In this episode, Chris Krueger, Macro Policy Analyst, discusses three main buckets for the 2024 U.S. election: Press play to listen to the podcast. Transcript Speaker 1: Welcome to TD Cowen Insights, a space that brings leading thinkers together to share insights and ideas shaping the world around us. Join us as we converse with…
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James Baugh, Head of European Market Structure joins the Financial Markets insights podcast. He discusses current challenges around liquidity in European markets, the practical effects of recent industry changes, and the impact of a European consolidated tape. Press play to listen to the podcast.
Roman Schweizer, Aerospace Defense Policy Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget experts. Press play to listen to the podcast. Transcript Doug Berenson: The AI number. They mentioned a number for what they plan to spend in FY25, but they did not ever compare…
Tina Chen Craig, founder of U Beauty, joins Oliver Chen, Retail Luxury Analyst to discuss how a modern beauty market filled with new ingredients, techniques, and experiences makes efficacy and education a key priority for brands. They also discuss U Beauty’s customer and science-centric innovation, how they’re tackling cosmetic confusion through results-oriented, multi-tasking products…
The TD Cowen Insight We investigated whether pipeline success rates have an impact on biotech industry valuations. We quantified Phase III success rates for 2005-2020, including a proprietary analysis from 2014-2020. We found that Phase III success rates correlated with biotech EV/RD valuations but only weakly with NBI performance. Success rates appear to be a…
Yaron Werber, BiotechnologyAnalyst and Steven Mah, Life Science and Diagnostic Tools Analyst interview biotherapeutic executives on how artificial intelligence is revolutionizing drug discovery for autoimmune disorders and oncology. They discuss using machine learning and AI to expedite drug discovery and development, how they aid in designing drugs that have higher success rates, and challenges to…
In this episode of the Retail Visionaries Podcast Series, Stefano Curti, Chief Brands Officer for Consumer Beauty and Oliver Chen, Retail Luxury Analyst highlight some key takeaways from our Glowing Ahead Beauty Wellness Summit. They also discuss opportunities that leverage fragrance, distribution, and innovation expertise and COTY’s global journey of premiumization and category expansion. Transcript…
The National Security Need-To-Know Podcast presents insightful discussion and forecasts of major national security and defense news in Washington, D.C. The series is hosted by Roman Schweizer, Aerospace and DefensePolicy Analyst and features Washington D.C. insiders, reporters on the D.C. beat and TD Cowen analysts. Episode 1: The Four Horsemen: Global Conflict, Supply Chains, Spending…
In this episode of Street Cred, Chris Krueger, Macro Policy Analyst, breaks down three areas to watch in Washington during the next six weeks: Press play to listen to the podcast. Transcript Speaker 1: Welcome to TD Cowen Insights, a space that brings leading thinkers together to share insights and ideas shaping the world around…
Roman Schweizer Aerospace and Defense Policy Analyst, Cai Von Rumohr, Aerospace, Defense Electronics, Government Services Analyst, and Gautam Khanna, Aerospace, Defense Electronics, Government Services Analyst discuss key observations and takeaways from our 45th Annual Aerospace Defense Conference. Topics include: Press play to listen to the podcast. Transcript Roman Schweizer: From…
In this episode of theRetail Visionaries Podcast, Jason Karp, Founder CEO of HumanCo joins Oliver Chen, Retail Luxury Analyst. They discuss HumanCo, a holding company focused on delivering better-for-you products that make it easy to live a healthy life. They also speak about Jasons career transition from hedge fund manager to growing several…
The TD Cowen Insight Our Big List 2024 report focuses on policy risk for banks, consumer finance/payments, student lending, markets, housing, insurance, crypto, and cannabis in an election year. It covers all the major Washington challenges for the broader financial sector in one report. It also features our top five list of risks not…
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