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Schaeffer’s Investment Research is thrilled to bring you the Schaeffer’s Market Mashup! Hosted weekly by managing editor Patrick Martin, join us as we dive into the various hot-button investing news of the week. Plus, Patrick is joined by traders, analysts, and other dignitaries of the investing world. Those episodes will feature exclusive sit-downs about options strategies, the latest macro trends, and anything else that’s newsworthy in the stock market world.
 
Cowen, Inc. is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com Disclosures: http://bit.ly/3 ...
 
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Recorded on 12/20/21In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cyxtera’s Chairman Manny Medina about the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center market.For Disclosures, click here bit.ly/3cPHkNW…
 
Part 2 of our Holiday Medley features our best moments of the second half of 2022 Cboe's Rob Hocking (1:33), tastytrade's Tony Battista (4:51), Chris Prybal (6:23), Todd Salamone (9:32), Adam Warner (14:26), tastytrade's Jermal Chandler (16:30), Steve Sears (19:38), and Cboe's roundtable (23:40) Schaeffer's Top 2022 Stock Picks https://ads.schaeffe…
 
Recorded on 12/14/21Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Macy’s CEO and Chairman, Jeff Gennette, on how to drive magic and logic at Macy’s as the retailer invests in next generation omni capabilities, transforms its digital platform, and engages new and younger customers. Macy’s is working to develop a complete per…
 
To close out 2021, we compiled a highlight reel of the Mashup's best moments. Part 1 covers January 2021 to May 2021. Part 2 will air next week. A huge, heartfelt thank you to every guest that took time to hop on and talk about options trading this year. And a huge thank you to everyone that took the time to listen. Your support means the world! Ta…
 
Recorded on 12/10/21Cowen analyst Yaron Werber, M.D., speaks with Devang Bhuva, Senior Vice President, Corporate Development and Alliance Management at Gilead to get an inside look at the deal-making process from start to finish. In this episode of the Biotech Dealmakers Series, we discuss how deals get done, trends in oncology M&A, the framework t…
 
Recorded on 11/30/21Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Chief Merchandising and Sustainability Officer of C&A, Martijn van der Zee, on key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. We also discuss recent initiatives at C&A that are pioneerin…
 
Recorded on 11/10/21In this episode, we discuss the regulatory outlook for telehealth, including work towards extending current federal rules expanding access to telehealth during the current public health emergency and state level efforts on expanding medical licensure flexibilities. In addition, we’ll also talk about the application of telehealth…
 
Recorded on 11/22/21Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, Senior Fellow at Wharton Business School, as he looks back on the four years since he joined Cowen. What stands out most is disruptive change across the economy and within this sweeping transformation, one of the biggest themes to emerge has been a greater …
 
Recorded on 11/02/21When most people talk about healthcare, they tend to speak about it in terms of themselves: How do I as the individual use the healthcare system? How do I interact with my insurance company? How do I use this digital health app? But oftentimes, a lot of care is coordinated not by the individual but by others. In this episode, we…
 
Patrick is joined by Cboe's Rob Hocking and Michael Izhaky to discuss Nanos, the first-of-its-kind, one-multiplier option for retail investors. They discuss the "big picture" behind Nanos (4:14), the basics of options trading (10:32), and the important mindset to have when trading options (20:22) For more information on Nanos, visit www.cboe.com/na…
 
"VIX's Uncle and options trading icon Steve Sears joins the pod to talk investing principles (5:58), the psychology of options trading (11:55), the current market climate (22:40), and his lesson for retail traders (31:45) Plus, some funny broker stories, including the origins of the term "Fear Gauge"! Be sure to check out Steve's website OptionsSol…
 
Recorded on 09/28/21In this episode, Cowen Aerospace/Defense Analyst Cai von Rumohr speaks with Rob Scholl, Senior V.P. of Textron's eAviation division. Textron serves aerospace and defense markets with broad expertise in rotorcraft, bizjet, and turboprop operations, a strong record of certifying 40 aircraft, and OEM relationships with potential eV…
 
Recorded on 08/26/21Cowen analyst Yaron Werber speaks with Sophie Kornowski, Partner at Gurnet Point Capital, and Doug Giordano, Managing Director, Perceptive Advisors, about the importance of taking risks, staying humble, and thinking through valuations when they headed transactions at Roche and Pfizer. They discuss the importance of building rela…
 
Recorded on 08/31/21Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Co-Founder & CEO of Rhone, Nate Checketts on the inspiration behind the brand; opportunities to increase engagement and grow the market; the changing retail landscape; and focus areas on responsibility, sustainability, & ESG.For Disclosures, click here bit.ly…
 
Fan-favorite Jermal Chandler returns to plug his new featured show on tasty: Engineering the Trade. Jermal and Patrick discuss the seasonality trends (6:00), how to play bond movement (9:08), bracing for a potential energy crisis (13:30), and what to expect as we wrap up 2021 (18:30)By Schaeffer‘s Investment Research
 
Recorded on 09/18/21Cowen analyst Yaron Werber speaks with David Schenkein, General Partner, GV, about the role of external innovation in building a successful company from both the large and small company perspective based on his experiences at Genentech and Agios. They discuss how to establish "win-win" deals and the importance of deal term struc…
 
Recorded on 09/15/21In this episode, Cowen’s Beverages, Tobacco and Cannabis analyst Vivien Azer speaks with Ascend Wellness, CEO Abner Kurtin, Lowell Farms, Chairman George Allen and Edie Parker Founder and Creative Director Brett Heyman about the evolving cannabis landscape and how cannabis brands are navigating a fragmented industry that is stil…
 
Recorded on 08/18/21Cowen's analyst Yaron Werber speaks with George Golumbeski, former, EVP, Business Development, Celgene, and Tom Daniel, former, President, Global Research & Early Development, Celgene, in the hacker's guide to biotech innovation. They discuss the importance of collaboration, balancing internal and external innovation, and foster…
 
Recorded on 09/14/21In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Kurt Workman, CEO and Co-Founder of Owlet Baby Care. Owlet is a disruptive baby monitoring & safety company whose mission is to empower parents with the right information at the right time through their increasing array of products. We discuss the…
 
Vixologist and Mets lifer Adam Warner returns to put the September selloff in context (3:00). Adam breaks down how Fed tapering could impact the VIX (6:25), potential storylines to end 2021 (11:45), and how options traders can take advantage of seasonality. (14:00)By Schaeffer‘s Investment Research
 
Recorded on 09/02/21Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO and Founder of Hydrow, Bruce Smith on the future of at-home fitness, and Hydrow's competitive positioning as the at-home space is gaining consumer interests across all age groups. Other discussion topics include Hydrow's growth opportunities, customer acq…
 
Recorded on 08/16/21In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Jean Drouin, CEO and Founder of Clarify Health. Clarify Health is a healthcare analytics platform that uses comprehensive, longitudinal and linked data from clinical, claims, prescription, lab, and consumer data sources to inform thousands of pred…
 
Schaeffer's Senior V.P. of Research Todd Salamone makes his podcast debut to talk about his SQ June call that scored subscribers a 100% profit in under two months. Todd discusses the various trade drivers he saw (6:01), how he chooses indicators (15:50), what to watch for in the broader tech space (23:27), and some musings on his trade management s…
 
Market Mashup is back with Cboe! Patrick is joined by Bruce Bond, co-founder and CEO of Innovator Capital Management, and Bill O’Keefe, Director of Derivatives Sales at Cboe Global Markets Bill and Bruce discuss what makes defined outcome ETFs different from standard options (1:27), their evolution the last three years (6:02), how FLEX options can …
 
Recorded on 07/26/21In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with euNetworks CEO Brady Rafuse about the value of hard work (still), the successes of so many Level 3 alums, keeping the service offering simple, and above all else, staying humble.For Disclosures, click here bit.ly/3cPHkNW…
 
Recorded on 07/07/21In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Steve Blumenfield, Head of Strategy and Innovation for Health and Benefits North America at Willis Towers Watson. Together they take a look back at this year’s 6th Annual Cowen FutureHealth Conference, held virtually this past June, and discuss th…
 
Chris Prybal, who previously scored a huge win with his GME trade before meme madness, is back! He talks with Patrick about his recent AMD call option that scored subscribers a 201% return in just under a month. Chris talks the semiconductor sector (2:46), AMD drivers (8:02), reading macro headlines (14:22), the feeling you get when you nail a big …
 
tastytrade's Tony Battista returns to the Market Mashup! A trilogy rivaling Star Wars in its popularity. Patrick & Tony talk meme stocks (4:06), options volume (6:30), options 101 (9:30), learning the Greeks (16:05), and the future of crypto (20:05). Be sure to check out tastytrade.com and tastyworks.com, as well as schaeffersresearch.com to subscr…
 
Recorded on 06/14/21Magic meets logic at an elite global luxury leader. Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Mytheresa's CEO Michael Kliger. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries. For Disclosures, clic…
 
Recorded on 06/18/21In this Intellectual Capital podcast we discuss the current state of the Capital Markets with Three Capital Markets experts. Half way through 2021, we examine the Going Public process. There used to be two primary ways: IPOS and Direct Listings, but over the last 12 months, SPACs have exploded in a significant way especially for…
 
Schaeffer's Market Mashup is back, and so is Cboe Global Markets! Cboe's Henry Schwartz and Robert Hocking join Patrick to discuss the biggest mistakes options traders make when starting out. We learn the lessons they'd give to their past self (1:33), Rob's top five mistakes he sees options traders make (4:11), Henry's own list (7:16), the broader …
 
Recorded on 06/08/21In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ali Diab, Co-Founder and CEO of Collective Health. Ali founded Collective Health in 2013, to help consumers better understand, navigate, and use their health benefits. Collective prides itself on delivering an unparalleled member experience, while …
 
06/08/21In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Manny Krakaris, CEO of Augmedix, a pioneer in medical note documentation that is estimated to save clinicians 2-3 hours per day, increase productivity and improve clinicians’ work-life balance. Prior to Augmedix, Manny served as the CEO of Streetline, Inc., a …
 
Recorded on 06/14/21In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Doug Hirsch, Co-founder & CEO of GoodRx, a consumer-focused digital healthcare platform. Doug has spent decades building technology that helps everyday consumers, starting as one of the first employees at Yahoo! before moving onto Facebook as VP of…
 
Recorded on 05/24/21Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with QRTEA's (QVC & HSN) CEO, Mike George, and CFO, Jeff Davis as CFO of Qurate Retail Group. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries.For Disclosures, …
 
Fan-favorite Jermal Chandler is back, with a new title! The tastytrade on-air talent joins Patrick to discuss what he's watching this summer (7:59), i-n-f-l-a-t-i-o-n, (11:40), how to handle volatility spikes as a retail trader (16:40), applying contrarianism to today's SPAC/NFT fads (21:37), and the exciting developments over at tastytrade.com (25…
 
Recorded on 05/19/21It's graduation season and in this episode we not only discuss what this milestone means but also the future for all grads in terms of jobs, industries and opportunities in the emerging and innovative sectors that Cowen focuses on.Featuring Cowen & Company Co-President Larry Wieseneck and David Erickson, a former colleague from …
 
Recorded on 05/04/21In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ido Schoenberg, MD, who is Chairman and CEO of Amwell and oversees the company’s corporate strategy. Since co-founding the company in 2006, with his brother Roy Schoenberg, Ido has led the company’s strategic direction, growing Amwell to become one…
 
The "fear gauge" VIX had a roller-coaster week, so along came Adam Warner for a quick-hitter episode about the Cboe Volatility Index He clarifies what "fear gauge" really means (3:25), why these spikes keep happening (5:45), how to read a VIX chart (8:20), and how to react to the next breakout (10:15)…
 
Recorded on 05/03/21In this episode Cowen’s Beverages, Tobacco & Cannabis Senior Research Analyst Vivien Azer spoke with Jushi Holdings CEO Jim Cacioppo about the company’s US cannabis business, its strategic focus on retail, geographic footprint, and future M&A opportunities.For Disclosures, click here bit.ly/3cPHkNW…
 
Recorded on 04/23/21Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School on “the new normal.” As more vaccines are deployed and the recovery from the Pandemic is starting (hopefully), what are we thinking about in terms of the bu…
 
Market Mashup is back, and Christopher Uhl is here to talk 10-Minute Trading Podcast Chris chats with Patrick about what led to starting 10-Minute Trading (12:13), the new tracking metric he's found success with (17:40), and how to use investment social media effectively (22:10)By Schaeffer's Investment Research
 
Entrepreneur extraordinaire Leigh Drogen, founder and CEO of Estimize Inc, stops by the pod for a wide-ranging chat Leigh and Patrick chart the origins and inspirations behind Estimize, what so many get wrong about earnings trends (6:30), Bitcoin (11:45), Cathie Wood (17:24), and much more!By Schaeffer's Investment Research
 
Recorded on 03-30-21In this episode, we speak with Jordan Feldman, Co-Founder and CEO of Rightway Healthcare, to discuss healthcare navigation and putting power back into the hands of consumers. We discuss the complexities of healthcare that face consumers every day, how leveraging technology makes care navigation more effective, the impact of COVI…
 
Recorded on 03/15/21Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO of e.l.f Beauty, Tarang Amin, and CMO, Kory Marchisotto, on building a beauty platform that embraces inclusivity and diversity and drives community engagement through creative partnerships and innovative marketing initiatives. We also discuss e.l.f’s focu…
 
On the one-year anniversary of the coronavirus pandemic hitting Wall Street, Patrick is joined by Joe Tigay, Portfolio Manager, Equity Armor Investments and Cboe's Senior Options Institute Instructor, Kevin Davitt to chat about the last year, and what's to come. Using as many as Opening Day baseball puns possible, they talk bull/bear market cycles …
 
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