The Winter Of Our Discontent – Shutdowns, $1.5T Budgets & Blockbuster Munitions Deals

Recorded on 01/30/26In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss FY26 & FY27 budgets and Reconciliation 2.0. They also discuss DoW's latest push to fund multi-year deals for munitions increases, some surprise charges during earnings, and how company managements have discussed investments, buybacks, and dividends. And there's a new National Defense Strategy that’s much different than the prior one. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.