In this year-end investor outlook, Matt Oguz, Founder and CIO of Venture Science, joins Marketloop to discuss how AI shaped markets in 2025 and where key investment themes are emerging for 2026. The conversation explores the unprecedented scale of AI infrastructure spending, elevated but fundamentally supported valuations, and the role of healthcare and lifesciences as AI accelerates discovery and innovation. Matt also shares insights on space technology, nuclear energy, advanced materials, a...
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In this year-end investor outlook, Matt Oguz, Founder and CIO of Venture Science, joins Marketloop to discuss how AI shaped markets in 2025 and where key investment themes are emerging for 2026. The conversation explores the unprecedented scale of AI infrastructure spending, elevated but fundamentally supported valuations, and the role of healthcare and lifesciences as AI accelerates discovery and innovation. Matt also shares insights on space technology, nuclear energy, advanced materials, a...
The $1 Trillion Question: Trump, MBS, and the Future of Strategic Capital
Venture Science Deep Dive
4 minutes
8 months ago
The $1 Trillion Question: Trump, MBS, and the Future of Strategic Capital
In this episode of Deep Dive, we break down the headline-grabbing pledge between President Donald Trump and Crown Prince Mohammed bin Salman, which touts up to $1 trillion in commercial deals across defense, tech, energy, and more. We explore what this means for U.S. investors, the sectors that may actually benefit, and how capital commitments on this scale shape geopolitical alignment—and risk. This podcast, created using AI, is for educational and informational purposes only. It is essenti...
Venture Science Deep Dive
In this year-end investor outlook, Matt Oguz, Founder and CIO of Venture Science, joins Marketloop to discuss how AI shaped markets in 2025 and where key investment themes are emerging for 2026. The conversation explores the unprecedented scale of AI infrastructure spending, elevated but fundamentally supported valuations, and the role of healthcare and lifesciences as AI accelerates discovery and innovation. Matt also shares insights on space technology, nuclear energy, advanced materials, a...
