TD Cowen Insights

Recorded on 11/18/2025 In this episode, ARC Resources CFO Kris Bibby joins us to unpack the key learnings from the past year at Attachie and how those results are shaping ARC’s next phase of development. We explore how the company is balancing Attachie’s momentum with the strength of its broader Montney portfolio, including the strategic role of its other core assets. Kris also discusses ARC’s gro...

Recorded on 11/07/2025   The Wheels Up podcast returns with an interview with David Sunde, the founder of The Landline Company. Landline is a venture-backed startup providing multi-modal solutions connecting small-and-mid-sized communities with hub airports. The company is currently partnered with American Airlines, Air Canada, and Sun Country. Our discussion explores the company's founding, its i...

Recorded on 11/04/25   TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion consumer finance and credit quality with TD Cowen equity analyst Moshe Orenbuch, who follows the consumer finance sector. We also get a market update from Scott Smith, the TD Cowen specialty salesperson for financials. And we recap financial policy developments fro...

Recorded on 10/31/25   In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the latest outlook and possible way out of the soon-to-be-longest USG shutdown, some read outs from President Trump's big trip around Asia, the Secretary of War's big meeting with defense CEOs in Washington, and a potential contract to SpaceX for Golden Dom...

Recorded on 10/17/25 Retail Thrives With Creative Community Engagement + A.I. We host Brieane Olson, CEO of Pacific Sunwear ("PacSun") to discuss key findings from PacSun's proprietary Gen Z and Gen Alpha research. The research highlights these generations' emphasis on mental health and music and the scale of creator ambition. PacSun's creative engagement and adaptive merchandising execution are d...

Recorded on 10/10/25 TD Cowen's The Future Is Now podcast series, hosted by health care analysts Dan Brennan and Brendan Smith, discusses emerging themes and critical investment topics across the life science tools and diagnostics sector. The series focuses on key takeaways from the team's proprietary conferences, unpacking the macroeconomic and geopolitical environment of the sector and the impac...

Recorded on 10/03/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of the state of housing with Max Rakhlenko, TD Cowen equity analyst and author of TD Cowen's monthly Housing Blueprint. We also get a market update and earnings preview from Scott Smith, the TD Cowen specialty salesperson for financials. https://go.td.com/PodcastDisc...

Recorded on 10/03/25   In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for the USG shutdown impasse, the Secretary of War's big meeting in Quantico, the strong final Foreign Military Sales tally for FY25, and some program updates, including F-35 and Golden Dome. https://go.td.com/PodcastDisclosure Hosted by Simplec...

Recorded on 06/24/25 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 settings and aim to contextualize the latest and most impactful developments in a field defined by rapid inno...

Recorded on 09/18/25. TD Cowen analyst Yaron Werber speaks with Ron Renaud, a Wall Street biotech veteran who turned into a seasoned biotech CEO and chairman of boards, as he outlines his decision to helm Kailera Therapeutics as President and CEO. Ron lays out Kailera's vision in obesity, a field that underpins one of the key global healthcare challenges. Backed by a $400M Series A and a strategic...

Recorded on 09/23/25. Northland Power is a large-scale developer and operator of renewable, battery storage, and gas-fired power, with 3.5 gigawatts of operating capacity and an additional 2.2 gigawatts under construction. President and CEO Christine Healy provides a detailed overview of the company's diverse platform and compelling growth prospects across technologies and regions. https://go.td.c...

Recorded on 08/01/25 How to Succeed in Sephora & Drive Longevity. We host Cassie Cowman, Co-Founder of View from 32, who explains why Sephora launches demand 9-18 months of planning, aligned KPIs, and flawless execution. We discuss Rare Beauty’s blush and Rhode’s lip as lessons in category ownership and highlight haircare’s styling wave. We also unpack how biotech + AI are key drivers amid rising...

Recorded on 09/05/25 In this episode, TD Cowen's Consumer Finance analyst Moshe Orenbuch hosts Zip Co CEO Cynthia Scott to explore what Zip does and its value proposition to consumers and merchants. We believe this is very relevant to our coverage of consumer finance companies including Affirm, given the fast growing BNPL industry in the U.S., competitive landscape, as well as Klarna's recent IPO....

Recorded on 09/04/25 TD Cowen analyst Yaron Werber speaks with Ricky Sun about Bain Capital's collaborative edge with both the Life Sciences and Private Equity teams, their broader Asia strategy with a focus on Japan and China, advice for biotech CEOs and boards, and opportunities and challenges in the current life sciences investing landscape. Ricky shares his learnings from Bain’s recent carve-o...

Recorded on 09/04/25   TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of tokenized equity trading with Reid Noch, who follows U.S. market structure at TD Cowen. We also get a market update from Scott Smith, the TD Cowen specialty salesperson for financials. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company....

Recorded on 06/23/25 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 settings and aim to contextualize the latest and most significant developments in a field defined by rapid in...

Recorded on 07/30/25 Stem Cells To Skin: How Molecular Biology & AV Laboratories' SOM3 Molecule Drive Skin Wellness. We host AV Laboratories CEO Ami Mezezi and CMO Josh Smith to discover how they merge biotechnology and regenerative science with efficacious skincare. AV Laboratories is a biotech company first, differentiated by full vertical integration: developing, testing, and manufacturing all...

Recorded on 08/28/2025   In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the big must-do things in Washington and potential catalysts through the end of the year with an All-Star reporter lineup. We cover recent Administration comments about the Federal Government taking equity positions in defense companies and look at upcoming issues such as the FY26 Nat...

Recorded on 08/12/25 We spoke with QTS's Co-CEO Tag Greason at TD Cowen's 11th Annual Communications Infrastructure Summit. Mr. Greason discusses the evolution of QTS since being taken private by Blackstone in 2021, the state of hyperscale AI demand, and the bottlenecks for data center capacity delivery. In addition, Mr. Greason highlights his observations of the enterprise data center market, tre...

Recorded on 07/09/25 From Trauma to Transformation, the Future Is Regenerative Skincare. Nicolas Travis intimately shares how failed facial reconstruction surgeries at 19 inspired him to build Allies of Skin, a global brand rooted in clinical science. Nicolas' mission is to make science-backed skincare more human and accessible for all skin journeys using regenerative actives including growth fact...

Recorded on 08/13/25  This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Moshe Orenbuch, TD Cowen's specialty finance analyst, discussing major takeaways on the health of the consumer and outlook for travel demand as we approach the fall. Topics include the continued strength in premium product demand, divergences in spend by income cohorts and age demographics, the latest color...

Recorded on 07/07/25 Learn About Clinically Kind Skincare Powered by Goat Milk. Co-Founder and Chief Kindness Officer of Beekman 1802, Dr. Brent Ridge, shares how he grew Beekman 1802 from a rural goat farm into a global leader in sensitive skin care. Brent's medical background, clinical efficacy, storytelling, and kindness philosophy fuel Beekman's omnichannel growth strategy across DTC, Ulta, QV...

Recorded on 07/30/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion with TD rates strategist Gennadiy Goldberg on the threat to interest on reserves as well as a broader recap of policy changes for financial companies, including expectations for bank capital reforms. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWiz...

Recorded on 06/23/25 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 settings and aim to contextualize the latest and most impactful developments in a field defined by rapid inno...

Through conversations with leading innovators and executives across the industry, TD Cowen's ToolTalks podcast series seeks to explore the key technologies and business strategies that are transforming life science and clinical diagnostics markets today. Each episode aims to highlight the potential for Tools to enable more efficacious drugs, lower care costs, and provide better and earlier diagnos...