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By Defense & Aerospace Report, sponsored by Bell
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The podcast currently has 2,346 episodes available.
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On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss factors that might change the outlook for US defense including the budget outlook; Treasury Secretary Scott Bessent’s bond yield gambit; the Iran and Ukraine wars; breakdown of trade talks between Canada and the United States, and whether other nations will decide against what they deem to be bad deals; what a reduced Lyntris offering means for private equity; the US Army’s decision to award a contract to Hanwha for its K9 self-propelled howitzer; acting Army Chief of Staff Gen. Chris LaNeve’s new strategy that included disbanding the drone unit and replacing it with an airborne infantry unit; and a look at the week ahead and in Washington and beyond.

On this Land Warfare episode, sponsored by American Rheinmetall, Dr. Michael O’Hanlon, the Philip H. Knight Chair in Defense and Strategy as well as the director research for the foreign policy program at the Brookings Institution and author of the new book — “To Dare Mighty Things: U.S. Defense Strategy Since the Revolution” — joins Defense & Aerospace Report Editor Vago Muradian to discuss lessons from the Ukraine and Iran wars for ground forces worldwide; the role of drones in the close fight and future of land vehicles; magazine depth and deterrence; recent moves by the acting Army Chief Gen. Chris LaNeve including his decision to convert a new drone battalion to an airborne infantry unit; deterring Russia as its provocations against NATO increase; and the US defense budget outlook and importance of oversight.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s near peak despite worse than expected unemployment figures as US Treasuries hit their highest since August 2001on debt and interest rate worries; US and Iranian forces continue to target Strait of Hormuz traffic as President Trump says US forces can maintain their blockade indefinitely — adding he’s considering making the international waterway American territory — but also warns Americans to brace for higher energy prices tops $6 per gallon for premium gas; an unprecedented European heat waves have dried up key rivers to their lowest levels since 2018, impacting trade and nuclear power generation that will undermine European economic growth this year; the Pentagon awards RTX and Boeing contracts to accelerate production of shipborne Standard air defense missiles; Trump orders the Navy to open a fifth government shipyard, acquire warships built overseas and replace the electromagnetic catapults on the Ford-class nuclear powered aircraft carriers with steam ones; M1 Flight Services beats Bell and Lockheed Martin for the US Army’s Flight School Next award that is valued at up to $10 billion over the coming 26 years; COMAC’s C919 jetliner made its first international commercial flight from Mongolia to Beijing; US investigators find that the Ryanair 737 from which a passenger was nearly sucked out of a window July 10 had suffered four bird strikes over the past year; Applied Aerospace, BETA Technologies, CAE, Elbit Systems, Embraer, Rocket Lab report earnings as GPS pioneer Magellan files chapter 11; Archer Aviation said it would buy Boeing's electric aircraft firm Wisk Aero and two other units for a nearly 20 percent stake in the air-taxi maker; and PitchBook’s estimate that private equity firms are stuck with more than 33,000 companies they can’t sell at the valuations their investors expect.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street on energy worries as US and Iranian forces trade fire and Yemen’s Iran-backed Houthis rebels exert control over the Bab al-Mandab strike Saudi Arabia’s oil facilities; the US-Canada trade war as Ottawa seeks to attract $1 trillion in investment, positioning the country as a trade safe haven against President Trump’s volatility as it also seeks associate EU membership; Washington’s drive to resume trade ties with Russia even as Moscow continues to provoke Europe as the second Bulgarian arms depot catches fire and explodes since August and Reuters reported a US, UK and Norwegian operation in April interrupted — in real time — a Russian test of a new undersea system to disrupt seabed infrastructure near Norway’s Svalbard archipelago; France’s turn toward United Arab Emirates as a military partner on new weapons including the F5 version of Dassault’s Rafale fighter as Finance Minister Roland Lescure warned geopolitical risks including higher energy prices in the wake of the Iran war and bond market turmoil will drive up France’s debt servicing costs by 25 percent to 65 billion euros a year, squeezing everything from social to defense spending; Boeing and its engineers’ union send a tentative four-year agreement that would raise wages to 17,000 members for a vote as the current contract expires on Oct. 6; GE Aerospace’s proposed $11.5 billion acquisition of Consolidated Precision Products that would bolster the giant’s in-house capabilities as primes and suppliers work to bolster supply chains to meet surging commercial and defense demand; and reflections as America and the world commemorate the 25th anniversary of the terror attacks on New York and Washington that killed nearly 3,000.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street as the Iran war continues and Tehran-backed Houthi rebels move on Yemen’s oil-rich Marib province and strike Saudi energy facilities; President Trump declines a request from Riyadh for help, but approves the sale of F-35 Lighting II fighters despite concerns from US intelligence that the stealth jet’s technology could leak to China; implications of the EU’s offer of associate membership for Canada that Trump has said could be a “hostile act,” threatening to block trade with Europe; the Swedish government awarded Saab a $400 million contract to develop next-generation combat aircraft technologies; US Air Force leaders seek 500 Collaborative Combat Aircraft and another 500 Massed Modular Aircraft — envisioned as cheaper version of the MQ-9 Reaper — as well as new F-16 Fighting Falcon jets to fill out the service’s aging force structure; startup hypersonic aircraft maker Hermeus’ deal with Pratt & Whitney to build the jet maker’s F100 engines under license; Lockheed said that 22 days after signing a contract with General Motors for PAC-3 missile parts, the car maker started delivering the “mission critical” components; Boeing CEO Kelly Ortberg’s statement that the ramp up 737 and 787 jet production would take longer than expected even as he expected certification of the Max 10 airliner to be secured soon; GE Aerospace’s confidence that mid-engine seal issues with its GE9X — the most powerful commercial aviation powerplant ever built — won’t delay Boeing’s 777X from entering service; and IndiGo’s Willie Walsh plan to build bigger fleet and turn New Delhi into an Asia gateway.
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