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Defense & Aerospace Report

Latest episodes

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Jan 7, 2025 • 34min

DEFAERO Strategy Series [Jan 07, 25] Sam Bendett & Eugene Rumer on Russia, Ukraine On-going Conflict

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss Ukraine’s latest offensive as Kyiv and Moscow jockey for position as the second Trump administration prepares to take office, whether Ukrainian forces can hold off Russian attacks, Ukrainian President Volodymyr Zelenskyy’s efforts to curry favor with Trump as he increasingly denigrates the President Biden as Kyiv and its allies work determine the incoming administration’s approach to the Ukraine war and Russia, the latest technological developments and more.
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Jan 6, 2025 • 38min

DEFAERO Daily Pod [Jan 06, 25] Byron Callan’s Week Ahead

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss newsflow during the holidays, prospect that nations forced to spend more on defense by Donald Trump will spend the increase at home rather than on US weapons, whether the world is a more dangerous place, the notion that we are in a defense spending “super cycle,” US defense spending outlook and prospect for reapportionment of resources among the military services, the Financial Times report that Anduril, Palantir, SpaceX and other defense tech firms are considering forming a consortium to better compete for DoD business, ensuring fairness in competitions between heritage and new defense firms, the big issues of 2025, and a look at the week ahead.
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Jan 5, 2025 • 56min

Defense & Aerospace Report Podcast [Jan 05, ’25 Business Report]

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 to discuss defense and aerospace stock performance and newsflow during the holidays, President-elect Trump’s call for NATO governments to increase defense spending to 5 percent of GDP, Airbus delivers 765 jets to customers in 2024 as Boeing delivers 341 planes that was down from 513 in 2023, Financial Times’ report that Palantir, Anduril, SpaceX, and several other defense tech companies were planning a “consortium” to bid for DoD contracts, the Pentagon’s Lot 18 contract for another 145 F-35 Lighting II fighters valued at nearly $12 billion, Italy orders 24 more Eurofighter Typhoon jets to replace earlier model aircraft, Saudi Arabia eyes buying 100 Turkish Kaan fighter jets, China unveils two new combat aircraft plus two radar and command planes, and what to watch in 2025.
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Dec 22, 2024 • 52min

DEFAERO Daily Pod [Dec 22, 24] Year End Discussion & American Rheinmetall's Latest Acquisition

On today’s program, sponsored by HII, our editorial strategist and Cavas Ships podcast co-host Chris Servello looks back at the key events of 2024 as we look ahead to 2025; and Matt Warnick, the CEO of American Rheinmetall Vehicles, and Jason Atkinson, the CEO of Loc Performance, discuss the armored vehicle maker’s nearly $1 billion acquisition of the Michigan-based specialty company with Defense & Aerospace Report Editor Vago Muradian.
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Dec 21, 2024 • 1h 2min

Defense & Aerospace Report Podcast [Dec 21, ’24 Business Report]

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 to discuss aerospace and defense market performance as the Federal Reserved said it would pare back rate cuts, impact of continuing resolution turmoil fueled by Elon Musk and Donald Trump, Wall Street’s growing perception that Musk not Trump is the incoming president, how Trump’s warning that he wants Europeans to spend 5 percent of GDP on defense and how much of that increased spending will stay in Europe rather than flow to American suppliers, and a look at the events of 2024 that will shape the coming year from Boeing’s continuing challenges, Airbus failure to capitalize on its American rival’s woes, supply chain, Russia’s threat to Europe even if its war on Ukraine is paused, global trade and travel implications of economic warfare, Britain’s Strategic Defence Review, and predictions for 2025.
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Dec 20, 2024 • 1h 1min

Defense & Aerospace Report Podcast [Washington Roundtable Dec 20, ’24]

On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Elon Musk and Donald Trump’s torpedoing of a bipartisan spending measure of keep government open through March, prospects of a government shutdown through the holidays — potentially spanning through the inauguration — analysis of the key events of 2024 that will shape the coming year the coming year, and predictions for the United States, China, the Ukraine war, Syria and the broader Middle East.
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Dec 19, 2024 • 43min

Defense & Aerospace Air Power Podcast [Dec 19, 24] Season 2 E46: What’d You Miss?

What’d You Miss? We review 2024’s big airpower stories from the US and around the world with Dr. Brendan Mulvaney, Director of the China Aerospace Studies Institute at National Defense University, and Aviation Week defense editor Steve Trimble. Plus the week’s top airpower headlines. All powered by GE!
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Dec 18, 2024 • 40min

DEFAERO Strategy Series [Dec 18, 24] Review of Russia-Ukraine Conflict

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss key moments in Russia’s war on Ukraine during 2024; whether the end of the war in the coming months will come as a reprieve just as Moscow is feeling economic pressure and growing casualties, allowing it to recharge for its next confrontation with NATO; how the outgoing and incoming administrations are playing the roles of good cop-bad cop to end the war; implications of the ouster of Bashar al-Assad on Russia; the assassination of Russia’s nuclear and chemical forces chief Lt. Gen. Igor Kirillov by Ukraine’s secret service; and what to expect from Moscow over the coming weeks as the prospect of the war’s end approaches.
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14 snips
Dec 17, 2024 • 49min

Defense & Aerospace Technology Report [Dec 17, 24] Palantir CTO Shyam Sankar

Shyam Sankar, Palantir’s CTO and author of the 18 Theses, discusses transformative strategies for the U.S. industrial base. He emphasizes the need for systemic change beyond mere improvements, advocating for increased competition in defense akin to the commercial sector. The conversation critiques current procurement practices and highlights the importance of empowered leadership in driving innovation. Sankar also explores the balancing act between legacy and new companies, stressing that exceptional leadership can often determine the success of defense technology projects.
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Dec 16, 2024 • 38min

DEFAERO Daily Pod [Dec 16, 24] Byron Callan’s Week Ahead

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss political, market and international surprises in 2024 that will be consequential in the coming year; a look at the National Defense Authorization Act and appropriations expectations; the IISS’ global outlook; the Washington International Trade Association’s take on Trump and tariffs; the Defense Innovation Unit and the US Air Force’s Collaborative Combat Aircraft; HII’s shipyard acquisition; and a look at the week ahead.

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