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Let’s Talk Future™ - An Oppenheimer Podcast

Oppenheimer
Targeted Radiopharmaceuticals
Water Infrastructure
Inflation
Stimulus Funding
Oncology
Physical AI
Interest Rates
Car-T Cell Therapy
Biotechnology
Cancer
NVIDIA
Local Government
Public Finance
Zero Emissions Economy
Investor Sentiment
Clinical Validation
Biotech
Distressed Investing
High-Yield Bonds
Autoimmune Diseases

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

PublishesMonthlyEpisodes116Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Let’s Talk Future™

Latest Episodes

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 an... more

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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 unprecedent... more

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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 & Serv... more

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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 int... more

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Key Facts

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Number of Listeners
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Recent Guests

Isaac Espinoza
CEO of Kettle, which provides insurance and reinsurance for property owners
Kettle
Episode: Uninsurable America? Climate Risk and the Future of Home Insurance
Greg Hendrick
CEO of Vantage Group, a specialty reinsurer
Vantage Group
Episode: Uninsurable America? Climate Risk and the Future of Home Insurance
Ritendra Roy
Managing director covering the insurance sector at the Financial Institutions Group in Investment Banking at Oppenheimer
Oppenheimer
Episode: Uninsurable America? Climate Risk and the Future of Home Insurance
Michael Margolis
Senior Managing Director and Head of Healthcare Investment Banking at Oppenheimer
Oppenheimer
Episode: Biotech in 2025: Opportunities Amid Uncertainty
Jeff Jones
Senior Biotech Analyst at Oppenheimer, expert in targeted radiopharmaceuticals
Oppenheimer
Episode: Radiopharmaceuticals: A New Era in Oncology and Beyond
Kristin Steffens
Managing Director in Public Finance
Oppenheimer
Episode: Revenue Revolution: Fresh Ideas for Local Budgets
Eric Friel
Managing Director and Head of High-Yield and Distressed Research
Oppenheimer
Episode: High Yield and Distressed Investing in a Time of Volatile Interest Rates
Bryan Blair
Managing Director and Senior Analyst covering the industrial machinery and flow control sector.
Episode: Water Infrastructure: Stimulus Dollars and the Opportunities Ahead

Host

Jane Ross
Host of Let's Talk Future, known for leading insightful discussions with industry experts on market perspectives.

Reviews

4.9 out of 5 stars from 34 ratings
  • Insightful, Timely & Thought Provoking

    I always enjoy each episode and have been listening since the very beginning. This is a a fantastic podcast and I enjoy the hosts and their guests!

    -Sean

    Apple Podcasts
    5
    Cordo111
    United States4 years ago
  • Thought leadership at it’s finest

    This series is an awesome collection of structured thought leadership and will leave you thirsty for more!

    Apple Podcasts
    5
    Jehb
    United States4 years ago
  • Amazing!!

    ‘The Gaming Sector Revolutionized’ was very insightful. Interesting points made about storage and power of consoles.

    Apple Podcasts
    5
    'thegamingsector'
    United States5 years ago
  • Insightful and thought provoking!

    A great listen! With industry experts covering various topics, this podcast left me wanting to learn more.

    Apple Podcasts
    5
    Dmlazzaro
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The series is recognized for offering structured thought leadership that appeals to a motivated audience eager for more information.
Listeners praise the content for being insightful and timely, often describing it as thought-provoking and engaging.
Feedback reflects a general enjoyment and strong appreciation for the topics discussed, ranging from climate risk to the advancements in technology.
Experts providing commentary are frequently mentioned as a highlight, indicating a high value placed on credibility and knowledge.

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Talking Points

Recent interactions between the hosts and their guests.

Beauty, Technology, and the New Look
Q: What do you think the outlook looks like for the next year or two?
The outlook is positive, as there's potential for increased M&A and IPO activity, despite some caution in the market.
The Current State of Play: A Conversation with Rob Lowenthal
Q: What do we think about the upcoming election?
The market is generally positive on post-election results, regardless of the winner, due to a divided country and a history of previous administrations causing minimal damage.
Biotech in 2025: Opportunities Amid Uncertainty
Q: What potential catalysts do you see moving forward in 2025?
There are several potential catalysts including upcoming data releases and drug trials, particularly during the JPMorgan Health Care Conference.
Biotech in 2025: Opportunities Amid Uncertainty
Q: What are the challenges faced in the biotech sector in 2024?
The biotech sector experienced underperformance with the IPO market and M&A activity dropping significantly due to stalled interest rates and overall market uncertainty.
CAR T-Cell Therapy: Revolutionizing Cancer Treatment
Q: What about safety? What kind of safety work is available for the autoimmune indications for CAR-T?
Safety has been strong, and though CAR-T can be dangerous in cancer, recent trials for autoimmune patients haven't shown typical severe side effects, but further refinements are needed.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
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Frequently Asked Questions About Let’s Talk Future™

What is Let’s Talk Future™ about and what kind of topics does it cover?

Targeting a sophisticated audience, this audio series examines key market insights, trends, and business strategies. It covers a diverse range of topics including climate risk and home insurance, the impact of Low Earth Orbit satellites on global communications, advancements in artificial intelligence, and trends in biotechnology and healthcare markets. Noteworthy features include expert insights from industry leaders and analysts, providing listeners with thought-provoking discussions designed to encourage innovation and strategic thinking in a fast-evolving economic landscape. The podcast is likely to be particularly valuable for professionals in finance, technology, and entrepreneurship, who seek to stay informed about the factors shapin... more

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Which podcasts are similar to Let’s Talk Future™?

These podcasts share a similar audience with Let’s Talk Future™:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. CNBC's "Fast Money"
3. Mad Money w/ Jim Cramer
4. Halftime Report
5. WSJ What’s News

How many episodes of Let’s Talk Future™ are there?

Let’s Talk Future™ launched 6 years ago and published 116 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Let’s Talk Future™?

Recent guests on Let’s Talk Future™ include:

1. Isaac Espinoza
2. Greg Hendrick
3. Ritendra Roy
4. Michael Margolis
5. Jeff Jones
6. Kristin Steffens
7. Eric Friel
8. Bryan Blair

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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