Summer's Full Of Unfinished Budget Business
Recorded on 05/30/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses top defense topics with an All-Star reporter lineup, including this summer's jam-packed list of things to do in Congress and DoD – the detailed FY26 budget release and the GOP's plans for Reconciliation, not to mention the road ahead for a Musk-less DOGE and Golden Dome.
TD Cowen Insights · Tony Bertuca, Roman Schweizer, Joe Gould, Aaron Mehta
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Show Notes
Recorded on 05/30/25
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses top defense topics with an All-Star reporter lineup, including this summer's jam-packed list of things to do in Congress and DoD – the detailed FY26 budget release and the GOP's plans for Reconciliation, not to mention the road ahead for a Musk-less DOGE and Golden Dome.
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