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Let’s Talk Future™ - An Oppenheimer Podcast

Oppenheimer
Water Infrastructure
Targeted Radiopharmaceuticals
Artificial Intelligence
LEO Satellites
Data Centers
Satellite Communications
Cybersecurity
Longevity
China
Climate Change
Oppenheimer
NVIDIA
Robotics
Inflation
Spacex
Broadband Access
Digital Economy
Physical AI
Oncology
Stimulus Funding

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

PublishesMonthlyEpisodes120Founded6 years ago
Categories
InvestingBusiness

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Latest Episodes

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 financin... more

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... more

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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 r... more

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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, ab... more

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Key Facts

Accepts Guests
Contact Information
Podcast Host

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Recent Guests

Admiral Mike Rogers
Former Commander, US Cyber Command; former Director, NSA
U.S. Navy / Former Government Roles
Episode: Admiral Mike Rogers on the Age of AI-Powered Threats
Brian Nagel
Managing director and senior analyst covering consumer growth and e-commerce
Oppenheimer
Episode: Higher Gas Prices and Today’s Stressed Consumer
Nazar Khan
Co-founder and CTO of TeraWulf
TeraWulf
Episode: AI Is Booming—But Can We Power It?
Michael Ardisson
President and Chief Operating Officer
Medalist Partners
Episode: Private Credit: Beyond the Headlines
Brian O'Toole
CEO of BlackSky
BlackSky
Episode: The Investable Age of Space
Graeme Shaw
Lead investor in EarthDaily, Antarctica Capital
Antarctica Capital
Episode: The Investable Age of Space
Tyler Batory
Covers residential real estate, lodging and leisure for Oppenheimer
Oppenheimer
Episode: The Housing Affordability Crisis and What Comes Next
Rob Lowenthal
President and CEO of Oppenheimer
Oppenheimer
Episode: The Big Shifts Ahead: A 2026 Outlook
Michael Wiederhorn
Managing Director in Research focused on managed care, hospitals, and related healthcare services
Oppenheimer & Co.
Episode: Costs, Coverage and the Future of Healthcare

Hosts

Jane Ross
Host of the podcast, introducing topics and guiding the discussion
Tim Horan
Host of Let's Talk Future

Reviews

4.9 out of 5 stars from 36 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 States5 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 States5 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.

Consistently informative and timely for strategic decision-making.
Thought-provoking industry insights that pair macro context with practical implications.
High-caliber guests and data-driven discussions.
Strong structure and clear expertise in guests and topics.

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Talking Points

Recent interactions between the hosts and their guests.

Admiral Mike Rogers on the Age of AI-Powered Threats
Q: Which countries pose the greatest cyber threat and how should the U.S. respond?
China, Russia, and other capable actors pose the greatest risk due to their willingness to engage aggressively, backed by high capability and large capacity; the response combines defensive resilience, strategic deterrence, and targeted collaboration with allies and industry to harden networks and deter aggression.
Admiral Mike Rogers on the Age of AI-Powered Threats
Q: What is the greatest risk created by AI today, and what role should government play moving forward?
AI accelerates both discovery and execution of cyber threats, outpacing traditional defenses, which argues for a balanced regulatory framework that protects critical systems while not throttling innovation; governments should work with the private sector to establish guardrails and rapid response mechanisms.
Tariffs, Trade Wars & Freight Chaos: What Comes Next?
Q: What should investors and listeners watch for in the coming months?
Keep an eye on daily policy updates, the Section 232 regime developments, de minimis adjustments for e-commerce, and the ongoing ability of freight markets to absorb shocks as technology improves visibility and resilience; watch for the timing of best-and-final offers and any further court rulings that could reset the legal basis for tariffs.
Tariffs, Trade Wars & Freight Chaos: What Comes Next?
Q: How have these tariff moves actually impacted freight volumes, rates, and capacity in the near term?
Initially, surges in volumes and capacity shortages drove freight rates up as shippers rushed shipments before tariffs; once tariffs took effect, volumes dropped dramatically, capacity tightened, and rates fell—creating significant volatility and ripple effects across the freight network.
Tariffs, Trade Wars & Freight Chaos: What Comes Next?
Q: Could you summarize where we stand with the tariffs and the policy shifts since April?
Tariffs have been paused and revised down to 10% with attempts to negotiate new regimes across multiple partners; legal challenges have paused and paused again IEPA-based tariffs while the administration pushes toward a better and final set of offers by the July deadline.

Audience Metrics

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

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Let’s Talk Future™

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

This show provides market-focused conversations with finance professionals and industry leaders, often tying macro themes to specific sectors like AI, cybersecurity, energy, space, healthcare, housing, and agriculture. Episodes frequently feature senior analysts and executives from the host firm, alongside outside experts, to unpack how innovation, policy, and capital markets intersect with real-world business decisions. A notable pattern is the emphasis on practical implications for executives and investors, including risk management, capital allocation, and technology-enabled growth. The format tends to balance data-driven insights with forward-looking views on infrastructure, regulation, and global competition, making it helpful for list... 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. Inside the Strategy Room
3. House Calls

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Let’s Talk Future™ launched 6 years ago and published 120 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. Admiral Mike Rogers
2. Brian Nagel
3. Nazar Khan
4. Michael Ardisson
5. Brian O'Toole
6. Graeme Shaw
7. Tyler Batory
8. Rob Lowenthal

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