Byron Callan

Byron Callan, a seasoned analyst from Capital Alpha Partners, shares his expertise on defense budgets and geopolitical concerns. He examines the potential for a significant increase in U.S. defense spending while navigating complex political dynamics between Congress and the administration. Callan discusses the repercussions of tariffs, particularly with China’s responses, and insights from the Shanghai-La Dialogue. He also sheds light on Ukraine's Operation Spiderweb, exploring its impact on Russia's bomber bases and the broader military strategies at play.

Byron Callan, an analyst from Capital Alpha Partners, joins Chris Servello, co-host of Cavas Ships, to dissect defense budgets and industry trends. They delve into the Senate Armed Services Committee's proposed mark and the Trump administration's savvy messaging strategies. The duo explores potential impacts of new steel and aluminum tariffs on defense sectors and scrutinizes defense contractors’ financial health amid rising tensions. Additionally, they preview upcoming defense events, blending politics and military strategy with humor and insight.

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

Byron Callan from Capital Alpha Partners discusses the Senate's $25 billion defense spending increase to deter China and Russia. They talk about the Air Force's Next Generation Air Dominance program challenges, rise of the hard right in European defense, G7 meeting takeaways, and the week ahead in defense.

Byron Callan of Capital Alpha Partners discusses appropriations, budget and supplemental outlook, analysis of Boeing's earnings report and defense business, US arms exports, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian. The podcast also explores recent military strikes, defense spending, operating margins, inflation impact on contracts, updates and challenges for Boeing's defense business segment, and concerns about Boeing as a national strategic asset.