

Defense & Aerospace Daily Podcast [Jul 08 24] Byron Callan's Week Ahead
Jul 8, 2024
Byron Callan from Capital Alpha Partners discusses Japan's defense industry surge, Pentagon frustration with share buybacks, NATO themes, and potential allied investment changes with a new US leadership. The podcast covers historical investment trends, challenges in Japan's defense export strategy, government incentives for defense industry, comparisons of companies in defense and aerospace, and discussions on defense spending and development
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Challenges in Japan's Defense Industry and Export Strategy
02:20 • 13min
Discussion on Historical Industry Investment and Government Incentives for Defense Needs
15:13 • 4min
Comparison of Companies in the Defense and Aerospace Industry
19:37 • 3min
Challenges in Defense Spending and Development
22:53 • 8min