TD Cowen Insights · The Big Three For 2024- Presidential, Congress, Policy Implications Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode, Chris Krueger, Macro Policy Analyst, discusses three main buckets for the 2024 U.S. election: The presidential race between Biden and Trump (with four key variables) Congressional races The policy implications of these races in 2025
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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…
TD Cowen Insights · U Beautys Simple, Scientific, Viral Skincare Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Tina Chen Craig, founder of U Beauty, joins Oliver Chen, Retail Luxury Analyst to discuss how a modern beauty market filled with new ingredients, techniques, and experiences makes efficacy and education a key priority for brands. They also discuss…
TD Cowen Insights · Beauty School With COTY, A Diversified Beauty PowerhouseListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of the Retail Visionaries Podcast Series, Stefano Curti, Chief Brands Officer for Consumer Beauty and Oliver Chen, Retail Luxury Analyst highlight some key takeaways from our Glowing Ahead Beauty Wellness Summit. They also discuss…
The National Security Need-To-Know Podcast presents insightful discussion and forecasts of major national security and defense news in Washington, D.C. The series is hosted by Roman Schweizer, Aerospace and DefensePolicy Analyst and features Washington D.C. insiders, reporters on the D.C. beat and TD Cowen analysts. Episode 1: The Four Horsemen: Global Conflict, Supply Chains, Spending Uncertainty…
TD Cowen Insights · 3 Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact Q1 Catalyst Calendar Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of Street Cred, Chris Krueger, Macro Policy Analyst, breaks down three areas to watch in Washington during the next six weeks: The fate of the two fiscal packages…
TD Cowen Insights · Wish You Were Here: Some Of What You Missed If You Didnt Make TD Cowen’s 45th Annual AD Conference Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Roman Schweizer Aerospace and Defense Policy Analyst, Cai Von Rumohr, Aerospace, Defense Electronics, Government Services Analyst, and Gautam Khanna, Aerospace, Defense Electronics, Government Services…
TD Cowen Insights · A Healthier Living Platform Ecosystem: Meet HumanCo Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of theRetail Visionaries Podcast, Jason Karp, Founder CEO of HumanCo joins Oliver Chen, Retail Luxury Analyst. They discuss HumanCo, a holding company focused on delivering better-for-you products that make it easy to…
TD Cowen Insights · The Evolving Landscape Of Pharmacy Reimbursement Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of theFutureHealth Podcast Series,we take a look at the changing landscape for pharmacy reimbursement and the push towards a cost-plus model of reimbursement. Were joined by Michael Rothrock, who brings over 20 years of experience within…
TD Cowen Insights · Six Wild Cards For 2024 Election Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of Street Cred, Chris Krueger, Macro Policy Analyst, discusses six wild cards for the 2024 election: The economy and concerns over inflation Abortion Third party challengers and their role as potential spoilers Trump’s trials and the possibility of a Biden…
TD Cowen Insights · Innovative Design For Life, Its LovesacListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of theRetail Visionaries Podcast Series, Shawn Nelson, Founder CEO of Lovesac, a modern furniture brand with fully customizable design for life products joins Oliver Chen, Retail Luxury Analyst. They explore strategies and lessons learned…
TD Cowen Insights · The New Year Outlook For 2024 Markets Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Larry Wieseneck, Head of Global Investment Banking at TD Securities is joined by David Erickson, Senior Fellow at The Wharton School. They discuss the current state, potential catalysts, and outlooks for the IPO, MA, private equity, and…
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