EPISODE · Nov 3, 2025 · 50 MIN
Shutdown Solutions, Trump's Asia Trip, SecWar's CEO Meeting & Golden Dome Contracts
from TD Cowen Insights · host Tony Bertuca, Joe Gould, Aaron Mehta, Roman Schweizer
Recorded on 10/31/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the latest outlook and possible way out of the soon-to-be-longest USG shutdown, 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. 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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Shutdown Solutions, Trump's Asia Trip, SecWar's CEO Meeting & Golden Dome Contracts
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