Recorded on 08/22/22

John MacQuarrie, President of BWXT’s Commercial Operations and Joseph Miller President of BWXT Advanced Technologies join Marc Bianchi to discuss BWXT’s participation in nuclear power. The discussion covers everything from nuclear fuel, to SMR and advanced reactor supply chains, and BWXT’s participation in Department of Defense microreactor project Pele.

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Recorded on 09/02/22

Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Geopolitics & Economic Statecraft is the topic of this month’s podcast featuring Roman Schweizer, Geopolitical Security & Defense Policy Analyst for Cowen Washington Research Group. We discuss what market observers may underappreciate about the current geopolitical setup, what it may take to end the Russia/Ukraine war, plausible scenarios for how China/Taiwan/U.S. tensions may develop, and the implications of heated geopolitical tensions for defense spending. Finally, we discuss the CHIPS Act, other potential forms of economic statecraft, and the policy initiatives we are watching closely.

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Recorded on 08/23/22

Clay Sell, CEO of X-Energy joins Marc Bianchi to discuss X-Energy’s high temperature gas cooled nuclear reactor and TRISO-X fuel designs. The discussion covers X-Energy’s history, technology, path to demonstration and commerciality, government support, and the HALEU supply chain.

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Recorded on 08/09/22

Cowen analyst Yaron Werber speaks to Deborah Dunsire, President & CEO of Lundbeck, about the similarities and differences between leading smaller, US-based biotechs and larger pharmaceutical companies with a global footprint. We discuss the importance of having a long-term outlook focused on sustainability, social responsibility, and diversity, as well as the key elements underlying successful collaborations. Finally, Deborah shares her personal journey and offers her take on what it takes to build a successful career.

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Recorded on 08/19/22

Jigar Shah, Director of the DOE’s Loan Programs Office (LPO) joins Marc Bianchi to discuss LPOs vetting process, expanded authorization, and what it will take to get small modular and advanced nuclear reactors to commerciality. Join the DOE at the Global Clean Energy Action Forum in Pittsburgh over September 21-23. Learn more at www.gceaf.org.

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Recorded on 08/02/22

In this episode, Cowen's Retail and Luxury Analyst, Oliver Chen, hosts Natasha Franck, Founder & CEO of EON. Together they explore the inevitable merger of the digital and physical worlds in the future of retail. EON is on a mission to change the way consumers buy, sell, own, and connect with products by bringing physical goods to the cloud with digital ID's.

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Recorded on 07/26/22

Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Rod Morris, Co-Founder & President of Lovevery. The podcast focuses on Lovevery's revolution of child development through innovative playtime essentials rooted in neuroscience. We highlight evidence of customer centricity in Lovevery's subscription model, which carries an impressive net promoter score of 85. Further, the podcast features Rod’s strategies for future growth, integration of secondhand marketplace, and customer retention.

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Recorded on 07/21/22

Cowen's airline analyst Helane Becker goes behind the scenes with Alaska Air Group’s Senior Vice President of Public Affairs and Sustainability, Diana Birkett Rakow, to get the scoop on Alaska Air’s plans to reduce their carbon footprint--including their plan to purchase 185 MM gallons of SAF from Gevo over five years beginning in 2026. They also discuss the company’s commitment to diversity and inclusion, which is especially important as the company is a major factor in the State of Alaska. There are a number of cities, especially north of Fairbanks, where air service is critical to survival, and ALK is a major provider of cargo lift in the region.

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Recorded on 07/28/22

Cowen analyst Yaron Werber speaks with Paul Biondi, Executive Partner at Flagship Pioneering and President of Pioneering Medicines about how internal alignment in a company’s innovation strategy is an under-appreciated driver of successful transactions. They discuss the need for appropriate risk-taking and disciplined spending for early- and late-stage deals, respectively, as well as the R&D challenges of navigating an ever-increasing number of validated modalities. Finally, Paul offers insights into how biotech collaborations will evolve in the coming years and discusses a new disease partnership model that is being used at Flagship’s Pioneering Medicines.

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Recorded on 07/25/22

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 is about the U.S. midterm elections and features Chris Krueger, Cowen Washington Research Group analyst for Macro, Trade, Fiscal & Tax Policy. The policy implications of the U.S. midterm elections are massive, including how we address the debt ceiling, tax policy, and clean energy.

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