Defense & Aerospace Report

Defense & Aerospace Report Podcast [Jun 29, ’24 Business Report]

Jun 30, 2024

Industry experts Dr. Rocket Ron Epstein, Sash Tusa, and Richard Aboulafia discuss stock market trends, Airbus profit warning impact, Boeing's legal woes, Anduril's funding raise, and DoD's Replicator program. The podcast also covers US election effects on global markets, AeroVironment's innovations, and challenges in defense technology.

01:00:52

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Episode guests

Rocket Ron Epstein

Sash Tusa

Richard Aboulafia

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Airbus faces stock drop due to production issues and supply chain problems, Boeing potential criminal charges impact industry reputation, Europe increases defense spending amid strategic alignment shifts

Deep dives

Issues Impacting Airbus Performance

Airbus faces challenges due to production cuts and supply chain problems, leading to a significant drop in stock prices. Production cuts and delays are attributed to issues with engine companies, aerostructures, and cabin interiors.

Intro

2min

Airbus Supply Chain Challenges and Industry Repercussions

21min

Boeing's Legal Troubles and Potential Business Moves

14min

Impact of US Election on Global Markets and Defense Relationships

17min

Discussion on Venture Capital-backed Companies in Defense Technology and Contracting Strategies

4min

Discussion on AeroVironment's Innovation and Replicator's Potential Impact

2min

Challenges in Supply Chain Industrial Base and AI Development for Systems Coordination

2min

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 discuss stocks drop after a three-week winning streak, impact of Airbus profit and deliveries warning across the sector, a disastrous US presidential debate as Britain and France hold key elections, Justice Department investigators recommend criminal charges against Boeing of criminal conspiracy over two deadly 737 crashes that killed 346, Boeing’s ongoing acquisition of Spirit AeroSystems, Anduril reportedly is poised to raise $1.5 billion in funding, DoD’s Replicator program is funded to $1 billion and the U.S. Army wants more than 1000 Switchblade 600 loitering munitions from AeroVironment in the next year.

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