TD Cowen Insights
TD Securities, TD Cowen
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.
Disclosures: https://go.td.com/PodcastDisclosure
Disclosures: https://go.td.com/PodcastDisclosure
Episodes
Mentioned books

Apr 15, 2022 • 24min
Recover’s Recycled Cotton Fiber Unlocks Sustainability
Recorded on 03/15/22
This podcast episode features Recover, a leading materials science company and global producer of low-impact, high-quality recycled cotton fiber, and fiber blends. This episode touches on areas of growth opportunities, manufacturing and verticalization, product innovation, sustainability and circularity, and customer sentiment toward recycled cotton.
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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.

Apr 14, 2022 • 25min
Value-Based Care: Health Care Business Model Transformation
Recorded on 04/04/22
Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today’s episode features Gary Taylor, Cowen senior analyst for Healthcare Facilities, Managed Care, and emerging payor/providers in a discussion on Value-Based Care (“VBC”). Much of U.S. healthcare spending is uncoordinated, wasteful, and influenced by financial incentives. VBC aims to change this. Over the coming decade, trillions of dollars of health care spending will be rethought and redefined by new business models such as VBC.
For Disclosures, click here bit.ly/3cPHkNW
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.

Apr 12, 2022 • 20min
The Consumer Landscape with New Frontier Data
Recorded on 03/15/22
We recently hosted John Kagia, New Frontier Data’s Chief Knowledge Officer for a cannabis-focused discussion at SXSW. New Frontier Data is a leading data and analytics company serving the global cannabis industry. Listen in to hear John’s perspectives on the evolution of consumer behavior in the cannabis space, and insights from their newly published multi-year TAM for the U.S. market.
For Disclosures, click here bit.ly/3cPHkNW
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.

Apr 7, 2022 • 31min
Quality & Performance at a Fair Price: Thoughtful Men’s Product at Harry’s
Recorded on 03/07/22
In this episode, we hosted Jeff Raider, Co-Founder and Co-CEO of Harry’s, a brand focused on high-quality men’s shaving and grooming products. Key topics discussed include areas of growth opportunities for the brand, customer acquisition strategy, verticalization, product innovation cycle, new brands and platforms, and channel and distribution strategy.
For Disclosures, click here bit.ly/3cPHkNW
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.

Apr 6, 2022 • 17min
The Operating Landscape with Verano Holdings
Recorded on 03/14/22
We recently hosted a conversation with Darren Weiss, Chief Operating Officer at Verano Holdings. As a vertically integrated multi-state operator, join us to hear Darren’s thoughts on the current pricing environment, the competitive landscape, perspectives on innovation and state and federal opportunities and challenges to come.
For Disclosures, click here bit.ly/3cPHkNW
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.

Apr 3, 2022 • 23min
The Regulatory Landscape with Canopy Growth
Recorded on 03/14/22
We recently hosted a conversation with David Culver, VP, Global Government Relations at Canopy Growth. With a deep involvement in the U.S. Cannabis Council, join us to hear David’s perspectives on the lack of regulatory progress at the federal level, the opportunities he sees at the state level, and what to watch for the remainder of 2022.
For Disclosures, click here bit.ly/3cPHkNW
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.

Apr 1, 2022 • 25min
Carbon Capture and Sequestration in Canada with Shell
Recorded on 03/14/2022
Tim Wiwchar, Shell Canada CCS lead, joins Jason Gabelman to discuss two CCS projects, the operating Quest Facility and planned Polaris project, as well as the considerations for CCS in Canada.
For Disclosures, click here bit.ly/3cPHkNW
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.

Apr 1, 2022 • 42min
Carbon Capture and Sequestration in the U.S. with Shell
Recorded on 03/14/2022
Lee Stockwell, General Manager of Shell, joins Jason Gabelman and Marc Bianchi to discuss business model approach, policy considerations, and technical aspects of an emerging focus area for Shell and its peers.
For Disclosures, click here bit.ly/3cPHkNW
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.

Mar 25, 2022 • 46min
Cryogenics and Carbon Capture with Chart Industries
Recorded on 03/04/2022
Chart Industries CEO, Jill Evanko along with Earthly Labs and SES Founder/CEOs Amy George and Andy Baxter join Marc Bianchi to discuss how Chart’s suite of cryogenic equipment and services complement a growing portfolio of clean offerings with a focus on carbon capture, utilization and storage.
For Disclosures, click here bit.ly/3cPHkNW
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.

Mar 23, 2022 • 27min
Building a Fewer, Better, and More Responsible Wardrobe with Cuyana's CEO
Recorded on 03/10/22
Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Cuyana's CEO and Co-Founder, Karla Gallardo, on building a brand with a mission of sustainability and elegant design in mind. The podcast covers topics such as responsible material sourcing, educating the consumer, and managing growth while maintaining product quality and the shopping experience.
For Disclosures, click here bit.ly/3cPHkNW
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.


