HeyJaredLet’s Talk Future™ - An Oppenheimer Podcast
The Oppenheimer Let’s Talk Future Podcast explores a variety of market perspectives, bringing our firm’s financial thought leaders directly to you.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 16, 2026
- Audience
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- Earliest in this view
- Jul 15, 2026
Latest episodes
The AI Refresh: From Spending to ROI (opens the original)
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Could cheaper AI increase demand for computing? Jane Rossreunites with Oppenheimer’s Rick Schafer and Tim Horan to examine the next phase of the AI buildout. They discuss chip and power constraints, the applications driving adoption, and the financing needed to keep expansion moving. Plus, why robotics may take longer to scale and what they’re watching across semiconductors and digital infrastructure. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC 9120851.1
Admiral Mike Rogers on the Age of AI-Powered Threats (opens the original)
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Artificial intelligence, automation, and digitalconnectivity are transforming the economy—but they are also creating newvulnerabilities. In this episode of Let’s Talk Future, Bill Farmer, Head ofAerospace and Defense Technology Investment Banking at Oppenheimer, is joinedby Admiral Mike Rogers, former Commander of U.S. Cyber Command and former Directorof the National Security Agency. Admiral Rogers discusses why organizations must shift fromtraditional perimeter defense toward cyber resilience,
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