Recorded on 04/04/25

In this episode, Roman Schweizer, TD Cowen Washington Research Group's geopolitics & defense analyst, discusses the three defense spending packages (past – FY25, present – reconciliation, and future – FY26) with retired Maj. Gen. Arnold Punaro, CEO of The Punaro Group and long-time staff director of the Senate Armed Services Committee. We'll cover the reality of the FY25 Continuing Resolution, the possibility of $150B in the Senate's reconciliation plan, and the outlook for FY26, which could be released sometime later this month.

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