TD Cowen Insights

TD Securities, TD Cowen
  • 4.8 (36)
  • BUSINESS
  • UPDATED BIWEEKLY

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

  1. FEB 5

    What A New Fed Chair May Mean For Interest Rates

    Recorded on 02/05/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month looks at what we can expect from Kevin Warsh, who is President Trump's pick to replace Jerome Powell as Federal Reserve chair. To help us assess the impact on interest rates, we bring in Gennadiy Goldberg, Head of US Rates Strategy  at TD Securities. We also present our market and policy recaps and preview the month ahead for financial policy. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    22 min

  2. JAN 30

    The Winter Of Our Discontent – Shutdowns, $1.5T Budgets & Blockbuster Munitions Deals

    Recorded on 01/30/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss FY26 & FY27 budgets and Reconciliation 2.0. They also discuss DoW's latest push to fund multi-year deals for munitions increases, some surprise charges during earnings, and how company managements have discussed investments, buybacks, and dividends. And there's a new National Defense Strategy that’s much different than the prior one. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    41 min

  3. JAN 16

    Happy New Year? TD Cowen A&D Team Previews A&D Earnings & Policy Hot Topics

    Recorded on 01/16/26 In this episode, Gautam Khanna, TD Cowen's A&D equity analyst, joins Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, to preview the upcoming A&D earnings season and the top geopolitical & defense macro topics in Washington, including FY26 & 27 budgets and Reconciliation 2.0. They also cover last month's defense Ahead of the Curve® report, Remaking The Arsenal of Freedom & Military-Tech Fusion. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    31 min

  4. JAN 9

    How A.I. Will Power TD Cowen's Vision Of "Adaptive Retail"

    Recorded on 11/05/25 We Believe The Future Of Retail Is Adaptive: An Expert A.I. Briefing. We host Francois Chaubard, Partner at Y Combinator, and Founder & Former Focal Systems CEO, in the first episode of a two-part series on the rapidly evolving A.I. landscape in retail. We discuss how A.I. is impacting customer experience & inventory management, when to outsource solutions, which technologies are most exciting for retail, and the impact A.I. and automation can have on retailers' P&Ls. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    26 min

  5. JAN 9

    What Is The 2026 Policy Agenda for Financials, Crypto & Housing?

    Recorded on 01/08/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month looks at our 2026 expectations on the policy front for financials, crypto, and housing. We see deregulation, though risks include the rise of populism and the midterm elections. We also focus on market concerns with Scott Smith, TD Cowen's specialty salesperson for financials. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    25 min

  6. JAN 5

    Frequent Flyers & Ad Buyers

    Recorded on 18/12/25 In a crossover episode of Wheels Up and Retail Visionaries, we sat down with Oliver Chen, TD Cowen's senior research analyst covering retailing/specialty, broadlines, department stores, and luxury goods, to discuss our recent Ahead of the Curve report examining opportunities in commerce media and retail media. Our discussion explores the emergence of retail media networks, their appeal for advertisers, their broadening out into commerce media, and the opportunity for airlines in advertising. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    14 min

  7. 12/16/2025

    AI & Health Care: All In On Biosim AI With Simulations Plus' Shawn O'Connor

    Recorded on 12/11/25 In this episode, TD Cowen's Health Care Analyst Brendan Smith hosts Shawn O'Connor, CEO of Simulations Plus, to explore the interrelated evolution of artificial intelligence and biosimulation, and what this means for companies looking to capitalize on this shift. We discuss how Simulations Plus is future-proofing their platform with next-gen AI integrations, where the definition of innovation could go from here, and what the field of AI-powered biosimulation means for the industry. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    21 min

  8. 12/09/2025

    Freehold's CEO David Spyker On Growth, Strategy & Cross-Border Dynamics

    Recorded on 11/18/25   In this episode, we sit down with the CEO of Freehold Royalties to discuss how the company is positioning itself in a rapidly evolving North American energy landscape. We explore Freehold's growth outlook across various jurisdictions, capital allocation strategy, and underappreciated potential. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    13 min
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4.8
out of 5
36 Ratings

About

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

Information

  • Creator
    TD Securities, TD Cowen
  • Years Active
    2020 - 2026
  • Episodes
    334
  • Rating
    Clean
  • Copyright
    © TD Securities
  • Show Website
    TD Cowen Insights