Politics & Policy

Shutdown Solutions, Trump's Asia Trip and Golden Dome Contracts

Nov. 12, 2025

Host: Roman Schweizer, Managing Director, Washington Research Group - Aerospace & Defense Policy Analyst, TD Cowen

In this episode, Roman Schweizer, the TD Cowen Washington Research Group aerospace & defense policy analyst speaks with an all-star reporter lineup to discuss the latest National Defense outlook. We consider possible ways out of the longest U.S. government shutdown. We also discuss some read-outs from President Trump's big trip around Asia, the Secretary of War's big meeting with defense CEOs in Washington and a potential contract to SpaceX for Golden Dome satellites.

Reporter Round Table

Chapters:
1:30	Shutdown Update / Impact on DoD
11:00	Trump Asia Trip
23:55	Hegseth-Industry Meeting
35:00	Potential Golden Dome Contract for SpaceX
42:15	Budget Transparency

This podcast was recorded on October 31, 2025.

Full transcript

Full transcript to come.

Disclaimer

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Roman Schweizer

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

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

Biography

Roman Schweizer joined TD Cowen Washington Research Group in August 2016 covering defense policy issues. He held previous positions at Guggenheim Securities and MF Global. TD Cowen Washington Research Group was recently named #1 in the Institutional Investor Washington Strategy category. The team has been consistently ranked among the top macro policy teams for the past decade. Mr. Schweizer has over 15 years of experience in Washington, DC, serving as a government acquisition official, industry consultant, and journalist.

Prior to joining Washington Research Group, he was an acquisition professional with the U.S. Navy’s littoral combat ship program. Previously, he directed a team providing congressional and media strategic communications support to senior Navy officials on high-profile ship acquisition programs. Mr. Schweizer has also consulted on U.S. and international defense, aerospace, homeland security, and technology market sectors to Fortune 100 clients on behalf of DFI International and Fathom Dynamics LLC.
He has been published in Inside the Navy, Inside the Pentagon, Armed Forces Journal, Defense News, ISR Journals, Training and Simulation Journal, the Naval Institute’s Proceedings, and the Navy League’s Seapower.

Mr. Schweizer earned a bachelor’s degree in history from American University in Washington, DC.
Material prepared by the TD Cowen Washington Research Group is intended as commentary on political, economic, or market conditions and is not intended as a research report as defined by applicable regulation.