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
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60 recent
June 9, 202622 min
Digging Into Perpetual Futures; National Best Bid & Offer Rule
This podcast was recorded on 06/09/26
TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a deep dive with TD Cowen market structure expert Reid Noch into the rollout of perpetual futures and into the push for the SEC to eliminate the National Best Bid & Offer rule. We also get a market update from TD Cowen specialty salesperson Scott Smith.
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.
June 5, 202618 min
RVLV's Next-Gen AI, New Brands & Physical Expansion
Recorded on 06/02/26
A Gen Z Leader Not Standing Still. We host RVLV’s CFO, Jesse Timmermans, at TD Cowen's 10 Annual Future of the Consumer Conference to unpack Revolve's tech-enabled model & expanding AI use, driving conversion & margin expansion. With ~3M active customers (+8% y/y) and ~3% penetration in the US, growth is supported by owned brands (~20% mix vs. ~36% peak), physical retail roll-out, & in-house brands Revolve LA & GrowGood, with 2026 as an investment year.
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.
June 1, 202640 min
The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)
Recorded on 06/01/26
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an All-Star lineup of defense reporters to discuss the next few weeks as Congress tries to make progress on the Fiscal Year 2027 Department of War $1.5 trillion budget request. We also discuss SecWar Hegseth's remarks at the Shangri-La Dialogue, the Army's "Jailbreak" event, the possibility of the U.S. Navy buying foreign ships, and two important new contracts awarded by U.S. Space Force.
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.
May 28, 202613 min
Beyond The Highway: Kodiak AI’s Roadmap To Autonomous Trucking & Physical AI
Recorded on 05/27/26
In this episode, we explore Kodiak AI’s vision for revolutionizing autonomous trucking mobility across various environments. The company opts for an approach that does not constrain deployment solely to structured roadways or highway usage. The conversation dives into new off-highway AV trucking opportunities, opportunities in the defense end-market, and the launch of Kodiak's upcoming driverless on-highway solution. We also discuss regulatory shifts favoring AV adoption and Kodiak’s future ambitions in broader physical AI use cases beyond trucking.
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May 28, 202614 min
From Devices To Intelligence: Cellebrite's Growth Story
Recorded on 05/27/26
In this podcast, we discuss the evolution of Cellebrite's platform and its position in the digital intelligence market at TD Cowen's 54th Annual TMT Conference. We explore the company's growth strategy, expanding platform portfolio, AI-driven innovation, and the increasing role of digital evidence in public safety and enterprise domains.
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Recorded on 04/29/26
True Religion’s New Chapter: Cultural Relevance Meets Accessible Pricing. We hosted CEO Michael Buckley to discuss drivers of growth as the brand scales across denim, apparel, accessories, & lifestyle. With 70%+ gross margins, EBITDA margins in the 20s, diversified channels, and a younger mass consumer, management outlined a path to $1B, driven by culture, pricing discipline, and conversion upside.
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.
May 13, 202615 min
Excess & Surplus Industry Trends and Who Wins With AI. A Conversation With CRC Group CEO Dave Obenauer
Recorded on 05/04/26
In a wide-ranging discussion, TD Cowen senior insurance analyst Andrew Kligerman speaks with CRC Group CEO Dave Obenauer, who reinforced that E&S growth is increasingly structural—not merely a function of the underwriting cycle—with a “riskier world” and more complex, volatile exposures steadily pushing business into the channel alongside the continued maturation of wholesalers and purpose-built carrier platforms. While near-term property rate pressure remains a clear drag on premium, CRC still sees mid-single-digit organic growth as a reasonable base case this year. He also positioned AI less as a disintermediating threat and more as a durable advantage for scaled wholesalers with strong data, investment capacity, and embedded market relationship, supporting faster, more differentiated solutions and incremental margin expansion. Strategically, CRC’s combination of distribution and underwriting services (without taking underwriting P&L risk) creates a compounding flywheel, further reinforced by improving talent attraction and retention tools, even as long-run growth remains constrained by producer supply.
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.
May 5, 202624 min
What Makes Mid-Size Banks So Interesting?
Recorded on 05/05/26
TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about mid-size banks with Janet Lee, TD Cowen's equity analyst who follows these companies. We also get a post-earnings season market update from TD Cowen specialty salesperson Scott Smith.
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.
April 21, 202628 min
Wellbeing, Longevity & Optimizing Healthspan With Mt. Sinai
Recorded on 03/09/26
The New Longevity Economy: A Biology-First Approach to Aging. We host Mount Sinai Healthspan Initiative Co-Director Zahi Fayad to discuss the shift from reactive sick care to proactive healthspan optimization at the high end. Key drivers include digital tools, advanced imaging, digital twins, continuous monitoring, and AI, reframing longevity as preserving vitality while compressing morbidity.
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.
April 7, 202625 min
The New Budget Is Here! The New Budget Is Here!
Recorded on 04/06/26
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by retired Major General Arnold Punaro to discuss the new Fiscal Year 2027 Federal Budget and Department of War $1.5 trillion budget request. They discuss the outlook for passage, plus a pending Operation Epic Fury war supplemental, as well as major components of the budget and surprises.
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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