Defense & Aerospace Report
1,557 episodes - English - Latest episode: 17 days ago - ★★★★ - 92 ratingsWelcome to the Defense and Aerospace Report podcast, our weekly podcast on the global defense and aerospace business sponsored by Bell, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we’ll bring you interviews with industry leaders and the business’ best analysts to put events in context, identify trends and keep an eye on what’s next in a fast-moving world. Defense & Aerospace Report is your global source for national security and aerospace news, thought leadership and analysis, founded and edited by Vago Muradian.
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Episodes
Defense & Aerospace Podcast [Friday Roundtable Oct 18, 2019]
October 18, 2019 00:14 - 44 minutes - 40.8 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Byron Callan of the independent equity research firm Capital Alpa Partners, Andrew Hunter, the director of the Defense Industrial Initiatives Group at the Center for Strategic and International Studies, and Defense & Aerospace Report contributing editor Christopher P. Cavas. Topics: — Raytheon’s victory over Lockheed Martin and Northrop Grumman to win the US Army’s Lo...
Defense & Aerospace Report Podcast [Oct 14, 2019 Monday Business Report]
October 13, 2019 21:41 - 42 minutes - 38.7 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Market reaction to Washington’s view that US-China trade war are easing — Impact of US-China trade war on Europe — US-Europe trade war as economic drivers shift like Chinese purchases of German machine tools and cars slows — Assessment...
Defense & Aerospace Podcast [Friday Roundtable Oct 11, 2019]
October 10, 2019 23:14 - 39 minutes - 35.7 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Ilan Berman of the American Foreign Policy Council, Dov Zakheim, PhD, former DoD comptroller, Andrew Hunter, the director of the Defense Industrial Initiatives Group at the Center for Strategic and International Studies, and Teri Schultz, a Brussels-based reporter for Na...
Defense & Aerospace Report Podcast [Oct 07, 2019 Monday Business Report]
October 06, 2019 20:27 - 33 minutes - 30.6 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Richard Aboulafia. Topics: — Prospect of Washington imposing higher tariffs on European goods and implications for Airbus and Boeing — Continuing resilience of economy despite trade tensions with Europe and China — Concerns about President Trump’s role in trade wars and whether he may be profiting from them — Boeing’s deci...
Defense & Aerospace Podcast [Friday Roundtable Oct 04, 2019]
October 04, 2019 00:49 - 36 minutes - 33.8 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Ilan Berman of the American Foreign Policy Council Byron Callan of the independent equity research firm Capital Alpa Partners, Dov Zakheim, PhD, senior adviser at the Center for Strategic and International Studies and former DoD comptroller, Patrick Cronin, chair for Asia-Pacific Security at the Hudson Institute, and Teri Schultz, a Brussels-based reporter for Nationa...
Defense & Aerospace Report Podcast [Sep 30, 2019 Monday Business Report]
September 30, 2019 13:27 - 23 minutes - 21.7 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Implications of FAA guidance that air carriers check 737 Next Generation jetliners for cracks as Boeing works to return the newer version of the plane, the 737 Max, to service after two deadly crashes — Impact of the World Trade Organi...
Defense & Aerospace Podcast [Friday Roundtable Sep 27, 2019]
September 26, 2019 23:50 - 34 minutes - 31.4 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Ilan Berman of the American Foreign Policy Council Byron Callan of the independent equity research firm Capital Alpa Partners. Topics: — Implications of impeachment inquiry on DoD budget and Pentagon leadership — Possibility of strikes on Syria after Secretary of State Mike Pompeo’s statement that Bashar al Assad again used chemical weapons against his people — Whethe...
Defense & Aerospace Report Podcast [Sep 23, 2019 Monday Business Report]
September 22, 2019 23:47 - 38 minutes - 35.2 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Boeing’s decision to press the US Air Force to in turn pressure Northrop Grumman to accept Boeing on its Ground-Based Strategic Deterrent team vying for the service’s $85 billion Minuteman weapon system modernization program — Implicat...
Defense & Aerospace Podcast [Friday Roundtable Sep. 20, 2019]
September 20, 2019 10:00 - 1 hour - 57.5 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include John Tirpak of Air Force Magazine, Steve Trimble of Aviation Week, Todd Harrison, the director of defense budget analysis and the Aerospace Security Project at the Center for Strategic and International Studies, Ilan Berman of the American Foreign Policy Council, and Evelyn Farkas, PhD, a former deputy assistant secretary of defense for Russia, Ukraine, Eurasia in the...
Defense & Aerospace Report Podcast [Sep 16, 2019 Monday Business Report]
September 15, 2019 21:23 - 46 minutes - 42.4 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Highlights from DSEI conference and tradeshow in London including Italy’s decision to join Sweden on UK-led Team Tempest combat aircraft program — Implications of increasing number of ITAR-free programs on US ability to control global ...
Defense & Aerospace Podcast [Friday Roundtable Sep. 13, 2019]
September 13, 2019 00:39 - 50 minutes - 45.9 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Bob Hale, former Pentagon comptroller and senior fellow at the Center for a New American Security, Todd Harrison, the director of defense budget analysis and the Aerospace Security Project at the Center for Strategic and International Studies, Teri Schultz, a Brussels-based reporter for National Public Radio and Deutsche Welle and Evelyn Farkas, PhD, a former deputy a...
Defense & Aerospace Report Podcast [Sep 09, 2019 Monday Business Report]
September 08, 2019 23:49 - 33 minutes - 30.7 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Reporting from the Seattle Times that a Boeing senior flight test engineer has invoked the Fifth Amendment declining to turn over documents related to the 737 Max jetliner to investigators — Another Seattle Times story that 777X cargo ...
Defense & Aerospace Podcast [Friday Roundtable Aug 30, 2019]
September 06, 2019 01:42 - 33 minutes - 30.2 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Byron Callan of the independent equity research firm Capital Alpa Partners, Teri Schultz, a Brussels-based reporter for National Public Radio and Defense & Aerospace Report naval contributors Mark Faram and Chris Cavas . Topics: — Defense Secretary Mark Esper’s decision ...
Defense & Aerospace Report Podcast [Sep 03, 2019 Business Report]
September 03, 2019 02:48 - 39 minutes - 35.9 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Canada's fighter competition and decision by Airbus to withdraw from the competition after concluding the Eurofighter Typhoon was unlikely to satisfy Ottowa’s requirements — Turkey’s increasingly warm relationship with Russia including comments by Turkish President Recip Tayyip Erdogan on buyin...
Defense & Aerospace Podcast [Friday Roundtable Aug 30, 2019]
August 29, 2019 19:56 - 45 minutesOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Todd Harrison, the director of defense budget analysis and the Aerospace Security Project at the Center for Strategic and International Studies, Travis Sharp, a Research Fellow at the Center for Strategic and Budgetary Assessments along with Mark Faram and Chris Cavas naval contributors for the Defense & Aerospace Report. Topics: — Analysis of Defense Secretary Mark E...
Defense & Aerospace Report Podcast [Aug 25, 2019 Monday Business Report]
August 26, 2019 01:01 - 35 minutes - 32.5 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Impact of Trump’s trade war comments on world markets at the G7 meeting in Biarritz — City’s view of Brexit after British Prime Minister Boris Johnson’s meetings in Berlin and Paris — Market reaction to Boeing’s 737 Max comments — Late...
Defense & Aerospace Podcast [Friday Roundtable Aug 23, 2019]
August 23, 2019 01:08 - 29 minutes - 27.1 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Byron Callan of the independent equity research firm Capital Alpa Partners, Teri Schultz, a Brussels-based reporter for National Public Radio and Deutsche Welle and Evelyn Farkas, PhD, a former deputy assistant secretary of defense for Russia, Ukraine, Eurasia in the Obama administration who is now with the German Marshall Fund. Topics: — President Trump’s feud with D...
Defense & Aerospace Report Podcast [Aug 19, 2019 Monday Business Report]
August 18, 2019 22:49 - 33 minutes - 30.5 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. Topics: — Implications of Inverted yield curve and market volatility — Germany, Britain and Italy on European economic outlook — Update on Boeing programs including 777X, 787 and 737 Max — Latest Rolls-Royce Trent 1000 failure and impact on the company’s rating as well as outlook — Latest on C...
Defense & Aerospace Podcast [Friday Roundtable Aug 16, 2019]
August 15, 2019 23:29 - 45 minutes - 41.5 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Byron Callan of the independent equity research firm Capital Alpa Partners, Bob Hale, former Pentagon comptroller and senior fellow at the Center for a New American Security, Pavel Luzin, Phd, Moscow based expert on the Russian Armed Forces and Col. Steve “Lux” Luxion, USAF Ret. Executive Director, ASSURE, FAA’s Center of Excellence for UAV Research. Topics: — The inv...
Defense & Aerospace Report Podcast [Aug 12, 2019 Monday Business Report]
August 11, 2019 21:23 - 35 minutes - 32.2 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch. Topics: — Impact of US-China trade war — Second quarter 2019 earnings — Acquisition of Wesco Aircraft by Platinum Equity for $1.9 billion — Interest rate outlook — Conversation with Saab CEO Håkan Buskhe
Defense & Aerospace Podcast [Friday Roundtable Aug 09, 2019]
August 08, 2019 23:11 - 26 minutes - 24.1 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow and Byron Callan of the independent equity research firm Capital Alpa Partners. Topics: — Impact of US-China trade war and wide-ranging global tensions on world markets — US budget implications of economic turmoil and mounting security challenges — Uncertainties created b...
Defense & Aerospace Report Podcast [Aug 05, 2019 Monday Business Report]
August 05, 2019 00:54 - 31 minutes - 28.5 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. Topics: — Airbus, BAE Systems, Leonardo first half 2019 earnings — Second quarter Triumph Group & Huntington Ingalls Industries returns — Federal Reserve’s decision to cut interest rates by 25 basis points — Impact of devaluation of the British pound on UK exports and defense programs — Lates...
Defense & Aerospace Podcast [Friday Roundtable Aug 02, 2019]
August 02, 2019 00:56 - 41 minutes - 38.4 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include, in segment one, Byron Callan of the independent equity research firm Capital Alpa Partners and Andrew Hunter, the director of the Defense Industrial Initiatives Group at the Center for Strategic and International Studies. In Segment two we speak withUK Armed Forces Minister Mark Lancaster, MP and Wing Cdr Andrew Keith, officer commanding, Royal Air Force’s Red Arrows...
Defense & Aerospace Report Podcast [Jul 29, 2019 Monday Business Report]
July 29, 2019 00:21 - 53 minutes - 49.3 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. Topics: — Implications should Boeing halt production of 737 Max jetliners, now running at 42 aircraft a month — Impact of 737 Max grounding on Boeing’s 2nd quarter financial results — Boris Johnson as Britain’s prime minister and Ben Wallace as new UK defense secretary — Advent International’s...
Defense & Aerospace Podcast [Friday Roundtable Jul 26, 2019]
July 26, 2019 00:49 - 41 minutes - 37.8 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Bryan McGrath of The Ferrybridge Group, Sidharth Kaushal, PhD, of the Royal United Services Institute, Ilan Berman of the American Foreign Policy Council Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Byron Callan of the independent equity research firm Capital Alpa Partners and Teri Schultz, a Brussels-based report...
Defense & Aerospace Report Podcast [Jul 22, 2019 Monday Business Report]
July 21, 2019 23:48 - 33 minutes - 31.1 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch. Topics: — Agreement between Britain and Sweden to cooperate on future combat air systems — Comments by Swedish Defense Minister Peter Hultqvist and UK Minister for Defence Procurement Stuart Andrew — Boeing’s $5.6 billion charge on 737 Max jetliner — Textron and Honeywell earnings — Look ahead to next week’s earnings reports by Boei...
Defense & Aerospace Podcast [Friday Roundtable Jul 19, 2019]
July 19, 2019 00:24 - 39 minutes - 36.5 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Bob Hale, former Pentagon comptroller and senior fellow at the Center for a New American Security, Todd Harrison, the director of defense budget analysis and the Aerospace Security Project at the Center for Strategic and International Studies, Eugene Rumer, a former national intelligence officer for Russia and Eurasia at the U.S. National Intelligence Council, is a se...
Defense & Aerospace Report Podcast [Jul 15, 2019 Monday Business Report]
July 14, 2019 23:53 - 38 minutes - 35.3 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Sash Tusa of Agency Partners and Rick Nagel, the managing partner of Acorn Growth Companies. Topics: — Look at decisions by United and American Airlines to delay returning Boeing’s 737 Max jets to regular passenger service — Report that 737 unlikely to return to service before January 2020 as US and international regulators p...
Defense & Aerospace Podcast [Friday Roundtable Jul 12, 2019]
July 12, 2019 00:42 - 50 minutes - 46.6 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Bryan McGrath of The Ferrybridge Group, Bryan Clark of the Center for Strategic and Budgetary Assessments, Byron Callan of Capital Alpha Partners, and Bob Hale, former Pentagon comptroller and senior fellow at the Center for a New American Security. Topics: — Implications of Navy Secretary Richard Spencer’s decision to fire Adm. Bill Moran as the next chief of naval o...
Defense & Aerospace Report Podcast [Jul 8, 2019 Monday Business Report]
July 08, 2019 02:13 - 34 minutes - 31.5 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. Topics: — US jobs figures and recession worries — Broader US and European economic outlook — Latest air traffic figures — Update on return to flight of Boeing’s 737 Max — Financial Times report that Saudi Arabia’s Flyadeal’s has decided to cancel $5.9 billion order for 50 737 Max jets — Implic...
Defense & Aerospace Podcast [Friday Roundtable Jul 05, 2019]
July 04, 2019 22:36 - 35 minutes - 32.1 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Byron Callan of the independent equity research firm Capital Alpa Partners and Capt. Kevin Reed, commander of US Coast Guard Sector Long Island Sound. Topics: — Key takeaways from G20 meeting in Osaka and NATO’s defense ministerial in Brussels — What the first six months of 2019 tells us about what to expect through the rest of the year — US Coast Guard preparations f...
Defense & Aerospace Report Podcast [Jul 01, 2019 Monday Business Report]
June 30, 2019 23:26 - 30 minutes - 28.2 MBOn this episode of the Business Podcast, sponsored by Bell, in segment one we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. In segment two we talk to Magnus Nordenman, a noted NATO and maritime affairs expert and author of the New Battle for the Atlantic: Emerging Naval Competition with Russia in the Far North. Topics: — implications of new problems found in flight controls of Boeing’s 737 Max as the...
Defense & Aerospace Podcast [Friday Roundtable Jun 28, 2019]
June 28, 2019 01:40 - 36 minutes - 33.8 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Michael Herson, President and CEO, American Defense International, Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Ilan Berman of the American Foreign Policy Council and Evelyn Farkas, PhD, a former deputy assistant secretary of defense for Russia, Ukraine, Eurasia in the Obama administration who is now with the Germa...
Defense & Aerospace Report Podcast [Jun 24, 2019 Monday Business Report]
June 24, 2019 00:53 - 29 minutes - 26.9 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. Topics: — Implications of IAG’s order for 200 737 Max 8 and 10 jets — Whether the deeply discounted IAG will impact pricing for future 737 Max orders — impact of Airbus’ A321XLR on Boeing’s effort to develop a new middle of market aircraft — Raytheon Chairman and CEO Tom Kennedy’s comments abo...
Defense & Aerospace Podcast [Friday Roundtable Jun 21, 2019]
June 20, 2019 22:45 - 57 minutes - 52.9 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Arnold Punaro, retired US Marine Corps major general and veteran Senate Armed Services Committee staffer who is the president and CEO of The Punaro Group, Dov Zakheim, PhD, senior adviser at the Center for Strategic and International Studies and former DoD comptroller, Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, B...
Defense & Aerospace Report Podcast [ Business Report–Paris Air Show Day 3 Recap]
June 19, 2019 17:18 - 13 minutes - 12.5 MBOn this episode of the Business Podcast, sponsored by Bell, we recap Paris Airshow Day 3 with Richard Aboulafia of the Teal Group consultancy.
Defense & Aerospace Report Podcast [ Business Report--Paris Air Show Day 2 Recap]
June 18, 2019 16:44 - 16 minutes - 14.9 MBOn this episode of the Business Podcast, sponsored by Bell, we recap Paris Airshow Day 2 with Sash Tusa of Agency Partners.
Defense & Aerospace Report Podcast [ Business Report--Paris Air Show Day 1 Recap]
June 17, 2019 20:16 - 11 minutes - 10.7 MBOn this episode of the Business Podcast, sponsored by Bell, we recap Paris Airshow Day 1 with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch.
Defense & Aerospace Report Podcast [Jun 17, 2019 Monday Business Report]
June 16, 2019 21:50 - 29 minutes - 27.1 MBOn this episode of the Business Podcast, sponsored by Bell, we preview the 2019 Paris Airshow with Sash Tusa of Agency Partners. Topics: — Swiss decision to drop Saab’s Gripen E from the country’s fighter competition — New deal on A400M airlifters — Market reaction to United Technologies-Raytheon merger — Paris Air Show themes — French, German and Spanish program to develop new European combat jet — Commercial aircraft order outlook — Update on 737 Max jetliner return to flight and potential...
Defense & Aerospace Podcast [Friday Roundtable Jun 14, 2019]
June 14, 2019 02:43 - 38 minutes - 35.6 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Byron Callan of the independent equity research firm Capital Alpa Partners, Bob Hale, former Pentagon comptroller (who now advises Booz Allen Hamilton — his thoughts are his own) and Chris Servello, founder of Provision Advisors (and team member of the Defense & Aerospac...
Defense & Aerospace Report Podcast [Jun 10, 2019 Monday Business Report]
June 10, 2019 00:51 - 44 minutes - 40.4 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests Sash Tusa of Agency Partners, Byron Callan of the independent equity research firm Capital Alpa Partners and Heather Conley, Senior Vice President for Europe, Eurasia, and the Arctic; and Director, Europe Program at the Center for Strategic and International Studies. Topics: — Analysis of the planned merger of United Technologies Aerospace and Raytheon to create Raytheon Technologies ...
Defense & Aerospace Podcast [Friday Roundtable Jun 07, 2019]
June 07, 2019 02:20 - 56 minutes - 51.3 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, segment one guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Byron Callan of the independent equity research firm Capital Alpa Partners, Susanna Blume of the Center for a New American Security and Bill Greenwalt, former Pentagon industrial policy chief, now the Atlantic Council. Our segment two guest include Dov Zakheim, ...
Defense & Aerospace Report Podcast [Jun 03, 2019 Monday Business Report]
June 03, 2019 00:26 - 30 minutes - 28.2 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Aerospace and defense impact of US decision to impost tariffs on Mexico — Impending escalation of US-China trade war as Beijing considers targeting American products — Update on battle to find a success to Theresa May as Britain’s next...
Defense & Aerospace Podcast [Friday Roundtable May 31, 2019]
May 31, 2019 03:11 - 52 minutes - 48.3 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Byron Callan of the independent equity research firm Capital Alpa Partners, Bob Hale, former Pentagon comptroller (who now advises Booz Allen Hamilton — his thoughts are his own) and Michael Herson, President and CEO, American Defense International. Topics: — Update on House and Senate Defense budget deliberations — Washington political tensions and defense spending —...
Defense & Aerospace Report Podcast [May 28, 2019 Monday Business Report]
May 28, 2019 00:23 - 37 minutes - 34 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners. Topics: — Analysis of FAA’s May 23 meeting to return Boeing’s 737 Max to flight including reaction by international regulators — Industry concerns about the prospect of fragmented aircraft certification regime — Continuing US-China trade tensions — Theresa May’s decision to step down as UK pri...
Defense & Aerospace Podcast [Friday Roundtable May 24, 2019]
May 23, 2019 22:26 - 47 minutes - 43.8 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow, Byron Callan of the independent equity research firm Capital Alpa Partners and Teri Schultz, a Brussels-based reporter for National Public Radio and Deutsche Welle. Topics: — Budget impact of Trump’s decision to stop cooperating with the House and Acting Defense Secretar...
Defense & Aerospace Report Podcast [May 20, 2019 Monday Business Report]
May 19, 2019 23:02 - 39 minutes - 36.2 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Latest on 737 Max jetliner return to flight including Boeing’s software fix and upcoming key FAA meeting — Impact of US-China trade war on Boeing jetliner sales — Airline closures and availability of single-aisle aircraft — BAE Systems...
Defense & Aerospace Podcast [Friday Roundtable May 17, 2019]
May 17, 2019 04:20 - 42 minutes - 38.5 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Ilan Berman of the American Foreign Policy Council, Evelyn Farkas, PhD, a former deputy assistant secretary of defense for Russia, Ukraine, Eurasia in the Obama administration who is now with the German Marshall Fund and Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow. Topics: — Analysis of Trump administration approac...
Defense & Aerospace Report Podcast [May 13, 2019 Monday Business Report]
May 13, 2019 01:47 - 44 minutes - 40.6 MBOn this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Update In Boeing 737 Max 8 — Canada’s fighter competition and the Lockheed Martin F-35 Lightning II — IATA passenger air traffic numbers — Effects of on-going trade dispute with China--US Air Force light attack aircraft effort — Bombar...
Defense & Aerospace Podcast [Friday Roundtable May 09, 2019]
May 10, 2019 02:44 - 52 minutes - 47.7 MBOn this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Byron Callan of the independent equity research firm Capital Alpa Partners, Sam LaGrone and Megan Eckstein of the U.S. Naval Institute News and Chris Cavas, one of the world’s leading naval warfare reporters. Topics: — Analysis of the Navy League’s Sea Air Space conference and trade show — Navy’s upcoming fleet architecture — Frigate update — Vice President Pence’s re...