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.

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.

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.

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.

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.

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.

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.

Recorded on 04/06/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about Alternative Investments with Bill Katz, TD Cowen's equity analyst, who follows asset managers, exchanges, and broker-dealers. We also get a pre-earnings season market update from TD Cowen specialty salesperson Scott Smith.

Recorded on 03/20/26 Restructuring an Iconic Luxury Empire. We host Saks Global CEO Geoffroy van Raemdonck to discuss the company’s transformation following its Chapter 11 filing and committed capital. Key topics include restoring inventory flow, the importance of brand partners, and the evolution of the store footprint; and how loyalty, omnichannel engagement, and client-centric talent can drive durable profitability.

Recorded on 03/03/26 TD Cowen life science & diagnostic tools analyst Kyle Boucher speaks with Bio-Techne CEO Kim Kelderman at TD Cowen's 46th Annual Health Care Conference to discuss Bio-Techne's 50-year anniversary, innovation and portfolio evolution, and growth pillars ahead. Since 1976 Bio-Techne has offered a wide range of critical reagents, assays, and analytical tools for customers in diagnostic, pharma, biotech, and academic settings, and has created one of the most consumables-focused portfolios in life science tools. CEO Kelderman reflects on Bio-Techne's 50-year history, including the last 10 years where the portfolio has grown through several inorganic acquisitions addressing multiple high-growth verticals that have laid the foundation for the next leg of growth.