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Financial Services
How AI and Mega-Cap IPOs Are Reshaping Market Momentum

Global capital markets activity is surging as AI transforms strategy. Hear how mega-cap IPOs are shaping risk appetite and equity supply.

A Leader in Capital Markets and Banking

Podcast-style interview with three people seated around microphones at a table at a conference.
Technology
Autonomous Vehicles in Focus with Alex Roy
We discuss the state of autonomous vehicles (AVs), from industry leaders to emerging players. Hear what investors should watch for as AVs move toward commercial scale
 - 14 minutes 21 seconds
Two podcast guests seated at a table with microphones in a recording studio.
Consumer & Retail
Once Upon a Farm: Reaping the Fruits of Years of Labor
John Foraker discusses Once Upon a Time's growth from startup to a public company. Discover insights on harnessing AI use cases to reach consumers more personally and efficiently.
 - 18 minutes 17 seconds
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Global Energy and Power
Energy Opportunity Amid Global Conflict: Can Canada Meet the Moment?
Global conflict and energy security concerns are raising Canada’s strategic value as a reliable energy supplier. Find out why improved policy support could unlock investment.
 - 4 minutes
Clinician talking with a young patient seated on an exam table in a medical room.
Health Care
Shining A Light on Sjogren's: A New Autoimmune Opportunity
Sjogren’s disease is a US$26 billion autoimmune market with no approved systemic treatments. Explore how new drugs are nearing key results to drive momentum in patient care.
 - 4 minutes
U.S. Capitol building with dome, lawn and trees in foreground.
Politics & Policy
An Early Look at Midterm Elections
U.S. midterms take focus as Frank McKenna and Chris Krueger discuss election math and party leadership. Hear their take on the dispute delaying the Gordie Howe Bridge opening.
 - 39 minutes 31 seconds

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Market Leadership
Tokenized Equities Deep Dive
We expect SEC rules soon for tokenized stocks as investor interest surges. Review our deep dive into the models of tokenized equities and how it fits into the current regulated ecosystem.
 - 12 minutes
Mike Gitlin and Andres Rincon speaking.
Financial Services
The Pursuit of Long-term Alpha with Capital Group's CEO
Mike Gitlin returns for our first live episode to discuss focusing on disciplined investing over short-term market noise. Hear how AI can help analysts challenge bias and generate new ideas.
 - 37 minutes
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.
Shipping containers being transported by terminal trucks at a busy cargo port.
Commodities
Oil and Precious Metals Price Projections Adjusted Post Conflict but Volatility a Big Risk for Now
While commodities forecasts rose after conflict-driven supply shocks, volatility remains high. Explore why Brent Crude could climb while gold may face divergent short- and long-term paths.
 - 3 minutes
A printed report with TD Cowen Themes 2026 on the cover.
Market Leadership
TD Cowen Research Themes 2026
In this special edition of our annual TD Cowen Research Themes, read the open exchange of ideas between our award-winning research staff and leading global economic leaders.
 - 4 minutes
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

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