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Tariffs, Budgets & Geopolitical Risk All At Once

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Manage episode 475626839 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Recorded on 04/03/25

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the unrelenting torrent of security & defense issues from Trump Administration and GOP Congress with a special extended version of our reporter roundtable. We cover the latest of the potential impact of Liberation Day tariffs on defense to the congressional budget process & outlook to events around the world and DoD's awards of is next-gen fighter programs.

https://go.td.com/PodcastDisclosure

  continue reading

277 episodes

Artwork
iconShare
 
Manage episode 475626839 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Recorded on 04/03/25

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the unrelenting torrent of security & defense issues from Trump Administration and GOP Congress with a special extended version of our reporter roundtable. We cover the latest of the potential impact of Liberation Day tariffs on defense to the congressional budget process & outlook to events around the world and DoD's awards of is next-gen fighter programs.

https://go.td.com/PodcastDisclosure

  continue reading

277 episodes

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