TD Cowen Insights cover image

TD Cowen Insights

Latest episodes

undefined
Mar 10, 2025 • 11min

Turning Around One Of Biotech's Bellwethers: CEO Chris Viehbacher's Vision For Biogen

Recorded on 03/03/25TD 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, Mr. Viehbacher shares his thoughts on the most striking ways that the biopharma industry has changed over the last decade, and the most important ways in which it has not. His insights are notable for anyone interested in Biogen, the biotech industry, or managing through challenge and change. https://go.td.com/PodcastDisclosure
undefined
Feb 21, 2025 • 23min

Still All Gas & No Brakes: An Update On The Breakneck Pace Of Regulatory Change For Financials

Recorded on 02/20/25TD 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
undefined
Feb 20, 2025 • 13min

Trump Admin At One Month: Eight Priorities To Watch

Recorded on 02/20/25In 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
undefined
Feb 18, 2025 • 42min

Forget Everything You Think You Know: The First Few Weeks Of The Trump Administration

Recorded on 02/14/25In 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
undefined
Feb 13, 2025 • 23min

How Rebelstork Leads Next-Gen Off-Price Baby & Home

Recorded on 02/12/25In 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
undefined
Feb 10, 2025 • 29min

Opportunities Amid Macro & Policy Uncertainty

Recorded on 02/07/25TD 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
undefined
Jan 22, 2025 • 33min

Trump 2.0: Are The Regulatory Handcuffs Coming Off Or Are Investors Ahead Of Themselves?

Recorded on 01/22/25The 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 podcast hosted by Scott Smith TD's US Financial Services Specialty Salesperson with guest Jaret Seiberg, TD's head of Financials, Housing and Crypto Public Policy at TD's #1 ranked Washington Research Group in the Extel Survey. https://go.td.com/PodcastDisclosure
undefined
Jan 21, 2025 • 45min

Secrets to Customer Centricity & Elite Storytelling With Consello

Recorded on 12/17/24This 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
undefined
Jan 14, 2025 • 24min

Health Care, Private Equity & Debt: Key factors In The 2025 Market Outlook

Recorded on 01/09/25Join 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
undefined
Dec 13, 2024 • 18min

Marty Staples On Topaz's Evolution & Return Proposition Versus Other Models

Recorded on 11/19/24TD 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

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode