Podcast
TD Cowen Insights
Hosted by TD Securities, TD Cowen · EN
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
10episodes
Episodes
Newest firstAll episodes
Inside A Commercial Interventional Psychiatry Clinic: Preparing For The Next Wave Of Psychedelic Treatments
1w ago00:39:32Tap to summarizeRecorded on 07/09/26 Senior analyst Ritu Baral hosts Dr. Tobias ("Toby") Marton, CMO of Mindful Health Solutions, to discuss how a large commercial interventional psychiatry network operates and how clinics may adapt as psilocybin-based therapies such as COMP360 move closer to potential FDA approval. 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.
Transcribe →USA-IRI Ceasefire Over & FY27 Budget Outlook Murky Into Fall
1w ago00:53:40Tap to summarizeRecorded on 07/17/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss the resumed war between the USA and IRI, the complicated picture of defense spending heading into FY27, and a preview of the Farnborough International Air Show. The budget outlook is muddled along multiple tracks (the base budget, a third or fourth reconciliation package, and a DoW supplemental request). And Congress needs to get a continuing resolution in place before October 1 or there could be a shutdown. 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.
Transcribe →Kevin Warsh And The Future Direction For Rates
2w ago00:28:14Tap to summarizeRecorded on 07/14/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Gennadiy Goldberg, the head of rates strategy at TD Securities. We look at Kevin Warsh's first few weeks on the job as Federal Reserve chair and assess what it means for interest rates going forward. In addition, TD Cowen specialty salesperson Scott Smith gives an assessment of bank earnings season. 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.
Transcribe →Inside A Non-Profit/Academic Interventional Psychiatry Clinic: Preparing For The Next Wave Of Psychedelic Treatments
2w ago00:25:22Tap to summarizeRecorded 07/07/26 Senior analyst Ritu Baral hosts Dr. Scott Aaronson, Chief Science Officer for Advanced Diagnostics and Therapeutics at Sheppard Pratt Health System, to discuss operations at a nonprofit/academic interventional psychiatry clinic and how the model may evolve as new psychedelic treatment modalities, including psilocybin-based therapies, move closer to potential approval. Dr. Aaronson underscores the substantial unmet need in TRD, noting that these are highly ill patients with meaningful morbidity and mortality risk, making durability and the ability to re-dose clinically important. He notes that current interventional options offered at his clinic, including ECT and TMS, remain constrained by reimbursement, staffing, and site-of-care economics, with hospital-based settings generally better positioned than private practices to absorb monitoring and overhead costs. Looking ahead, he sees clinical utility for psilocybin-based therapies such as COMP360, while highlighting key implementation questions around reimbursement feasibility, supervised dosing infrastructure, preparation/integration requirements, and rigorous patient screening for psychosis risk as access expands. 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.
Transcribe →Scaling Justly With Just Salad CFO Jared Garber
3w ago00:13:06Tap to summarizeRecorded on 06/02/26 Jared Garber, CFO of Just Salad, speaks with TD Cowen restaurant analyst Andrew Charles at the 10th Annual Future of the Consumer Conference. They discuss key priorities for scaling the business via growing same-store sales and maximizing cash/cash returns, all while preserving concept essence. 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.
Transcribe →Technology & Taste: Curated Digital Luxury Leadership With CFO Of LUXE
4w ago00:12:31Tap to summarizeRecorded on 06/03/26 Harnessing AI for Digital Luxury as Multi-Brand Luxury Platform Transforms. We hosted Martin Beer, CFO of LUXE, at our Future of the Consumer conference to discuss the platform's evolution following the YNAP acquisition, strength at Mytheresa, and the path to profitable growth. We explore the luxury customer, role of curation and community, and how AI can shape personalization, search, and operations. 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.
Transcribe →Can Resale Be Profitable? Easier Selling & AI Scale With ThredUp CEO
Jun 2900:18:16Tap to summarizeRecorded on 06/02/26 Digital Recommerce Leadership Underpinned by Infrastructure & AI. We hosted ThredUp CEO James Reinhart at our 10th Future of the Consumer Conference to unpack their infrastructure-led model and rising AI use driving personalization, conversion, and margins. A purpose-built network processes hundreds of thousands of items weekly, with growth fueled by selling convenience (Uber pickups), affluent female demand, and an expanding resale market. 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.
Transcribe →QTS CFO Jeff Berson On Data Center Outlook
Jun 2400:25:18Tap to summarizeRecorded on 05/27/26 We spoke with QTS's CFO Jeff Berson at TD Cowen's 54th Annual TMT Conference in New York City. We discussed the current state of AI hyperscale demand, the sources of demand growth including emerging enterprise demand, and indications of the long-term durability of demand. In addition, we discussed returns related to AI investments, the role of credit support for broadening the customer base, and bottlenecks on the supply side, including power, equipment, land, and capital. 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.
Transcribe →Agentic Commerce In Focus With ReFIBuy's Scot Wingo
Jun 2200:19:28Tap to summarizeRecorded on 05/28/26 In this podcast, we sit down with ReFIBuy's Scot Wingo to discuss the future of agentic commerce. We explore 1) the potential for agentic commerce to disrupt traditional digital advertising; 2) whether eCommerce platforms will own the agentic commerce experience; and 3) consumers' trust of LLM-driven product recommendations. 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.
Transcribe →Check Point Software: Balancing Stability and Transformation
Jun 1500:09:33Tap to summarizeRecorded on 05/28/26 In this episode, we take a look at Check Point Software Technologies as the company works through a period of transition. We discuss the pace of platform adoption, progress in cloud and AI-related security offerings, the contribution from recent acquisitions, and management’s efforts to accelerate growth while preserving industry-leading profitability. We also examine the competitive landscape, areas of execution that remain under scrutiny, and what investors should monitor over the coming quarters to gauge potential revenue reacceleration. 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.
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