TD Cowen Insights

TD Securities, TD Cowen
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TD Cowen Insights

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

  1. 23 OCT.

    Secrets To Amazon's Marketplace With Recom: Brand Control & Logistics

    Recorded on 10/11/24 What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as well as competitive differences between marketplaces at Amazon and Walmart.

    35 min

  2. 21 OCT.

    2 Weeks To Go: Early Vote & What Happens Post Nov 5

    Recorded on 10/21/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5.

    7 min

  3. 16 OCT.

    If You Build It, They Will Come: A Discussion With Dr. Jerry McGinn

    Recorded on 10/11/24 Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups.

    37 min

  4. 14 OCT.

    3 Weeks To Go: Mathematics & Geography In The Electoral College – 7 Key States

    Recorded on 10/14/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states.

    8 min

  5. 10 OCT.

    Could PDURS Be The Game Changer To Unlock Digital Therapeutics?

    Recorded on 09/10/24 Whereas software had traditionally been used by patients to track and manage their disease, clinical evidence has demonstrated software can also be used to as a therapeutic to impact clinical outcomes. Prescription digital therapeutics (PDTs) are uniquely positioned to address some of the key shortcomings of traditional pharmaceutical-based treatments, including stigma, poor access to care, provider shortages, and the complexities of the healthcare system. Importantly, PDTs can also be utilized as a treatment in conjunction with traditional pharmaceuticals, without risking additional drug-related side effects or drug-drug interactions. Click Therapeutics has been a standout in applying the same rigorous standards typically applied to pharmaceutical interventions to Click's trials for PDTs, which will be key to driving adoption over time. Recent FDA guidance on Prescription Drug Use-Related Software (PDURS) opens the door to a new treatment category combining digital and pharmacological interventions, and Click is focused on partnering with traditional pharma companies to unlock the value in combination treatments. To discuss this topic, I’m joined by Randall Stanicky, Click Therapeutics' CFO.

    22 min

  6. 9 OCT.

    Exosomes Explained & The Medicalization Of Beauty With Rion Aesthetics' CEO

    Recorded on 09/12/24 In this episode, we feature Alisa Lask, CEO of Rion Aesthetics, a regenerative aesthetics company pioneering human derived ingredients in skincare, to discuss the convergence of wellness and beauty and the use of platelet-derived exosome technology. Backed by over 15 years of visionary science, Rion aims to transform the regenerative aesthetics market.

    22 min

  7. 8 OCT.

    Our Latest Travel Outlook Heading Into Fall 2024

    Recorded on 09/24/24 The post-COVID travel surge continues despite the occasional air pocket. This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Kevin Kopelman, TD Cowen's senior hotels and online travel analyst, discussing major dynamics across airlines, hotels, and online travel, summer 2024, and key industry debates as we head into 2025.

    14 min

  8. 8 OCT.

    Legends Of The Fall: Washington Policy Outlook, Conference Season In The Beltway, & A Sub Crisis

    Recorded on 10/04/24 On this episode of the NatSec Need To Know, we have an extended cut of our Reporters' Roundtable to discuss the Washington outlook through the Lame Duck session and to discuss high-profile Air Force and Army trade shows. We also go deep on the Navy’s struggles with buying and building submarines.

    44 min
Tout afficher (245)

4,8
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À propos

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

Informations

  • Création
    TD Securities, TD Cowen
  • Années d’activité
    2020 - 2024
  • Épisodes
    245
  • Classification
    Tous publics
  • Copyright
    © TD Securities
  • Site web de l’émission
    TD Cowen Insights

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