Recorded on 11/21/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&D priorities.
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<description>&lt;p&gt;Recorded on 11/21/25&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics &amp; defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&amp;D priorities.&lt;/p&gt;
&lt;p&gt;&lt;p&gt;https://go.td.com/PodcastDisclosure&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

Recorded on 11/21/25

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the outlook for Trump's Ukraine peace plan and SecArmy Driscoll's mission, the NDAA and spending outlook for FY26 and FY27, Golden Dome progress, a new four-star acquisition czar for four big USAF programs, and DoW's new Top 6 R&D priorities.

TD Cowen Insights

SecArmy's Ukraine Mission, FY26 NDAA-Approps & ABBA, Golden Dome Milestone, A Super DRPM & DoW Tech Priorities

SecArmy's Ukraine Mission, FY26 NDAA-Approps & ABBA, Golden Dome Milestone, A Super DRPM & DoW Tech Priorities

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