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...
Which industries will dominate the economy by 2040? In this episode, we break down McKinsey Global Institute’s latest report on emerging “arenas of competition”—industries poised for rapid growth and market shifts. From AI and cloud computing to nuclear fission and e-commerce, we explore the key forces driving these sectors and what it means for investors, businesses, and policymakers. Tune in for insights on where to allocate capital, how industries evolve, and the future of market competiti...
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...
