On this episode of the Business Podcast, sponsored by Bell, our guest in segment one is Kevin Craven, CEO of ADS Group; in segment two our roundtable with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.

Topics:

— Look ahead to major themes at the upcoming Farnborough International Airshow as well as the new Aerospace Growth Forum

— Inflation and supply chain impact on UK aerospace and defense sector

— Defense and aerospace stock performance as market regains composure as Federal Reserve hints at more rate increases to combat inflation

— Program implications of markup as lawmakers appear to achieve consensus on defense plus up of about $40 billion

— Takeaways from the ILA Berlin Air Show including Spain’s decision to acquire more Eurofighter Typhoon jets and the impact of the move on the Eurofighter program 

— Emirates call for more big jets

— Analysis of Air Force Secretary Frank Kendall’s statement that the service’s Next Generation Air Dominance program is in the engineering and manufacturing development phase even though the competition for the effort to develop a new teamed manned and unmanned platforms

— Boeing decision to add former Collins Aerospace President and CEO Dave Gitlin to its board and whether the move foreshadows larger role for the widely well-respected executive