Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.

Recorded 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.