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.

Recorded on 05/28/26 In this podcast, we sit down with Alex Roy, general partner at New Industry Venture Capital and co-host of Autonocast, to discuss key debates around autonomous vehicles. We explore 1) Waymo & Tesla's US leadership, 2) impacts to ride hailing platforms like Uber and Lyft, and 3) the landscape of emerging AV companies.

Recorded on 06/02/26 Monitor What Matters Most. We hosted Amanda Crawford, CFO of OWLT, at TD Cowen's 10th Annual Future of the Consumer Conference to highlight the unique competitive positioning of OWLT in the baby monitoring category. Owlet is the first of its kind FDA-cleared smart baby monitor that provides real-time health and sleep insights for more confident parenting.

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.

Recorded on 06/02/26 John Foraker, CEO and co-founder of Once Upon A Farm, speaks with Robert Moskow, consumer staples analyst, about successfully scaling up a nutritious snacking business for kids. This podcast was taped at TD Cowen's 10th Annual Future of the Consumer Conference.

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.