TD Cowen Insights
Latest Episodes
5 Weeks To Go: VP Debate, Ground Games & Haley Primary Voters
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) VP Debate Preview; 2) All-Important Campaign Ground Game; 3) Nikki Haley Primary
The Role Of Technology In Biopharma With GSK's Shobie Ramakrishnan
When we think of the biopharmaceutical industry, we naturally think of innovation in terms of discovery of novel medicines treating any number of diseases and conditions. The innovation occurring in t
Blackstone's Blueprint For Success In Consumer Retail: Long-Term Category Creators
In this episode, we host Katie Storer from Blackstone Growth, Blackstones dedicated growth equity investing platform, to hear about her investment strategies and beauty brands that are disruptive in
6 Weeks To Go: Omaha, Trump-Harris Tie & Early Wave Indicators
In this episode, TD Cowen Washington Research Groups Chris Krueger discusses three big wild cards to watch in the 2024 noise: 1) Omaha & Impact of an Electoral College Tie; 2) Pivot Counties to Watch
The Opportunity For Walgreens In The World of Clinical Trials
Walgreens launched its Clinical Trials business in 2022 to make clinical trials more accessible, convenient, and equitable for the nearly 80% of Americans who live near a Walgreens store. Since then,
7 Weeks To Go: Congress The Skeleton Key for 2025 Fiscal/Tax Policy
In this episode, TD Cowen Washington Research Groups Chris Krueger discusses the top four big-picture signals to watch in the 2024 noise: 1) Presidential election; 2) $5T+ Tax/Fiscal Cliffs on Horizo
TD Cowen's 2024 Future Health Conference Key Takeaways
Welcome to a special edition of the TD Cowen FutureHealth Podcast, where Charles Rhyee and Ryan Langston recap key takeaways from TD Cowen's 9th Annual FutureHealth Conference held September 10, 2024,
PBMs & Their Role In The Pharma Supply Chain With Industry Expert Ronald Fox
In this episode, we look at the PBM industry, which has been in the spotlight in recent months, and not necessarily in a good way. PBMs have been painted as the unnecessary "middle man" that is drivin
The Ultra-Fast-Fashion Supply Chain With Portless CEO
Supply Chain 101: Faster & Less Expensive Can Win the Retail Race. Portless founder Izzy Rosenzweig helps us contextualize the rise of the ultra-fast fashion model, catalyzed by leaders Temu & Shein,
Inspirational Leadership With Jeff Solomon
Recorded on 07/24/24TD Cowen analyst Yaron Werber speaks with Jeff Solomon, President of TD Cowen and Vice Chair of TD Securities about his career in Wall Street and his philosophy on how to be a pr