The New Budget Is Here! The New Budget Is Here!

from TD Cowen Insights · host Roman Schweizer, Arnold Punaro

Recorded on 04/06/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by retired Major General Arnold Punaro to discuss the new Fiscal Year 2027 Federal Budget and Department of War $1.5 trillion budget request. They discuss the outlook for passage, plus a pending Operation Epic Fury war supplemental, as well as major components of the budget and surprises. 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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This episode is 25 minutes long.

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This episode was published on April 7, 2026.

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