Let’s Talk Future™ - An Oppenheimer Podcast

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

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, how AI could enableattacks at unprecedented speed and scale, and why critical infrastructureremains an attractive target for sophisticated adversaries.The conversation also examines the growing role ofprivate-sector technology in national defense, the debate surrounding offensivecyber capabilities, the proliferation of drones in modern warfare, and what theUnited States must do to preserve its technological advantage.Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC  9015417.1

Are higher gas prices about to change consumer behavior? In this episode of Let’s Talk Future, Jane Ross speaks with Oppenheimer’s Brian Nagel about the state of the consumer, the pressure on discretionary spending, and where bright spots remain in retail.© 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8971048.1

What if the future of longevity is less about living longer and more about living better? In the latest episode of Let’s Talk Future, Jane Ross speaks with Jay Olson, CFA, Managing Director and Senior Analyst covering Biotechnology at Oppenheimer, about the biotech innovations shaping healthy aging. The conversation explores GLP-1 obesity drugs, preventive medicine, muscle preservation, inflammation, diagnostics, and personalized therapies — and how these developments could help redefine health span.© 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8942277.1

In this episode, Tim Horan, Managing Director and Senior Analyst at Oppenheimer, speaks with Nazar Khan, Co-Founder, COO, and CTO of TeraWulf, about the growing connection between AI, data centers, and energy.They discuss how rising demand for AI is driving a surge in data center construction—and why access to power is becoming a key constraint.The conversation also covers how companies are adapting by building more flexible data centers and finding new ways to manage electricity usage.© 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8810766.1