that the bull cycle is maturing. The conversation then shifts to the AI trade, with a focus on Nvidia and its position in the AI market. The speakers also discuss the capital spending by companies like Microsoft, AWS, and Meta, and the potential for productivity gains from AI. They provide opportunities for investment, including companies like Broadcom, Monolithic Power, and C3.AI. The conversation concludes with a discussion on the future of the AI industry and the potential for further market growth.

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

In this conversation, Noah Kay, Kristen Owen, and Colin Rusch 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 energy. The discussion also covers the role of AI and automation in manufacturing and infrastructure, as well as innovations in power and battery technologies.

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