TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
Shutdown Solutions, Trump's Asia Trip, SecWar's CEO Meeting & Golden Dome Contracts
50 minutes Posted Nov 3, 2025 at 1:45 pm.
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Recorded on 10/31/25
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, and an All-Star reporter lineup discuss the latest outlook and possible way out of the soon-to-be-longest USG shutdown, some read outs from President Trump's big trip around Asia, the Secretary of War's big meeting with defense CEOs in Washington, and a potential contract to SpaceX for Golden Dome satellites.