Defense & Aerospace Report Podcast [Jan 09, ’23 Business Report]

On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
—Michael Herson of American Defense International explains the national security implications of promises made by Rep. Kevin McCarthy, R-Calif., in exchange for votes to become nation’s 53rd speaker including on defense spending and Ukraine aid
— Impact of year-long continuing resolution on defense contractors at home, and aboard
— Update on aerospace and defense stock performance on US and European markets
— China travel impact as Beijing lifts zero covid constraints
— Boeing, Dassault and Lockheed Martin deliveries
— How London, Washington and Canberra can work together to furnish Australia with nuclear-powered attack submarines and the industrial base to build them down under
— Takeaways from Bank of America Merrill Lynch’s annual defense and aerospace outlook conference