

Defense & Aerospace Report
Defense & Aerospace Report, sponsored by Bell
Welcome to the Defense and Aerospace Report podcast, our weekly podcast on the global defense and aerospace business sponsored by Bell, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we’ll bring you interviews with industry leaders and the business’ best analysts to put events in context, identify trends and keep an eye on what’s next in a fast-moving world. Defense & Aerospace Report is your global source for national security and aerospace news, thought leadership and analysis, founded and edited by Vago Muradian.
Episodes
Mentioned books

Mar 19, 2025 • 38min
DEFAERO Strategy Series [Mar 19, 25] Ipsos' Dr Darrell Bricker on Trump's First Ninety Days
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs, joins Defense & Aerospace Report Editor Vago Muradian to discuss how President Trump’s actions are being regarded worldwide and in terms of America’s popularity; how different regions see the United States and whether the decline in popularity will reflect as a decline in influence; how Americans see his breakneck actions and how a large portion of the electorate appreciate that someone in elected office is actually doing what he would said he would do on the campaign trail; why Democrats strategy to leave the field to Trump or quarrel among themselves is a bad strategy; Canadian views on Trump’s drive to break the country’s economy to compel it to become America’s 51st state; and how the US president’ rhetoric has reinvigorated the popularity of Canada’s Liberal Party.

Mar 18, 2025 • 41min
DEFAERO Strategy Series [Mar 18, 25] Sam Bendett & Eugene Rumer on Russia, Ukraine
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 retreat from 450 of the 500 square miles its forces occupied in Russia’s Kursk region; what’s next for the war as Washington pressures Kyiv to a ceasefire; whether Ukraine can survive without US aid and European support; prospect of European troops in Ukraine; whether Vladimir Putin can claim victory in Ukraine;; impact of the war on Russia and Russian support for the conflict; and the Trump administration’s decision gutting the Voice of America as well as Radio Liberty, Radio Free Europe and Radio Free Asia.

Mar 17, 2025 • 38min
Defense & Aerospace Daily Podcast [Mar 17, 25] Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Mar 15, 2025 • 57min
Defense & Aerospace Report Podcast [Mar 16, ’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 Wall Street’s fourth down week in a row as President Trump says a recession may be possible before his politics improve the economy and escalates his trade war against Europe and Canada; Congress avoids a government shutdown. but faces a full-year continuing resolution; Canada’s new prime pinister, Mark Carney, asks his defense minister to reconsider the country’s purchase of 88 F-35 Lighting II fighters; as European nations accelerate efforts to build capabilities, interest in additional US weapons abruptly wanes; Portugal reportedly decides against F-35s and Turkey opts for Eurofighters; former Airbus CEO Tom Enders urges Europe to focus on autonomous drones rather than high end platforms to quickly improve capabilities in the face of threats from east and west; and what to expect at Joanna Speed’s annual Aerospace Event in Beverly Hills March 17-18, 2025.

Mar 14, 2025 • 1h 5min
Defense & Aerospace Report Podcast [Washington Roundtable Mar 14, ’25]
Michael Herson, CEO of American Defense International, joins Dov Zakheim, former Pentagon comptroller, Patrick Cronin, Asia-Pacific Security Chair at the Hudson Institute, and Jim Townsend, ex-Pentagon Europe chief. They discuss urgent issues like avoiding a government shutdown, the impacts of recent policy changes on the defense workforce, and the significance of the U.S. resuming military aid to Ukraine. The conversation also touches on Trump’s partnership with Elon Musk and the geopolitical shifts affecting U.S. defense relations globally.

Mar 11, 2025 • 47min
DEFAERO Daily Pod [Mar 12, 25] NDIA's Dr. Arun Seraphin
Dr. Arun Seraphin, the executive director of the National Defense Industrial Association’s Emerging Technologies Institute, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense ecosystem the nation needs to more quickly equip the force; legislation that can help DoD accelerate the fielding capabilities; how to thoughtfully trim government labs and federally funded research and development centers; the importance of open architectures to help ensure a more interoperable force and challenges associated with adopting closed ecosystems; how much of the innovation ecosystem that’s blossomed across DoD in the wake of Defense Secretary Ash Carter’s founding of the Defense Innovation Unit; and the vital importance of robust national investment in education and technology across all disciplines to advancing national security.

Mar 11, 2025 • 45min
DEFAERO Strategy Series [Mar 11, 25] HFX's Peter Van Praagh
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Peter Van Praagh, the president of HFX, the group that organizes two annual security conferences — the Halifax International Security Forum and the new HFX Taipei Forum — joins Defense & Aerospace Report Editor Vago Muradian to discuss how President Trump’s will impact US power, global influence and economic prosperity; whether Ukraine can survive against Russia without US help as Washington aligns increasingly with Moscow; how China regards the realignment; takeaways from the recent HFX Taipei Forum; prospect that democracies in Europe, North America and Asia will increasingly come together in a new bloc; whether the international institutions forged by the United States in the unique circumstances after World War II can be reinvigorated if Washington now chooses the undermine them; and why Canada and Canadians are so alarmed and offended by Trump’s rhetoric and actions.

Mar 10, 2025 • 38min
Defense & Aerospace Air Power Podcast [Mar 13, 25] Season 3 E10: Talkin’ ‘Bout Next Generation
The US Air Force convened a very senior panel to review its next generation programs. That panel has reported out in favor of Next Generation Air Dominance, but not Next Generation Aerial Refueling. Former Air Force Chief General John Jumper joins us to explain their work. And, yes, headlines. All powered by GE!

Mar 8, 2025 • 48min
Defense & Aerospace Report Podcast [Mar 09, ’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 Wall Street’s worst week since 2022 over tariff and inflation worries; President Trump doubled tariffs on China to 20 percent as he paused 25 percent tariffs on cars from Canada and Mexico; alarmed by Trump’s pro-Russian rhetoric and suspension of aid and intelligence sharing with Ukraine, European nations agree to surge defense spending to more than $900 billion over the coming four years; the fundamental shift in mindset as NATO members conclude that alliance may be dead as America commits superpower suicide; the Pentagon continues its budget drill to redirect 8 percent of savings annually over the coming five years as senior leaders and executives make their case for programs especially manned aircraft like the F-35 Lightning II fighter and the Next Generation Air Dominance Aircraft; the US Navy drops Lockheed Martin from the FA-XX program, tapping Boeing and Northrop Grumman to move to next phase of the effort to develop the service’s next-generation combat aircraft; Delta Airlines partners with JetZero to develop a new jetliner; and the second SpaceX Starship rocket in a row exploded enroute to orbit.

Mar 8, 2025 • 36min
DEFAERO Daily Pod [Mar 10, 25] Week in Review & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss growing concern of a year-long continuing resolution; the industrial impact of budget and program uncertainty especially on suppliers still recovering from pandemic impacts; takeaways from President Trump’s address to Congress; defense spending impact of $4.5 trillion in tax cuts, negative impact of economic uncertainty, IRS cuts and Trump’s acknowledgement that his policies likely will cause a recession before growth; administration’s decision to suspend US participation in NATO military exercises and prospect American troops will be withdrawn from Europe; some positives and negatives investors should consider as European defense spending surges; whether Ukraine can survive without US weaponry and intelligence support; and a look at the week ahead.