TD Cowen Insights · A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24 Listen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
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TD Cowen Insights · The Four Horsemen: Global Conflict, Supply Chains, Spending Uncertainty U.S Elections Listen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
TD Cowen Insights · Government Shutdown Risk Level Set In 5 Parts In Under 10 MinutesListen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
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 BrandsPrioritizing Elevation, Equipment Experience for Long Term Growth with Rachel…
TD Cowen Insights · Walmarts Apparel Elevation, Transformation, DemocratizationListen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
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,
Cowen Insights · Nuclear Power and SMRs in CanadaListen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
Cowen Insights · Battery Tech: Charging AheadListen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
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…
Cowen · Cowen Insights | Authenticity and LGBTQ+ Allyship with Macy’s CEO and Cowen’s Co-PresidentListen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
Cowen · Cowen Insights | Renewable Energy: The Cornerstone Of Decarbonization Energy SecurityListen on Apple PodcastsListen on SpotifyListen on SoundCloud 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…
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