Sash Tusa

Guest analysts Ron Epstein from Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia from AeroDynamic Advisory dive into the turbulence in defense and aerospace. They dissect Wall Street’s recent downturn linked to inflation fears and looming debt limits. Topics include the fallout from proposed budget cuts on major programs, the shifting defense strategies in Europe, and a significant $5.6 billion contract for RocketLab's Neutron. The trio also examines investor sentiment amid international challenges and competitive dynamics between Northrop Grumman and Boeing.

Join industry experts Jens Flottau, a veteran commercial aviation journalist, and Sash Tusa, a financial analyst from Agency Partners, as they dissect Airbus's struggles in the competitive airplane market. They explore production challenges rooted in supply chain disruptions and the ripple effects stemming from Boeing's issues. The duo also discusses leadership changes at Airbus and the impending necessity for modernization in production strategies, highlighting how these factors contribute to the company’s stagnation.

Join industry experts Ron Epstein, a market analyst from Bank of America Securities, Sash Tusa, an independent equity researcher, and Richard Aboulafia from AeroDynamic Advisory, as they dissect the far-reaching impacts of sweeping tariffs. They discuss how the aerospace and defense sectors are grappling with stock declines, inflation fears, and the threat of recession. The trio also addresses the unpredictable global trade landscape and the implications of tariffs on market dynamics and supplier relationships, all while keeping a close eye on the looming Paris Air Show.

In this engaging discussion, Ron Epstein from Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia from AeroDynamic Advisory dive into the booming defense and aerospace sectors. They analyze Wall Street's positive performance as military spending soars, with proposals for a significant Pentagon budget increase. The trio also examines Boeing's recent challenges and successes amidst a growing backlog of parked jetliners. Additionally, they tackle the implications of tariffs and geopolitical tensions on industry dynamics.

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.