Let’s Talk Future™ - An Oppenheimer Podcast

Are higher gas prices about to change consumer behavior? In this episode of Let’s Talk Future, Jane Ross speaks with Oppenheimer’s Brian Nagel about the state of the consumer, the pressure on discretionary spending, and where bright spots remain in retail. © 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8971048.1

What if the future of longevity is less about living longer and more about living better? In the latest episode of Let’s Talk Future, Jane Ross speaks with Jay Olson, CFA, Managing Director and Senior Analyst covering Biotechnology at Oppenheimer, about the biotech innovations shaping healthy aging. The conversation explores GLP-1 obesity drugs, preventive medicine, muscle preservation, inflammati...

In this episode, Tim Horan, Managing Director and Senior Analyst at Oppenheimer, speaks with Nazar Khan, Co-Founder, COO, and CTO of TeraWulf, about the growing connection between AI, data centers, and energy. They discuss how rising demand for AI is driving a surge in data center construction—and why access to power is becoming a key constraint. The conversation also covers how companies are adap...

Private credit has grown into a $2 trillion market—but recent headlines have raised new questions. In this episode of Let’s Talk Future, Matt Kennedy, Head of Sales and Marketing, Oppenheimer Asset Management, sits down with Michael Ardisson, President & Chief Operating Officer at Medalist Partners. They discuss what’s driving private credit’s rapid growth, the difference between liquidity str...

The space economy is expanding rapidly, with projectionsrising from approximately $100 billion today to $400 billion over the next decade. Tim Horan speaks with Brian O'Toole of BlackSky and Graeme Shaw of EarthDaily Analytics about next-generation Earth observation constellations, AI-enabled analytics, and the growing role of satellite communications within the global digital infrastructure....

Housing affordability remains under pressure, even asmortgage rates begin to ease. In this episode of Let’s Talk Future, Tyler Batory, who covers residential real estate at Oppenheimer, joins Jane Ross to explain why housing demand stalled in 2025 and what may change in 2026. They discuss how rising everyday costs and low consumer confidence are limiting buyer participation, why homebuilders are p...

Oppenheimer CEO & President Robert (Rob) Lowenthal joins Let’s Talk Future™ to reflect on the major developments that shaped 2025 and to outline the innovation, investment, and market dynamics expected to influence 2026. Rob discusses the unprecedented scale of AI infrastructure investment, the emerging opportunity across healthcare, space technology, defense innovation, and infrastructure, an...

Rising healthcare costs, elevated utilization, and regulatory uncertainty are putting pressure on the U.S. healthcare system. In this episode of Let’s Talk Future, Michael Wiederhorn, Managing Director & Senior Analyst for Healthcare Providers & Services at Oppenheimer, explains the forces driving today’s difficult cycle—from deferred pandemic care and chronic disease to rising labor and d...

In this episode of Let’s Talk Future, host Jane Ross speaks with Kristen Owen, Managing Director and Agriculture Technology Analyst at Oppenheimer, about how renewed trade progress with China, persistent food inflation, and the rise of artificial intelligence are reshaping American agriculture. Together they explore how innovation, policy, and global trends are redefining opportunity and resilienc...

In this episode of Let’s Talk Future, Senior Analyst Tim Horan talks with Eric Brock, CEO of Ondas Holdings, about how drones are transforming industries. From infrastructure inspection to defense and public safety, autonomous systems powered by AI are creating massive growth opportunities. As technology, regulation, and manufacturing align, the drone economy is ready to take flight — and Ondas’ p...

Is Physical AI the Next Industrial Revolution? From warehouses to highways, robotics and autonomous systems are moving from hype to real-world adoption. In this episode of Let’s Talk Future, Jane Ross sits down with Colin Rusch, Managing Director and Head of Oppenheimer’s Sustainable Growth & Resource Optimization franchise, to explore how physical AI is transforming industries, reshaping labo...

Is 2025 Really the Year of the Deal? IPO volumes may be uneven, but market momentum—and a few headline-grabbing debuts—are keeping investors’ attention. In this episode of Let’s Talk Future, Jane Ross sits down with John Hyland, Managing Director in Equity Capital Markets at Oppenheimer, to discuss what’s driving deal activity, which sectors are leading the charge, and where opportunities may lie...

Can science really help us live longer – and is that something investors should care about? In this episode of Let’s Talk Future, host Jane Ross is joined by Jay Olson, Managing Director and Senior Analyst at Oppenheimer, to break down the emerging world of longevity – where cutting-edge research is targeting the biological causes of aging. Jay explains how this space could follow a similar path t...

The world is running low on clean, reliable water—and the infrastructure designed to deliver it is decades out of date. In this episode of Let’s Talk Future, Jane Ross speaks with Bryan Blair about why water is suddenly on the radar of investors, governments, and innovators alike. From data centers to drought zones, PFAS to stormwater, Bryan breaks down the megatrends behind the growing demand—and...

Tariff spikes. Legal battles. Freight chaos. In this episode of Let’s Talk Future™, Fred Larsen, Managing Director of Transportation & Logistics Investment Banking at Oppenheimer, breaks down the latest in global trade disruption.  From sudden changes in U.S. tariff policy to volatile shipping rates and court rulings throwing markets into uncertainty, Fred explains what’s happening, what’s at...

In this episode, Lawrence Golub, CEO of Golub Capital, joins host Anusha Rodriguez to discuss the growing importance of private credit, especially direct lending, in today’s shifting economic landscape. With rising rates and economic uncertainty, private credit offers, as Golub says, a “good boring” stability for investors seeking consistent, enhanced yields. Golub shares his expert views on how d...

Ari Wald, Managing Director and Head of Technical Analysis at Oppenheimer, returns to Let’s Talk Future™ for a timely and insightful discussion on navigating today's complex market environment. As volatility continues to challenge even the most seasoned investors, Ari explains how technical analysis—grounded in momentum, trend-following, and price action—can offer a clearer lens when traditional f...

Home insurance is no longer a guarantee—millions of Americans are struggling to find affordable coverage, while others are being priced out entirely. With wildfires, hurricanes, and severe storms driving up claims, insurers are pulling out of high-risk areas, leaving homeowners vulnerable. In this episode of Let’s Talk Future™ , Jane Ross is joined by Isaac Espinoza (CEO, Kettle), Greg Hendrick (C...

In this episode of Let’s Talk Future™, host Jane Ross chats with Tim Horan, Managing Director at Oppenheimer, about the game-changing rise of Low Earth Orbit (LEO) satellites. Tim dives into how LEO tech is transforming global connectivity, expanding broadband access to remote areas, and unlocking exciting new investment opportunities. Discover how companies like SpaceX, T-Mobile, Amazon, and AT&a...

In this special edition episode, host Jane Ross is joined by Tim Horan, Noah Kaye, and Rick Schaefer to break down DeepSeek’s game-changing advances in AI. The Chinese AI competitor has seemingly leapfrogged U.S. tech giants with its R1 model—built in record time, with fewer chips, and at a fraction of the cost. But does this shift the balance of AI power? The team explores what this means for AI...

In this episode of Let's Talk Future™, Jane Ross is joined by Colin Rusch to explore the fascinating world of physical AI. They delve into how generative AI is transforming industries by merging with physical machines. From warehouse automation to mining operations, they discuss groundbreaking applications, key players like Tesla and Symbotic, and the challenges and opportunities that come with AI...

In this episode of Let's Talk Future™, Jane Ross and Michael Margolis, R.Ph., Head of Healthcare Investment Banking at Oppenheimer, discuss the biotech sector's 2025 outlook. Topics include interest rates, healthcare policy changes, M&A, and IPO trends. Despite challenges, Michael highlights strong innovation and upcoming catalysts as opportunities for investors. Disclosure: This podcast is th...

In this episode of Let’s Talk Future™, Joel Sendek and Jeff Jones explore the rapidly evolving world of targeted radiopharmaceuticals, an innovative cancer treatment that uses radioactive agents to target and destroy cancer cells. They discuss the success of treatments like Pluvicto and Lutathera and the potential for these therapies to expand into diseases like Alzheimer’s and Parkinson’s. The co...

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 investo...

In this episode, Rob Lowenthal, President of Oppenheimer, shares his insights on the intersection of geopolitics and investment strategies. Alongside host Jane Ross, they discuss how global events shape market dynamics and the U.S. economic outlook. With a focus on actionable insights, Rob details a bullish outlook for solid long-term secular growth in the U.S. Tune in to gain valuable knowledge t...