The GOP Congress Delivers on Trump's Prioritiesbookmark image alt

Jun. 05, 2025 - 42 minutes 36 seconds

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 the mention the road ahead for a Musk-less DOGE and Golden Dome.

Chapters:
1:20 NATO Spending, Ukraine Support and Ticking Clock on Russia
8:15 FY26 Budget Release, Markups and Underfunded Priorities (F/A-XX in Flux)
20:05 Recessions & Impact on Appropriations Process
26:50 Drones – New Memo, 232 Investigation & Pentagon Show-and-Tell
34:15 Closing Thoughts – DOGE, OMB Absorbs Shipbuilding Office
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This podcast was recorded on July 18, 2025


Portrait of Roman Schweizer

Managing Director, Washington Research Group - Aerospace & Defense Policy Analyst, TD Cowen

Portrait of Roman Schweizer


Managing Director, Washington Research Group - Aerospace & Defense Policy Analyst, TD Cowen

Portrait of Roman Schweizer


Managing Director, Washington Research Group - Aerospace & Defense Policy Analyst, TD Cowen

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