TD Cowen Insights

Recorded on 08/19/22 Jigar Shah, Director of the DOE’s Loan Programs Office (LPO) joins Marc Bianchi to discuss LPOs vetting process, expanded authorization, and what it will take to get small modular and advanced nuclear reactors to commerciality. Join the DOE at the Global Clean Energy Action Forum in Pittsburgh over September 21-23. Learn more at www.gceaf.org. For Disclosures, click here bit.l...

Recorded on 08/02/22 In this episode, Cowen's Retail and Luxury Analyst, Oliver Chen, hosts Natasha Franck, Founder & CEO of EON. Together they explore the inevitable merger of the digital and physical worlds in the future of retail. EON is on a mission to change the way consumers buy, sell, own, and connect with products by bringing physical goods to the cloud with digital ID's. For Disclosur...

Recorded on 07/26/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Rod Morris, Co-Founder & President of Lovevery. The podcast focuses on Lovevery's revolution of child development through innovative playtime essentials rooted in neuroscience. We highlight evidence of customer centricity in Lovevery's subscription model, which carries an impressive net promoter sc...

Recorded on 07/21/22 Cowen's airline analyst Helane Becker goes behind the scenes with Alaska Air Group’s Senior Vice President of Public Affairs and Sustainability, Diana Birkett Rakow, to get the scoop on Alaska Air’s plans to reduce their carbon footprint--including their plan to purchase 185 MM gallons of SAF from Gevo over five years beginning in 2026. They also discuss the company’s commitme...

Recorded on 07/28/22 Cowen analyst Yaron Werber speaks with Paul Biondi, Executive Partner at Flagship Pioneering and President of Pioneering Medicines about how internal alignment in a company’s innovation strategy is an under-appreciated driver of successful transactions. They discuss the need for appropriate risk-taking and disciplined spending for early- and late-stage deals, respectively, as...

Recorded on 07/25/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today’s episode is about the U.S. midterm elections and features Chris Krueger, Cowen Washington Research Group analyst for Macro, Trade, Fiscal & Tax Policy. The policy implications of the U.S. midterm elections are massiv...

Recorded on 07/22/22 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Del Smith, co-founder and CEO of Acclinate, on clinical research trials for pharmaceuticals. Acclinate's mission is to educate and engage diverse individuals to be able to make informed decisions about genomic research and clinical trial participationIn particular, we focus on the lack of divers...

Recorded on 07/12/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Amy Errett, CEO & Founder of Madison Reed. The podcast focuses on Madison Reed’s core competencies, business structure and growth prospects, and trends in the haircare industry. Further, the podcast features Amy’s perspective on bringing transparency and convenience to customers across different ch...

Recorded on 06/17/22 On this episode, we host Adam Siegel, Co-Founder & CEO of Recurate. Recurate sets itself apart by offering a tech-enabled peer-to-peer resale service to help brands launch their own resale channel. Topics explored: differences in branded resale vs. peer-to-peer marketplaces, resale's financial and lifetime value benefits, and Recurate's key priorities ahead. For Disclosure...

Recorded on 06/13/22 Cowen's Restaurant Analyst Andrew Charles brings on thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. In this episode he speaks with Nuro’s Head of Partnerships Cosimo Leipold on Nuro’s mission and journey as the company’s robotic technology disrupts restaurant delivery. For Disclosures, click h...

Recorded on 06/29/22 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 February 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...

Recorded on 06/22/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features John Kernan, Cowen Senior Research Analyst for Retail and Consumer Brands, discussing the state of the consumer along with trends in the supply chain, commodities costs, inventory, and investable themes. F...

Recorded on 06/10/22 Sam Arnold, Co-founder and COO of CarbonPath Group joins Cowen’s Marc Bianchi and David Deckelbaum to discuss CarbonPath’s carbon offset credit business which incentivizes the industry to safely plug and abandon mature oil and gas wells. The discussion covers CarbonPath’s offering, including how they use blockchain technology to ensure credit authenticity. Sam also discusses h...

Recorded on 05/09/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Geoffroy van Raemdonck, CEO of Neiman Marcus Group. Discussion is focused around the transformation of the Neiman Marcus business to integrate digital touch points throughout the shopping experience and engage with the younger luxury consumer. We also release this episode in conjunction with Pride mont...

Recorded on 05/18/22 Our podcast series features thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. We caught up with Chipotle’s Chief Corporate Affairs and Food Safety Officer Laurie Schalow on the company’s 2021 Sustainability Report Update and ESG priorities that are central to Chipotle’s culture. For Disclosures,...

Recorded on 05/16/22 We recently talked with Lauren Riley, United Airlines Chief of Sustainability to talk about the steps United is taking to get to net zero carbon emissions by 2050. United Airlines is taking the lead in the area of sustainability and is working with a number of companies developing sustainable aviation fuels, using electric vehicles, especially at airports. United Airlines is t...

Recorded on 05/10/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Jeff Gennette, Macy’s CEO, and Larry Wieseneck, Co-President of Cowen and Executive Sponsor of Cowen’s OUTperformers, Cowen’s LGBTQ+ Employee Resource Group. This episode is released in conjunction with June Pride month as an effort to bring increased awareness and discussion around allyship, diversity...

Recorded on 05/20/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features Jeffrey Osborne, Cowen senior research analyst for Sustainability and Mobility Tech, in a discussion on sustainable energy. Renewable energy is fast becoming the most cost-effective source of power generat...

Recorded on 05/18/22 In this episode, we discuss the connection between the gut and the brain. We know that one's mental state can affect the body, and this is particularly true for those suffering from IBS. While there are many treatments on the market for IBS, they are not always effective and come with potential side effects. But now it is possible to treat IBS digitally. We explore the topic w...

Recorded on 05/04/22 Core Lab Chairman and CEO Larry Bruno, along with VP, Reservoir Description, Alastair Crombie, and VP, Sustainability & Energy Transition, Andrew Benson, join Marc Bianchi to discuss how Core’s fossil fuel reservoir analysis capabilities are being used to evaluate CO2 storage sites. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Si...

Recorded on 04/06/22 Max Rakhlenko, Cowen's Retail & Fitness Analyst speaks with Ariel Kaye, Founder & CEO of Parachute on the growth of the home decor and furniture industry, opportunities to maintain the momentum, and the company's sustainability goals and targets. Other discussion topics include plans to expand into new categories, having a consumer first mindset, benefits of opening st...

Recorded on 05/06/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today’s episode features David Kroger, Vice President and Digital Data Scientist at Cowen Digital, in a discussion on Digital Assets. Numerous surveys and our own experience at Cowen point to increased institutional participati...

Recorded on 04/06/22 CEO Chris Kendall and SVP of Business Development & Tech, Matt Dahan join David Deckelbaum to discuss Denbury’s industry-leading CO2 infrastructure and the evolution of Gulf Coast/Rockies Enhanced Oil Recovery to fully integrated domestic carbon capture utilization (CCUS)solutions. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Sim...

Recorded on 04/20/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Brook Armstrong, CEO and Co-Founder of Blockskye. This episode gives listeners a deep dive into an introduction to NFTs, crypto, intellectual property risk, and the Metaverse. The discussion covers ideas and tips for starting your Web3 journey as well as how retailers can incorporate NFTs. For Disclosu...

Recorded on 04/05/22 In this episode, we look at how the U.S. health care system struggles to deliver better outcomes, while watching spending continue to spiral upwards. Could leveraging technology and connecting directly to providers to deliver high-quality but lower-cost care be a better way? Joining Charles Rhyee to discuss the topic is Glen Tullman, Chairman and CEO of Transcarent, who is bui...