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Richard Abelafi
Senior adviser at Aerodynamic Advisory who provides strategic and industry-focused analysis on defense posture, industrial implications, and program-level effects for global aerospace and defense firms.
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Jan 18, 2026
• 1h 3min
Defense & Aerospace Report Podcast [Jan 18 ’26 Business Report]
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Rocketron Epstein, an equity analyst at Bank of America Securities, breaks down the aerospace and defense market in 2026, highlighting key stock moves and economic trends. Sash Tusa, founder of Agency Partners, discusses European market dynamics, with Greenland emerging as a pivotal factor. Richard Abelafi critiques U.S. defense strategies regarding Greenland, urging a shift from mere rhetoric to real action. The panel debates the impact of U.S. tariffs and the need for ITAR-free systems, alongside the intricacies of European procurement and political divides.
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