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On the show
From 18 epsHosts
Recent guests
Recent episodes
Agentic Commerce In Focus With ReFIBuy's Scot Wingo
Jun 22, 2026
Unknown duration
Check Point Software: Balancing Stability and Transformation
Jun 15, 2026
Unknown duration
Autonomous Vehicles In Focus With Alex Roy
Jun 15, 2026
Unknown duration
Next-Gen Nursery: Owlet Delivering Connected Care
Jun 10, 2026
Unknown duration
Digging Into Perpetual Futures; National Best Bid & Offer Rule
Jun 9, 2026
22m 24s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | Agentic Commerce In Focus With ReFIBuy's Scot Wingo | Recorded on 05/28/26 In this podcast, we sit down with ReFIBuy's Scot Wingo to discuss the future of agentic commerce. We explore 1) the potential for agentic commerce to disrupt traditional digital advertising; 2) whether eCommerce platforms will own the agentic commerce experience; and 3) consumers' trust of LLM-driven product recommendations. | — | ||||||
| 6/15/26 | Check Point Software: Balancing Stability and Transformation | Recorded on 05/28/26 In this episode, we take a look at Check Point Software Technologies as the company works through a period of transition. We discuss the pace of platform adoption, progress in cloud and AI-related security offerings, the contribution from recent acquisitions, and management’s efforts to accelerate growth while preserving industry-leading profitability. We also examine the competitive landscape, areas of execution that remain under scrutiny, and what investors should monitor over the coming quarters to gauge potential revenue reacceleration. | — | ||||||
| 6/15/26 | Autonomous Vehicles In Focus With Alex Roy | Recorded on 05/28/26 In this podcast, we sit down with Alex Roy, general partner at New Industry Venture Capital and co-host of Autonocast, to discuss key debates around autonomous vehicles. We explore 1) Waymo & Tesla's US leadership, 2) impacts to ride hailing platforms like Uber and Lyft, and 3) the landscape of emerging AV companies. | — | ||||||
| 6/10/26 | Next-Gen Nursery: Owlet Delivering Connected Care | Recorded on 06/02/26 Monitor What Matters Most. We hosted Amanda Crawford, CFO of OWLT, at TD Cowen's 10th Annual Future of the Consumer Conference to highlight the unique competitive positioning of OWLT in the baby monitoring category. Owlet is the first of its kind FDA-cleared smart baby monitor that provides real-time health and sleep insights for more confident parenting. | — | ||||||
| 6/9/26 | Digging Into Perpetual Futures; National Best Bid & Offer Rule✨ | perpetual futuresNational Best Bid & Offer rule+3 | Reid Noch | TD CowenSEC | — | perpetual futuresNational Best Bid & Offer+3 | — | 22m 24s | |
| 6/9/26 | Once Upon A Farm: Reaping The Fruits Of Years Of Labor | Recorded on 06/02/26 John Foraker, CEO and co-founder of Once Upon A Farm, speaks with Robert Moskow, consumer staples analyst, about successfully scaling up a nutritious snacking business for kids. This podcast was taped at TD Cowen's 10th Annual Future of the Consumer Conference. | — | ||||||
| 6/5/26 | RVLV's Next-Gen AI, New Brands & Physical Expansion✨ | AI technologyconsumer growth+3 | Jesse Timmermans | RVLVTD Cowen+1 | — | AIRevolve+5 | — | 18m 04s | |
| 6/1/26 | The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)✨ | Fiscal Year 2027 budgetDefense policy+4 | — | TD CowenDepartment of War+2 | — | budgetdefense policy+5 | — | 40m 02s | |
| 5/28/26 | Beyond The Highway: Kodiak AI’s Roadmap To Autonomous Trucking & Physical AI✨ | autonomous truckingphysical AI+3 | — | Kodiak AITD Securities+1 | — | Kodiak AIautonomous trucking+5 | — | 13m 00s | |
| 5/28/26 | From Devices To Intelligence: Cellebrite's Growth Story✨ | Cellebritedigital intelligence+4 | — | CellebriteTD Cowen | — | Cellebritedigital intelligence+4 | — | 14m 18s | |
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| 5/19/26 | True Religion, Universal Denim – Ultimate Lifestyle✨ | denimapparel+4 | Michael Buckley | True ReligionTD Securities+1 | — | True Religiondenim+6 | — | 32m 32s | |
| 5/13/26 | Excess & Surplus Industry Trends and Who Wins With AI. A Conversation With CRC Group CEO Dave Obenauer✨ | Excess & Surplus IndustryAI in Insurance+3 | Dave Obenauer | CRC GroupTD Cowen | — | Excess & SurplusAI+5 | — | 15m 18s | |
| 5/5/26 | What Makes Mid-Size Banks So Interesting?✨ | mid-size banksfinancial analysis+1 | Janet Lee | TD CowenTD Securities | — | mid-size banksfinancial policy+3 | — | 24m 51s | |
| 4/21/26 | Wellbeing, Longevity & Optimizing Healthspan With Mt. Sinai✨ | wellbeinglongevity+4 | Zahi Fayad | Mount Sinai Healthspan Initiative | — | longevity economyaging+4 | — | 28m 57s | |
| 4/7/26 | The New Budget Is Here! The New Budget Is Here!✨ | Federal BudgetGeopolitics+3 | Arnold Punaro | TD CowenDepartment of War | — | Fiscal Year 2027Federal Budget+7 | — | 25m 59s | |
| 4/7/26 | What's Happening With Alternative Investments?✨ | Alternative InvestmentsMarket Update+3 | Bill Katz | TD CowenTD Securities | — | Alternative InvestmentsMarket Update+3 | — | 22m 40s | |
| 4/6/26 | Saks Global's Next Act: Finance, Fashion, And Focus✨ | luxury retailbusiness transformation+4 | Geoffroy van Raemdonck | Saks Global | — | Saks GlobalGeoffroy van Raemdonck+6 | — | 38m 21s | |
| 3/20/26 | Bio-Techne at 50: CEO Kim Kelderman's Reflection on Five Decades of Platform Evolution & Strategic Priorities Ahead✨ | Bio-TechneCEO Reflection+5 | Kim Kelderman | Bio-TechneTD Cowen | life science tools | Bio-TechneKim Kelderman+7 | — | 13m 52s | |
| 3/20/26 | CEO Meeker & CFO Smith's Strategy To Build Rhythm Into The Leading Orphan Obesity Company✨ | orphan obesitybiotech strategy+4 | David MeekerHunter Smith | Imcivreebivamelagon+6 | — | RhythmImcivree+5 | — | 11m 43s | |
| 3/18/26 | FDA Engagement and the Evolving Psychedelic Therapy Landscape: A Conversation with Compass Pathways CEO Kabir Nath✨ | psychedelic therapyFDA drug development+4 | Kabir Nath | Compass PathwaysFDA+3 | — | psychedelic therapyFDA+8 | — | 6m 22s | |
| 3/18/26 | Click Therapeutics & Software-Enhanced Drugs✨ | digital therapeuticshealthcare consumerization+3 | Randall Stanicky | Click TherapeuticsOtsuka+2 | — | digital therapeuticshealthcare+6 | — | 12m 33s | |
| 3/18/26 | Congress & White House Put Focus On Help For Housing✨ | housing policylegislation+3 | — | TD CowenSenate+1 | — | housing policylegislation+3 | — | 21m 04s | |
| 3/13/26 | Two Weeks Of Epic Fury✨ | geopoliticsdefense+3 | — | TD CowenWar Department | — | Operation Epic Furymilitary budget+3 | — | 33m 23s | |
| 3/12/26 | What's Next for Charles River? | Recorded on 03/03/26 There's no shortage of debates in the CRO space right now: the impact of regulatory changes, a potentially rebounding macro environment, and, most recently, the implications of AI. We're joined by Birgit Girshick, current Executive Vice President, Chief Operating Officer, and incoming CEO of Charles River Labs. We discuss her vision and key priorities for CRL, the biggest recent changes she's seen in the industry, the potential impact of AI, and where she sees the largest strategic opportunities. This episode was recorded at TD Cowen's 46th annual Health Care Conference. | — | ||||||
| 3/12/26 | Transforming Human Health With Advanced Diagnostics: A Conversation With Radence CEO David Medvedeff | Recorded on 02/25/26 Five years ago, concierge medicine was on the fringes of society, and now it's mainstream. Radence, a leading precision health company, moves the goal posts further by focusing on "concierge science." In this podcast, we explore what concierge science means with the CEO of Radence, David Medvedeff. Radence's unique approach leverages a team of leading scientists to identify the best cutting-edge technologies for its members. The company seeks to provide the critical testing, monitoring, and strategic precision medicine overlay to support and enhance forward-thinking PCPs who seek to extend health span and reduce chronic illness. | — | ||||||
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