TD Cowen Insights Podcast:
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by retired Major General Arnold Punaro to discuss the new Fiscal Year 2027 Federal Budget and Department of War $1.5 trillion budget request. They discuss the outlook for passage, plus a pending Operation Epic Fury war supplemental, as well as major components of the budget and surprises.
