AN OPPENHEIMER PODCAST Let's Talk Future™
Podcast
Welcome to Oppenheimer’s Let’s Talk FutureTM podcast. In this format we bring you timely and relevant conversations with thought leaders and industry experts. Join us as we explore new ways of thinking about the markets, investing, business, new technologies, and life in general. It explores a variety of market perspectives–bringing our firm’s financial thought leaders directly to you.
Recent Episodes
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Higher Gas Prices and Today’s Stressed Consumer
Listen NowIn this episode of Let’s Talk Future, Jane Ross speaks with Brian Nagel, Managing Director and Senior Analyst covering consumer growth and e-commerce at Oppenheimer, about what these pressures could mean for consumer spending.
Brian explains why gas prices may be especially important to watch. If fuel costs remain elevated, lower- and middle-income consumers may eventually pull back on discretionary purchases. At the same time, the consumer landscape is not uniform. Higher-income consumers remain more resilient, and retailers with fresh, innovative products may still be well positioned.
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The Next Wave of Healthy Aging
Listen NowIn this episode of Let’s Talk Future, Jane Ross speaks with Jay Olson, CFA, Managing Director and Senior Analyst covering Biotechnology at Oppenheimer, about healthy aging and the biotech innovation shaping the field.
Rather than focusing on living longer, Jay emphasizes health span: the years people spend healthy, active, and functional. He explains that obesity is closely linked to many diseases of aging, making obesity drugs an important part of the healthy aging conversation.
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AI Is Booming — But Can We Power It?
Listen NowIn this episode, Tim Horan, Managing Director and Senior Analyst at Oppenheimer, sits down with TeraWulf Co-Founder, COO, and CTO Nazar Khan to discuss a key question for AI’s future: can our power infrastructure keep up?
As demand for AI continues to grow, data centers are expanding quickly—but access to reliable, affordable electricity is becoming a major challenge. They explore how companies are adapting, and why the ability to secure and manage power is becoming just as important as computing power itself.
