By OppenheimerFunds Distributor, Inc.
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The OppenheimerFunds World Financial Podcast explore long-term investing trends in this ever-changing world. This podcast provide a unique perspective on how to invest through discussions with analysts who study the big-picture trends that are shaping our lives. Each conversation is specific, yet accessible to a broad audience of investors and advisors. Subscribe to this channel to see where we think the world is going and learn what we believe is the “Right Way to Invest”.
|1||CleanVideo5 More Years: The Cycle a Decade After Lehman||There are many lessons to learn from ’08. We believe there’s still room to run in this cycle.||9/14/2018||Free||View in iTunes|
|2||CleanVideoMulti-Alternatives: The Big Short Side||Not everything goes up forever, hear how harnessing the short side could improve portfolios.||8/14/2018||Free||View in iTunes|
|3||CleanVideoPrivate Credit: Accessing the Illiquidity Premia||Just like equity has a private sector, so does debt. We discuss the opportunities in private credit.||7/16/2018||Free||View in iTunes|
|4||CleanVideoSpecial Edition: Financial Literacy||Let’s talk about money. Financial goals take a plan and discipline, but before that literacy.||7/5/2018||Free||View in iTunes|
|5||CleanVideo2018 Mid-Year Outlook with CIO Krishna Memani||As we approach the Summer, Krishna takes on the first half of 2018 and projects his views on the second half.||6/18/2018||Free||View in iTunes|
|6||CleanVideoEUR/USD: Quitaly or Italeave?||Anyone else have whiplash from Italy? We talk about an Italexit, the Euro, the Dollar and EM.||6/4/2018||Free||View in iTunes|
|7||CleanVideoTech: Y2K18||Airplanes falling out of the sky? Not quite, but our tech analysts see a similar wave of tech cap-ex soon.||5/21/2018||Free||View in iTunes|
|8||CleanVideo2018 H1 Update: Equity Strategy Playbook with Talley Leger||What’s informing your allocation to equities in the second half of the year?||5/7/2018||Free||View in iTunes|
|9||CleanVideoEarth Day for Bonds: ESG & Impact Investing with Glen Yelton||Dive into the frontier of ESG investing with Glen’s analysis of Fixed Income investing.||4/24/2018||Free||View in iTunes|
|10||CleanVideoGlobal Allocation: Beyond the Soft Patch||Recent uncertainty has brought back an old theme to markets, volatility.||4/11/2018||Free||View in iTunes|
|11||CleanVideoSMID Cap: The Disruptive Innovators Next Door||All companies start small and most fail. We discuss the few special ones that go on to change the world.||3/26/2018||Free||View in iTunes|
|12||CleanVideoProtectionism: A Trade War Brewing||Do the recent tariffs imposed on Chinese steel and aluminum matter economically at this part of the cycle?||3/12/2018||Free||View in iTunes|
|13||CleanVideoIncome Across Borders||Hemant Baijal discusses international bond strategy and how finding income abroad may add to a portfolio.||2/26/2018||Free||View in iTunes|
|14||CleanVideoFrance and Japan: The Comeback of the Developed World||James Ayer, Portfolio Manager of the Oppenheimer International Equity Fund, is excited about changes abroad. Whether it’s a country improving labor laws or new management, restructuring abroad can unlock dormant potential.||2/12/2018||Free||View in iTunes|
|15||CleanVideoInternational Resurgence: CIO of Equities, George Evans||CIO George Evans discusses recent excitement about investing abroad and his take on the themes driving growth.||1/23/2018||Free||View in iTunes|
|16||CleanVideoSustainable Investing: A Quiet Revolution||Happy New Year! Even asset managers make resolutions, and ours is to be mindful of our impact on the world as stewards of capital.||1/4/2018||Free||View in iTunes|
|17||CleanVideoMLPs: Flowing into 2018||MLPs had a rough 2017 as it disconnected with oil on the upswing. PM Brian Watson provides his take on ’18.||12/7/2017||Free||View in iTunes|
|18||CleanVideoEquity Strategy Playbook||Growth vs Value? Small vs Large? EM or DM? Answer these client questions using the Equity Strategy Playbook.||11/21/2017||Free||View in iTunes|
|19||CleanVideoDynamic Factors, The Fed, Valuations, and Tax Reform||Factors are now a part of the investment process, but how have they reacted in this part of the cycle?||11/2/2017||Free||View in iTunes|
|20||CleanVideoSomething Both Parties Agree On: Infrastructure||Everyone agrees we need better infrastructure. Hear how the rest of the world is making their trains run on time.||10/16/2017||Free||View in iTunes|
|21||CleanVideoBackup in Yield - Real or Another Head Fake?||With yields climbing above the 2.30 level once again, we provide our thoughts on if they’re here to stay.||9/29/2017||Free||View in iTunes|
|22||CleanVideoA Decade of Global Value||Randy Dishmon comes on the pod to look back on his ten years as PM of the Global Value fund.||9/11/2017||Free||View in iTunes|
|23||CleanVideoIs Amazon Past Its Prime?||We put together a panel of analysts to break down the Amazon Effect as it is so much broader than retail.||8/28/2017||Free||View in iTunes|
|24||CleanVideoFrom North Korea and Russia with Love||Global Economist, Meral Karasulu, helps parse rhetoric from reality coming out of North Korea.||8/16/2017||Free||View in iTunes|
|25||CleanVideoEmerging Markets: An Evolution and A Revolution||Heidi Heikenfeld, Portfolio Manager of Emerging Market Innovators, celebrates her strategy’s third anniversary on the pod.||7/28/2017||Free||View in iTunes|
|26||CleanVideoIs FAANG the New Tech Bubble?||OppenheimerFunds Main Street portfolio manager Mani Govil discusses his investment approach with Brian and Greg.||7/5/2017||Free||View in iTunes|
|27||CleanVideoReal Estate: Disruption of Bricks and Sticks||Global Real Estate Portfolio Manager, Dave Wharmby, explains how online retailers and other technological trends are reshaping real estate as we know it.||6/27/2017||Free||View in iTunes|
|28||CleanVideo2017 Mid-Year Outlook with CIO Krishna Memani||As we approach the Summer, Krishna takes on the first half of 2017 and projects his views on the second half.||6/19/2017||Free||View in iTunes|
|29||CleanVideoGlobal Opportunities – Searching for The Next Big Ideas||Learn how Frank Jennings, PM on the Global Opportunities fund, evaluates the major themes changing the world.||5/30/2017||Free||View in iTunes|
|30||CleanVideoSmart Beta, Not Just a Fad||Today we talk Smart Beta with Dave Mazza, Head of ETF Strategy and Mo Haghbin, Head of ETF Product Development.||5/17/2017||Free||View in iTunes|
|31||CleanVideoFrench Elections – Populism's Next Test||Brian and Greg host Turgut Kisinbay, Senior Economist on the Global Debt Team, to talk about the French elections.||5/2/2017||Free||View in iTunes|
|32||CleanVideoGlobal Investing in an Ever-Changing World||Brian and Greg host Rajeev Bhaman, PM of the Oppenheimer Global Fund, to discuss the case for global.||4/19/2017||Free||View in iTunes|
|33||CleanVideoFinding Income in a Low Rate World||Brian is joined by Greg Brown, Fixed Income Strategist, to discuss the outlook for rates.||3/15/2017||Free||View in iTunes|
|34||CleanVideoEquity Investing in the Trump Era||Hyperbole is abundant these days in the political arena. Everything from trade agreements to banking regulations are under the microscope and the only thing that is certain is uncertainty.||2/3/2017||Free||View in iTunes|
|35||CleanVideoFact or Myth: A Closer Look at “Fake News”||With all the talk about “Fake News” swirling, Brian and Ira wanted to do some myth busting on some common economic headlines heard during this past election.||1/20/2017||Free||View in iTunes|
|36||CleanVideoEmerging Markets: Protectionism and Coups||A look at how recent extremism and protectionist policies may affect rates in a heterogeneous group of Emerging Markets with Global Debt Portfolio Manager, Wim Vandenhoeck.||12/22/2016||Free||View in iTunes|
|37||CleanVideoShop and Awe: Surprising Trends in How Stores are Luring Shoppers||Learn if traditional brick and mortar retail will survive the online consumer with Main Street Analyst, Anna Toshach.||11/17/2016||Free||View in iTunes|
|38||CleanVideoAsset Allocation: Discovering Value in the World||Discussing asset allocation and global investment trends with GMAG Portfolio Manager, Alessio de Longis.||11/16/2016||Free||View in iTunes|
|39||CleanVideoEnergy: A Jigawatt Can Power More than a DeLorean||The state of the energy industry with guest David Moore, Director of Research on the Equity Income team.||11/16/2016||Free||View in iTunes|
|40||CleanVideoTrump: Uncertainty But Longer-Term Opportunity||Election perspectives following an unexpected Trump victory with Chief Investment Officer, Krishna Memani.||11/9/2016||Free||View in iTunes|
|41||CleanVideoAutos: The Future of the Car, Jetsons or KITT||The future of the auto industry, according to Rob Dunphy, Portfolio Manager of the International Growth Fund.||10/26/2016||Free||View in iTunes|
|42||CleanVideoBrexit: Hard or Soft Landing||Very few predicted that Brexit would happen; find out our analysts’ take on the British Referendum, Article 50, Banks and the European Union.||10/26/2016||Free||View in iTunes|
Great for young and old
I strongly recommend listening to this if you’re new to finance and want to know how seasoned professionals breakdown the problem of understanding the big picture and then making educated investments in specific markets with specific instruments. Ira is a wealth of knowledge and doesn’t gloss over intricate dynamics. Rather he takes the time to explain them in terms everyone can understand. For the more experienced investors, this is great food for thought and actionable investment themes. There is real value here.
Easy listen with some fun banter
Interviews of actual PMs who take risk and some fun banter. Worth the weekly listen.
Awesome episode on 'fake news'
Very interesting perspective on national debt.
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