TD Cowen Insights

Recorded on 12/20/22 After experiencing the biggest decline in history, global air traffic is still well below pre-pandemic levels. While U.S. traffic is back, non-U.S. traffic has a long way to go to return to pre-pandemic levels. Add to that tight capacity, changed post-pandemic behaviors, and aircraft replacement demand factors, we see a strong case for better-than-appreciated airline revenue g...

Recorded on 12/16/22 Cowen analyst Yaron Werber speaks with Abbie Celniker, partner at Third Rock Ventures, and Nina Kjellson, partner at Canaan, about their outlook for company formation and financing in FY23, how companies are adjusting to the new market realities, and their experiences as women leaders in biotech venture capital. While there has been great progress towards gender equality in th...

Recorded on 12/05/22 Cowen’s Retail Analyst Jonna Kim speaks with Andrew Dudum, CEO & Founder of Hims & Hers Health, Inc. The podcast focuses on Hims & Hers’ core competencies, evolving Hims & Hers as a lifestyle brand, and driving innovation across various categories. Further, the podcast features future growth opportunities for the company and how Hims & Hers is at the forefr...

Recorded on 11/29/22 We hosted a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. In the podcast, we discuss approaches to thematic investing, specific investable structural megatrends, how strategy is adapting to the current macro...

Recorded on 11/16/22 In this episode, we discuss the role health data and how empowering patients with their own health information can enable better decisions, in this case selecting the best Medicare Advantage plans to improve their health outcomes. In 2022, more than 28M people enrolled in a Medicare Advantage plan, and that number has been growing 8% every year since 2010. But how effective is...

Recorded on 11/15/22 Jon Ball, Executive Vice President of Market Development for GE-Hitachi, joins Marc Bianchi to discuss GE-Hitachi’s offerings in nuclear power including their BWRX-300 Small Modular Reactor (SMR) technology and its timeline to commercialization and customer prospects. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWiz...

Recorded on 11/10/22 Cowen’s Sustainable Food & Healthy Living Analyst Brian Holland speaks with Biote CEO Terry Weber about how hormone replacement therapy (HRT) in general has progressed over the past several years, key considerations for practitioners and consumers, and the future of the consumerization of wellness. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclos...

Recorded on 11/08/22 Lithium-ion batteries are a cornerstone technology, supporting several mega-themes likely to play out over the next decade, and catalyzed by electric vehicle adoption, policy support, and increased auto OEM activity. This episode features Gabe Daoud, Cowen senior research analyst for battery technology and electric vehicle charging, in a discussion on the lithium-ion battery m...

Recorded on 10/24/22 Helane Becker, Cowen's Airline Analyst, speaks with Cherie Wilson and Amelia DeLuca of Delta Air Lines. This podcast focuses on Delta's efforts to lower its carbon footprint as it works toward net zero carbon emissions by 2050. The company hopes to be a positive change agent and works with government affairs and legal to stay ahead of the curve in a constantly changing regulat...

Recorded on 11/10/22 In this podcast, Lauren Puffer, Director of Sustainability Banking, and David Erickson, Senior Fellow at Wharton Business School discuss current topics in the ESG Market that companies and investors should be informed of as they set their strategies for 2023 and beyond. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsW...

Recorded on 09/15/22 Cowen Restaurants Analyst Andrew Charles caught up with Miso Robotics’ Chief Strategy Officer Jake Brewer on Miso’s mission and journey, as the company’s kitchen robotic technology has potential to transform frying operations. Our podcast series features thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these ind...

Recorded on 10/24/22 In this episode, we’ll be discussing how the delivery of care is changing, moving out of the hospital and doctor’s offices and into our homes and on our smart devices. Innovation is occurring at a rapid pace, like telehealth, which emerged during the pandemic, and has spawned new entrants, like Amazon, looking to disrupt the status quo. But perhaps central to this is the role...

Recorded on 10/17/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Francois Chaubard, Founder and CEO of Focal Systems. In this episode, we cover artificial intelligence applications in retail: how artificial intelligence can optimize reordering, locate product in stores, and reduce waste. Artificial intelligence adoption meaningfully accelerated after Alex Krizhevsky...

Recorded on 10/24/22 Cowen analyst Yaron Werber speaks with Anne Daub, Biotechnology Analyst at T. Rowe Price, and Isai Peimer, Biotech Analyst at Surveyor Capital (Citadel) about dos and don’ts in investor relations. Anne and Isai offer insights into how companies can communicate effectively with the buy side and sell side, attract investor attention without overcrowding events/calls, and properl...

Recorded on 10/13/22 Chris Colbert, Chief Financial Officer of NuScale Power (SMR), joins Marc Bianchi to discuss NuScale’s small modular reactor technology, outlook for cash flow generation, customer prospects, and potential impact of the Inflation Reduction Act. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...

Recorded on 09/29/22 John Kernan, Cowen’s Retail and Consumer Brands analyst, is joined by three of the supply chain industry’s top thought leaders for a discussion on the state of the consumer with a special focus on the supply chain. The panel includes John McCown, a transportation entrepreneur & CEO with 20 yrs. of C-level experience; Eddie Hertzman, Founder and President of the Sourcing Jo...

Recorded on 10/10/22 In this episode, Cowen & Company Co-President Larry Wieseneck once again speaks with David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. Back in their Q2 podcast, these three capital markets experts started with the question, “Where do you think we are now and how are you advising companies to prepare for the n...

Recorded on 10/07/22 Maria Korsnick, President and CEO of the Nuclear Energy Institute (NEI) joins Marc Bianchi to discuss the changing perception around nuclear, hurdles and opportunities for growth, both domestically and abroad, and the evolving policy landscape in Washington DC. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz compa...

Recorded on 05/09/22 Cowen analyst Yaron Werber, M.D., speaks with Natalie Holles, CEO of Third Harmonic Bio, and Effie Toshav, Partner, Fenwick & West, about the respective roles of the board and C-suite when it comes to setting strategy and creating value, as well as the importance of diversity, transparency, and flexibility in management teams. Natalie and Effie share their experiences as w...

Recorded on 09/13/22 Chris Levesque, CEO of TerraPower joins Marc Bianchi to discuss the company’s nuclear development including their first Natrium reactor which is targeting commercial operation before the end of 2028. The Natrium reactor uses a molten salt energy storage system enabling a high degree of load following. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosu...

Recorded on 09/09/22 Amy Roma, Partner and Global Energy Practice Leader at Hogan Lovells, joins Marc Bianchi to discuss the prospects for new nuclear power investments in the US and abroad, government support including the Inflation Reduction Act, and the NRC’s licensing process, today and in the future. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simp...

Recorded on 08/22/22 John MacQuarrie, President of BWXT’s Commercial Operations and Joseph Miller President of BWXT Advanced Technologies join Marc Bianchi to discuss BWXT’s participation in nuclear power. The discussion covers everything from nuclear fuel, to SMR and advanced reactor supply chains, and BWXT’s participation in Department of Defense microreactor project Pele. For Disclosures, click...

Recorded on 09/02/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Geopolitics & Economic Statecraft is the topic of this month’s podcast featuring Roman Schweizer, Geopolitical Security & Defense Policy Analyst for Cowen Washington Research Group. We discuss what market observers may...

Recorded on 08/23/22 Clay Sell, CEO of X-Energy joins Marc Bianchi to discuss X-Energy’s high temperature gas cooled nuclear reactor and TRISO-X fuel designs. The discussion covers X-Energy’s history, technology, path to demonstration and commerciality, government support, and the HALEU supply chain. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecas...

Recorded on 08/09/22 Cowen analyst Yaron Werber speaks to Deborah Dunsire, President & CEO of Lundbeck, about the similarities and differences between leading smaller, US-based biotechs and larger pharmaceutical companies with a global footprint. We discuss the importance of having a long-term outlook focused on sustainability, social responsibility, and diversity, as well as the key elements...