About this episode

The episode discusses the dynamics of mid-size banks and includes a market update post-earnings season.

Recorded on 05/05/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about mid-size banks with Janet Lee, TD Cowen's equity analyst who follows these companies. We also get a post-earnings season market update from TD Cowen specialty salesperson Scott Smith.

More episodes of TD Cowen Insights

• Digging Into Perpetual Futures; National Best Bid & Offer Rule · June 9, 2026 · 22 min
• RVLV's Next-Gen AI, New Brands & Physical Expansion · June 5, 2026 · 18 min
• The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI) · June 1, 2026 · 40 min
• Beyond The Highway: Kodiak AI’s Roadmap To Autonomous Trucking & Physical AI · May 28, 2026 · 13 min
• From Devices To Intelligence: Cellebrite's Growth Story · May 28, 2026 · 14 min
• True Religion, Universal Denim – Ultimate Lifestyle · May 19, 2026 · 33 min

Explore listener stats, chart rankings, contacts and more on the TD Cowen Insights podcast page.