Let’s Talk Future™ - An Oppenheimer Podcast

AI Is Booming—But Can We Power It?

15 Apr 2026

Contributed by Lukas

In this episode, Tim Horan, Managing Director and Senior Analyst at Oppenheimer, speaks with Nazar Khan, Co-Founder, COO, and CTO of TeraWulf, about t...

Private Credit: Beyond the Headlines

26 Mar 2026

Contributed by Lukas

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 Kenne...

The Investable Age of Space

26 Feb 2026

Contributed by Lukas

The space economy is expanding rapidly, with projectionsrising from approximately $100 billion today to $400 billion over the next decade. Tim Horan s...

The Housing Affordability Crisis and What Comes Next

27 Jan 2026

Contributed by Lukas

Housing affordability remains under pressure, even asmortgage rates begin to ease. In this episode of Let’s Talk Future, Tyler Batory, who covers re...

The Big Shifts Ahead: A 2026 Outlook

16 Dec 2025

Contributed by Lukas

Oppenheimer CEO & President Robert (Rob) Lowenthal joins Let’s Talk Future™ to reflect on the major developments that shaped 2025 and to outli...

Costs, Coverage and the Future of Healthcare

24 Nov 2025

Contributed by Lukas

Rising healthcare costs, elevated utilization, and regulatory uncertainty are putting pressure on the U.S. healthcare system. In this episode of Let’...

Ag Tech: The Future of AI is Human

06 Nov 2025

Contributed by Lukas

In this episode of Let’s Talk Future, host Jane Ross speaks with Kristen Owen, Managing Director and Agriculture Technology Analyst at Oppenheimer, ...

The Drone Decade Building the Infrastructure of the Future

22 Oct 2025

Contributed by Lukas

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 indus...

AI Gets Physical: Are Robots Reshaping Industry?

25 Sep 2025

Contributed by Lukas

Is Physical AI the Next Industrial Revolution? From warehouses to highways, robotics and autonomous systems are moving from hype to real-world adoptio...

The 2025 IPO Playbook: Mid-Year Strategies

19 Aug 2025

Contributed by Lukas

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’ at...

The Future of Health: Investing in Longer, Healthier Lives

21 Jul 2025

Contributed by Lukas

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 i...

Is Water the Next Big Investment Opportunity?

01 Jul 2025

Contributed by Lukas

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 T...

Tariffs, Trade Wars & Freight Chaos: What Comes Next?

09 Jun 2025

Contributed by Lukas

Tariff spikes. Legal battles. Freight chaos. In this episode of Let’s Talk Future™, Fred Larsen, Managing Director of Transportation & Logisti...

The Case for Private Credit with Lawrence Golub

15 May 2025

Contributed by Lukas

In this episode, Lawrence Golub, CEO of Golub Capital, joins host Anusha Rodriguez to discuss the growing importance of private credit, especially dir...

Momentum Over Mayhem: A Technical View with Ari Wald

28 Apr 2025

Contributed by Lukas

Ari Wald, Managing Director and Head of Technical Analysis at Oppenheimer, returns to Let’s Talk Future™ for a timely and insightful discussion on...

Uninsurable America? Climate Risk and the Future of Home Insurance

09 Apr 2025

Contributed by Lukas

Home insurance is no longer a guarantee—millions of Americans are struggling to find affordable coverage, while others are being priced out entirely...

Space Tech Disruptors: The Rise of LEO Satellites

20 Mar 2025

Contributed by Lukas

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 ...

Special Report: The AI Race Accelerates

18 Feb 2025

Contributed by Lukas

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...

The Rise of Physical AI

29 Jan 2025

Contributed by Lukas

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 gener...

Biotech in 2025: Opportunities Amid Uncertainty

10 Jan 2025

Contributed by Lukas

In this episode of Let's Talk Future™, Jane Ross and Michael Margolis, R.Ph., Head of Healthcare Investment Banking at Oppenheimer, discuss the biot...

Radiopharmaceuticals: A New Era in Oncology and Beyond

04 Dec 2024

Contributed by Lukas

In this episode of Let’s Talk Future™, Joel Sendek and Jeff Jones explore the rapidly evolving world of targeted radiopharmaceuticals, an innovati...

Post-Election Market Shifts: What’s Driving Investor Sentiment?

14 Nov 2024

Contributed by Lukas

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 Di...

The Current State of Play: A Conversation with Rob Lowenthal

22 Oct 2024

Contributed by Lukas

In this episode, Rob Lowenthal, President of Oppenheimer, shares his insights on the intersection of geopolitics and investment strategies. Alongside ...

The Zero Emissions Economy: Taxes, Regulations and the Looming Election

07 Oct 2024

Contributed by Lukas

In this conversation, Colin Rusch, Noah Kay, and Kristen Owen discuss the implications of the upcoming elections on sustainable growth and resource op...

Revenue Revolution: Fresh Ideas for Local Budgets

18 Sep 2024

Contributed by Lukas

In this episode, you'll discover a wealth of creative approaches to public finance, from capitalizing on existing public assets without raising taxes ...

The AI Refresh: Nvidia, Infrastructure and the Technical Picture

04 Sep 2024

Contributed by Lukas

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 prov...

CAR T-Cell Therapy: Revolutionizing Cancer Treatment

20 Aug 2024

Contributed by Lukas

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 tha...

Beauty, Technology, and the New Look

05 Aug 2024

Contributed by Lukas

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 luxur...

High Yield and Distressed Investing in a Time of Volatile Interest Rates

16 Jul 2024

Contributed by Lukas

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. The...

Water Infrastructure: Stimulus Dollars and the Opportunities Ahead

25 Jun 2024

Contributed by Lukas

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...

Event-Driven Strategies Explained

30 May 2024

Contributed by Lukas

In this episode of Let's Talk Future™, Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer ...

Powering the Future of AI

16 May 2024

Contributed by Lukas

Generative AI technology has immense potential to boost global economic growth and increase productivity. However, its implementation requires signifi...

Direct Indexing Dynamics: Thriving in Market Volatility

02 May 2024

Contributed by Lukas

In this episode, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing...

Taking Philanthropy into the 21st Century

18 Apr 2024

Contributed by Lukas

Philanthropy has long been a cornerstone in financing critical sectors such as higher education, the arts, and healthcare. However, today, the philant...

Today’s Consumer and the New Mainstream: Experiential, Edgy, and Authentic

04 Apr 2024

Contributed by Lukas

Technological advancements, cultural shifts, and evolving values are shaping an exciting landscape of new products and experiences for today’s consu...

The Resiliency of Muni Credit — From Bridges and Budgets to the Future of Our Cities

20 Mar 2024

Contributed by Lukas

The credit climate in US public health is currently strong but is there an inflection ahead?  In the recent episode of Let's Talk Future, host Jane R...

The Housing Puzzle and What Mortgage Rates Are Signaling

06 Mar 2024

Contributed by Lukas

Despite mortgage rates nearing 7%, home-builder stocks have performed well. In the recent episode of Let's Talk Future, Jane Ross and Tyler Batory del...

Are Banks Safe? Regional Debacles and Commercial Real Estate Jitters

21 Feb 2024

Contributed by Lukas

The recent New York Community Bank worries have once again drawn attention to the difficulties regional banks are facing. At the same time, commercial...

The AI Gold Rush Revisited: 2024 and Beyond

25 Jan 2024

Contributed by Lukas

The landscape of generative AI is vast but won’t always be smooth. While it carries risks, it has enormous potential for the market, economy, and so...

Bio Banter: M&A Boom and Robust Private Placements

04 Jan 2024

Contributed by Lukas

The biotech industry witnessed a mix of triumphs and challenges in 2023, setting the stage for an exciting 2024. In the latest Bio Banter episode, Mic...

2024 & Beyond: Thematic Thought-Leaders Roundtable

20 Dec 2023

Contributed by Lukas

Thematic investing requires thorough research and the sophisticated monitoring of market dynamics and potential risks. In our latest episode, Oppenhei...

The End of TV as We Know It and How to Profit From It

05 Dec 2023

Contributed by Lukas

Television has undergone a remarkable evolution since its inception, and data suggests the future of TV is steeply declining. Today nearly 40% of hous...

New Obesity Treatments on the Horizon: Biotech Stocks to Watch

21 Nov 2023

Contributed by Lukas

Obesity affects hundreds of millions of patients in the Western world with the prevalence of obesity in the US at nearly 40%. Given headline-worthy in...

Fixed Income: A New Era of Opportunity

14 Nov 2023

Contributed by Lukas

The unprecedented move in interest rates continues to dominate headlines and investors must consider weightings in fixed income as yields change. In t...

The Future of Commercial Real Estate

19 Oct 2023

Contributed by Lukas

In today's post-COVID world, the commercial real estate market faces numerous challenges such as higher interest rates and the continuous shift to rem...

Action versus Inaction, Breaking the Current Trading Gridlock

30 Sep 2023

Contributed by Lukas

Financial well-being, given higher interest rates and energy prices, is a top concern in today's economy. Will consumer resiliency waver in the later ...

Innovating Climate Solutions

25 Sep 2023

Contributed by Lukas

The environmental and economic challenges of today require an interplay of sustainability, the rethinking of materials usage and the implementation of...

Bio Banter – Vital Signs Robust on Private Side

11 Sep 2023

Contributed by Lukas

In the latest episode of Bio Banter, host Michael Margolis, R.Ph., and featured guest, Daniel Parisotto, Ph.D., examine private biotech market activit...

The Future of Feeding the Planet

30 Aug 2023

Contributed by Lukas

Food inflation remains a concern due to climate change, energy costs, supply chain disruptions, and geopolitical events – and poses significant cons...

The Great Supply Chain Reversal

14 Aug 2023

Contributed by Lukas

Our latest episode embarks on a journey through the dynamic landscapes of predictive AI, the impact of market volatility on the travel and transport i...

A Closer Look at the Case for Long-Term Value Investing

03 Aug 2023

Contributed by Lukas

Join Peter Cadaret, Head of Sales and Marketing at Oppenheimer Asset Management and Jim Cullen, founder of Schafer Cullen Capital Management take a cl...

Semiconductors, the Market and the AI Boom

05 Jul 2023

Contributed by Lukas

Join Jane Ross as she explores the world of semiconductors, market dynamics, and the incredible AI Boom with Oppenheimer experts Rick Schafer and Ari ...

Markets and Money in a Time of Transition

19 Jun 2023

Contributed by Lukas

President of Oppenheimer & Co. Inc, Rob Lowenthal, joins the Let’s Talk Future™ podcast to share his unique perspectives and valuable insights on ...

Collision! Healthcare Delivery into the Digital World

05 Jun 2023

Contributed by Lukas

From telemedicine to wearable devices, our latest episode uncovers how technology is transforming the way we receive and deliver healthcare services. ...

Charging Ahead: The EV Revolution

23 May 2023

Contributed by Lukas

Curious about the current state of electric vehicles? If so, tune in to our latest podcast episode as we delve into the companies that are driving the...

Homebuilders Are In Vogue – Can It Last?

02 May 2023

Contributed by Lukas

The current housing market is a hot topic of discussion with numerous factors influencing its trajectory. Join Jane Ross and subject matter expert, Ty...

Stocks For A Warming World

19 Apr 2023

Contributed by Lukas

The warming world is a critical topic for us all. Listen to our latest episode for an important discussion on the complex interplay between carbon emi...

The AI Gold Rush

11 Apr 2023

Contributed by Lukas

Join seasoned Oppenheimer technology researchers, Jason Helfstein, Tim Horan, and Rick Schafer, as they discuss AI and the technologies that are alrea...

Bio Banter: Navigating Current Capital Markets

30 Mar 2023

Contributed by Lukas

Join three of Oppenheimer’s renowned leaders in this field, Michael Margolis, Jason Fenton, and Joel Sendek, as they discuss how to navigate the cur...

Special Edition: Cash Management in Perilous Times

17 Mar 2023

Contributed by Lukas

Prudent corporate cash management has never been more critical. The current economic backdrop has highlighted the need for effective cash management s...

Special Edition Market Roundtable – A Conversation with Ari Wald, Doron Barness and Rupesh Parikh

23 Feb 2023

Contributed by Lukas

At the lowest point last year, sentiment polls reached their most pessimistic levels since March of 2009 – and only 12 percent of stocks were tradin...

Rate Hikes and Uncharted Territory: What’s an Investor to Do

13 Feb 2023

Contributed by Lukas

Banks should have the best infrastructure to create their forecasting models. Yet, the big banks have consistently underestimated where we are in the ...

Current State of Private Equity

17 Jan 2023

Contributed by Lukas

In “The Current State of Private Equity” Jane Ross, Tanya McHale, and Charles Buisseret take a deep dive into private equity and cover relative pe...

A Discussion of Contrasts: Still Solid Spending and Investor Pessimism. What to Do?

21 Dec 2022

Contributed by Lukas

In this Let's Talk Future™ episode, ”A Discussion of Contrasts: Still Solid Spending and Investor Pessimism. What to Do?” Joan Khoury and Brian ...

Trading U.S. Equities and the Search For Stability

12 Dec 2022

Contributed by Lukas

As investors, we are always searching for catalysts, signs of stability, inflection points, or significant signposts to guide our investment choices. ...

Financial Institutions: Rate Hikes and the Winners and Losers

16 Nov 2022

Contributed by Lukas

We all know that financial institutions are the lifeblood of the global economy and that persistent rate increases have caused a shock to the system. ...

The Cloud: A Once in a Century Investment Opportunity Revisited

19 Oct 2022

Contributed by Lukas

Some topics are so revolutionary that they require revisiting. In a previous episode, Jane Ross and Tim Horan discussed the transformative power of th...

Agricultural Technology: An Industry Ripe for Disruption

05 Oct 2022

Contributed by Lukas

Food is Personal. Food is Cultural. Food plays a crucial role in the complex network of our environment, including in our health, the economy and the ...

Tidemark: Inspired Technology Growth Investing

23 Sep 2022

Contributed by Lukas

Want the latest scoop in technology investing? Look no further. In this episode, we explore the importance of investing in smaller businesses, softwar...

Renewables, the Inflation Reduction Act, and Which Stocks to Watch

19 Sep 2022

Contributed by Lukas

Big concerns. Big opportunities. Big episode! Joining us in conversation with host Jane Ross is Oppenheimer’s Colin Rusch. Together, they discuss th...

Digital Revolution & The Future of the One-Click Generation

16 Aug 2022

Contributed by Lukas

What comes next for the one-click generation? Tune in as we analyze the latest discoveries and strategies in the technology sector, including areas su...

ESG, Munis, and High Impact Investing in Today’s Market

03 Aug 2022

Contributed by Lukas

With climate change in the news and fixed income investments skittish about higher interest rates, should investors look to municipal bonds? Listen in...

Consumer Sector Outlook: Inflation, Spending, and Trends to Watch

23 Jun 2022

Contributed by Lukas

In this timely episode, Oppenheimer’s Chief Marketing Officer, Joan Khoury, talks with Oppenheimer Consumer Sector Analysts Rupesh Parikh, Tyler Bat...

The Creator Economy and the Future of Content

09 Jun 2022

Contributed by Lukas

In this episode, Jane Ross, Managing Director of Investment Banking, talks with Angie Pham, Managing Director and Head of Internet Investment Banking ...

The Energy Landscape and the Rise of Renewables

01 Jun 2022

Contributed by Lukas

In this episode, Peter Cadaret, Managing Director - Head of Sales and Marketing, Oppenheimer Asset Management Inc., talks with Jos Shaver, Founder and...

Special Edition: The Great Global Reset – Have We Hit Bottom Yet?

18 May 2022

Contributed by Lukas

We are pleased to introduce a special edition episode of the Let’s Talk Future™ podcast. In this episode, “The Great Global Reset – Have We Hi...

Travel is Back: Trends and Investment Opportunities

17 May 2022

Contributed by Lukas

In this episode, "Travel is Back: Trends and Investment Opportunities," Joan Khoury, Managing Director and Chief Marketing Officer, talks with Roopak ...

Introducing Pacaso: Forever Changing the Real Estate Industry

10 May 2022

Contributed by Lukas

In this episode, "Introducing Pacaso: Forever Changing the Real Estate Industry," Robin Graham, Managing Director and Head of Oppenheimer's Technology...

P3: An Innovative Solution to Our Infrastructure Needs

13 Apr 2022

Contributed by Lukas

In this episode of "P3: An Innovative Solution to Our Infrastructure Needs," Mark Morehouse, Managing Director of P3 Investment Banking, and Jane Ross...

Bio Banter: Oppenheimer’s Current Sector Views

30 Mar 2022

Contributed by Lukas

In this episode of "Bio Banter: Oppenheimer’s Current Sector Views," Michael Margolis, R.Ph., Co-Head of Healthcare Investment Banking, Jared Holz, ...

Bridging the Gender Gap in Scientific Innovation

18 Mar 2022

Contributed by Lukas

In this episode, "Bridging the Gender Gap in Scientific Innovation," Stefan Loren, Managing Director of Life Sciences at Oppenheimer, and Dr. Daphne H...

Special Edition: Global Insight and Perspective

24 Feb 2022

Contributed by Lukas

In this episode, "Special Edition: Global Insight and Perspective," President of Oppenheimer Asset Management, Bryan McKigney, talks with Chief Invest...

Bio Banter: What’s Happening in the Biotech Markets

17 Feb 2022

Contributed by Lukas

In this episode, "Bio Banter: What's Happening in the Biotech Markets," Michael Margolis, R.Ph., Co-Head of Healthcare Investment Banking, and Jared H...

Technology Companies and the Outlook for Deal Activity in 2022

01 Feb 2022

Contributed by Lukas

In this episode, "Technology Companies and the Outlook for Deal Activity in 2022," Robin Graham, Managing Director and Head of Oppenheimer's Technolog...

Consumer Trends: Holiday 2021 and Beyond

15 Dec 2021

Contributed by Lukas

In this episode, “Consumer Trends: Holiday 2021 and Beyond” our distinguished panel: Martin Yang, Brian Nagel, and Rupesh Parikh, discuss retail a...

The Watched Pot is Boiling: Healthcare M&A is Cooking

15 Nov 2021

Contributed by Lukas

In this episode, “The Watched Pot is Boiling: Healthcare M&A is Cooking,”  Don Ritucci, Managing Director of Healthcare M&A and Stefan Loren, Ph....

Fight or Flight: A Conversation About Market Risk

01 Nov 2021

Contributed by Lukas

In this episode, “Fight or Flight: A Conversation with Doron Barness about Market Risk,” Doron Barness, Senior Managing Director and Global Head o...

Here and Now: Analyzing Inflation and Supply Chain Disruptions

20 Oct 2021

Contributed by Lukas

The Let’s Talk Future podcast series brings you timely and relevant conversations with thought leaders on big thematic subjects that have major inve...

Technical Analysis, Markets, and Five Oppenheimer Ideas

30 Sep 2021

Contributed by Lukas

In this episode, “Technical Analysis, Markets, and Five Oppenheimer Ideas,” Joan Khoury, Managing Director and Chief Marketing Officer, and Ari Wa...

Circular Economy and the Eight Stocks to Watch

08 Sep 2021

Contributed by Lukas

In this episode, “Circular Economy and the Eight Stocks to Watch,” Jane Ross, Managing Director of Investment Banking, and Noah Kaye Managing Dire...

Oncology Approaches: New Challenges and Keeping up with the Speed of Change

12 Aug 2021

Contributed by Lukas

This episode features Dr. Asher Chanan-Khan, Professor of Medicine and Oncology at the Mayo Clinic, and Stefan Loren, Ph.D. and Managing Director of L...

How the Drone Economy is Taking Flight

28 Jul 2021

Contributed by Lukas

This episode features Dario Constantine, Senior Associate at Linse Capital, and Peter Cadaret, Head of Sales & Marketing for Oppenheimer Asset Managem...

Technology Stocks and The Future of Going Public

08 Jul 2021

Contributed by Lukas

In this episode called "Technology Stocks and The Future of Going Public” Robin Graham, Managing director and Head of Technology Investment Banking,...

The Gaming Sector Revolutionized

23 Jun 2021

Contributed by Lukas

In this episode called  “The Gaming Sector Revolutionized,” Martin Yang – Senior Analyst for Emerging Technologies and Services, joins Joan Kho...

Alternatives: Uncovering Alpha

10 Jun 2021

Contributed by Lukas

In this episode called "Alternatives: Uncovering Alpha” Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for O...

Why AI Will Transform Your Healthcare

28 May 2021

Contributed by Lukas

Listen to “Why AI Will Transform Your Healthcare” from our Let’s Talk Future™ podcast series. This episode features François Brisebois, Manag...

The Cloud: A Once in a Century Investment Opportunity

03 May 2021

Contributed by Lukas

In this episode called "The Cloud: A Once in a Century Investment Opportunity” Timothy Horan joins Jane Ross in  a discussion about cloud computing...

Your Life. Your Story. Your Legacy.

20 Apr 2021

Contributed by Lukas

In this episode called "Your Life. Your Story. Your Legacy." Ed Harrington joins Joan Khoury in a discussion about reframing legacy planning – from ...

Electric Vehicles, Sustainability, Renewables and the Road Ahead

24 Mar 2021

Contributed by Lukas

In this episode called "Electric Vehicles, Sustainability, Renewables and the Road Ahead" Colin Rusch joins Jane Ross in a discussion on the investmen...

What's Driving Global Market Performance Now?

11 Mar 2021

Contributed by Lukas

In this episode called "What's Driving Global Market Performance Now?" John Stoltzfus joins Peter Cadaret to discuss the current pulse of the U.S. eq...