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.

Whitecap Resources: Synergy Realization, Basin Optionality & Shareholder Returns

On each episode of "TD Cowen Insights", members of our firm host leading thinkers  to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.

Disclosures: https://go.td.com/PodcastDisclosure