TD Cowen Insights

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 Department's FY27 budget request and the possibility of a 2nd GOP reconciliation bill. https://go.td.com/...

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 incoming CEO of Charles River Labs. We discuss her vision and key priorities for CRL, the biggest rece...

Recorded on 02/25/26 Five years ago, concierge medicine was on the fringes of society, and now it's mainstream. Radence, a leading precision health company, moves the goal posts further by focusing on "concierge science." In this podcast, we explore what concierge science means with the CEO of Radence, David Medvedeff. Radence's unique approach leverages a team of leading scientists to identify th...

Recorded on 03/04/26 In this episode, TD Cowen's Health Care Analyst Brendan Smith hosts Dr. Shantanu Singh, Senior Group Leader at the Broad Institute, to explore the emerging use cases for AI in basic science research and the recent increase in data sharing initiatives across the sector. We discuss how researchers are countering key bottlenecks with novel data sharing techniques and what this pa...

Recorded on 11/05/25 We Believe The Future Of Retail Is Adaptive: Expert A.I. Briefing. We host Francois Chaubard, Partner at Y Combinator & Founder & former Focal Systems CEO, in the second episode of a two-part series on A.I. in retail. In this episode, we dive deeper into this important topic and discuss key themes, including frontier vs. application models, diffusion policy, and safety & ethic...

Recorded on 03/02/26 AI is disrupting many industries, and one of its most surprising use cases could be for mental health and therapy. A key question, however, is: are commercial AI models safe to use for this purpose? In this episode, we are joined by Dr. Jon R. Cohen, CEO of Talkspace, to discuss why people are turning to AI for therapy, the potential dangers of using generative AI in this spac...

Recorded on 03/02/26 TD Cowen senior biotech analyst Yaron Werber speaks with Amy Burroughs, CEO of Terns Pharmaceuticals, at the 46th Annual TD Cowen Health Care Conference, discussing leadership, resilience, and innovation in biotech. Amy reflects on her non‑linear career path from large organizations to smaller biotechs, and how those experiences shaped her approach to building teams and leadin...

Recorded on 03/03/26 TD Cowen senior biotech analyst Ritu Baral speaks with Praxis CEO Marcio Souza at TD Cowen’s 46th Annual Health Care Conference to discuss FDA functionality following recent leadership changes and destaffing, approaches to working with the agency on complex datasets, and implications for the broader biotech sector. Drawing on Praxis’s extensive regulatory experience, Souza not...

Recorded on 03/02/26 TD Cowen's Health Care Technology Analyst Charles Rhyee speaks with Adam Kautzner, PharmD, President of Express Scripts and Evernorth Care Management, a part of The Cigna Group, at TD Cowen’s 46th Annual Health Care Conference to discuss how the industry is beginning to move away from rebates, and what that means for patients, employers, drug makers, pharmacies and PBMs. The r...

Recorded on 02/12/26 Trust, Engaging Content, & Experiences Shape Leading Luxury Car Ecosystem. duPont REGISTRY is the world's leading luxury automotive ecosystem that encapsulates the culture, community, and commerce of the high-end automotive lifestyle. Operating in the $110bn luxury used-car market, which is expected to double in the next 10 years, duPont REGISTRY is a heritage brand being tran...

Recorded on 02/05/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month looks at what we can expect from Kevin Warsh, who is President Trump's pick to replace Jerome Powell as Federal Reserve chair. To help us assess the impact on interest rates, we bring in Gennadiy Goldberg, Head of US Rates Strategy  at TD Securities. We also present our market...

Recorded on 01/30/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss FY26 & FY27 budgets and Reconciliation 2.0. They also discuss DoW's latest push to fund multi-year deals for munitions increases, some surprise charges during earnings, and how company managements have discussed investments, buybacks, and divi...

Recorded on 01/16/26 In this episode, Gautam Khanna, TD Cowen's A&D equity analyst, joins Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, to preview the upcoming A&D earnings season and the top geopolitical & defense macro topics in Washington, including FY26 & 27 budgets and Reconciliation 2.0. They also cover last month's defense Ahead of the Curve® report, Remaking The Arsenal of...

Recorded on 11/05/25 We Believe The Future Of Retail Is Adaptive: An Expert A.I. Briefing. We host Francois Chaubard, Partner at Y Combinator, and Founder & Former Focal Systems CEO, in the first episode of a two-part series on the rapidly evolving A.I. landscape in retail. We discuss how A.I. is impacting customer experience & inventory management, when to outsource solutions, which technologies...

Recorded on 01/08/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month looks at our 2026 expectations on the policy front for financials, crypto, and housing. We see deregulation, though risks include the rise of populism and the midterm elections. We also focus on market concerns with Scott Smith, TD Cowen's specialty salesperson for financials....

Recorded on 18/12/25 In a crossover episode of Wheels Up and Retail Visionaries, we sat down with Oliver Chen, TD Cowen's senior research analyst covering retailing/specialty, broadlines, department stores, and luxury goods, to discuss our recent Ahead of the Curve report examining opportunities in commerce media and retail media. Our discussion explores the emergence of retail media networks, the...

Recorded on 12/11/25 In this episode, TD Cowen's Health Care Analyst Brendan Smith hosts Shawn O'Connor, CEO of Simulations Plus, to explore the interrelated evolution of artificial intelligence and biosimulation, and what this means for companies looking to capitalize on this shift. We discuss how Simulations Plus is future-proofing their platform with next-gen AI integrations, where the definiti...

Recorded on 11/18/25   In this episode, we sit down with the CEO of Freehold Royalties to discuss how the company is positioning itself in a rapidly evolving North American energy landscape. We explore Freehold's growth outlook across various jurisdictions, capital allocation strategy, and underappreciated potential. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See...

Recorded on 10/27/25 Conversational Experiential Retail, Powered By AI But Grounded in Human Taste. We host Daydream's CEO and Founder Julie Bornstein on how Daydream replaces traditional fashion search with conversational, image-driven A.I., reshaping the path to purchase and enabling frictionless consumer journeys. We unpack why vertical A.I., human-in-the-loop styling, and deep brand partnershi...

Recorded on 12/08/25   TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of equity stock tokenization with Reid Noch, TD Cowen's domestic market structure expert. We dig into the latest comments from SEC Chair Paul Atkins and look at what that will mean for policy. We also get an update on credit quality and other market concerns from S...

Recorded on 11/13/25 We chat with Alon Chen, the founder of Tastewise, to learn how the firm is helping big food companies leverage generative A.I. to capture consumer insights to speed up new product development and improve marketing campaigns. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...

Recorded on 11/18/2025 Join us for an in-depth conversation with Sadiq Lalani, CFO of Kelt Exploration, as we explore the company's growth following the recent start up of a third-party processing facility, its approach to potential asset sales, and how Kelt is positioning itself for the future. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for i...

Recorded on 11/18/25 In this episode, California Resource Corporation's COO Omar Hayat joins us to discuss the company's renewed optimism for upstream energy growth in California. We unpack CRC's outlook for production under revised permit reforms and how the company approaches growth opportunities in the state with a differentiated E&P, carbon capture, and power footprint to meet California's exp...

Recorded on 11/19/25   In this episode, we speak with Whitecap Resources' Thanh Kang (CFO) and Joey Wong (VP, Unconventional Division). We discuss how synergy realization and operational efficiencies have unlocked free cash flow for 2026+ and set the stage for robust buybacks. At the operational level, we discuss the broader opportunity set across the Duvernay and Montney – including Lator. https:...

Recorded on 11/21/25   In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&D priorities. https://go.td....