Welcome to Oppenheimer’s Let’s Talk FutureTM 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.
Are Banks Safe? Regional Debacles and Commercial Real Estate Jitters
The banking sector is facing new worries - New York Community Bank is the latest example of the ongoing difficulties facing regional banks while commercial real estate storm clouds are also menacing. Here in the latest episode of Let's Talk Future, Jane Ross and Chris Kotowski discuss these themes as well as the possible surprising resurgence of capital market activity.
The AI Gold Rush Revisited: 2024 and Beyond
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 performance in GPUs, monetization expectations, and more of big themes expected to show up in 2024.
M&A Boom and Robust Private Placements
The biotech industry witnessed a mix of triumphs and challenges in 2023, setting the stage for an exciting 2024, a year in which analysts foresee sustained growth and innovation with robust investments. 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 sneak peek into the IPO market for 2024. Tune in today for valuable insights into the private biotech outlook and emerging trends, available on all major podcast channels.