Let’s Talk Future™ - An Oppenheimer Podcast

Oppenheimer
  • 4.9 (30)
  • Investing
  • Updated Bimonthly

The Oppenheimer Let’s Talk Future Podcast explores a variety of market perspectives, bringing our firm’s financial thought leaders directly to you.

  1. Sep 16

    The AI Refresh: From Spending to ROI

    Could cheaper AI increase demand for computing? Jane Rossreunites with Oppenheimer’s Rick Schafer and Tim Horan to examine the next phase of the AI buildout. They discuss chip and power constraints, the applications driving adoption, and the financing needed to keep expansion moving. Plus, why robotics may take longer to scale and what they’re watching across semiconductors and digital infrastructure. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC 9120851.1

  2. Jul 15

    Admiral Mike Rogers on the Age of AI-Powered Threats

    Artificial intelligence, automation, and digitalconnectivity are transforming the economy—but they are also creating newvulnerabilities. In this episode of Let’s Talk Future, Bill Farmer, Head ofAerospace and Defense Technology Investment Banking at Oppenheimer, is joinedby Admiral Mike Rogers, former Commander of U.S. Cyber Command and former Directorof the National Security Agency. Admiral Rogers discusses why organizations must shift fromtraditional perimeter defense toward cyber resilience, how AI could enableattacks at unprecedented speed and scale, and why critical infrastructureremains an attractive target for sophisticated adversaries. The conversation also examines the growing role ofprivate-sector technology in national defense, the debate surrounding offensivecyber capabilities, the proliferation of drones in modern warfare, and what theUnited States must do to preserve its technological advantage. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC  9015417.1

  3. Jun 22

    Higher Gas Prices and Today’s Stressed Consumer

    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

  4. May 26

    The Next Wave of Healthy Aging

    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 personalized therapies — and how these developments could help redefine health span. © 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8942277.1

  5. Apr 15

    AI Is Booming—But Can We Power It?

    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 data centers and finding new ways to manage electricity usage. © 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8810766.1

  6. Mar 26

    Private Credit: Beyond the Headlines

    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 credit risk, and where opportunities may be emerging in today’s market. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC. 8841168.1

  7. Feb 26

    The Investable Age of Space

    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 satellite intelligence and integrated communications networks may define the next phase of space-driven innovation. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC. 8781620.1

  8. Jan 27

    The Housing Affordability Crisis and What Comes Next

    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, and why tariffs and institutional investors are not major drivers of affordability challenges. Despite this ongoing uncertainty, Batory outlines what could prompt positive long-term changes in the housing cycle. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC. 8729525.1 Full episode disclosures: https://www.oppenheimer.com/news-media/2026/podcast/the-housing-affordability-crisis-and-what-comes-next

See All (120)

4.9
out of 5
30 Ratings

About

The Oppenheimer Let’s Talk Future Podcast explores a variety of market perspectives, bringing our firm’s financial thought leaders directly to you.

Information

You Might Also Like