Tariffs, Budgets & Geopolitical Risk All At Once
Apr 03, 2025•47 min•Ep. 274
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Episode description
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.
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