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/PodcastDisclosure
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 Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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 supply chain. As the largest channel for prescriptions, retail pharmacies have been an important part of helping drive growth in the industry. However, ...
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 high-end direct-to consumer retailer with 200+ showrooms. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
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/PodcastDisclosure
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
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/PodcastDisclosure
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/PodcastDisclosure
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
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 misaligned incentives, particularly around rebates. But it’s also an industry that has continued to evolve as the healthcare landscape has changed. More rece...
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 ethics and integrity. We explore an approach to profits with a purpose. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosur...
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
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/PodcastDisclosure
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/PodcastDisclosure
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
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/PodcastDisclosure
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 interest rates are high and capital is expensive, and 3) his investment philosophy at Xontogeny and advice to other early-stage investors. For Disclos...
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 surpassed 100mm donated items. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
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, driving cultural relevance, and planning the assortment for both breadth and depth. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/Podc...
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 communicator and his long-term vision for BiotechTV. Both showcase the benefits of taking an unorthodox approach, finding where their differentiation can b...
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 introduction of new high-cost drugs, like GLP1s, the complexity of managing the pharmacy benefit is expected to increase. Given the evolving landscape, w...
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 companies. The ability of machines to recognize patterns at scale impossible for the human mind could help elucidate the common “rule book” underlying pro...
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
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 personalization and we explore key differentiation of the platform and potential growth opportunities. For Disclosures, click here bit.ly/3cPHkNW h...
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/PodcastDisclosure
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 selfcare and how GLOSSLAB stands for empowering people and inspiring confidence one manicure at a time. For Disclosures, click here bit.ly/3cPHkNW h...
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, American’s VP of Sustainability. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
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 healthcare data, and in this episode we provide a general overview of how healthcare data is currently being used, with subsequent podcasts exploring subse...
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 traditional affiliate marketing model. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
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 of maximum fair price, small molecule vs biologics) might impact incentive structures in drug development, the likelihood of revisions to the bil...
