TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)
40 minutes Posted Jun 1, 2026 at 9:16 pm.
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Recorded on 06/01/26
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an All-Star lineup of defense reporters to discuss the next few weeks as Congress tries to make progress on the Fiscal Year 2027 Department of War $1.5 trillion budget request. We also discuss SecWar Hegseth's remarks at the Shangri-La Dialogue, the Army's "Jailbreak" event, the possibility of the U.S. Navy buying foreign ships, and two important new contracts awarded by U.S. Space Force.