Let’s Talk Future™ - An Oppenheimer Podcast

The world is running low on clean, reliable water—and the infrastructure designed to deliver it is decades out of date.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 why the next decade may be transfo...

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 stake, and what businesses and inve...

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 direct lending to resilient industri...

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 fundamentals are obscured by noise a...

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 (CEO, Vantage Group), and Ritendra Roy...

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&T are driving this revolution an...

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 innovation, U.S. competitiveness, a...

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's role in addressing labor shortag...

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 the property of Oppenheimer & Co....

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 conversation also touches on the incr...

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 investors are navigating this exciting yet ...

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 that can empower your financial deci...

In this conversation, Colin Rusch, Noah Kay, and Kristen Owen discuss the implications of the upcoming elections on sustainable growth and resource optimization, particularly in the context of the zero emissions economy. They reflect on key takeaways from the Innovating Sustainability Summit, the impact of tax policies, and the importance of on-shoring and job creation in clean energy. The discussion also covers the role of AI and ...

In this episode, you'll discover a wealth of creative approaches to public finance, from capitalizing on existing public assets without raising taxes to adapting tax systems for our evolving, service-oriented economy. Kristin shares insights from her recent white paper and delves into forward-thinking concepts for urban planning, including innovative ideas for downtown revitalization, addr...

In this episode of Let’s Talk Future, Timothy Horan, Jane Ross, Rick Schafer, and Ari Wald discuss the current state of the AI trade. The group provide insights into the market and some of the top investment opportunities today. 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 posit...

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 ...

In this episode of Let's Talk FutureTM  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 co...

In this episode of Let's Talk Future host Jane Ross and Eric Friel discuss high yield and distressed investing in a time of moving interest rates. They define high yield and distressed debt, discuss the current state of the market, and explore the impact of rising interest rates and inflation on highly levered companies. They also examine the upcoming wall of debt maturities and the potential for a U-shaped distress cycle. Eric Fri...

In this episode of Let's Talk Future™, Jane Ross and Bryan Blair explore the pressing state of water infrastructure in the US. With record-high heat indexes and aging pipes, pumps, and facilities, the challenges are enormous. They discuss the impact of stimulus dollars and highlight companies like Xylem, Mueller Water, and Advanced Drainage that can possibly benefit. The conversation also analyzes potential solutions, key areas of ...