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
-
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.
-
Private Credit: Beyond the Headlines
Listen NowPrivate credit has moved from a niche allocation to a core part of today’s investment landscape—but the environment is beginning to change.
In this episode of Let’s Talk Future, Matt Kennedy, Head of Sales and Marketing at Oppenheimer Asset Management, speaks with Michael Ardisson, President & Chief Operating Officer at Medalist Partners, about what’s happening beneath the surface of this rapidly growing market.
-
The Investable Age of Space
ListenThe global space economy is entering a period of rapid expansion driven by falling launch costs, next-generation satellite constellations, and scalable AI infrastructure.
In this discussion, Tim Horan speaks with Brian O'Toole, CEO of BlackSky, and Graeme Shaw, Lead Investor at EarthDaily Analytics, about how space-based communications and Earth observation systems are reshaping defense, agriculture, supply chains, and environmental monitoring.
