Two Weeks Of Epic Fury

About this episode

Roman Schweizer discusses the first two weeks of Operation Epic Fury with reporters, covering military budgets and political implications.

Recorded on 03/13/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by a dynamic duo of reporters to discuss the first two weeks of Operation Epic Fury. They also discuss the outlook for an OEF war supplement for munitions and other costs, and the War Department's FY27 budget request and the possibility of a 2nd GOP reconciliation bill.

People in this episode

Host: Roman Schweizer

Topics covered

• geopolitics
• defense
• military operations
• budget analysis
• political discussions

Keywords

• Operation Epic Fury
• military budget
• OEF war supplement
• geopolitics
• defense analysis

Mentioned in this episode

Organizations: TD Cowen, War Department

More episodes of TD Cowen Insights

• Digging Into Perpetual Futures; National Best Bid & Offer Rule · June 9, 2026 · 22 min
• RVLV's Next-Gen AI, New Brands & Physical Expansion · June 5, 2026 · 18 min
• The Heat Is On: Budgets ($1.5T or Bust), Defense Policy (Army "Jailbreak" Event & Foreign Ships), and Space Contracts (SDN & SB-AMTI) · June 1, 2026 · 40 min
• Beyond The Highway: Kodiak AI’s Roadmap To Autonomous Trucking & Physical AI · May 28, 2026 · 13 min
• From Devices To Intelligence: Cellebrite's Growth Story · May 28, 2026 · 14 min
• True Religion, Universal Denim – Ultimate Lifestyle · May 19, 2026 · 33 min