TD Cowen Insights

Recorded on 11/23/20 Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Saks Fifth Avenue CEO & President Marc Metrick on what “new luxury” means for stores, customer, product, and experience innovation. They discuss the connected experience, COVID-19’s impact on luxury goods, and new platforms. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/06/20 Cowen Restaurants Analyst Andrew Charles caught up with Kitchen Podular CEO Michael Manion on the industry’s pivot into an off-premise oriented future and opportunities for restaurants to pursue a capital light presence. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/13/20 Cowen Restaurants Analyst Andrew Charles talks with Kitchen United CEO Michael Montagano about how ghost kitchens/kitchen centers help restaurants support the sharp increase in the industry’s off-premise digital sales, both in a COVID-19 backdrop and beyond. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/05/20 On today's podcast, Cowen's analyst Charles Rhyee has a conversation with Eddie Martucci, Co-founder and CEO of Akili Interactive, a leading digital therapeutics company creating prescription treatments for people living with cognitive disorders that are delivered through immersive action video game experiences. Akili has received recognition from numerous entities, including the #1 health company in Entrepreneur magazine’s 100 Brilliant Companies of 2016 award and the CNS Summit Innovation award among others. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Record on 11/09/20 Cowen analyst Jaret Seiberg discusses how financials and housing are facing a divided government now that the election is over. That generally reduces the risk of onerous legislation but still leaves these sectors exposed to regulatory threats. On our podcast, we go through the various sub-sectors within financials and housing to predict who can benefit and who is most exposed to policy risk. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 10-06-20 Some listeners will recall several podcasts we recorded around Cowen’s 5th annual FutureHealth conference earlier this June. Charles Rhyee, Cowen’s Healthcare Technology analyst, hosts today’s podcast which is the first episode in a new monthly series that continues Cowen’s efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of healthcare, technology and consumerism is changing the way we look at health, healthcare and the healthcare system. The podcast's first guest is Sean Duffy, Co-founder and CEO of Omada Health, one of the leading digital health companies focused on diabetes and other chronic condition. Sean is not only a thought leader in digital diabetes management but also on how digital tools are more broadly changing the way we manage chronic conditions now and into the future. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Record on 10/05/20 Cowen analyst Jaret Seiberg dissects why progressive Democrats want to change how people pay for financial services. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 10/05/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss Prevision Policy about the FDA Ad Com on COVID19, Election 2020, and drug pricing. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Record on 08/31/20 Cowen analyst Jaret Seiberg dissects the presidential election and the prospects for additional stimulus while also looking at the biggest policy developments from August for financials and housing. That includes the new fee on mortgage refinancings and big bank common dividends. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 08/03/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss what’s on tap in August at the FDA, are CRLs increasing, are inspections declining, and will a COVID Vaccine need an adcom. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure