EPISODE · Oct 3, 2025 · 38 MIN
Shutdown Showdown, Quantico Conclave, U.S. Foreign Military Sales & Some Program News
from TD Cowen Insights · host TD Securities
Recorded on 10/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for the USG shutdown impasse, the Secretary of War's big meeting in Quantico, the strong final Foreign Military Sales tally for FY25, and some program updates, including F-35 and Golden Dome. 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 10/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for the USG shutdown impasse, the Secretary of War's big meeting in Quantico, the strong final Foreign Military Sales tally for FY25, and some program updates, including F-35 and Golden Dome.
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Shutdown Showdown, Quantico Conclave, U.S. Foreign Military Sales & Some Program News
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