Politics & Policy

Too Much News: Gulf Fighting Heats Up and Implications, Congressional Outlook, Space Weapons and AI Doomers

Sep. 25, 2026

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

Roman Schweizer, TD Cowen Washington Research Group geopolitics & defense analyst, is joined an all-star reporter roundtable. In this episode, we discuss the ongoing war between the U.S. and Islamic Republic of Iran (IRI) including the latest flareup between the Kingdom of Saudi Arabia (KSA) and Houthis and the Trump Administration's OK to sell KSA the long-coveted F-35. We also discuss the congressional outlook, the Air Force Association's annual conference in DC. Finally, our panel covers the surprise revelation about U.S. space weapons, a growing political debate about AI and the Department of War's latest memo on pricing and cost transparency from the Deputy Secretary of War Feinberg.

This podcast was recorded on September 18, 2026.

Full transcription

Full transcript to come.

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Roman Schweizer
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.