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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

The AI Refresh: Nvidia, Infrastructure and the Technical Picture

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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CAR T-Cell Therapy: Revolutionizing Cancer Treatment

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 early stages. Matt Biegler highlights the challenges and potential modifications needed for CAR T-cell therapy to be effective in autoimmune diseases. They also discuss the companies involved in developing CAR T-cell therapies for autoimmune indications and the potential market size for these treatments.

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Beauty, Technology, and The New Look

In this episode of Let's Talk Future™, 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 the industry. Jean-Marie also explores specific product categories such as color cosmetics, fragrance, skincare, and injectables. He discusses the role of ingredients and personalization in skincare and the growth of the anti-aging market. Additionally, he talks about the changing distribution channels in the beauty industry, including the rise of online channels and the resurgence of retail. Finally, Jean-Marie shares his outlook on the future of the beauty market, including the potential for increased M&A activity and IPOs.

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