TD Cowen Insights

Recorded on 11/05/25We Believe The Future Of Retail Is Adaptive: An Expert A.I. Briefing. We host Francois Chaubard, Partner at Y Combinator, and Founder & Former Focal Systems CEO, in the first episode of a two-part series on the rapidly evolving A.I. landscape in retail. We discuss how A.I. is impacting customer experience & inventory management, when to outsource solutions, which technologies are most exciting for retail, and the impact A.I. and automation can have on retailers' P&Ls. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 01/08/26TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month looks at our 2026 expectations on the policy front for financials, crypto, and housing. We see deregulation, though risks include the rise of populism and the midterm elections. We also focus on market concerns with Scott Smith, TD Cowen's specialty salesperson for financials. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 18/12/25In a crossover episode of Wheels Up and Retail Visionaries, we sat down with Oliver Chen, TD Cowen's senior research analyst covering retailing/specialty, broadlines, department stores, and luxury goods, to discuss our recent Ahead of the Curve report examining opportunities in commerce media and retail media. Our discussion explores the emergence of retail media networks, their appeal for advertisers, their broadening out into commerce media, and the opportunity for airlines in advertising. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 12/11/25In this episode, TD Cowen's Health Care Analyst Brendan Smith hosts Shawn O'Connor, CEO of Simulations Plus, to explore the interrelated evolution of artificial intelligence and biosimulation, and what this means for companies looking to capitalize on this shift. We discuss how Simulations Plus is future-proofing their platform with next-gen AI integrations, where the definition of innovation could go from here, and what the field of AI-powered biosimulation means for the industry. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/18/25 In this episode, we sit down with the CEO of Freehold Royalties to discuss how the company is positioning itself in a rapidly evolving North American energy landscape. We explore Freehold's growth outlook across various jurisdictions, capital allocation strategy, and underappreciated potential. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.