The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)

Recorded on 06/01/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an All-Star lineup of defense reporters to discuss the next few weeks as Congress tries to make progress on the Fiscal Year 2027 Department of War $1.5 trillion budget request. We also discuss SecWar Hegseth's remarks at the Shangri-La Dialogue, the Army's "Jailbreak" event, the possibility of the U.S. Navy buying foreign ships, and two important new contracts awarded by U.S. Space Force. 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.