Let’s Talk Future™ - An Oppenheimer Podcast

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, inflammation, diagnostics, and personal...

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 adapting by building more flexible ...

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 stress and credi...

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.

The discussion explores how real-time sa...

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 pulling back on construction, a...

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, and provides a measured view of...

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 drug costs. He als...

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 resilience across the food economy&mda...

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’ platform strategy ...

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 labor markets, and creating...

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 i...

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 to the obesity dru...

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 dec...

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 w...

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 ...

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 o...

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 ...

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 revolut...