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Race To The Finish Line – Catalysts Into Year End

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Manage episode 503978195 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recorded on 08/28/2025

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the big must-do things in Washington and potential catalysts through the end of the year with an All-Star reporter lineup. We cover recent Administration comments about the Federal Government taking equity positions in defense companies and look at upcoming issues such as the FY26 National Defense Authorization Act, appropriations, Continuing Resolutions, shutdown risk, rescissions, plus some program milestones on General Atomics' Collaborative Combat Aircraft, Northrop Grumman's B-21 and SpaceX's Starship.

https://go.td.com/PodcastDisclosure

  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 503978195 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recorded on 08/28/2025

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the big must-do things in Washington and potential catalysts through the end of the year with an All-Star reporter lineup. We cover recent Administration comments about the Federal Government taking equity positions in defense companies and look at upcoming issues such as the FY26 National Defense Authorization Act, appropriations, Continuing Resolutions, shutdown risk, rescissions, plus some program milestones on General Atomics' Collaborative Combat Aircraft, Northrop Grumman's B-21 and SpaceX's Starship.

https://go.td.com/PodcastDisclosure

  continue reading

304 episodes

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