Best Cowen Insights Podcasts (2024)

1
Specialty Pharmacy’s Role In The Future With Dr. Surya Singh 46:08

16d ago46:08

46:08

Recorded on 03/28/24 Specialty drugs, which are typically composed of large molecules that need to be injected or infused, as a category, represent roughly 50% of pharma spending today and continues to increase. And unlike more traditional medications that people pick up at their local pharmacy, specialty pharmacies emerged along the way to dispens…

1
We're All Solvers - Live at SXSW Edu 50:08

10d ago50:08

50:08

Join host Jim Cowen for a special live recording of the Route K-12 Podcast with guest Vanessa Vakharia, the Math Guru and self-described Lady Gaga of Math, as they prove that everyone can and should see themselves as "math people."By Route K-12 Podcast

1
Glowing With The New Glossier 27:47

18d ago27:47

27:47

Recorded on 03/21/24 In this episode, we host Glossier's CEO, Kyle Leahy, to discuss the brand's core strengths in the competitive beauty market. We believe Glossier is changing the world of beauty through iconic products and embracing community and inclusivity. Glossier started as Into The Gloss, a beauty website and community devoted to sharing r…

1
Reaching New Heights For Cancer Research 39:48

1M ago39:48

39:48

Recorded on 03/15/24 TD Cowen Analyst Yaron Werber speaks with award-winning biotech journalist Luke Timmerman about Luke’s love of mountaineering, and how he has been able to leverage his passion and expertise for a great cause with his Timmerman Traverse treks. These expeditions bring together diverse and intrepid groups of biotech professionals …

1
A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24 56:21

1M ago56:21

56:21

Recorded on 03/18/23 In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget experts. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights

1
Title: Introducing March Mathness – A Competition for Leading Math Investments & Initiatives 20:25

1M ago20:25

20:25

Join host Jim Cowen and K-12 policy experts Chad Aldeman, Dale Chu, and Jocelyn Pickford as they announce March MATHness – a friendly competition spotlighting leading math investments and initiatives making a difference for kids.By Route K-12 Podcast

1
U Beauty's Simple, Scientific, Viral Skincare 45:35

1M ago45:35

45:35

Recorded on 02/21/24 Optimize Your Face With The Resurfacing Compound. Tina Chen Craig reveals the secrets to U Beauty’s customer & science-centric innovation. U Beauty, founded in 2019, became famous with their hero product, their daily all-in-one Resurfacing Compound serum. U Beauty’s SIREN Capsule Technology focuses treatment on specific skin ar…

1
The Big Three For 2024- Presidential, Congress, & Policy Implications 10:10

2M ago10:10

10:10

Recorded on 03/08/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the main 3 topics for the 2024 election – the Presidential race between Biden and Trump (with 4 key variables), the Congressional undercard, and what all this means for policy in 2025 and beyond. For Disclosures, click here bit.ly/3cPHkNW https://go.t…

1
Cracking the Finance Code: A Female Pioneer's Journey 13:09

2M ago13:09

13:09

Uncover the strategies that have elevated a career and influenced our business today. In this episode, we celebrate International Women's Day, as Lisa Casey, Managing Director and Global Head of Business Management & One TD Partnership Initiatives, TD Securities, discusses her 16-year journey in finance with host, Amy Van Arnhem, Managing Director …

1
Beauty School With COTY, A Diversified Beauty Powerhouse 31:00

2M ago31:00

31:00

Recorded on 02/21/24 We sat down with Stefano Curti, Chief Brands Officer for Consumer Beauty, to highlight some of our key takeaways from our Glowing Ahead Beauty & Wellness Summit on February 13, 2024, and explore COTY’s opportunities that leverage fragrance, distribution & innovation expertise. For Disclosures, click here bit.ly/3cPHkNW https://…

1
3 Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact & Q1 Catalyst Calendar 10:10

2M ago10:10

10:10

Recorded on 02/15/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks down three areas to watch in the next six weeks: 1) the fate of the two fiscal packages & looming government shutdown risk, 2) special election takeaways & impact on 2024, and 3) a catalyst-rich policy environment through Q1. For Disclosures, click here …

1
Wish You Were Here: Some Of What You Missed If You Didn't Make TD Cowen’s 45th Annual A&D Conference 22:13

2M ago22:13

22:13

Recorded on 02/15/24 In this episode, TD Cowen Analysts Roman Schweizer, Cai von Rumohr, and Gautam Khanna discuss a few of their key observations and takeaways from this year’s Aerospace & Defense Conference. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights

1
A Healthier Living Platform & Ecosystem: Meet HumanCo 17:50

2M ago17:50

17:50

Recorded on 02/05/24 TD Cowen hosts Jason Karp, Founder & CEO of HumanCo, on this episode of Retail Visionaries. HumanCo is a holding company focused on delivering better-for-you products that make it easy to live a healthy life. This episode covers Jason's career from hedge fund manager to growing several food brands and starting HumanCo. For Disc…

1
Carving Out Partnerships in the Mining Ecosystem 15:49

2M ago15:49

15:49

While commodity prices remain strong, the combination of high interest rates and relatively low investor interest in certain commodities may be limiting access to capital. Michael Faralla, Managing Director and Head of Global Mining, Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Resear…

1
The Evolving Landscape Of Pharmacy Reimbursement 40:59

3M ago40:59

40:59

Recorded on 02/06/24 In this episode, we take a look at the changing landscape for pharmacy reimbursement and the push towards a cost-plus model of reimbursement. Over the last few decades, growth in pharmaceutical utilization and an increasing mix of specialty drugs has helped drive strong performance for many participants in the pharmaceutical su…

1
Innovative Design For Life, It's Lovesac 27:20

3M ago27:20

27:20

Recorded on 01/23/24 Furnishing Dreams & Disrupting an Industry. TD Cowen hosts Shawn Nelson, Founder & CEO of Lovesac, on this episode of Retail Visionaries. Lovesac is a modern furniture brand with fully customizable products such as The World’s Most Adaptive CouchTM & The World’s Most Comfortable SeatTM. We explore strategies & lessons from a hi…

1
The New Year - Outlook For 2024 Markets 20:29

3M ago20:29

20:29

Recorded on 01/25/24 In this episode, Larry Wieseneck, Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state, potential catalysts, and outlooks for the IPO, M&A, and Private Equity/Venture markets. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisc…

1
Six Wild Cards For 2024 Election 11:13

3M ago11:13

11:13

Recorded on 01/25/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses six wild cards for the 2024 election: the economy, abortion, third-party challengers, Trump Trials/Biden Impeachment, the Summer Conventions, and Congressional races. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…

1
Happy New Year? Another Geopolitical Crisis & More Of The Same In D.C. 1:00:59

3M ago1:00:59

1:00:59

Recorded on 01/10/24 In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion on the military and civil space with Todd Harrison from AEI. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosu…

1
2024 Key Financial Trends: The Pendulum Swings Back Hard 18:20

3M ago18:20

18:20

Following a difficult year for financial institutions, what might be in store for 2024? Geoff Bertram and Jim Spencer, Managing Directors and Co-Heads, Global Financial Institutions, Investment Banking, TD Securities, discuss with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, what commonly …

1
3 Tracks To Travel 2024 In Under 10 Minutes 9:36

4M ago9:36

9:36

Recorded on 01/05/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks the year in Washington into three tracks that are currently running parallel, but will begin to intersect next week: policy cliffs, elections, and legal/constitutional questions. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclos…

1
Digging into CFPP With NuScale 38:12

4M ago38:12

38:12

Recorded on 12/13/23 CEO John Hopkins, and CFO Ramsey Hamady of NuScale Power, join Marc Bianchi to discuss termination of the Carbon Free Power Project, NuScale’s cost structure, value proposition, and the outlook going forward. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…

1
Rethinking The Management Of Pharmacy Benefits With Waltz Health 45:03

4M ago45:03

45:03

Recorded on 12/08/23 In this episode, we take a look at the pharmacy benefit management, or PBM, industry which has been instrumental in managing down the cost of prescription drugs and plays a vital role in holding back the rising cost of healthcare. Yet the industry is not without controversy, often criticized for lack of transparency and misalig…

1
Sustainability Through Regenerative Retail At Walmart 30:38

4M ago30:38

30:38

Recorded on 12/04/23 Understanding Walmart's Environmental, Social & Governance Blueprint. TD Cowen hosts Kathleen McLaughlin, Chief Sustainability Officer of Walmart, on this episode of Retail Visionaries. Walmart's ESG initiatives strive to create opportunity, enhance sustainability, strengthen communities, and uphold the highest standards of eth…

1
Nuclear Liftoff With LPO 47:43

4M ago47:43

47:43

Recorded on 12/04/23 Julie Kozeracki, Senior Advisor at DOE's Loan Programs Office, joins Marc Bianchi to discuss the DOE's liftoff series report on advanced nuclear, implications/learnings from the recent UAMPS termination, and how the industry order book is shaping up. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…

1
2024 Travel Outlook: Continued Strong Leisure Demand 24:58

5M ago24:58

24:58

Recorded on 12/04/23 Helane Becker, TD Cowen’s Airlines and Aircraft Leasing analyst, and Kevin Kopelman, TD Cowen’s Hotel and OTA Analyst, discuss the 2024 outlook for the travel sector. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights

1
Uranium Enrichment With Centrus 58:13

5M ago58:13

58:13

Recorded on 11/21/23 Dan Poneman, CEO of Centrus Energy, joins TD Cowen's Marc Bianchi to discuss uranium enrichment, the U.S. dependency on Russian supplies, and how Centrus is positioned to grow U.S. enrichment capabilities, including producing HALEU for advanced reactors. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclo…

1
2024 Election Level Set In 3 Parts 10:54

5M ago10:54

10:54

Recorded on 12/08/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the three major races – White House, Senate, and House – and explains the geography, math, and timeframe along with three potential wild cards. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…

1
The Four Horsemen: Global Conflict, Supply Chains, Spending Uncertainty & U.S Elections 51:10

5M ago51:10

51:10

Recorded on 11/27/23 In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion with retired USMC Major General Arnold Punaro of the Punaro Group. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDi…

1
Biotech Investing During Bear Markets 45:07

5M ago45:07

45:07

Recorded on 11/10/23 TD Cowen analyst Yaron Werber speaks with Chris Garabedian, co-founder, chairman, and CEO of Xontogeny and Portfolio Manager of the Perceptive Advisors Ventures Fund. Chris shares his insights about 1) what makes or breaks a successful biotech from his time at Gilead, Celgene, and Sarepta, 2) how investing has changed now that …

1
Secrets To How Innovation Can Drive Impactful Growth With Bombas 33:05

5M ago33:05

33:05

Recorded on 11/06/23 TD Cowen hosts Dave Heath, CEO & Co-Founder of Bombas, on this podcast episode. Bombas is a premium comfort-focused sock & apparel brand on a mission to help those in need. In this episode, we explore strategies for innovation & growth through direct to consumer retail. Bombas is in its 10th year of business and recently surpas…

1
Is ESG Dead? 20:39

5M ago20:39

20:39

Amy West, Managing Director and Global Head of ESG Solutions, TD Securities asks John Miller, Managing Director, ESG and Sustainability Policy, TD Cowen Washington Research Group and Carl Elia, Vice President and Director, Global Infrastructure Investments, TD Asset Management why 'ESG' is such a polarizing term. Parties on both sides of the politi…

1
Be Forever 21 in the New Era of Self Expression 32:50

6M ago32:50

32:50

Recorded on 10/20/23 TD Cowen's New Platforms, Retail, & Luxury Analyst, Oliver Chen, hosts Winnie Park, CEO of Forever 21. In this episode, Oliver and Winnie discuss redefining the Forever 21 brand and balancing fashion trend, speed, quality, and value to connect with customers. Other topics covered include Forever 21's partnership with SHEIN, dri…

1
The Biotech Entrepreneur’s Corner 38:07

6M ago38:07

38:07

Recorded on 10/10/23 TD Cowen analyst Yaron Werber speaks with Daphne Zohar, founder and CEO of PureTech, and Brad Loncar, founder of BiotechTV about their unique experiences as biotech entrepreneurs. Daphne discusses the innovative “hub and spoke” model she pioneered with PureTech, while Brad describes his transition from biotech investor to commu…

1
Employer Strategies for Managing GLP1s With Industry Expert Vaughan Reale 44:35

6M ago44:35

44:35

Recorded on 10/13/23 The increase in spending for prescription drugs has been a major driver of annual increases in employer healthcare costs for many years. Over the last decade, the issue has been exacerbated by the growth of specialty drugs. Managing coverage and access is often beyond the scope of the average self-insured employer. With the int…

1
REITs: Investing in the Public Market 19:13

7M ago19:13

19:13

Listen as Sam Damiani, Director, Equity Research, TD Cowen, speaks with Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, as they break down multiple REIT sectors. Sam discusses the unique characteristics when investing in REITs, how the sector is navigating economic impacts and the supply versus de…

1
Reaching New Frontiers With Founding CEO & Current Director of Generate Biomedicines 47:16

7M ago47:16

47:16

Recorded on 09/28/23 TD Cowen analyst Yaron Werber speaks with Geoff von Maltzahn, general partner at Flagship Pioneering and founding CEO & current Director of Generate Biomedicines, about the AI revolution in biotech, and how generative biology has impacted both the drug development process and his approach towards designing and building companie…

1
Back to School - Looking Forward to the Fall Markets 22:05

7M ago22:05

22:05

Recorded on 09/12/23 In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state and near-term outlooks for the IPO, M&A, and Private Equity/Venture markets. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…

1
Personalizing Healthcare With Hims & Hers 25:13

7M ago25:13

25:13

Recorded on 09/06/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Andrew Dudum, CEO and Co-Founder of Hims & Hers, which is the leading health and wellness platform on a mission to help individuals feel great through the power of better health. Hims & Hers has disrupted the traditional healthcare market via digitization and perso…

1
Risk or Reward? Observing an AI Future for Financial Institutions 17:25

8M ago17:25

17:25

Will AI shape the future of financial institutions? Listen as guests Akhil Lamba, Executive Managing Director and Head of Global Transaction Banking, TD Securities, and Dan Bosman, Senior Vice President and Chief Information Officer, TD Securities and Treasury & Balance Sheet Management (TBSM), speak with host, Amy Van Arnhem, Managing Director and…

1
Government Shutdown Risk & Level Set In 5 Parts In Under 10 Minutes 6:20

8M ago6:20

6:20

Recorded on 07/12/23 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses five major issues to navigate over expiring government funding on Oct 1 in under ten minutes. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights

1
Next Level Nails: Future of Beauty With GLOSSLAB’s CEO 18:39

8M ago18:39

18:39

Recorded on 07/18/23 In this episode, Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen, speaks with Rachel Glass, founder of GLOSSLAB. GLOSSLAB is a membership-based manicures and pedicures platform that provides waterless services, hospital-grade sterilization, single-use tools, and air filtration. We explore the future of beauty and se…

1
Letting Sustainability Take Flight With American Airlines 34:44

8M ago34:44

34:44

Recorded on 08/14/23 American Airlines is working toward achieving net zero carbon emissions by 2050. The airline has contracted for SAF but is also working with others to create meaningful fuel savings that include more efficient routings. American recently published its latest sustainability report. We spent some time talking with Jill Blickstein…

1
'Every Kid is a Math Kid' - One Leader's Mission to Make Math Accessible for All Students 26:38

8M ago26:38

26:38

Join host Jim Cowen and guest Shalinee Sharma, CEO and Co-Founder of Zearn, as they ask what it will take to make math instruction accessible and engaging for all kids. With performance in Algebra being one of the most predictive indicators of a student's success in careers and life, says Sharma, now is the time to reimagine the nation's relationsh…

1
Optimizing Electronification in Fixed Income Trading 22:11

9M ago22:11

22:11

As automation becomes more prevalent, how has the fixed income market evolved? Listen as Martin Mannion and Matt Schrager, Managing Directors and Co-Heads, TD Securities Automated Trading and Jason Wen, Managing Director, US IG Credit Trading, TD Securities, speak with host, Peter Haynes, Managing Director and Head of Index and Market Structure Res…

1
Understanding And Leveraging Healthcare Data 45:01

9M ago45:01

45:01

Recorded on 07/26/23 Over the last decade, data and analytics have become increasingly engrained in the healthcare system. Given the evolving landscape, we wanted to provide a deeper look into the different types of healthcare data currently available, as well as the users and use cases. This podcast is intended to be the first in a series on healt…

1
The Evolution & Scalability of Retail Marketplaces With Cortina 23:17

9M ago23:17

23:17

Recorded on 06/02/23 TD Cowen hosts Keith George, Co-Founder & CEO of Cortina, a rapidly growing eCommerce marketplace platform for celebrity & media brands like Poosh by Kourtney Kardashian and Airmail by Graydon Carter. Learn more about the next chapter for retail marketplaces, as influencers, creators & brands seek alternatives to the traditiona…

1
Biotech and The Inflation Reduction Act: Sussing Out The IRA 51:36

9M ago51:36

51:36

Recorded on 07/12/23 TD Cowen analyst Yaron Werber speaks with John Murphy, Chief Policy Officer & Healthcare Counsel at the Biotechnology Innovation Organization (BIO) about how the Inflation Reduction Act (IRA) will impact innovation in biotech. We discuss how key drug pricing reform provisions of the IRA (e.g., orphan drug exclusion, calculation…

1
2024 Election Level Set In 4 Parts In Under 10 Minutes 8:41

10M ago8:41

8:41

Recorded on 07/12/23 With 6 months to the first primary ballots being cast, TD Cowen Washington Research Group’s Chris Krueger level sets the 2024 election & its impact on the upcoming $3.5T tax cliff. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights

1
Outlook For Clinical Drug Development and Outsourcing With Rene Stephens 47:59

10M ago47:59

47:59

Recorded on 06/30/23 Over the last decade, contract research organizations (CROs) have become an increasingly important stakeholder in the clinical trial process. Over half of biopharma R&D budgets are outsourced to CROs, up from less than one-third ten years ago. With the high costs of drug development and importance of time to approval, CROs are …

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