Recorded on 4/11/25 TD Cowen's Machine Medicine: AI & Health Care podcast series takes on the cross-sector artificial intelligence revolution 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…

Recorded 04/23/25 TD Cowen analyst Yaron Werber speaks with John Crowley to discuss his inspirational path to becoming a biotech CEO, taking the helm at BIO, the implications of potential biopharma tariffs and his conversations with the White House on finding common ground, and maintaining optimism despite the headwinds facing biotech. He shares hi…

Recorded on 04/14/25 Today, GLP-1s are talked about in regard to obesity and weight loss, but GLP-1s aren’t new. They have been used for nearly 20 years for the treatment of type 2 diabetes. Still, the costs associated with treating diabetes and obesity today are staggering. It's estimated that the total cost of diagnosed diabetes in the U.S. in 20…

Recorded on 04/04/25 In this episode, Roman Schweizer, TD Cowen Washington Research Group's geopolitics & defense analyst, discusses the three defense spending packages (past – FY25, present – reconciliation, and future – FY26) with retired Maj. Gen. Arnold Punaro, CEO of The Punaro Group and long-time staff director of the Senate Armed Services Co…

Recorded on 04/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the unrelenting torrent of security & defense issues from Trump Administration and GOP Congress with a special extended version of our reporter roundtable. We cover the latest of the potential impact of Liberation Day tariffs on defense to…

Recorded on 03/03/25 TD Cowen senior biotech analyst Ritu Baral speaks with SION's CEO Mike Cloonan at TD Cowen's 45th Annual Health Care Conference to discuss his journey becoming a start-up biotech CEO and leading SION through a successful IPO in turbulent markets. Cloonan's path to CEO started with early career roles and skill development throug…

Recorded on 03/27/25 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses three key tariff deadlines to watch next month – and what they could mean for the next four years in trade & markets. https://go.td.com/PodcastDisclosureBy Chris Krueger

Recorded on 03/05/25 TD Cowen analyst Phil Nadeau speaks with BioMarin's CEO Alexander Hardy and CFO Brian Mueller from TD Cowen's 45th Annual Health Care Conference about their vision for one of the biotech industry's fastest-growing mid-cap companies. Alexander and Brian describe how BioMarin will harness innovation to bring transformational ther…

Recorded on 02/27/25 We chat with Hershey’s VP of Marketing & Media Technology Vinny Rinaldi to learn how Hershey is utilizing the latest technological advancements in media to defend and grow their brands in an increasingly dynamic competitive environment. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 03/04/25 We spoke with AMWL Chairman and CEO Ido Schoenberg at TD Cowen's 45th Annual Health Care Conference, where digital health is at a crossroads. Consumers are increasingly willing to engage with their health online and the number of effective digital clinical programs continues to increase, but effectively matching them is the nex…

Three women in positions of leadership share the key relationships with other female mentors who helped guide and shape their journeys. Christina Petrou, Chief Operating Officer of TD Securities, and Tamara Finch, Executive Managing Director, Head of Global Transaction Banking, open-up about their personal experiences and insights with host, Lisa T…

Recorded on 03/03/25 TD Cowen analysts Joshua Buchalter (Semiconductors) and Brendan Smith (Health Care) speak with NVIDIA's Vice President of Healthcare, Kimberly Powell, at TD Cowen's 45th Annual Health Care Conference. The conversation focuses on the significant opportunity to leverage agentic and physical AI across three health care buckets, in…

Recorded on 03/05/25 TD Cowen senior biotech analyst Ritu Baral speaks with Avidity Bioscience's President and CEO Sarah Boyce from TD Cowen's 45th Annual Health Care Conference. Boyce describes how her desire to meaningfully impact patient lives motivated her to become a biotech CEO, highlighting the vision, resilience, and adaptability needed to …

Recorded on 02/06/25 In this episode, we host Maggie Wilderotter, current member of the Board of Directors for Costco & DocuSign, among several other businesses, and a distinguished Fortune 500 C-suite executive with experiences across retail, TMT, and health care. Key discussion topics: drivers of Costco's remarkable success as well as boardroom c…

Recorded on 03/03/25 TD Cowen analyst Phil Nadeau speaks with Biogen CEO Chris Viehbacher from TD Cowen's 45th Annual Health Care Conference to discuss Mr. Viehbacher's strategy for turning around one of biotech's original bellwether companies. He describes his 5-year vision for Biogen, the path that he expects Biogen to take to return to revenue g…

Recorded on 02/20/25 TD Cowen financial policy analyst Jaret Seiberg returns to TD Cowen's Two Cents Podcast for a conversation with Scott Smith, specialty sales for TD Cowen. They tackle Donald Trump's chaotic first month, including his push for deregulation via layoff as well as OMB's assertion of control over the banking agencies. https://go.td.…

Recorded on 02/20/25 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the eight key Trump Administration priorities from deglobalization & deals to deregulation & DOGE. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 02/14/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the first few weeks of the Trump Administration and GOP Congress with a reporter roundtable, and Roman and Gautam Khanna, TD Cowen's Aerospace & Defense senior analyst, discuss some key insights from TD Cowen's 46th annual A&D conference. …

Recorded on 02/12/25 In this episode, we host Emily Hosie, Founder & CEO of Rebelstork, North America's largest returns recommerce platform with more than 2,500 retail & brand partnerships for baby gear & home products. Key discussion topics include consumer behavior shifts and the returns crisis, which support recommerce's attractive growth. https…

Recorded on 02/07/25 TD Cowen analysts John Kernan, Max Rakhlenko, and Chris Krueger of Washington Research Group discuss the outlook for the U.S. consumer with a focus on disruptive macro trends and secular growth opportunities. https://go.td.com/PodcastDisclosureBy TD Securities

In this episode, we delve into the emerging trends shaping the future of financial services across North America. Jim Spencer, Managing Director, Head of Global Financial Institutions, Investment Banking, TD Securities, and Mahsa Afghahi, Managing Director, Head of Financial Institutions – Canada, TD Securities, share their insights with host, Pete…

Recorded on 01/22/25 The financials sector was one of the biggest beneficiaries of the early expectation of and ultimately the re-election of Donald Trump, and in 2025 banks are the best performing sector so far in 2025. De-regulation expectations are driving part of that performance, so we dig in with Jaret Seiberg the head of Financials Policy at…

Recorded on 12/17/24 This episode features Mindy Grossman, Partner & Vice Chair, & Janey Whiteside, Partner & Chief Growth Officer, of Consello. Former executive leaders at Weight Watchers, HSN, Walmart, and AMEX share secrets for achieving customer centricity and discuss the need for calculated risk taking to drive successful transformation. In th…

Recorded on 01/09/25 Join Larry Wieseneck, Head of Global Investment Banking at TD Securities, and David Erickson, Adjunct Professor at Columbia Business School, for an insightful discussion on the 2025 market outlook and potential key factors including the Fed, health care issuance activity, debt capacity, and private equity. https://go.td.com/Pod…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski speaks with Marty Staples, President and CEO of Topaz Energy, a unique hybrid royalty/infrastructure company. They discuss Marty's transition from landman to CEO, building a diversified portfolio, perceptions of royalty financing for potential vendors, M&A, and the differentiated benefit of royal…

Recorded on 11/19/24 TD Cowen analysts Yaron Werber and Ritu Baral speak with Praveen Tipirneni to discuss his non-traditional path to becoming a biotech CEO, the Morphic journey, couch surfing in Kendall Square, his biggest prank in college, and the most unexpected learning in his career. Tipirneni's advice to first-time biotech CEOs is to adopt a…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski talks with NuVista's, President and soon-to-be CEO, Mike Lawford. The pair discusses Mike's background, the underlying drivers of NuVista's growing production targets, the evolution of the company's shareholder return strategy, and the scarcity of public pure-plays in the oil/condensate window of…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski talks with Chris Carlsen, President and CEO of Birchcliff Energy. The pair discusses progress and direction of the company under Chris's first year as CEO. Key topics of conversation include a reflection on the more focused 2024 capital program, gas marketing strategies, and the dividend. https:/…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski speaks with JP Lachance, President and CEO of Peyto Exploration & Development Corp. The pair discusses the integration/performance of the recently acquired Repsol assets, the underappreciated benefits of the Deep Basin, hedging strategies, and production management. https://go.td.com/PodcastDiscl…

Entering the holiday shopping season, we dive deep into e-commerce by exploring how tech giants apply AI and digital advertising to shape the future of retail. John Blackledge, Managing Director, TMT – Internet Research Analyst, TD Cowen, joins host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, …

Recorded on 11/12/24 TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot 16 to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through…

Recorded on 11/15/24 In this episode, Roman Schweizer, TD Cowen's WRG geopolitics & defense analyst, and a fully staffed reporter roundtable discuss the outlook through the end of the year and the transition from the Biden to Trump Administration. We also discuss look-ahead themes in aerospace, defense, and government services with TD Cowen equity …

Recorded on 11/12/24 TD Cowen analyst Vince Valentini speaks with Hugues Simard, the CFO of Quebecor. He discusses the current growth prospects and competitive environment in the Canadian wireless industry, and how that has evolved since the acquisition of Freedom Mobile in April, 2023. Striking the right balance between pricing and volume is a key…

Recorded on 11/08/24 TD Cowen analyst Steve Scala speaks with former Pfizer R&D Chief John LaMattina to discuss views of the status and outlook for R&D in biopharma industry. New technologies and deeper understanding of biology provide opportunities, but price pressures and some M&A can stifle creativity. We discussed optimal R&D portfolio construc…

Recorded on 10/11/24 In this episode, we feature Jean Madar, CEO and co-founder of IPAR, a global producer and distributor of prestige fragrance products in operation since 1982. We discuss the momentum of the fragrance category, the changing preferences of fragrance consumers, and the biggest regional opportunities ahead. We also explore the histo…

Recorded on 10/25/24 TD Cowen analyst Yaron Werber speaks with Jean Hynes to discuss her outlook for the biopharma industry, her career in health care investing, her advice to women investors, and her journey to becoming the first woman CEO of Wellington Management. She describes her career trajectory as an evolution through three stages: 1) learni…

Recorded on 10/29/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger flags the key 33 counties across 13 states to watch for election results & implications on November 5. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 10/11/24 What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as…

Recorded on 10/21/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 10/11/24 Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups. https://go.td.com/P…

Recorded on 10/14/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 09/10/24 Whereas software had traditionally been used by patients to track and manage their disease, clinical evidence has demonstrated software can also be used to as a therapeutic to impact clinical outcomes. Prescription digital therapeutics (PDTs) are uniquely positioned to address some of the key shortcomings of traditional pharmac…

Recorded on 09/12/24 In this episode, we feature Alisa Lask, CEO of Rion Aesthetics, a regenerative aesthetics company pioneering human derived ingredients in skincare, to discuss the convergence of wellness and beauty and the use of platelet-derived exosome technology. Backed by over 15 years of visionary science, Rion aims to transform the regene…

Recorded on 09/24/24 The post-COVID travel surge continues despite the occasional air pocket. This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Kevin Kopelman, TD Cowen's senior hotels and online travel analyst, discussing major dynamics across airlines, hotels, and online travel, summer 2024, and key industry debates as we head…

Recorded on 10/04/24 On this episode of the NatSec Need To Know, we have an extended cut of our Reporters' Roundtable to discuss the Washington outlook through the Lame Duck session and to discuss high-profile Air Force and Army trade shows. We also go deep on the Navy’s struggles with buying and building submarines. https://go.td.com/PodcastDisclo…

Recorded on 10/07/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) Race for the Senate; 2) Race for the House; 3) $4.5T+ Tax & Fiscal Cliffs for New Congress. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 09/10/24 Evernorth has played a leading role in the development of value-based contracting programs to assist plan sponsors in managing rising pharmaceutical costs. As plan sponsors are faced with the cost impacts of the rising mix of specialty drugs, they are increasingly turning to solutions such as Evernorth's SafeGuardRx, which comb…

Recorded on 09/30/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) VP Debate Preview; 2) All-Important Campaign Ground Game; 3) Nikki Haley Primary Voters. https://go.td.com/PodcastDisclosureBy TD Securities

When we think of the biopharmaceutical industry, we naturally think of innovation in terms of discovery of novel medicines treating any number of diseases and conditions. The innovation occurring in the pharma industry isn't limited to drug discovery, and has also extended into the application of technology in pursuit of developing new therapies. I…

Recorded on 09/12/24 In this episode, we host Katie Storer from Blackstone Growth, Blackstone’s dedicated growth equity investing platform, to hear about her investment strategies and beauty brands that are disruptive in the market. We also discuss the overall consumer landscape, key attributes that drive longevity, and the importance of connecting…