On this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Byron Callan of the independent equity research firm Capital Alpa Partners, Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Mackenzie Eaglen of the American Enterprise Institute and Michael Herson, President and CEO, American Defense International.

Topics:

— Outlook for the National Defense Authorization Act passed by veto-proof majorities by the House and Senate that includes language to rename US military based now dedicated to Confederate leaders that President Trump has vowed to veto

— Status on defense appropriations deliberations

— Update on fourth, $1 trillion stimulus package that would extend unemployment insurance for 20 million jobless Americans as Democrats unite and GOP at odds with White House

— Outlook for defense spending as Democratic lawmakers move to trim the Pentagon’s budget

— Rising gold and silver prices on global stimulus activity that suggests future inflationary pressure and how trend could impact defense in 2021-2022

— Importance of former Vice President Joe Biden’s pick as his running mate

— Huntington Ingalls Industries’ investment in Sea Machines and change in AM General ownership