EPISODE · Apr 3, 2025 · 47 MIN
Tariffs, Budgets & Geopolitical Risk All At Once
from TD Cowen Insights · host Roman Schweizer, Joe Gould, Aaron Mehta, Tony Bertuca
Recorded on 04/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the unrelenting torrent of security & defense issues from Trump Administration and GOP Congress with a special extended version of our reporter roundtable. We cover the latest of the potential impact of Liberation Day tariffs on defense to the congressional budget process & outlook to events around the world and DoD's awards of is next-gen fighter programs. 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.
NOW PLAYING
Tariffs, Budgets & Geopolitical Risk All At Once
No transcript for this episode yet
Similar Episodes
Jun 4, 2025 ·9m
May 21, 2025 ·11m