Roman Schweizer, Aerospace Defense Policy Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget experts. Press play to listen to the podcast. Transcript Doug Berenson: The AI number. They mentioned a number for what they plan to spend in FY25, but they did not ever compare it with what they…
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In this episode, Roman Schweizer, Aerospace and Defense Policy Analyst discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion with retired USMC Major General Arnold Punaro of the Punaro Group. Press play to listen to the podcast. Transcript Marcus Weisgerber: We can never imagine a day when Republicans would…
On this episode of Street Cred, Chris Krueger, TD Cowen Washington Research Group Macro, Trade, Fiscal, and Tax Policy Analyst discusses five major issues to navigate over expiring government funding on October 1st and the potential for a government shutdown. Press play to listen to the podcast.
During the 7th Annual Future of the Consumer Conference, industry leaders driving innovation through agility, creativity, and purpose spoke with our consumer analysts on the TD Cowen Insights Podcast. Topics of discussion include: Walmart’s Apparel Transformation with Denise Incandela, EVP of the Apparel Division Private Brands Prioritizing Elevation, Equipment Experience for Long Term Growth with Rachel…
At our 7th Annual Future of the Consumer Conference, Denise Incandela, Executive Vice President of the Apparel Division and Private Brands for Walmart U.S.spoke with Oliver Chen, Retail Luxury Analyst. Together they explored key innovations and transformations within Walmart’s apparel division, including re-envisioned experiences both in-store and online. Press play to listen to the podcast.
The TD Cowen Insight There is a paradigm shift. The cloud is taking over core network functions for telcos, enabling a $30B+ greenfield opportunity called private networks. Telcos stand to win, but a key debate is over how much share cloud providers take. We provide a framework around the “Telco vs. Cloud” debate, Private Networks,
On the ninth episode of Cowen’sEnergy Transition Podcast,John Gorman, President CEO of the Canadian Nuclear Association joins Marc Bianchi, Industrial Gas Equipment and Energy Oilfield Services Equipment Analyst. They discuss Canada’s outlook for nuclear power, including significant life extension programs for existing reactors and efforts to support the deployment of small modular…
The eighth episode of the Thematic Outlook Podcast Series focuses on the lithium-ion battery market. Bill Bird, Head of Thematic Content and Gabe Daoud, Battery Technology EV Charging Analyst discuss opportunities, risks, key players, and policy initiatives. They also speak about lithium-ion batteries as a cornerstone technology that supports several mega-themes likely to play out…
Were launching a new chapter of Cowens Energy Transition Podcast Series, now focusing on nuclear power as opposed tocarbon captureand specifically onsmall modularand advanced reactors. We believe these technologies will play a critical role in achieving the dual goals of reliable energy for all and decarbonization. Through our line-up of guests, we intend to…
THE COWEN INSIGHT Efficient high-voltage power conversion/transmission is a gating factor to clean energy adoption in multiple industries. Compound semiconductors will capture and create value by both accelerating adoption of these applications and disrupting the current analog/mixed signal ecosystem. We examine the burgeoning compound semiconductor market, in particular Silicon Carbide (SiC) and Gallium Nitride (GaN). THE IMPACT OF ENERGY TRANSITION ON…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, released in conjunction with Pride Month, Jeff Gennette, Macy’s Inc. Chairman and CEO, and Larry Wieseneck, Co-President of Cowen and Executive Sponsor of OUTperformers, Cowen’s LGBTQ+ Employee Resource Group, join Oliver Chen, Cowen’s Retailing Broadline and Department Stores Analyst. They discuss the collective effort to bring…
On the Fourth Episode of Cowen’s Thematic Outlook Podcast Series, Jefferey Osborne, Sustainability and Mobility Technology Analyst, joins Bill Bird, Head of Thematic Content for a discussion on sustainable energy. They touch on how renewable energy is becoming the most cost-effective source of power generation and how, as events play out in Eastern Europe,
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