EPISODE · Nov 24, 2025 · 40 MIN
SecArmy's Ukraine Mission, FY26 NDAA-Approps & ABBA, Golden Dome Milestone, A Super DRPM & DoW Tech Priorities
from TD Cowen Insights · host Tony Bertuca, Aaron Mehta, Roman Schweizer
Recorded on 11/21/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&D priorities. 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.
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Recorded on 11/21/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&D priorities.
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SecArmy's Ukraine Mission, FY26 NDAA-Approps & ABBA, Golden Dome Milestone, A Super DRPM & DoW Tech Priorities
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