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Who Let the DOGE Out? Post-Election NatSec Policy Tsunami And A&D Discussion
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.
https://go.td.com/PodcastDisclosure
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By TD Securities, TD Cowen
4.8
3636 ratings
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.
https://go.td.com/PodcastDisclosure
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