A person looking at car schematics on a desktop computer in an office environment.
Technology
Autonomous Vehicles: The Future is Now

Self-driving cars moving us around is a futuristic sci-fi technology that's here today. Watch us explore this growing market and the breakeven costs of different business models.

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The Capitol building in Washington D.C.
Politics & Policy
Summer's Full of Unfinished Budget Business
There's still work to do for Congress and the DoD. Listen in as we discuss factors affecting national security including DOGE after Musk and the Golden Dome defense program.
 - 42 minutes 36 seconds
Lab technicians in white lab coats in a laboratory.
Health Care
Building A Global Biotech
John Oyler shares how BeOne remains nimble even after growing globally. Hear how the company is bracing itself against geopolitical uncertainty so it can continue to innovate.
 - 29 minutes 48 seconds
Two people in hard hats and jackets standing between stacks of logs, inspecting the logs.
Commodities
If a Tree Falls in the Forest: Softwood Lumber Trade
The Canadian forestry sector is pivoting with diversification efforts in response to U.S. market restrictions. Read more about paths we see towards a bilateral trade deal.
 - 2 minutes 30 seconds
Lab technicians in cleanroom suits inspecting a silicon transistor wafer.
Technology
AI Infrastructure: Reframing the GPU vs. ASIC Debate
As demand for hardware AI processing grew, GPUs reigned supreme. Explore the rise of tailor-made, efficient ASIC chips, and why it still comes down to performance.
 - 5 minutes
Two engineers standing inside a large steel pipe and inspecting it.
Energy & Energy Transition
Make America Build Again: Energy Infrastructure Permitting
With energy dominance a key goal for the Trump 2.0 administration, infrastructure permitting may see significant reform. Explore the potential scenarios and implications.
 - 2 minutes 30 seconds

Most Popular Insights

A printed report with TD Cowen Themes 2025 on the cover.
Market Leadership
TD Cowen Research Themes 2025
TD Cowen Research continues to help investors see the bigger picture. First, read our overview of upcoming investment themes for 2025, then download the full report with complete analysis.
Tamara Finch and Larry Wieseneck speaking in an office public area.
Market Leadership
When Partnership Meets Expertise: Tailored Solutions Built on Trust
It takes expertise and a close client relationship to empower emerging investment opportunities. Watch as we share how our partnerships capitalize on the power of client-centric banking.
 - 14 minutes 32 seconds
A person stands in an office at night looking at a laptop computer and surrounded by data charts on multiple monitors.
ETFs
North America's First Spot Solana ETFs Launches in Canada
The first spot Solana ETF in North America launched in Canada. Explore the innovative Canadian ETF market where many of these firsts happen, and what could be next on the horizon.
 - 5 minutes 30 seconds
Hands wearing latex medical gloves holding a blood-sugar regulation drug injector.
Health Care
GLP-1 Market: The Pipeline Expands
Projected global sales by 2030 for GLP-1 could increase by 2.6x. Explore the effect obesity could have on the health care market and read key insights from our industry survey.
 - 3 minutes
Lab technicians in white lab coats in a laboratory.
Health Care
Building A Global Biotech
John Oyler shares how BeOne remains nimble even after growing globally. Hear how the company is bracing itself against geopolitical uncertainty so it can continue to innovate.
 - 29 minutes 48 seconds
Close up of Canadian 20 Dollar Bill
Market Leadership
What Do Leading Indicators Tell Us About Canadian Recession Risks?
Our strategist, Robert Both evaluates several leading indicators for Canadian recession risks and outlines the mitigating factors such as population growth and natural resource exposure.
 - 2 Minutes 30 Seconds

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