Let's Talk Future™
Hosted by Jane Ross and Tim Horan · Oppenheimer
4.9from 36 ratings
- 120
- Episodes
- 4
- Transcribed
- 36
- Ratings
- Daily
- Cadence
- 2020
- First episode
About Let's Talk Future™
The Oppenheimer Let’s Talk Future Podcast explores a variety of market perspectives, bringing our firm’s financial thought leaders directly to you.
- Publisher
- Oppenheimer
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 9 Jul 2020
- Latest episode
- 16 Sept 2026
Latest episodes
4 of 120 episodes have a transcript.
16 Sept 2026TRANSCRIPT
The AI Refresh: From Spending to ROI
15 Jul 2026TRANSCRIPT
Admiral Mike Rogers on the Age of AI-Powered Threats
22 Jun 2026TRANSCRIPT
Higher Gas Prices and Today’s Stressed Consumer
Inside a recent episode
The AI Refresh: From Spending to ROI
Published 16 Sept 2026 · Transcript excerpt
[…] And we also expect that to continue. Okay, and Rick, are you still quite positive? I'm very positive, Jane. It is the biggest problem that my companies have today is with supply, not demand. It's always tough to tell what that delta is between supply and demand. In the semiconductor world, we live in a cyclical vector of the market, and you want to buy my group when supply is chasing demand. That's called an upcycle. We think we're in the very early innings of one. There's not one long tentpole on supply, there's multiple. So you hear about memory all the time. One of the tightest areas now, just in the last six months, has become CPUs. […]
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See plansWho has been a guest on Let's Talk Future™
Names identified in recent episode analyses. Showing up to five guests.
- Rick Schafer
- Mike Rogers
- Brian Nagel
- Jay Olson
- Nazar Khan
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.9 / 5
- 30 ratings
- Spotify
- 5.0 / 5
- 6 ratings
Podcast Authority Score: 36 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 39
- Social presence
- 0
- YouTube
- 0
- Engagement
- 82
Contact Let's Talk Future™
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Let's Talk Future™
Who hosts Let's Talk Future™?
Jane Ross and Tim Horan host the show. Published by Oppenheimer.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Let's Talk Future™ take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
4 of 120 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Let's Talk Future™?
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