Cowen Insights Podcast
1) Frequent Flyers & Ad Buyers
Recorded on 12/18/25 In a crossover episode of Wheels Up and Retail Visionaries, we sat down with Oliver Chen, TD Cowen's senior research analyst covering retailing/specialty, broadlines, department ...Show More
2) AI & Health Care: All In On Biosim AI With Simulations Plus' Shawn O'Connor
Recorded on 12/11/25 In this episode, TD Cowen's Health Care Analyst Brendan Smith hosts Shawn O'Connor, CEO of Simulations Plus, to explore the interrelated evolution of artificial intelligence and ...Show More
AI & Health Care: All In On Biosim AI With Simulations Plus' Shawn O'Connor
21:11 | Dec 16th, 2025
3) Freehold's CEO David Spyker On Growth, Strategy & Cross-Border Dynamics
Recorded on 11/18/25 In this episode, we sit down with the CEO of Freehold Royalties to discuss how the company is positioning itself in a rapidly evolving North American energy landscape. We explore...Show More
4) Expectations For Tokenization & Market Update
Recorded on 12/08/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of equity stock tokenization with Reid Noch, TD Cowen's domestic m...Show More
5) Tastewise's Tech Is Helping Big Food Move Faster
Recorded on 11/13/25 We chat with Alon Chen, the founder of Tastewise, to learn how the firm is helping big food companies leverage generative A.I. to capture consumer insights to speed up new produc...Show More
6) Kelt CFO Sadiq Lalani On New Gas Infrastructure & Strategic Optionality
Recorded on 11/18/2025 Join us for an in-depth conversation with Sadiq Lalani, CFO of Kelt Exploration, as we explore the company's growth following the recent start up of a third-party processing fa...Show More
7) Whitecap Resources: Synergy Realization, Basin Optionality & Shareholder Returns
Recorded on 11/19/25 In this episode, we speak with Whitecap Resources' Thanh Kang (CFO) and Joey Wong (VP, Unconventional Division). We discuss how synergy realization and operational efficiencies h...Show More
Whitecap Resources: Synergy Realization, Basin Optionality & Shareholder Returns
17:14 | Nov 26th, 2025
8) SecArmy's Ukraine Mission, FY26 NDAA-Approps & ABBA, Golden Dome Milestone, A Super DRPM & DoW Tech Priorities
Recorded on 11/21/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Dri...Show More
9) Back on the Bus to Catch Up With The Founder of The Landline Company
Recorded on 11/07/2025 The Wheels Up podcast returns with an interview with David Sunde, the founder of The Landline Company. Landline is a venture-backed startup providing multi-modal solutions conn...Show More
10) Consumer Financial Health & Policy Agenda For November
Recorded on 11/04/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion consumer finance and credit quality with TD Cowen equity analyst M...Show More