TD Cowen Insights

Recorded on 10/30/26

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an All-Star reporter roundtable to discuss the spending and policy outlook after the U.S. midterm elections. There are big implications for defense spending and regional crises in Europe and the Middle East. We also discuss DepSecWar Feinberg's intentions, a recent DoW memo on profit reform, and three big aviation programs: the F-35, F/A-XX, and Global Combat Air Program.

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Recorded on 09/10/26

In this podcast, TD Cowen analyst Dan Brennan speaks with Dr. Julie Chen, Chief Medical Officer of Radence, a longitudinal genomic precision medicine company focused on preventive and predictive health care. They discuss the rapidly evolving longevity market, where science is strongest versus where hype may be ahead of the evidence, and the growing role of multi-cancer early detection, whole-body MRI, genomics, and longitudinal monitoring. Radence believes combining diagnostic modalities is key to enabling earlier disease detection and more personalized care, and views AI as an important tool in diagnostics and to complement decision-making.

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Recorded on 09/24/26

TD Cowen analyst Shelby Tucker speaks with Aaron Abramovitz, Southern Company SVP of Finance and Treasurer. They discuss the current state of the electricity markets in the Southeast, how Georgia Power— a subsidiary of Southern Company and the largest utility in the state-— balances bill affordability with economic growth, and how resident concerns about data centers have challenged the traditional path to connecting customers to the grid.

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Recorded on 09/24/26

TD Cowen analyst Jason Gabelman speaks with Jeanine Wai, director of investor relations for Chevron, an integrated oil company. They discuss Chevron's Upstream growth portfolio both in the US and internationally, how Chevron manages commodity volatility both day to day and in the long-term planning of the business, and the role that AI is playing in improving internal performance and providing external investment opportunities.

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Recorded on 09/30/2026

TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month focuses on the upcoming midterm election and what it could mean for financial, crypto, and housing policy. And we have TD Cowen's Scott Smith for an update on the market in advance of the start of Q3 earnings season.

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Recorded on 09/24/26

TD Cowen Analyst Jason Gabelman speaks with Kevin Mitchell, CFO of Phillips 66, a downstream energy company. They discuss recent market volatility driven by geopolitical events, investing in growth to meet the world's needs for energy, and balancing growth against shareholder returns.

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Recorded on 09/18/26 

Oxbow Partners’ Manmeet Singh Bawa expects AI to automate brokers’ information processing and administration, shifting value to judgment, advocacy, negotiation, and strategic risk advice. Data-rich brokers and focused specialists should gain; undifferentiated mid-tier firms face pressure. The winning model: AI advises; humans decide—and remain accountable.

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Recorded on 09/03/26

AI is generating potential new drug candidates faster than ever, but clinical trials can take years to complete. So what happens when innovation outruns the system designed to test it? In this episode, we speak with Paradigm Health's Chief Strategy and Growth Officer, Jonathan Hirsch, who shares how AI is helping sponsors recruit patients faster, reduce administrative burden, and potentially shave years off the clinical development process. Paradigm Health is a clinical research company that aims to make clinical trials more accessible for patients, researchers, and study sponsors through a seamless, AI-powered platform. Providing solutions for both trial sponsors and research sites, Paradigm Health aims to break down barriers across the clinical trial ecosystem through its Real-Time Clinical Trial infrastructure, which is being implemented at health care provider organizations.

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Recorded on 09/18/26

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined an All-Star reporter roundtable to discuss the ongoing war between the USA and IRI, including the latest flareup between KSA & Houthis and the Trump Administration's OK to sell KSA the long-coveted F-35. We also discuss the congressional outlook, the Air Force Association's annual conference in DC, and other issues like the surprise revelation about USA space weapons, a growing political debate about AI, and DoW's latest memo on pricing and cost transparency from DepSecWar Feinberg.

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Recorded on 09/10/26

Senior biotech analyst Ritu Baral hosts Linnea Cipriano, partner in Goodwin's IP litigation practice. Cipriano explains why psychedelic therapies often require a different IP playbook than standard pharmaceuticals. Unlike newly synthesized compounds with limited prior art and composition-of-matter protection, first-generation psychedelics are long-studied molecules where prior art presents a significant patent challenge, often more so than many compounds' natural origin. We also discuss how sponsors can build layered protection through formulations, polymorph/crystalline forms, delivery devices, manufacturing processes, and method-of-use claims. Cipriano emphasizes the balance between patentability and enforceability: narrow claims may overcome prior art but are harder to prove infringed; polymorph and crystalline form patents may be obtainable yet easier for competitors to design around. Cipriano also explains why formulation patents may offer a better balance of obtainability and enforceability, why device and manufacturing patents can remain valuable even when they are not Orange Book-listable, and how treatment-model claims become more defensible when patient selection, dosing, monitoring, and follow-up are mandatory rather than optional.

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