On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
…
continue reading
1
Biotech Funk, Biotech Slump, Or Biotech Recovery?
53:18
53:18
Spela senare
Spela senare
Listor
Gilla
Gillad
53:18
TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start …
…
continue reading
1
Growing the Landscape for Everyday Play: Cross-Collaborative Selling With Max Rangel & Mark Segal
20:29
20:29
Spela senare
Spela senare
Listor
Gilla
Gillad
20:29
In this episode of Retail Visionaries, we host Spin Master's CEO Max Rangel, and CFO Mark Segal, to discuss the company's cross-collaborative growth strategy. Spin Master is a leading global children's entertainment company, that creates, designs, manufactures and markets a diverse portfolio across its three creative centres – Toys, Entertainment, …
…
continue reading
1
TD Cowen's 8th Annual Consumer Conference Takeaways: Bifurcation On A Macro Level
16:34
16:34
Spela senare
Spela senare
Listor
Gilla
Gillad
16:34
TD Cowen Analysts John Kernan and Max Rakhlenko sit down at TD Cowen's 8th Annual Consumer Conference to discuss their key takeaways from the conference. https://go.td.com/PodcastDisclosureAv TD Securities
…
continue reading
1
A Mid-Year Outlook For 2024 Markets
22:34
22:34
Spela senare
Spela senare
Listor
Gilla
Gillad
22:34
A little over a year after TD completed its acquisition of Cowen, Larry Wieseneck, Head of Corporate and Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School are joined by Damian Engen, Head of Global Debt Capital Markets at TD Securities to reflect on lessons learned while bringing two organizations together.…
…
continue reading
1
Four Signals To Watch In The Trump/Biden 2024 Noise
16:05
16:05
Spela senare
Spela senare
Listor
Gilla
Gillad
16:05
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the top four, big-picture signals to watch in the 2024 noise: 1) The Known Knowns (upcoming debt, tax, fiscal & trade cliffs); 2) Five policy themes continuing regardless of election outcome; 3) The six key variables to determine 2024 election, and; 4) policy implication …
…
continue reading
1
Haircare With French Flair: Elegance Meets Performance
32:52
32:52
Spela senare
Spela senare
Listor
Gilla
Gillad
32:52
In this episode, we interview Frederic Fekkai, an iconic leader in the industry that stands for effortless elegance. Fekkai's professional products offer personalized care for every hair type, hair texture, and hair color. The brand's salon-level products feature sustainable packaging and clean, natural formulas designed to solve every hair’s most …
…
continue reading
1
Secrets To Off-Price Going Online: Gaming Meets Shopping With Yaysay
27:55
27:55
Spela senare
Spela senare
Listor
Gilla
Gillad
27:55
In this episode of Retail Visionaries, we host Yaysay's Co-Founder & CEO, Lindsay Ferstandig, to chat about her latest venture into digital shopping. Yaysay marries the excitement off off-price treasure hunting with gamifying retail and luxury shopping. The platform leverages artificial intelligence to drive a personalized daily offering across cat…
…
continue reading
1
What's Next For Digital Health With Omada Health's Sean Duffy
36:34
36:34
Spela senare
Spela senare
Listor
Gilla
Gillad
36:34
Recorded on 04/19/24 In this episode we’ll be talking about what’s next for digital health, which started emerging in the mid-2010s as a way to provide new ways to access care using a digital first approach, disrupting the traditional care model that was episodic in nature to move toward a care model that was more continuous. A lot has changed over…
…
continue reading
1
Specialty Pharmacy’s Role In The Future With Dr. Surya Singh
46:08
46:08
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
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…
…
continue reading
1
Lowering The Retail Carbon Footprint By Raising Circularity With RESET
22:06
22:06
Spela senare
Spela senare
Listor
Gilla
Gillad
22:06
Recorded on 03/13/24 Designing stores with embodied circularity in mind. In this episode of Retail Visionaries, we host RESET's Founder & CEO, Raefer Wallis, to discuss the future of retail stores and creating a more sustainable future. RESET is an independent, third-party company that aims to bring a standardization system to measure the environme…
…
continue reading
1
Reaching New Heights For Cancer Research
39:48
39:48
Spela senare
Spela senare
Listor
Gilla
Gillad
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 …
…
continue reading
1
A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24
56:21
56:21
Spela senare
Spela senare
Listor
Gilla
Gillad
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/PodcastDisclosureAv TD Cowen Insights
…
continue reading
1
U Beauty's Simple, Scientific, Viral Skincare
45:35
45:35
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
The Big Three For 2024- Presidential, Congress, & Policy Implications
10:10
10:10
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Beauty School With COTY, A Diversified Beauty Powerhouse
31:00
31:00
Spela senare
Spela senare
Listor
Gilla
Gillad
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://…
…
continue reading
1
3 Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact & Q1 Catalyst Calendar
10:10
10:10
Spela senare
Spela senare
Listor
Gilla
Gillad
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 …
…
continue reading
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
22:13
Spela senare
Spela senare
Listor
Gilla
Gillad
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/PodcastDisclosureAv TD Cowen Insights
…
continue reading
1
A Healthier Living Platform & Ecosystem: Meet HumanCo
17:50
17:50
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
The Evolving Landscape Of Pharmacy Reimbursement
40:59
40:59
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Innovative Design For Life, It's Lovesac
27:20
27:20
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
The New Year - Outlook For 2024 Markets
20:29
20:29
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
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…
…
continue reading
1
Happy New Year? Another Geopolitical Crisis & More Of The Same In D.C.
1:00:59
1:00:59
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
3 Tracks To Travel 2024 In Under 10 Minutes
9:36
9:36
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
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…
…
continue reading
1
Rethinking The Management Of Pharmacy Benefits With Waltz Health
45:03
45:03
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Sustainability Through Regenerative Retail At Walmart
30:38
30:38
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
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…
…
continue reading
1
2024 Travel Outlook: Continued Strong Leisure Demand
24:58
24:58
Spela senare
Spela senare
Listor
Gilla
Gillad
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/PodcastDisclosureAv TD Cowen Insights
…
continue reading
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…
…
continue reading
1
2024 Election Level Set In 3 Parts
10:54
10:54
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
The Four Horsemen: Global Conflict, Supply Chains, Spending Uncertainty & U.S Elections
51:10
51:10
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Biotech Investing During Bear Markets
45:07
45:07
Spela senare
Spela senare
Listor
Gilla
Gillad
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 …
…
continue reading
1
Secrets To How Innovation Can Drive Impactful Growth With Bombas
33:05
33:05
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Be Forever 21 in the New Era of Self Expression
32:50
32:50
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
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…
…
continue reading
1
Employer Strategies for Managing GLP1s With Industry Expert Vaughan Reale
44:35
44:35
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Reaching New Frontiers With Founding CEO & Current Director of Generate Biomedicines
47:16
47:16
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Back to School - Looking Forward to the Fall Markets
22:05
22:05
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Personalizing Healthcare With Hims & Hers
25:13
25:13
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Government Shutdown Risk & Level Set In 5 Parts In Under 10 Minutes
6:20
6:20
Spela senare
Spela senare
Listor
Gilla
Gillad
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/PodcastDisclosureAv TD Cowen Insights
…
continue reading
1
Next Level Nails: Future of Beauty With GLOSSLAB’s CEO
18:39
18:39
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Letting Sustainability Take Flight With American Airlines
34:44
34:44
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Understanding And Leveraging Healthcare Data
45:01
45:01
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
The Evolution & Scalability of Retail Marketplaces With Cortina
23:17
23:17
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
Biotech and The Inflation Reduction Act: Sussing Out The IRA
51:36
51:36
Spela senare
Spela senare
Listor
Gilla
Gillad
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…
…
continue reading
1
2024 Election Level Set In 4 Parts In Under 10 Minutes
8:41
8:41
Spela senare
Spela senare
Listor
Gilla
Gillad
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/PodcastDisclosureAv TD Cowen Insights
…
continue reading
1
Outlook For Clinical Drug Development and Outsourcing With Rene Stephens
47:59
47:59
Spela senare
Spela senare
Listor
Gilla
Gillad
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 …
…
continue reading
1
Starbucks: Prioritizing Elevation, Equipment & Experience for Long Term Growth
8:26
8:26
Spela senare
Spela senare
Listor
Gilla
Gillad
8:26
Recorded on 06/07/23 Rachel Ruggeri, CFO of Starbucks speaks with Andrew Charles, Restaurants Analyst. They discuss the importance of the Starbucks Experience in the relationship economy and how that experience is laying the platform for future growth. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…
…
continue reading