Byron Callan

Byron Callan, an expert from Capital Alpha Partners, teams up with Vago Muradian to tackle the week’s pressing defense and aerospace issues. They dissect a proposed $22 billion increase to the defense budget and the upcoming challenges with Congress. From the implications of military procurement cuts to the credibility of government economic data after a key dismissal, they cover it all. They also navigate skepticism surrounding AI in defense and explore recent operational hurdles faced by contractors, revealing a complex landscape filled with both challenges and innovations.

Byron Callan, an analyst from Capital Alpha Partners with expertise in defense and market trends, joins to unpack the implications of President Trump's 'Big Beautiful Bill' on defense funding. He discusses the fraught budget process, highlighting how midterm elections may shape fiscal priorities. Callan also analyzes the recent Israel-Iran conflict as a pivotal moment and recaps key insights from the NATO Summit. The conversation looks ahead at upcoming defense events, including discussions on drone warfare and Taiwan's military posture.

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 expert from Capital Alpha Partners, discusses the stalled Ukraine-Russia peace talks and their effects on defense industries. He highlights Europe's defense outlook amid tariff disputes and Mario Draghi's skepticism. Callan also examines civil-military relations, noting the deployment of National Guardsmen in U.S. cities and its implications for civil rights. The conversation touches on scaling drone production, recent technological advancements, and the upcoming key events in defense and aerospace.

Eugene Rumer, director at the Carnegie Endowment for International Peace and a former national intelligence officer, dives into the evolving dynamics of the Russia-Ukraine conflict and the impact of U.S.-Russia diplomacy following the recent summit. Byron Callan, a defense policy expert at Capital Alpha Partners, analyzes the Pentagon’s acquisition budgeting challenges and the implications of new defense policies. Together, they explore trade relations, international military involvement, and the significant tensions affecting geopolitical alliances.

Byron Callan, a seasoned expert from Capital Alpha Partners, discusses significant trade agreements between the U.S., Japan, and the EU, highlighting rising tariffs and their implications on defense exports. He shares insights into how these deals affect the aerospace industry and small businesses. The conversation also delves into the evolving landscape of drone warfare, the impact of AI legislation on defense technology, and upcoming industry events, offering a comprehensive view of the challenges and future trends in defense and aerospace.

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.