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. https://go.td.com/PodcastDisclosure
Feb 18, 2025•42 min•Ep. 262
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://go.td.com/PodcastDisclosure
Feb 13, 2025•23 min•Ep. 261
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/PodcastDisclosure
Feb 10, 2025•29 min•Ep. 260
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 TD's Washington Research Group on how the Trump 47 administration could change regulation, or not… This is the inaugural TD financial services podcas...
Jan 22, 2025•33 min•Ep. 259
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 this episode, we explore how retailers can get ahead of evolving customer needs https://go.td.com/PodcastDisclosure...
Jan 21, 2025•45 min•Ep. 258
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/PodcastDisclosure
Jan 14, 2025•24 min•Ep. 257
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 royalties relative to other high-yielding vehicles that have existed in the sector over the decades. https://go.td.com/PodcastDisclosure...
Dec 13, 2024•18 min•Ep. 256
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 healthy dose of conservatism and build in an ample safety margin to cushion against unexpected technical and market challenges. He also emphasizes th...
Dec 11, 2024•58 min•Ep. 255
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 the Alberta Montney. https://go.td.com/PodcastDisclosure
Dec 09, 2024•15 min•Ep. 254
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://go.td.com/PodcastDisclosure
Dec 06, 2024•20 min•Ep. 253
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/PodcastDisclosure
Dec 03, 2024•24 min•Ep. 252
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 year-end 2024 and into 2025. Expect concentrated policy risk in the EV sector, opportunities in grids, manufacturing, and power generation. https://g...
Nov 25, 2024•22 min•Ep. 251
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 research analysts Cai von Rumohr and Gautam Khanna. https://go.td.com/PodcastDisclosure
Nov 21, 2024•1 hr 10 min•Ep. 250
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 topic covered. https://go.td.com/PodcastDisclosure
Nov 18, 2024•34 min•Ep. 249
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 construction and concluded with observations on where Pfizer R&D stands today. https://go.td.com/PodcastDisclosure...
Nov 18, 2024•39 min•Ep. 248
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 history and success of IPAR's prestige-focused portfolio, including big names like Donna Karan, Ferragamo, Montblanc, and Moncler, as well as the upcoming ...
Nov 11, 2024•28 min•Ep. 247
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) learning and growing under a great mentor, 2) becoming a risk taker, and 3) becoming a leader. Rising to leadership positions as a woman is not always easy,...
Nov 04, 2024•48 min•Ep. 246
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/PodcastDisclosure
Oct 29, 2024•12 min•Ep. 245
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 well as competitive differences between marketplaces at Amazon and Walmart. https://go.td.com/PodcastDisclosure
Oct 23, 2024•35 min•Ep. 244
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/PodcastDisclosure
Oct 21, 2024•7 min•Ep. 243
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/PodcastDisclosure
Oct 16, 2024•37 min•Ep. 242
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/PodcastDisclosure
Oct 14, 2024•8 min•Ep. 241
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 pharmaceutical-based treatments, including stigma, poor access to care, provider shortages, and the complexities of the healthcare system. Importantly, PDTs ...
Oct 10, 2024•22 min•Ep. 240
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 regenerative aesthetics market. https://go.td.com/PodcastDisclosure
Oct 09, 2024•22 min•Ep. 239
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 into 2025. https://go.td.com/PodcastDisclosure
Oct 08, 2024•14 min•Ep. 238
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/PodcastDisclosure
Oct 08, 2024•44 min•Ep. 237
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/PodcastDisclosure
Oct 07, 2024•8 min•Ep. 236
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 combines financial arrangements for plans with clinical value-based features for members. Since the launch of SafeGuardRx in 2015, nearly all of Evernorth...
Oct 02, 2024•18 min•Ep. 235
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/PodcastDisclosure
Sep 30, 2024•8 min•Ep. 234
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. In this episode, we dive into how the pharma industry thinks through the development and deployment of novel technology. Technologies such as clinical ...
Sep 25, 2024•37 min•Ep. 233
