

Defense & Aerospace Report Podcast [Jul 13, ’25 Business Report]
Jul 13, 2025
Join Dr. Ron Epstein, a financial guru from Bank of America Securities, Sash Tusa, a savvy analyst from Agency Partners, and Richard Aboulafia, an aviation expert from AeroDynamic consultancy. They delve into Wall Street's reaction to Nvidia's soaring success and the geopolitical ripple effects of potential U.S. tariffs. Discussions highlight a historic nuclear agreement between Britain and France, the evolving landscape of fighter aircraft procurement with Peru's Gripen deal, and the EU’s strategic responses to trade challenges. A lively insight into the future of defense and aerospace!
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Markets Eye Trade Tariffs Warily
- Markets have largely ignored the trade tariff threats, viewing them as volatile and uncertain but not immediately damaging. - However, Brazil's situation is perceived differently due to its political complexities beyond trade.
EU's Calm, Calculated Trade Response
- The EU is quietly preparing fallback plans and could lead an alternative free trade system excluding the US. - This approach may ultimately cause the US to self-inflict economic damage while others adapt.
Historic France-UK Nuclear Pact
- France and Britain’s nuclear cooperation solidifies mutual existential protection without US involvement. - This pact signals a strategic shift in European defense autonomy.