TD Cowen Insights

← TD Cowen Insights21 sept. · 52 min

Too Much News: Gulf Fighting Heats Up & Implications, Congressional Outlook, Space Weapons, And AI Doomers

Too Much News: Gulf Fighting Heats Up & Implications, Congressional Outlook, Space Weapons, And AI Doomers21 sept.52 min

Recorded on 09/18/26

In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined an All-Star reporter roundtable to discuss the ongoing war between the USA and IRI, including the latest flareup between KSA & Houthis and the Trump Administration's OK to sell KSA the long-coveted F-35. We also discuss the congressional outlook, the Air Force Association's annual conference in DC, and other issues like the surprise revelation about USA space weapons, a growing political debate about AI, and DoW's latest memo on pricing and cost transparency from DepSecWar Feinberg.