TD Cowen Insights

Recorded on 08/06/26

TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Moshe Orenbuch, an equity analyst at TD Cowen who focuses on the consumer finance sector. We talk about credit growth, credit quality, and policy challenges. Also, TD Cowen's Scott Smith gives an assessment of bank earnings season.

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Recorded on 07/15/26

Learn About Global Wholesale Platform Powering Independent Retail. We host Jeff Kolovson, co-founder & COO of Faire, a wholesale technology platform that helps retailers discover brands and products to stock. We discuss how the company is transforming wholesale for independent retailers and brands, and cover topics including AI-powered discovery, network effects, and the future of trade shows.

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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.

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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.

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Recorded on 07/09/26

TD Cowen Life Science & Diagnostic Tools analyst Dan Brennan speaks with Geneoscopy CEO Andrew Barnell post TD Cowen's 5th Annual Tools/Dx Revolution Conference to discuss GI healthcare and the future of GI cancer diagnostics, and Geneoscopy's innovations, partnerships, and growth pillars ahead. Geneoscopy is leveraging its proprietary RNA platform to advance colorectal cancer (CRC) screening through ColoSense, a non-invasive FDA-approved and Medicare-covered stool test. Barnell discusses the origins of the company, the scientific rationale behind their platform, recent commercialization milestones including their partnership with LabCorp, and the company's vision to expand beyond CRC into broader GI indications such as inflammatory bowel disease. Barnell also shares perspectives on competitive differentiation, CRC screening adoption drivers, the role of AI in diagnostics, and Geneoscopy's long-term mission to transform the diagnosis, monitoring and management of GI diseases.

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