TD Cowen Insights

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

TD Cowen Insights is a business podcast hosted by TD Securities, TD Cowen, with 388 episodes on record and a Required Pod Score of 80.

TD Securities, TD Cowen hosts TD Cowen Insights, a business show with 388 episodes published.

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  Episode #386

  Defining The Broker's Role With AI Near Its Soul: A Discussion With Oxbow Partners

  Sep 24, 202614 min

  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. 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.

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  Episode #384

  Too Much News: Gulf Fighting Heats Up & Implications, Congressional Outlook, Space Weapons, And AI Doomers

  Sep 21, 202652 min

  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. 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.

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  Episode #383

  Protecting Psychedelic Innovation: IP, Patents, & Defensibility

  Sep 15, 202630 min

  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. 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.

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  Episode #382

  From The Genomics Revolution To The Next Frontier In Biology With The CEO Of Cellanome

  Sep 14, 202625 min

  Recorded on 08/25/26 In this episode, we sat down with Omead Ostadan, CEO of Cellanome, and one of the key leaders behind the genomics revolution. Drawing on nearly three decades spanning Solexa, Illumina, and now Cellanome, Omead shares his perspective on the future of biological innovation, the intersection of AI and biology, and why larger, richer biological datasets are key to unlocking the next wave of discovery. We also explore Cellanome's pioneering approach to studying living cells, lessons from building category-defining companies, and where the next major breakthroughs in life sciences may emerge.   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.

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  Episode #380

  Where Is Housing Headed?

  Sep 4, 202623 min

  Recorded on 09/03/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation on housing with TD Securities equity analyst Max Rakhlenko and TD Securities macro analyst Eli Nir. We discuss the impact of rates and inflation on housing and look at what to expect in the coming year. And as always, we have TD Cowen's Scott Smith for an update on the market. 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.

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