Defense & Aerospace Report

Defense & Aerospace Report Podcast [Mar 23, ’25 Business Report]


Listen Later

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street fifth down week in a row as Congress avoided a government shutdown, but embraced a full-year continuing resolution; lawmakers work to cut taxes by more than $4 trillion as personnel cuts at the IRS raise concerns that US tax collections will decline by 10 percent; Trump administration budget cuts prompted consulting giant Accenture to issue a profit warning; European nations pledge massive defense spending increases with Germany promising to increase spending by $1 trillion to bolster capabilities; credit agencies worry whether European nations can sustain higher military spending through more debt; from the Oval Office, President Trump announced that the US Air Force picked Boeing over Lockheed Martin to develop and build the manned element of the service’s Next Generation Air Dominance aircraft dubbed the F-47; as passenger traffic declines, the British and German governments issue travel advisories to their citizens traveling to the US; a major fire London’s Heathrow Airport derailed flights worldwide; and takeaways from Bank of America’s industrials conference as well as Joanna Speed’s great Aerospace Event in LA.
...more
View all episodesView all episodes
Download on the App Store

Defense & Aerospace ReportBy Defense & Aerospace Report, sponsored by Bell

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

117 ratings


More shows like Defense & Aerospace Report

View all
The Truth of the Matter by CSIS | Center for Strategic and International Studies

The Truth of the Matter

266 Listeners

War on the Rocks by Ryan Evans

War on the Rocks

1,073 Listeners

Aviation Week's Check 6 Podcast by Aviation Week Network

Aviation Week's Check 6 Podcast

362 Listeners

Modern War Institute by Modern War Institute at West Point

Modern War Institute

769 Listeners

Russian Roulette by Center for Strategic and International Studies

Russian Roulette

141 Listeners

ChinaPower by CSIS | Center for Strategic and International Studies

ChinaPower

196 Listeners

Defense One Radio by Defense One staff

Defense One Radio

134 Listeners

The Proceedings Podcast by U.S. Naval Institute

The Proceedings Podcast

202 Listeners

Net Assessment by War on the Rocks

Net Assessment

394 Listeners

The Asia Chessboard by Center for Strategic and International Studies

The Asia Chessboard

109 Listeners

Irregular Warfare Podcast by Irregular Warfare Initiative

Irregular Warfare Podcast

390 Listeners

CAVASShips by CAVASSHIPS Podcast

CAVASShips

26 Listeners

The DownLink Podcast by The Defense & Aerospace Report

The DownLink Podcast

24 Listeners

The Merge by The Merge

The Merge

317 Listeners

NatSec Matters by Beacon Global Strategies LLC

NatSec Matters

191 Listeners