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

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 & Services at Oppenheimer, explains the forces driving today’s difficult cycle—from deferred pandemic care and chronic disease to rising labor and drug costs. He also explores why ACA subsidies are so critical and how their potential expiration could impact millions.

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 intelligence are reshaping American agriculture. Together they explore how innovation, policy, and global trends are redefining opportunity and resilience across the food economy—and why, even amid uncertainty, technology is helping build a stronger, smarter, and more sustainable future for farming.