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 biosimulation, and what this means for companies looking to capitalize on this shift. We discuss how Simulations Plus is future-proofing their platform with next-gen AI integrations, where the definition of innovation could go from here, and what the field of AI-powered biosimulation means for the industry.

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 Freehold's growth outlook across various jurisdictions, capital allocation strategy, and underappreciated potential.

Recorded on 10/27/25 Conversational Experiential Retail, Powered By AI But Grounded in Human Taste. We host Daydream's CEO and Founder Julie Bornstein on how Daydream replaces traditional fashion search with conversational, image-driven A.I., reshaping the path to purchase and enabling frictionless consumer journeys. We unpack why vertical A.I., human-in-the-loop styling, and deep brand partnerships (vs. broad-based, horizontal platforms) will define the next era of fashion commerce. In TD Cowen's view, AI is moving from predictive to prescriptive, and although conversational commerce is currently a modest mix of retailer's digital traffic, we estimate it will grow rapidly at ~30-40% every month.

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 market structure expert. We dig into the latest comments from SEC Chair Paul Atkins and look at what that will mean for policy. We also get an update on credit quality and other market concerns from Scott Smith, the TD Cowen specialty salesperson for financials.

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 product development and improve marketing campaigns.

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 facility, its approach to potential asset sales, and how Kelt is positioning itself for the future.

Recorded on 11/18/25 In this episode, California Resource Corporation's COO Omar Hayat joins us to discuss the company's renewed optimism for upstream energy growth in California. We unpack CRC's outlook for production under revised permit reforms and how the company approaches growth opportunities in the state with a differentiated E&P, carbon capture, and power footprint to meet California's expanding and dynamic energy needs.

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 have unlocked free cash flow for 2026+ and set the stage for robust buybacks. At the operational level, we discuss the broader opportunity set across the Duvernay and Montney – including Lator.

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 Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&D priorities.

Recorded on 11/18/2025 In this episode, ARC Resources CFO Kris Bibby joins us to unpack the key learnings from the past year at Attachie and how those results are shaping ARC’s next phase of development. We explore how the company is balancing Attachie’s momentum with the strength of its broader Montney portfolio, including the strategic role of its other core assets. Kris also discusses ARC’s growing LNG diversification strategy and what it means for long-term optionality and value creation.

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 connecting small-and-mid-sized communities with hub airports. The company is currently partnered with American Airlines, Air Canada, and Sun Country. Our discussion explores the company's founding, its initial vision, and David's outlook for growth opportunities around alleviating congestion at hub airports.

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 Moshe Orenbuch, who follows the consumer finance sector. We also get a market update from Scott Smith, the TD Cowen specialty salesperson for financials. And we recap financial policy developments from October and preview what we expect for November.

Recorded on 10/31/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the latest outlook and possible way out of the soon-to-be-longest USG shutdown, some read outs from President Trump's big trip around Asia, the Secretary of War's big meeting with defense CEOs in Washington, and a potential contract to SpaceX for Golden Dome satellites.

Recorded on 10/17/25 Retail Thrives With Creative Community Engagement + A.I. We host Brieane Olson, CEO of Pacific Sunwear ("PacSun") to discuss key findings from PacSun's proprietary Gen Z and Gen Alpha research. The research highlights these generations' emphasis on mental health and music and the scale of creator ambition. PacSun's creative engagement and adaptive merchandising execution are driving share gains. In our view, better retail builds with these generations, embraces the TikTokification of retail, and tests, reads, and adapts to the new world of agentic artificial intelligence. TD Cowen's PAD A.I. framework calls for Prescriptive, Adaptive, and Doing-It-All retail.

Recorded on 10/10/25 TD Cowen's The Future Is Now podcast series, hosted by health care analysts Dan Brennan and Brendan Smith, discusses emerging themes and critical investment topics across the life science tools and diagnostics sector. The series focuses on key takeaways from the team's proprietary conferences, unpacking the macroeconomic and geopolitical environment of the sector and the impact on emerging R&D spend trends across the health care industry. In this episode, Dan and Brendan highlight the biggest takeaways from TD Cowen's 14th Annual MedTools Conference. The team hosted 10 different key opinion leaders across four panel sessions, with more than 100 investors on site to discuss four main topics: 1) The AI Era of Tools/Dx; 2) The Future of Bioprocessing; 3) Pharma R&D Spending Trends; and 4) Multi-Cancer Early Detection (MCED). The discussion includes insights on how to contextualize key growth drivers in the sector today, expectations for 2026, and how innovation across the space is disrupting long-established tools spending paradigms.

Recorded on 10/03/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of the state of housing with Max Rakhlenko, TD Cowen equity analyst and author of TD Cowen's monthly Housing Blueprint. We also get a market update and earnings preview from Scott Smith, the TD Cowen specialty salesperson for financials.

Recorded on 10/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for the USG shutdown impasse, the Secretary of War's big meeting in Quantico, the strong final Foreign Military Sales tally for FY25, and some program updates, including F-35 and Golden Dome.

Recorded on 06/24/25 TD Cowen's Machine Medicine: AI & Health Care podcast series takes on the cross-sector revolution in artificial intelligence and breaks it down one piece at a time. We highlight some of the biggest misconceptions about how AI is and can be used in different health care settings and aim to contextualize the latest and most impactful developments in a field defined by rapid innovation. In this episode, TD Cowen's health care analyst Brendan Smith hosts Alex Zhavoronkov, chief executive officer and founder of Insilico Medicine, to explore how Insilico is helping define some of the most important efficiency benchmarks and key performance indicators for AI in drug development. We discuss the difficulties investors face when assessing the relative productivity and competitive profile of different AI platforms and how important it is that AI players demonstrate and disclose quantifiable improvements that actually bend the curve on R&D efficiency.

Recorded on 09/18/25. TD Cowen analyst Yaron Werber speaks with Ron Renaud, a Wall Street biotech veteran who turned into a seasoned biotech CEO and chairman of boards, as he outlines his decision to helm Kailera Therapeutics as President and CEO. Ron lays out Kailera's vision in obesity, a field that underpins one of the key global healthcare challenges. Backed by a $400M Series A and a strategic partnership with Jiangsu Hengrui, a large global pharma based in China with deep peptide chemistry expertise, the company is advancing both an injectable dual GLP1/GIP1 agonist and an oral GLP1 program to create a comprehensive, leading, late-stage, metabolic portfolio. Ron emphasizes how the partnership with Hengrui accelerates data flow and strategic decision-making. He stresses that guiding Kailera's growth requires the same principles he applies broadly in biotech: transparency, trust, surrounding yourself with great people, and stimulating the best in innovation and cooperation from the team. Ron also shares lessons from his impressive career spanning equity research, multiple biotech CEO roles, and three successful acquisitions by pharma (Idenix, Translate Bio, Cerevel) for a total $16B in value. He emphasizes that companies “get bought, not sold” — meaning value comes from building strong, enduring organizations with the right people and differentiated foundations. On leadership, Ron highlights the importance of transparency with boards and employees, especially during turbulent times of strategic refocusing/change, pipeline reprioritization, and recognizing the importance of every employee within a company. He stresses that good decision-making often comes from admitting what you don’t know and being unafraid to ask. For aspiring CEOs, he recommends surrounding yourself with trusted mentors and collaborators, focusing on culture as much as science, and learning to navigate nonlinear processes. If he wasn’t a biotech CEO, Ron would opt to be a teacher. Lastly, on a fun note, when asked to choose between jumping out of a plane or scuba diving to the bottom of the ocean, Ron, an avid fisherman, says that he would pick scuba diving because of his deep love of the ocean, as he can always figure out a way back to the surface.

Recorded on 09/23/25. Northland Power is a large-scale developer and operator of renewable, battery storage, and gas-fired power, with 3.5 gigawatts of operating capacity and an additional 2.2 gigawatts under construction. President and CEO Christine Healy provides a detailed overview of the company's diverse platform and compelling growth prospects across technologies and regions.