The Winter Of Our Discontent – Shutdowns, $1.5T Budgets & Blockbuster Munitions Deals

from TD Cowen Insights · host Marcus Weisgerber, Roman Schweizer, Joe Gould, Tony Bertuca

Recorded on 01/30/26In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss FY26 & FY27 budgets and Reconciliation 2.0. They also discuss DoW's latest push to fund multi-year deals for munitions increases, some surprise charges during earnings, and how company managements have discussed investments, buybacks, and dividends. And there's a new National Defense Strategy that’s much different than the prior one. 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.

What this episode covers

Recorded on 01/30/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss FY26 & FY27 budgets and Reconciliation 2.0. They also discuss DoW's latest push to fund multi-year deals for munitions increases, some surprise charges during earnings, and how company managements have discussed investments, buybacks, and dividends. And there's a new National Defense Strategy that’s much different than the prior one.

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The Winter Of Our Discontent – Shutdowns, $1.5T Budgets & Blockbuster Munitions Deals

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This episode is 40 minutes long.

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This episode was published on January 30, 2026.

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