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.
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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
Recorded on 08/28/2025
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the big must-do things in Washington and potential catalysts through the end of the year with an All-Star reporter lineup. We cover recent Administration comments about the Federal Government taking equity positions in defense companies and look at upcoming issues such as the FY26 National Defense Authorization Act, appropriations, Continuing Resolutions, shutdown risk, rescissions, plus some program milestones on General Atomics' Collaborative Combat Aircraft, Northrop Grumman's B-21 and SpaceX's Starship.
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
