TD Cowen Insights
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Latest Episodes
Getting To Know Canada's Largest Specialty Pet Retailer With CEO Richard Maltsbarger
Recorded on 06/04/24Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO o
A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24
Recorded on 03/18/23In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget e
U Beauty's Simple, Scientific, Viral Skincare
Recorded on 02/21/24Optimize Your Face With The Resurfacing Compound. Tina Chen Craig reveals the secrets to U Beautys customer & science-centric innovation. U Beauty, founded in 2019, became famou
The Big Three For 2024- Presidential, Congress, & Policy Implications
Recorded on 03/08/24In this episode, TD Cowen Washington Research Groups Chris Krueger discusses the main 3 topics for the 2024 election the Presidential race between Biden and Trump (with 4 key
Beauty School With COTY, A Diversified Beauty Powerhouse
Recorded on 02/21/24We sat down with Stefano Curti, Chief Brands Officer for Consumer Beauty, to highlight some of our key takeaways from our Glowing Ahead Beauty & Wellness Summit on February 13, 2
3 Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact & Q1 Catalyst Calendar
Recorded on 02/15/24In this episode, TD Cowen Washington Research Groups Chris Krueger breaks down three areas to watch in the next six weeks: 1) the fate of the two fiscal packages & looming gover
Wish You Were Here: Some Of What You Missed If You Didn't Make TD Cowen’s 45th Annual A&D Conference
Recorded on 02/15/24In this episode, TD Cowen Analysts Roman Schweizer, Cai von Rumohr, and Gautam Khanna discuss a few of their key observations and takeaways from this years Aerospace & Defense C
A Healthier Living Platform & Ecosystem: Meet HumanCo
Recorded on 02/05/24TD Cowen hosts Jason Karp, Founder & CEO of HumanCo, on this episode of Retail Visionaries. HumanCo is a holding company focused on delivering better-for-you products that make i
The Evolving Landscape Of Pharmacy Reimbursement
Recorded on 02/06/24In this episode, we take a look at the changing landscape for pharmacy reimbursement and the push towards a cost-plus model of reimbursement. Over the last few decades, growth in
Innovative Design For Life, It's Lovesac
Recorded on 01/23/24Furnishing Dreams & Disrupting an Industry. TD Cowen hosts Shawn Nelson, Founder & CEO of Lovesac, on this episode of Retail Visionaries. Lovesac is a modern furniture brand with