Recorded on 07/18/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses recent congressional accomplishments with an All-Star reporter lineup. Topics include the passage of the One Big Beautiful Act, FY26 defense authorization and appropriations bills, as well as an update on President Trump's NATO visit and new plans to support Ukraine with U.S. military hardware purchased by NATO. https://go.td.com/PodcastDisclosure...
Jul 18, 2025•38 min•Ep. 292
Recorded on 07/10/25 TD Cowen's Life Science Tools & Diagnostics analysts Dan Brennan and Brendan Smith discuss the current and future outlook of the Tools/Dx sector as a wrap-up to The 4th Annual Tools/Dx Revolution Conference featuring a broad spectrum of executives and industry insiders from leading public and private players in the space. The team dives into key themes and critical investment topics across the sector and sheds light on lessons learned, the path forward for the space, and...
Jul 16, 2025•36 min•Ep. 291
Recorded on 06/03/25 Follow the Digital Luxury Leader: How Will Differentiation, Integration, & Long-Term Growth Evolve at LuxExperience? On this episode of Retail Visionaries, we host LuxExperience's CFO, Dr. Martin Beer, for a discussion on the transformation ahead for the company. LuxExperience now operates three distinct segments: Mytheresa, Net-a-Porter & Mr. Porter, and YOOX & The Outnet following the YNAP acquisition from Richemont in April 2025. Key discussion points include:...
Jul 08, 2025•16 min•Ep. 290
Recorded on 06/25/25 In this episode, we will discuss the current state of the biopharma industry. Coming out of the pandemic, the biopharma research and development industry saw a wave of innovation and investment. However, as we move further beyond the pandemic, biopharma has begun to experience a multitude of headwinds, including the IRA, patent expirations, changes at the FDA, NIH funding cuts, and efforts to regulate drug pricing. This influx of pressure has forced the biopharma industry to...
Jul 03, 2025•38 min•Ep. 289
Recorded on 06/03/25 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 innovation. In this episode, TD Cowen's Health Care Analyst Brendan Smith hosts Sean McClain, Chief ...
Jul 01, 2025•22 min•Ep. 288
Recorded on 06/04/25 Magic Meets Logic, Technology Meets Own Brands, & Influencer Innovation. On this episode of Retail Visionaries, we explore Revolve's foundation as a proprietary technology leader within the retail landscape with the company's Chief Financial Officer, Jesse Timmermans. The company owns just 3% of its target market and envisions opportunity to grow through best-in-class customer experiences and a curated but broad assortment with 100k SKU's available online across 1k brand...
Jun 30, 2025•14 min•Ep. 287
Recorded on 06/03/25 Iconic Platform of Saks + Neiman Marcus Drives A New Transformative Vision of Luxury. We host a conversation with Saks Global CEO, Marc Metrick, on the future of luxury, hyper-personalization, and innovation ahead for Saks Global. The company now includes Neiman Marcus and Bergdorf Goodman following the acquisition of Neiman Marcus Group in late 2024, resulting in Saks Global as the largest multi-brand retailer in the world. The luxury consumer remains in a wait & see mo...
Jun 24, 2025•17 min•Ep. 286
Recorded on 05/29/25 TD Cowen analyst Shaul Eyal speaks with Cellebrite's Andrew Kramer, VP of IR, from TD Cowen's 53rd Annual TMT conference about the company's tailwinds, technology, and business model, as well as current market trends as the company remains focused on driving double-digit growth and profitability. Cellebrite is a rule of 45 company. Additionally, we address the competitive landscape, which remains largely intact given what we view as high barriers of entry. We continue to vie...
Jun 17, 2025•18 min•Ep. 285
Recorded on 06/03/25 Burberry's Roadmap to Reconnect Their Core. In this episode, we explore the pillars of the Burberry Forward strategy launched in November, diving into how CEO Joshua Schulman is realigning the brand around its core codes, such as the iconic trench, check pattern, and outerwear legacy. The discussion covers how Burberry is refining its product tiers—from good to better to best—and how it is navigating tariff-driven pricing pressure, particularly in the U.S. market. Schulman a...
Jun 17, 2025•15 min•Ep. 284
Recorded on 05/28/25 TD Cowen analyst Shaul Eyal speaks with Check Point Software's Kip Meintzer, Global Head of IR from TD Cowen's 53rd Annual TMT conference about the company's renewed momentum and solid market trends as the company is quickly moving to regain market share. The combination of a recently incoming CEO with a strong VC and operational background and a large TAM opportunity should enable the company to revert to double digit growth rate longer term. A healthy cash position is bein...
Jun 11, 2025•17 min•Ep. 283
Recorded 05/29/25 We spoke with DataBank's CEO Raul Martynek at TD Cowen's 53rd Annual TMT Conference. Mr. Martynek discusses his latest observations of the data center market including hyperscale/enterprise data center demand, the impact of tariffs on data center build costs, development yields, pricing trends, the bottlenecks to capacity delivery, and the LT opportunities/challenges for the data center sector. https://go.td.com/PodcastDisclosure
Jun 11, 2025•21 min•Ep. 282
Recorded 06/03/25 TD Cowen Analysts John Kernan, Max Rakhlenko, and Andrew Charles sit down at TD Cowen's 9th Annual Consumer Conference to discuss their key takeaways from the conference. https://go.td.com/PodcastDisclosure
Jun 10, 2025•14 min•Ep. 281
Recorded 05/28/25 TD Cowen analyst Yaron Werber speaks with John Oyler about the secret to BeOne's success, the opportunities and challenges of running a global biotech, and John's outlook for the biotech industry given the current geopolitical uncertainty. John believes BeOne is differentiated by its culture of ownership and urgency, which has enabled them to stay innovative and nimble, even at a global scale. The company has streamlined R&D by keeping everything internal (no CROs) and unde...
Jun 03, 2025•30 min•Ep. 280
Recorded on 05/30/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses top defense topics with an All-Star reporter lineup, including this summer's jam-packed list of things to do in Congress and DoD – the detailed FY26 budget release and the GOP's plans for Reconciliation, not to mention the road ahead for a Musk-less DOGE and Golden Dome. https://go.td.com/PodcastDisclosure
Jun 02, 2025•43 min•Ep. 279
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 developments in a field defined by rapid innovation. In this episode, TD Cowen Health Care Analyst Brendan Smith hosts Najat Khan, Ph.D., the Chi...
Apr 30, 2025•27 min•Ep. 278
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 his views on why he does not think the proposed tariffs will end up as the final rule, why the Biosecure Act failed to pass Congress, and why he is opti...
Apr 28, 2025•39 min•Ep. 277
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 2022 was $412.9 billion, including $306.6 billion in direct medical costs and $106.3 billion in indirect costs. Likewise, the figures for obesity are di...
Apr 21, 2025•52 min•Ep. 276
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 Committee. We'll cover the reality of the FY25 Continuing Resolution, the possibility of $150B in the Senate's reconciliation plan, and the outlook ...
Apr 08, 2025•36 min•Ep. 275
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 the congressional budget process & outlook to events around the world and DoD's awards of is next-gen fighter programs. https://go.td.com...
Apr 03, 2025•47 min•Ep. 274
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 throughout all functions of a company – commercial, R&D, and SG&A. Joining Sionna with prior experience at large and mid-cap companies, Cloonan emph...
Mar 27, 2025•14 min•Ep. 273
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/PodcastDisclosure
Mar 27, 2025•6 min•Ep. 272
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 therapies to patients while remaining commercially competitive and focused on creating value for shareholders. BioMarin has a well-defined long-term strat...
Mar 24, 2025•8 min•Ep. 271
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/PodcastDisclosure
Mar 21, 2025•23 min•Ep. 270
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 next challenge. We discuss AMWL's role in bridging the two together. https://go.td.com/PodcastDisclosure
Mar 21, 2025•12 min•Ep. 269
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, including digital devices and imaging, drug discovery, and digital health. Health care represents one of NVIDIA's largest, and most important, future AI...
Mar 17, 2025•14 min•Ep. 268
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 build a biotech company. One of 2017's "Fiercest Women in Life Sciences," Boyce shares her thoughts on the importance of a patient-driven mission, int...
Mar 14, 2025•7 min•Ep. 267
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 challenges & advice. https://go.td.com/PodcastDisclosure
Mar 12, 2025•25 min•Ep. 266
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 growth, and the role that business development will play in augmenting Biogen's pipeline and product portfolio. One of biotech's most experienced CEOs,...
Mar 10, 2025•11 min•Ep. 265
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.com/PodcastDisclosure
Feb 21, 2025•23 min•Ep. 264
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/PodcastDisclosure
Feb 20, 2025•13 min•Ep. 263
