
TD Cowen Insights
Who Let the DOGE Out? Post-Election NatSec Policy Tsunami And A&D Discussion
Nov 21, 2024
01:09:41
Recorded on 11/15/24
In this episode, Roman Schweizer, TD Cowen's WRG geopolitics & defense analyst, and a fully staffed reporter roundtable discuss the outlook through the end of the year and the transition from the Biden to Trump Administration. We also discuss look-ahead themes in aerospace, defense, and government services with TD Cowen equity research analysts Cai von Rumohr and Gautam Khanna.
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