Skip to Main

Technical Analysis, Markets, and Five Oppenheimer Ideas

  • Oppenheimer & Co. Inc.
  • September 30, 2021

A Call Featuring Ari Wald, Managing Director, Senior Analyst, and Head of Technical Analysis at Oppenheimer, and Joan Khoury, Managing Director and Chief Marketing Officer

The Let’s Talk Future podcast, heard around the world brings you timely and relevant conversations with industry experts, which is why we’re talking about a winning formula for capturing market insight. 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 the practice of technical analysis and review the firm’s top-down outlook.

Our featured guest, Ari Wald, has won numerous awards as a technical analyst over the past seven years and was named technical analyst of the year in 2016. Ari defines objectivity in his approach to capital market analysis to break down the complex into direct insights that matter for all types of investors.

Tune in to discover how Ari identifies both the fundamental and technical analysis for marketing insight.

Listen on Spotify, Apple Podcast, or Google Podcast.

Episode Highlights Include:

Introduction

Every investor is looking for insight and direction and understanding the historical movements, the implication for sector rotation, security selection, and ultimately pricing, and we provide the roadmap.

The View from the Top: Oppenheimer's Equity Market Outlook

Available only on the podcast: Listen to discover Oppenheimer's top 5 stocks to watch that according to the firm's research and that may help build the framework for a diversified portfolio.

Discussing the Implications of Rising Interest Rates and Other Factors

A range of factors are monitored during the analysis process to generate Oppenheimer’s top-down market outlook, including for example: whether rallies are broadening or narrowing, whether cyclicals or defensives are outperforming, or whether investor expectations are too optimistic or too pessimistic. Join Joan Khoury and Ari Wald as they discuss these factors, and address how interest rates, commodity prices, and currencies fit into the technical analysis process.

About Ari Wald

Featured guest, Ari Wald, has won numerous awards as a technical analyst over the past seven years and was named technical analyst of the year in 2016. Ari defines objectivity in his approach to capital market analysis to break down the complex into direct insights that matter for all types of investors.

Fun fact: Ari starts his day with a cup of coffee while he reviews over 1500 charts.

Join the Conversation

Tell us what you want to hear. Oppenheimer's Let's Talk Future podcast series invites engaging conversations surrounding the markets, innovations, and life in general. Leave a review on our Apple Podcast Platform or let us know what interests you by writing to Oppenheimer's Marketing Department at marketing@oppenheimer.com

Next Up

LETS TALK FUTURE
Circular Economy and the Eight Stocks to Watch
Listen Circular Economy and the Eight Stocks to Watch

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 sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events. Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections. Past performance does not guarantee future results.

The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments. Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities. Individuals cannot invest directly in an index.

Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC 3768828.1