Recorded on 01/16/26
In this episode, Gautam Khanna, TD Cowen's A&D equity analyst, joins Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, to preview the upcoming A&D earnings season and the top geopolitical & defense macro topics in Washington, including FY26 & 27 budgets and Reconciliation 2.0. They also cover last month's defense Ahead of the Curve® report, Remaking The Arsenal of Freedom & Military-Tech Fusion.
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TD Cowen Insights