Host: Roman Schweizer, Managing Director, Washington Research Group - Aerospace & Defense Policy Analyst, TD Cowen
In this episode, Roman Schweizer, geopolitics & defense analyst for the TD Cowen Washington Research Group, is joined by an all-star reporter roundtable to discuss FY26 and FY27 budgets and Reconciliation 2.0. They also discuss the Department of War'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.
| Chapitres: | |
|---|---|
| 1:30 | U.S. Government Shutdown and Path Forward |
| 5:30 | FY27 Budget and Reconciliation 2.0 (ABBA) |
| 7:15 | Munitions MYPs (Multiyear Procurements) |
| 25:50 | Earnings – Surprise Charges and Management Commentary |
| 33:30 | New National Defense Strategy |
This podcast was recorded on January 30, 2026.
Directeur général, Groupe de recherche de Washington – Analyste des politiques de défense et de l’aérospatiale, TD Cowen
Directeur général, Groupe de recherche de Washington – Analyste des politiques de défense et de l’aérospatiale, TD Cowen
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