SecArmy's Ukraine Mission, FY26 NDAA-Approps & ABBA, Golden Dome Milestone, A Super DRPM & DoW Tech Priorities
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, and DoW's new Top 6 R&D priorities.
TD Cowen Insights · Aaron Mehta, Tony Bertuca, Roman Schweizer
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Show Notes
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, and DoW's new Top 6 R&D priorities.
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