TD Cowen Insights
By TD Securities, TD Cowen
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
Episodes (3)
TD Cowen Insights
The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)
The U.S. defense budget is at a critical inflection point, with $1.5 trillion in spending now seen as the floor for national security, driven by escalating threats from China, Iran, and Ukraine. Despite the Pentagon’s $200 billion war funding request, no forma
TD Cowen Insights
RVLV's Next-Gen AI, New Brands & Physical Expansion
Revolve isn't just surviving the retail shift — it's redefining it by merging digital precision with physical presence, all powered by a proprietary AI stack built from the ground up. Jesse Timmermans, Revolve’s CFO, reveals that the company’s secret weapon is
TD Cowen Insights
Digging Into Perpetual Futures; National Best Bid & Offer Rule
The TD Cowen Insights podcast dives into two seismic shifts in U.S. financial markets: the explosive rise of perpetual futures (perps) and the SEC's push to dismantle the National Best Bid and Offer (NBBO) rule. Perps—derivative contracts with no expiration—ha
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