Defense & Aerospace Report Defense & Aerospace Daily Podcast [Jan 20, 2026] Look Ahead w/ Byron Callan & Chris Servello
Jan 20, 2026
Byron Callan, founder of Capital Alpha Partners, shares insights on defense industry dynamics, while Chris Servello, co-founder of ProVision Advisors and ex-Navy public affairs officer, discusses the evolving landscape of defense communications. They dive into the diplomatic implications of the U.S. Greenland acquisition talks, potential trade tensions with Europe, and assess NATO's future posturing. They also highlight the Navy's Golden Fleet initiative and the Pentagon's push for missile production as crucial topics shaping the defense industry.
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Greenland Move Risks NATO Rupture
- The Greenland proposal is largely unnecessary because existing treaties already grant U.S. strategic access without purchase.
- Forcing ownership risks rupturing NATO and provoking costly economic retaliation from Europe.
Trade Threats Endanger Defense Sales
- Threatening tariffs and seizures could damage U.S. defense exports and supply chains to Europe.
- Major contractors rely on European sales and subcontracts, so trade friction risks layoffs and program cancellations.
Prepare For Economic Retaliation
- Expect short-term European responses to be economic, not military; plan for tariffs and procurement shifts.
- Monitor defense export permissions and maintain contingency plans for supply and program disruptions.