Recorded on 02/06/25

In this episode, we host Maggie Wilderotter, current member of the Board of Directors for Costco & DocuSign, among several other businesses, and a distinguished Fortune 500 C-suite executive with experiences across retail, TMT, and health care. Key discussion topics: drivers of Costco's remarkable success as well as boardroom challenges & advice.

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Recorded on 03/03/25

TD Cowen analyst Phil Nadeau speaks with Biogen CEO Chris Viehbacher from TD Cowen's 45th Annual Health Care Conference to discuss Mr. Viehbacher's strategy for turning around one of biotech's original bellwether companies. He describes his 5-year vision for Biogen, the path that he expects Biogen to take to return to revenue growth, and the role that business development will play in augmenting Biogen's pipeline and product portfolio. One of biotech's most experienced CEOs, Mr. Viehbacher shares his thoughts on the most striking ways that the biopharma industry has changed over the last decade, and the most important ways in which it has not. His insights are notable for anyone interested in Biogen, the biotech industry, or managing through challenge and change.

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Recorded on 02/20/25

TD Cowen financial policy analyst Jaret Seiberg returns to TD Cowen's Two Cents Podcast for a conversation with Scott Smith, specialty sales for TD Cowen. They tackle Donald Trump's chaotic first month, including his push for deregulation via layoff as well as OMB's assertion of control over the banking agencies. 

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Recorded on 02/20/25

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the eight key Trump Administration priorities from deglobalization & deals to deregulation & DOGE.

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Recorded on 02/14/25

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the first few weeks of the Trump Administration and GOP Congress with a reporter roundtable, and Roman and Gautam Khanna, TD Cowen's Aerospace & Defense senior analyst, discuss some key insights from TD Cowen's 46th annual A&D conference.

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Recorded on 02/12/25

In this episode, we host Emily Hosie, Founder & CEO of Rebelstork, North America's largest returns recommerce platform with more than 2,500 retail & brand partnerships for baby gear & home products. Key discussion topics include consumer behavior shifts and the returns crisis, which support recommerce's attractive growth.

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Recorded on 02/07/25

TD Cowen analysts John Kernan, Max Rakhlenko, and Chris Krueger of Washington Research Group discuss the outlook for the U.S. consumer with a focus on disruptive macro trends and secular growth opportunities.

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Recorded on 01/22/25

The financials sector was one of the biggest beneficiaries of the early expectation of and ultimately the re-election of Donald Trump, and in 2025 banks are the best performing sector so far in 2025. De-regulation expectations are driving part of that performance, so we dig in with Jaret Seiberg the head of Financials Policy at TD's Washington Research Group on how the Trump 47 administration could change regulation, or not… This is the inaugural TD financial services podcast hosted by Scott Smith TD's US Financial Services Specialty Salesperson with guest Jaret Seiberg, TD's head of Financials, Housing and Crypto Public Policy at TD's #1 ranked Washington Research Group in the Extel Survey.

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Recorded on 12/17/24

This episode features Mindy Grossman, Partner & Vice Chair, & Janey Whiteside, Partner & Chief Growth Officer, of Consello. Former executive leaders at Weight Watchers, HSN, Walmart, and AMEX share secrets for achieving customer centricity and discuss the need for calculated risk taking to drive successful transformation. In this episode, we explore how retailers can get ahead of evolving customer needs

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Recorded on 01/09/25

Join Larry Wieseneck, Head of Global Investment Banking at TD Securities, and David Erickson, Adjunct Professor at Columbia Business School, for an insightful discussion on the 2025 market outlook and potential key factors including the Fed, health care issuance activity, debt capacity, and private equity.

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