The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI)
About this episode
The episode discusses the upcoming Fiscal Year 2027 budget request and various defense-related topics with expert guests.
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.
People in this episode
Host: Roman Schweizer
Topics covered
- Fiscal Year 2027 budget
- Defense policy
- Congress
- U.S. Navy
- Space contracts
- Geopolitics
Mentioned in this episode
Organizations: TD Cowen, Department of War, U.S. Navy, U.S. Space Force
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