TD Cowen Insights

Recorded on 03/03/25TD 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 opportunities. https://go.td.com/PodcastDisclosure

Recorded on 03/05/25TD 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, integrating patient advocacy and market access as key pillars in Avidity's strategic plan. Her insights are notable for anyone interested in Avidity Biosciences, the biotech industry, or patient-centered approaches to drug discovery. https://go.td.com/PodcastDisclosure

Recorded on 02/06/25In 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

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

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

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

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

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

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

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