TD Cowen Insights
by TD Securities, TD Cowen
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.Disclosures: https://go.td.com/PodcastDisclosure
Episodes
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Aaron Abramovitz On Southern Company's Approach To Serving Its Customers & Leading Economic Development In The Southeast
Recorded on 09/24/26 TD Cowen analyst Shelby Tucker speaks with Aaron Abramovitz, Southern Company SVP of Finance and Treasurer. They discuss the current state of the electricity markets in the Southeast, how Georgia Power— a subsidiary of Southern Company and the largest utility in the state-—...
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Jeanine Wai On Chevron's Growth, Managing Commodity Volatility, And The Role Of AI
Recorded on 09/24/26 TD Cowen analyst Jason Gabelman speaks with Jeanine Wai, director of investor relations for Chevron, an integrated oil company. They discuss Chevron's Upstream growth portfolio both in the US and internationally, how Chevron manages commodity volatility both day to day and in...
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What Does The Midterm Election Mean For Financials?
Recorded on 09/30/2026 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month focuses on the upcoming midterm election and what it could mean for financial, crypto, and housing policy. And we have TD Cowen's Scott Smith for an update on the market in...
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Kevin Mitchell On Phillips 66's Role In Providing Reliable Energy & Growing To Meet Industry Needs
Recorded on 09/24/26 TD Cowen Analyst Jason Gabelman speaks with Kevin Mitchell, CFO of Phillips 66, a downstream energy company. They discuss recent market volatility driven by geopolitical events, investing in growth to meet the world's needs for energy, and balancing growth against shareholder...
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Defining The Broker's Role With AI Near Its Soul: A Discussion With Oxbow Partners
Recorded on 09/18/26 Oxbow Partners’ Manmeet Singh Bawa expects AI to automate brokers’ information processing and administration, shifting value to judgment, advocacy, negotiation, and strategic risk advice. Data-rich brokers and focused specialists should gain; undifferentiated mid-tier firms...
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Delivering On AI's Potential With Paradigm Health's Jonathan Hirsch
Recorded on 09/03/26 AI is generating potential new drug candidates faster than ever, but clinical trials can take years to complete. So what happens when innovation outruns the system designed to test it? In this episode, we speak with Paradigm Health's Chief Strategy and Growth Officer…
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Too Much News: Gulf Fighting Heats Up & Implications, Congressional Outlook, Space Weapons, And AI Doomers
Recorded on 09/18/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined an All-Star reporter roundtable to discuss the ongoing war between the USA and IRI, including the latest flareup between KSA & Houthis and the Trump Administration's OK to sell KSA the...
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Protecting Psychedelic Innovation: IP, Patents, & Defensibility
Recorded on 09/10/26 Senior biotech analyst Ritu Baral hosts Linnea Cipriano, partner in Goodwin's IP litigation practice. Cipriano explains why psychedelic therapies often require a different IP playbook than standard pharmaceuticals. Unlike newly synthesized compounds with limited prior art and...
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From The Genomics Revolution To The Next Frontier In Biology With The CEO Of Cellanome
Recorded on 08/25/26 In this episode, we sat down with Omead Ostadan, CEO of Cellanome, and one of the key leaders behind the genomics revolution. Drawing on nearly three decades spanning Solexa, Illumina, and now Cellanome, Omead shares his perspective on the future of biological innovation, the...
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Where Is Housing Headed?
Recorded on 09/03/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation on housing with TD Securities equity analyst Max Rakhlenko and TD Securities macro analyst Eli Nir. We discuss the impact of rates and inflation on...
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Future Proofing Clinical Development With Recursion's Sid Jain
Recorded on 07/10/26 TD Cowen's Machine Medicine: AI & Health Care podcast series takes on the cross-sector revolution in artificial intelligence and breaks it down one piece at a time. We highlight some of the biggest misconceptions about how AI is and can be used in different health care…
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Moose Knuckles' Bold Vision For Luxury Outerwear
Recorded on 07/15/26 Authentic Canadian Craftsmanship & Rebellious Relevance. We hosted CEO Ellen Kinney to discuss the brand's global growth opportunity as it balances outerwear leadership and luxury craftsmanship with broader lifestyle ambitions. Key themes included selective distribution,...
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Clinical Science Meets Longevity With IM8 Co-Founder & CEO
Recorded on 08/04/26 David Beckham's Clinically Validated, NSF-Certified Wellness: Prenetics. We host Danny Yeung, Co-Founder & CEO of IM8 & Prenetics, to discuss building one of consumer health's fastest-growing wellness brands with Co-Founder David Beckham. We explore longevity innovation,...
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Navigating The FDA Playbook For Psychedelic Therapies
Recorded on 07/17/26 TD Cowen senior analyst Ritu Baral hosts Michael McCaughan, founder of Prevision Policy, a leading provider of regulatory and reimbursement policy analysis for the biopharma industry. Discussion focused on the evolving regulatory landscape for psychedelic treatments.…
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What's Happening With Consumer Finance
Recorded on 08/06/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Moshe Orenbuch, an equity analyst at TD Cowen who focuses on the consumer finance sector. We talk about credit growth, credit quality, and policy...
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How Faire's Digital Approach To Wholesale Empowers Retail
Recorded on 07/15/26 Learn About Global Wholesale Platform Powering Independent Retail. We host Jeff Kolovson, co-founder & COO of Faire, a wholesale technology platform that helps retailers discover brands and products to stock. We discuss how the company is transforming wholesale for…
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Meeting The Moment With Tools Of Tomorrow With Twist Bioscience's Patrick Finn
Recorded on 07/15/26 In this episode, TD Cowen's health care analyst Brendan Smith hosts Patrick Finn, President and COO of Twist Bioscience, to explore how companies like Twist are capitalizing on the evolving drug development landscape and what impact biopharma's ramping use of AI is having on...
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Inside A Commercial Interventional Psychiatry Clinic: Preparing For The Next Wave Of Psychedelic Treatments
Recorded on 07/09/26 Senior analyst Ritu Baral hosts Dr. Tobias ("Toby") Marton, CMO of Mindful Health Solutions, to discuss how a large commercial interventional psychiatry network operates and how clinics may adapt as psilocybin-based therapies such as COMP360 move closer to potential FDA...
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USA-IRI Ceasefire Over & FY27 Budget Outlook Murky Into Fall
Recorded on 07/17/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss the resumed war between the USA and IRI, the complicated picture of defense spending heading into FY27, and a preview of the Farnborough...
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Geneoscopy CEO Andrew Barnell On Transforming GI Health: RNA-Based Diagnostics, CRC Screening Opportunity, & Platform Potential Ahead
Recorded on 07/09/26 TD Cowen Life Science & Diagnostic Tools analyst Dan Brennan speaks with Geneoscopy CEO Andrew Barnell post TD Cowen's 5th Annual Tools/Dx Revolution Conference to discuss GI healthcare and the future of GI cancer diagnostics, and Geneoscopy's innovations, partnerships, and...
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Kevin Warsh And The Future Direction For Rates
Recorded on 07/14/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Gennadiy Goldberg, the head of rates strategy at TD Securities. We look at Kevin Warsh's first few weeks on the job as Federal Reserve chair and...
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Inside A Non-Profit/Academic Interventional Psychiatry Clinic: Preparing For The Next Wave Of Psychedelic Treatments
Recorded 07/07/26 Senior analyst Ritu Baral hosts Dr. Scott Aaronson, Chief Science Officer for Advanced Diagnostics and Therapeutics at Sheppard Pratt Health System, to discuss operations at a nonprofit/academic interventional psychiatry clinic and how the model may evolve as new psychedelic...
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Scaling Justly With Just Salad CFO Jared Garber
Recorded on 06/02/26 Jared Garber, CFO of Just Salad, speaks with TD Cowen restaurant analyst Andrew Charles at the 10th Annual Future of the Consumer Conference. They discuss key priorities for scaling the business via growing same-store sales and maximizing cash/cash returns, all while…
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Technology & Taste: Curated Digital Luxury Leadership With CFO Of LUXE
Recorded on 06/03/26 Harnessing AI for Digital Luxury as Multi-Brand Luxury Platform Transforms. We hosted Martin Beer, CFO of LUXE, at our Future of the Consumer conference to discuss the platform's evolution following the YNAP acquisition, strength at Mytheresa, and the path to profitable…
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Can Resale Be Profitable? Easier Selling & AI Scale With ThredUp CEO
Recorded on 06/02/26 Digital Recommerce Leadership Underpinned by Infrastructure & AI. We hosted ThredUp CEO James Reinhart at our 10th Future of the Consumer Conference to unpack their infrastructure-led model and rising AI use driving personalization, conversion, and margins. A purpose-built...
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QTS CFO Jeff Berson On Data Center Outlook
Recorded on 05/27/26 We spoke with QTS's CFO Jeff Berson at TD Cowen's 54th Annual TMT Conference in New York City. We discussed the current state of AI hyperscale demand, the sources of demand growth including emerging enterprise demand, and indications of the long-term durability of demand. In...
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Agentic Commerce In Focus With ReFIBuy's Scot Wingo
Recorded on 05/28/26 In this podcast, we sit down with ReFIBuy's Scot Wingo to discuss the future of agentic commerce. We explore 1) the potential for agentic commerce to disrupt traditional digital advertising; 2) whether eCommerce platforms will own the agentic commerce experience; and 3)...
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Check Point Software: Balancing Stability and Transformation
Recorded on 05/28/26 In this episode, we take a look at Check Point Software Technologies as the company works through a period of transition. We discuss the pace of platform adoption, progress in cloud and AI-related security offerings, the contribution from recent acquisitions, and management’s...
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Autonomous Vehicles In Focus With Alex Roy
Recorded on 05/28/26 In this podcast, we sit down with Alex Roy, general partner at New Industry Venture Capital and co-host of Autonocast, to discuss key debates around autonomous vehicles. We explore 1) Waymo & Tesla's US leadership, 2) impacts to ride hailing platforms like Uber and Lyft, and…
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Next-Gen Nursery: Owlet Delivering Connected Care
Recorded on 06/02/26 Monitor What Matters Most. We hosted Amanda Crawford, CFO of OWLT, at TD Cowen's 10th Annual Future of the Consumer Conference to highlight the unique competitive positioning of OWLT in the baby monitoring category. Owlet is the first of its kind FDA-cleared smart baby…
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Digging Into Perpetual Futures; National Best Bid & Offer Rule
This podcast was recorded on 06/09/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a deep dive with TD Cowen market structure expert Reid Noch into the rollout of perpetual futures and into the push for the SEC to eliminate the...
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Once Upon A Farm: Reaping The Fruits Of Years Of Labor
Recorded on 06/02/26 John Foraker, CEO and co-founder of Once Upon A Farm, speaks with Robert Moskow, consumer staples analyst, about successfully scaling up a nutritious snacking business for kids. This podcast was taped at TD Cowen's 10th Annual Future of the Consumer Conference....
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RVLV's Next-Gen AI, New Brands & Physical Expansion
Recorded on 06/02/26 A Gen Z Leader Not Standing Still. We host RVLV’s CFO, Jesse Timmermans, at TD Cowen's 10 Annual Future of the Consumer Conference to unpack Revolve's tech-enabled model & expanding AI use, driving conversion & margin expansion. With ~3M active customers (+8% y/y) and ~3%...
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The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)
Recorded on 06/01/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an All-Star lineup of defense reporters to discuss the next few weeks as Congress tries to make progress on the Fiscal Year 2027 Department of War $1.5 trillion budget request. We…
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Beyond The Highway: Kodiak AI’s Roadmap To Autonomous Trucking & Physical AI
Recorded on 05/27/26 In this episode, we explore Kodiak AI’s vision for revolutionizing autonomous trucking mobility across various environments. The company opts for an approach that does not constrain deployment solely to structured roadways or highway usage. The conversation dives into new...
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From Devices To Intelligence: Cellebrite's Growth Story
Recorded on 05/27/26 In this podcast, we discuss the evolution of Cellebrite's platform and its position in the digital intelligence market at TD Cowen's 54th Annual TMT Conference. We explore the company's growth strategy, expanding platform portfolio, AI-driven innovation, and the increasing…
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True Religion, Universal Denim – Ultimate Lifestyle
Recorded on 04/29/26 True Religion’s New Chapter: Cultural Relevance Meets Accessible Pricing. We hosted CEO Michael Buckley to discuss drivers of growth as the brand scales across denim, apparel, accessories, & lifestyle. With 70%+ gross margins, EBITDA margins in the 20s, diversified channels,...
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Excess & Surplus Industry Trends and Who Wins With AI. A Conversation With CRC Group CEO Dave Obenauer
Recorded on 05/04/26 In a wide-ranging discussion, TD Cowen senior insurance analyst Andrew Kligerman speaks with CRC Group CEO Dave Obenauer, who reinforced that E&S growth is increasingly structural—not merely a function of the underwriting cycle—with a “riskier world” and more complex…
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What Makes Mid-Size Banks So Interesting?
Recorded on 05/05/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about mid-size banks with Janet Lee, TD Cowen's equity analyst who follows these companies. We also get a post-earnings season market update from TD...
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Wellbeing, Longevity & Optimizing Healthspan With Mt. Sinai
Recorded on 03/09/26 The New Longevity Economy: A Biology-First Approach to Aging. We host Mount Sinai Healthspan Initiative Co-Director Zahi Fayad to discuss the shift from reactive sick care to proactive healthspan optimization at the high end. Key drivers include digital tools, advanced…
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The New Budget Is Here! The New Budget Is Here!
Recorded on 04/06/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by retired Major General Arnold Punaro to discuss the new Fiscal Year 2027 Federal Budget and Department of War $1.5 trillion budget request. They discuss the outlook for passage, plus a...
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What's Happening With Alternative Investments?
Recorded on 04/06/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about Alternative Investments with Bill Katz, TD Cowen's equity analyst, who follows asset managers, exchanges, and broker-dealers. We also get a...
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Saks Global's Next Act: Finance, Fashion, And Focus
Recorded on 03/20/26 Restructuring an Iconic Luxury Empire. We host Saks Global CEO Geoffroy van Raemdonck to discuss the company’s transformation following its Chapter 11 filing and committed capital. Key topics include restoring inventory flow, the importance of brand partners, and the…
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Bio-Techne at 50: CEO Kim Kelderman's Reflection on Five Decades of Platform Evolution & Strategic Priorities Ahead
Recorded on 03/03/26 TD Cowen life science & diagnostic tools analyst Kyle Boucher speaks with Bio-Techne CEO Kim Kelderman at TD Cowen's 46th Annual Health Care Conference to discuss Bio-Techne's 50-year anniversary, innovation and portfolio evolution, and growth pillars ahead. Since 1976...
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CEO Meeker & CFO Smith's Strategy To Build Rhythm Into The Leading Orphan Obesity Company
Recorded on 03/01/26 TD Cowen senior biotech analyst Phil Nadeau speaks with Rhythm CEO David Meeker and CFO Hunter Smith at TD Cowen’s 46th Annual Health Care Conference to discuss Rhythm's strategic vision for establishing itself as the premier company in the orphan obesity space. Rhythm...
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FDA Engagement and the Evolving Psychedelic Therapy Landscape: A Conversation with Compass Pathways CEO Kabir Nath
Recorded on 03/03/26 TD Cowen senior biotech analyst Ritu Baral speaks with Compass CEO Kabir Nath at TD Cowen’s 46th Annual Health Care Conference. Discussion focused on FDA’s current approach to psychedelic drug development, what it signals for the broader psychiatry landscape, and the evolving...
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Click Therapeutics & Software-Enhanced Drugs
Recorded on 03/03/26 TD Cowen FutureHealth Podcast is part of TD Cowen's ongoing series that continues our efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of healthcare, technology, consumerism, and policy is changing the way we look at health,...
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Congress & White House Put Focus On Help For Housing
Recorded on 03/17/26 TD Cowen financial policy analyst Jaret Seiberg hosts this episode, which looks at Washington's focus on housing policy, including legislation that the Senate recently passed and executive orders that President Trump signed. We also get a market update from TD Cowen specialty...
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Two Weeks Of Epic Fury
Recorded on 03/13/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by a dynamic duo of reporters to discuss the first two weeks of Operation Epic Fury. They also discuss the outlook for an OEF war supplement for munitions and other costs, and the War...
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What's Next for Charles River?
Recorded on 03/03/26 There's no shortage of debates in the CRO space right now: the impact of regulatory changes, a potentially rebounding macro environment, and, most recently, the implications of AI. We're joined by Birgit Girshick, current Executive Vice President, Chief Operating Officer, and...
About this show
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.Disclosures: https://go.td.com/PodcastDisclosure
Hosted by
TD Securities, TD Cowen
Categories