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TD Cowen Insights

TD Securities, TD Cowen

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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
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First launched in 2016 for Bend, Oregon, BUILD Magazine is now a must-have resource for anyone looking to build or renovate their custom dream home. BUILD has grown into curated collection of a region’s most talented and inspired craftsmen in the building industry; the publication aims to showcase skilled and innovative experts to an audience motivated to build or renovate their high-end home. By bringing together the most experienced tradesmen in one detailed collection, BUILD gives insight ...
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Across Canada educators and researchers are working together with the common goal of ensuring that every child can realize their right to read. Many schools have begun to implement early screening, evidence-informed classroom instruction, and early intervention. Educators in these schools say that the results of these changes have been transformative, both for students and teachers. Many more are curious about these practices but are unsure of what these changes look like in the classroom or ...
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YourTechReport

Aflalo Communications Inc., Double Tap Productions, Marc Aflalo, Mitchell Whitfield

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YourTechReport is a weekly radio show which airs on SiriusXM channel 167. YourTechReport is hosted by Marc Aflalo and Mitchell Whitfield with regular appearances from Sandeep Panesar. Each week the show discusses the latest in tech news and issues that affect everyone. We dive into important topics and conversations and feature interviews with some amazing guests in the tech world. Our approach is different. When it comes to tech reviews, hands-on reviews, product unboxing, smartphone tips, ...
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Featured on Inc.com's list of 100 Podcasts That Will Make You Smarter, Better, and Wiser, MSNBC's Your Business, and on the Fit Small Business list of best small business podcasts, this show is designed to help small business owners, salespeople, and new entrepreneurs with the various aspects of business success. We have a great lineup of guests and topics scheduled. We’ll be talking about everything from sales to employee issues; from technology to social media; from work-life balance to ex ...
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The Maternal Wealth Podcast creates a collective space for sharing all birth-related stories. I want to acknowledge birth's uniqueness, honor its variations, and remind us of the power we hold in giving birth. As a Labor and Delivery Nurse, I see the impact of our stories. Let's share those stories with those who come after us to prepare them for what's to come. For those who came before us, allowing them to reminisce and heal as we realize we were not alone in our experiences. Maternal Weal ...
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Higher Love

JJ and Marley

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We are JJ (Jamaica Jack) and Marley, we are a happily married couple from Ontario Canada. We want to share our thoughts and opinions about what we have experienced in our relationship. This is a second marriage for both of us, we have learned a lot about trust, communicating and sexual thoughts and feelings in the last 16 years. Since 2019 we are in the "Lifestyle". It has been a life changing experience for both of us. However, you might not realize that it has very little to do with sex. I ...
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Dive In: The Podcast

Dive In: The Podcast

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Whether you explore the oceans as a snorkeler, scuba diver, freediver or tech diver, Dive In has something for you. It's filled with diving news, feature interviews with guests from around the world, interesting dive topics, ocean advocacy and more. The podcast is a light-hearted show hosted by avid divers that examines issues relevant to divers and the oceans. Guests on our show have included talented local uw photographers, record breaking freedivers, world-renown cave explorers, internati ...
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This episode launches a special PC build series on Your Tech Report, following the process of building a high-performance gaming and creator PC from the ground up. Marc Aflalo and his son Zach are assembling a system component by component, learning directly from the companies behind the hardware. Bryan de Zayas from NZXT explains why starting a bu…
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Welcome to a heartfelt and momentous episode of Accelerate Your Business Growth. After an incredible 16-year journey, Diane Helbig takes the mic one final time to reflect on the inspiring ride that’s helped countless entrepreneurs and business leaders thrive. In this special farewell, Diane Helbig shares the invaluable lessons she’s picked upfrom i…
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Enterprise mobility is no longer just device control. In this conversation, Marc Aflalo speaks with Joel Matthew from SOTI about modern Android management, frontline productivity, real-time visibility, and how AI is changing enterprise mobility management. SOTI has grown from a remote troubleshooting tool into a global enterprise mobility platform …
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In this episode of Accelerate Your Business Growth, Diane Helbig speaks with productivity strategist Sarah Ohanesian about the myths surrounding productivity, the hidden costs of busy work, and the importance of aligning teams for greater impact. They discuss how the pandemic has blurred the lines between work and home life, leading to burnout and …
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Ted speaks with J. Irons of Miovic Reinhardt Associates, a Seattle-based design-build firm known for its deep commitment to craftsmanship, sustainability, and client-centered building. J. reflects on his early love of design, his path through Berkeley and the University of Washington, and how curiosity led him from architecture into business develo…
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Welcome back to Accelerate Your Business Growth! In today’s episode, host Diane Helbig sits down with Dave Rizzo, Asia Pacific President of TP , a global leader in AI- and emotionally intelligent (EI)-powered digital business services. Together, they dive into practical strategies for blending AI and EI to create more efficient, yet deeply human, i…
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In this episode, Brad Farris joins our host, Diane Helbig, to explore the intricacies of decision-making in business, emphasizing the importance of intuition, building relationships, and learning from mistakes. They discuss how being rushed can lead to poor decisions and the necessity of slowing down to listen to one's instincts. They highlight the…
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Recorded on 11/18/25 In this episode, we sit down with the CEO of Freehold Royalties to discuss how the company is positioning itself in a rapidly evolving North American energy landscape. We explore Freehold's growth outlook across various jurisdictions, capital allocation strategy, and underappreciated potential. https://go.td.com/PodcastDisclosu…
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Recorded on 10/27/25 Conversational Experiential Retail, Powered By AI But Grounded in Human Taste. We host Daydream's CEO and Founder Julie Bornstein on how Daydream replaces traditional fashion search with conversational, image-driven A.I., reshaping the path to purchase and enabling frictionless consumer journeys. We unpack why vertical A.I., hu…
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Recorded on 12/08/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of equity stock tokenization with Reid Noch, TD Cowen's domestic market structure expert. We dig into the latest comments from SEC Chair Paul Atkins and look at what that will mean for policy. We also get an update on…
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In this episode, Denise Blanc joins host Diane Helbig and explores the use of river metaphors to enhance understanding in communication. She discusses how identifying patterns, such as getting stuck in an 'Eddy', can lead to greater self-awareness and curiosity in conversations. Denise is an Emotional Intelligence and Leadership Coach, Mediator, an…
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Recorded on 11/13/25 We chat with Alon Chen, the founder of Tastewise, to learn how the firm is helping big food companies leverage generative A.I. to capture consumer insights to speed up new product development and improve marketing campaigns. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in…
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In this conversation, Etinosa and Diane discuss the intricacies of decision-making in business relationships, focusing on how pricing strategies can influence client engagement. Etinosa emphasizes the importance of framing decisions in a way that leads clients to consider options rather than simply agreeing to work together. The dialogue highlights…
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Ted speaks with Travis Nuzman, owner of Millenia Luxury Homes in Scottsdale, AZ. Travis shares his transition from the structured world of production homebuilding to the highly personalized world of custom luxury construction. He highlights what large builders taught him—systems, scheduling discipline, and process-driven execution—and how those fun…
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Recorded on 11/18/2025 Join us for an in-depth conversation with Sadiq Lalani, CFO of Kelt Exploration, as we explore the company's growth following the recent start up of a third-party processing facility, its approach to potential asset sales, and how Kelt is positioning itself for the future. https://go.td.com/PodcastDisclosure Hosted by Simplec…
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Recorded on 11/18/25 In this episode, California Resource Corporation's COO Omar Hayat joins us to discuss the company's renewed optimism for upstream energy growth in California. We unpack CRC's outlook for production under revised permit reforms and how the company approaches growth opportunities in the state with a differentiated E&P, carbon cap…
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In this conversation, Diane Helbig and Danielle Hendon discuss the critical role of data in making informed business decisions. They emphasize that having access to accurate information empowers business leaders to make intelligent choices, rather than relying on guesswork. The discussion highlights the importance of understanding data to navigate …
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In this episode, Hannah Bookbinder, an ADHD and executive functioning skills coach, shares her journey from working with her first client to developing the MyToad app and writing a book. She discusses the challenges and triumphs of helping individuals with ADHD and executive functioning difficulties, emphasizing the importance of understanding and …
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Recorded on 11/19/25 In this episode, we speak with Whitecap Resources' Thanh Kang (CFO) and Joey Wong (VP, Unconventional Division). We discuss how synergy realization and operational efficiencies have unlocked free cash flow for 2026+ and set the stage for robust buybacks. At the operational level, we discuss the broader opportunity set across th…
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Zoho brought major updates to Canada at Zoholics 2025. This episode breaks down the new announcements, Zoho’s AI roadmap, data sovereignty commitments, and the rapid growth of Zoho Workplace with insights from Zoho leader Rakeeb Rafeeque. Marc sits down with Rakeeb Rafeeque, Head of Market Strategy for Zoho Workplace, following Zoholics 2025 in Tor…
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Recorded on 11/21/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, an…
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Alexa Plus is now available in Canada. This episode breaks down how Amazon’s new AI assistant changes everyday tasks, smart home control, privacy management, and accessibility for Canadians. Marc sits down with Allison Siperco, Country Manager for Alexa Canada, to explore the next generation of Amazon’s assistant. Alexa Plus brings a smarter, more …
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Learn how Halter Technical builds pro-grade headphones and software designed for people who create content, not consume it. Marc Aflalo talks with founder Doc Justice about the origin of the company, why film and TV audio teams needed better tools, and how the WildTrax 2026 update expands what production sound mixers, podcasters, and studios can do…
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Recorded on 11/18/2025 In this episode, ARC Resources CFO Kris Bibby joins us to unpack the key learnings from the past year at Attachie and how those results are shaping ARC’s next phase of development. We explore how the company is balancing Attachie’s momentum with the strength of its broader Montney portfolio, including the strategic role of it…
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Ted speaks with Jeff St Cyr owner of Authentic Inc. They discuss the innovative practices of Authentic Inc, a construction company based in Bozeman, Montana. Jeff shares insights into the challenges and changes in the construction industry, the importance of quality and wellness in home design, and the dynamics of hiring and training in a competiti…
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In this episode of Accelerate Your Business Growth, host Diane Helbig speaks with Profit Doctor Ben Hansen about the concept of 'profititis'—a condition where businesses experience revenue growth but struggle with profitability. Ben shares strategies for identifying and addressing profitability issues, emphasizing the importance of customer quality…
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Ted speaks with Alice Williams and Morgan Metcalf of Williams Metcalf Interiors. They discuss the journey of starting a business in the interior design industry during the pandemic. They share insights on taking risks, building confidence, and the importance of community engagement. The duo reflects on their move to Park City, the significance of c…
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Recorded on 11/07/2025 The Wheels Up podcast returns with an interview with David Sunde, the founder of The Landline Company. Landline is a venture-backed startup providing multi-modal solutions connecting small-and-mid-sized communities with hub airports. The company is currently partnered with American Airlines, Air Canada, and Sun Country. Our d…
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In this conversation, Pat Alacqua discusses the phases of the entrepreneur to enterprise journey, emphasizing the importance of leadership development in real-world contexts. He highlights the need for leaders to navigate chaos during growth by taking strategic steps and embracing change. The discussion also covers the significance of creating mome…
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In this conversation, Diane Helbig interviews Emily Walker, who specializes in helping thought leaders and personal brands create impactful bodies of work. Emily discusses the conventional approaches to scaling businesses and how they can be inverted for sustainable success. She emphasizes the importance of creating scalable offers that focus on ac…
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Recorded on 11/04/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion consumer finance and credit quality with TD Cowen equity analyst Moshe Orenbuch, who follows the consumer finance sector. We also get a market update from Scott Smith, the TD Cowen specialty salesperson for financials…
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Recorded on 10/31/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the latest outlook and possible way out of the soon-to-be-longest USG shutdown, some read outs from President Trump's big trip around Asia, the Secretary of War's big meeting with defense CEOs in Washington, a…
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In this conversation, Diane Helbig interviews Cinthia Pacheco, the founder of Digital Bloom IQ, about effective digital marketing strategies for small businesses. They discuss the importance of leveraging websites for lead generation, the benefits of collaboration for credibility, and how to interpret marketing data to make informed business decisi…
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In this conversation, Lee Salz emphasizes the importance of the first meeting in sales, highlighting that its core purpose is to generate enough interest for a follow-up. He stresses that every successful meeting should conclude with a scheduled next step, ensuring that the momentum is maintained and the client remains engaged. Lee Salz is a global…
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Ted speaks with Charles Ochello and Morgan Lemaitre about the evolving landscape of luxury real estate in Park City and Deer Valley, highlighting the collaboration among local leaders, the economic trends influencing the market, and the significance of brand loyalty and asset security. They explore the unique attributes of Utah's natural resources …
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In this conversation, Diane Helbig interviews Justin Allen Montgomery, founder of ProCourse Start, about how professionals can transform their expertise into scalable continuing education businesses. Justin emphasizes the importance of recognizing one's knowledge as a valuableasset and discusses strategies for creating passive income without relyin…
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Recorded on 10/17/25 Retail Thrives With Creative Community Engagement + A.I. We host Brieane Olson, CEO of Pacific Sunwear ("PacSun") to discuss key findings from PacSun's proprietary Gen Z and Gen Alpha research. The research highlights these generations' emphasis on mental health and music and the scale of creator ambition. PacSun's creative eng…
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In this conversation, Debbie Jenkins discusses how to transform chaotic thinking into clear business assets through structured publishing and frameworks. She emphasizes the importance of intellectual property as a perspective rather than just a legal concept, and introduces the idea of minimum viable assets as a way to create value without overwhel…
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Welcome to another episode of Accelerate Your Business Growth! Today, host Diane Helbig sits down with Suresh Bhagchandani, an accomplished senior sales leader, entrepreneur, and community builder. As Senior Sales Manager at Progress, Suresh leads teams to multimillion-dollar growth, while also owning F45 Training West Cary—where he blends fitness …
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Welcome to another episode of Accelerate Your Business Growth! Today, host Diane Helbig sits down with Silicon Valley innovator and business strategist Kevin Surace. With decades of experience driving disruptive innovation, AI, and digital transformation across a range of industries, Kevin joins us to share powerful, practical insights for leaders …
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Ted speaks with David Spiegel of Inside Fire Solutions who shares his journey as a serial entrepreneur and the influence of his military background on his business practices. He discusses the importance of accountability, respect for others' time, and the value of lifelong learning. David emphasizes the need for patience in business and the signifi…
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Silent Beacon panic button for personal and workplace safety: how a stuntman’s accident sparked a Bluetooth emergency device that now protects home-health workers, educators, social services, and more—with 911 calling, dashboards, and OTA updates. Kenny Kelley, CEO and founder of Silent Beacon, shares how a motorcycle crash inspired a hands-free pa…
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Welcome to another episode of Accelerate Your Business Growth! Today, we're joined by Mitch McDermott, founding partner of the Talent Ascension Group and a purpose-driven executive reshaping the world of talent acquisition. Mitch brings over a decade of experience and a refreshing approach to hiring—one that centers on unlocking humanpotential and …
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Recorded on 10/10/25 TD Cowen's The Future Is Now podcast series, hosted by health care analysts Dan Brennan and Brendan Smith, discusses emerging themes and critical investment topics across the life science tools and diagnostics sector. The series focuses on key takeaways from the team's proprietary conferences, unpacking the macroeconomic and ge…
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#Windows10 #Windows11 #PCUpgrade #YourTechReport #MicroCenter Windows 10 support ends October 14. Dan Ackerman (Editor-in-Chief, Micro Center News) joins Your Tech Report to explain what end of updates means, why Windows 11 adoption lagged, hardware requirements, the ESU “snooze” option, and why desktops and DIY builds are surging again. Windows 10…
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Welcome to another episode of Accelerate Your Business Growth! Today, host Diane Helbig sits down with RogerNairn, co-founder and CEO of Jar Podcast Solutions—the brains behind top branded podcasts for names like Amazon, Deloitte, and Lululemon. Drawing from his big agency advertising roots, Roger shares invaluable insights into how enterprise bran…
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Recorded on 10/03/25 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which includes a discussion of the state of housing with Max Rakhlenko, TD Cowen equity analyst and author of TD Cowen's monthly Housing Blueprint. We also get a market update and earnings preview from Scott Smith, the TD Cowen specialty salespe…
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Welcome to another episode of Accelerate Your Business Growth! In today’s conversation, host Diane Helbig sits down with Mark Miller of Hilton Tax & Wealth Advisors, a seasoned expert with nearly four decades of experience in tax and wealth management. Mark has dedicated his career to helping business owners, executives, and high-net-worth individu…
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Recorded on 10/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for the USG shutdown impasse, the Secretary of War's big meeting in Quantico, the strong final Foreign Military Sales tally for FY25, and some program updates, including F-35 and Golden Dome. https…
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Welcome to another episode of Accelerate Your Business Growth! Today, host Diane Helbig sits down with Derek Morgan, a seasoned business strategist renowned for helping small and medium-sized business owners achieve scalable, sustainable growth—without the heavy reliance on expensive advertising, cold outreach, or complicated marketing campaigns. I…
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