The 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.

Housing affordability has become one of the most persistent challenges facing consumers, policymakers, and investors. Despite falling mortgage rates and early optimism, 2025 proved to be a disappointing year for housing, with demand failing to rebound and activity remaining historically subdued. In this episode of Let’s Talk Future, Jane Ross speaks with Tyler Batory, who covers residential real estate, lodging, and leisure at Oppenheimer, about why housing feels so inaccessible for many buyers today.

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 unprecedented scale of AI infrastructure investment, the emerging opportunity across healthcare, space technology, defense innovation, and infrastructure, and provides a measured view of valuations, risk, and geopolitics. He reinforces why the U.S. continues to lead in innovation and why strong relationships remain central to Oppenheimer’s mission