From AI Infrastructure to IPOs: Investing Themes Shaping 2026
Mon Dec 29 2025
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, and critical infrastructure, as well as how regulatory shifts and geopolitical uncertainty may drive increased market volatility.
The episode concludes with a discussion of asset allocation, IPO participation, and Venture Science’s dual strategy of investing in both private and public companies, supported by its Silicon Valley presence and close proximity to founders and operators.
This episode is designed for investors seeking a clear, long-term perspective on innovation-driven growth, risk, and opportunity.
This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions.
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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, and critical infrastructure, as well as how regulatory shifts and geopolitical uncertainty may drive increased market volatility. The episode concludes with a discussion of asset allocation, IPO participation, and Venture Science’s dual strategy of investing in both private and public companies, supported by its Silicon Valley presence and close proximity to founders and operators. This episode is designed for investors seeking a clear, long-term perspective on innovation-driven growth, risk, and opportunity. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions.