Defense & Aerospace Report

Guests Dr. Patrick Cronin, Michael Herson, and Dr. Dov Zakheim discuss political implications of Trump's assassination attempt, toxic rhetoric, GOP convention. Byron Callan talks NATO summit, defense spending, Senate proposals, Treasury figures, and upcoming events in the industry.

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 discuss another winning Wall Street week; assassination attempt on former President Trump; NATO’s 75th anniversary summit; accusation that Russia is planned to kill Rheinmetall’s CEO Armin Papperger; Boeing pleads guilty to avoid criminal prosecution as questions rise whether the deal will impact the giant’s defense business as the company’s 777-X jetliner makes a key FAA certification flight and its machinists prepare to vote whether to strike; top USAF officer expects Next Generation Air Dominance award by year’s end despite recent comments by senior service leaders; Air Lease reports earnings as Hexel, Textron and others prepare to report.

Dr. Patrick Cronin, Michael Herson, Jim Townsend, and Dr. Dov Zakheim discuss Senate's defense spending, NATO summit outcomes, Iran's new president, and potential deal to end Gaza fighting. Also, touch on House controversies, Biden's fitness for office, China's role in Russia-Ukraine conflict, and US missile deployment in Germany.

Every year, the world’s air and space chiefs gather in London to learn the latest, compare notes, and plan for the future. We’ll get an advance look into the major issues with RAF Director of Defense Studies Group Captain Paul Sanger-Davies, who is orchestrating the entire event. Plus top headlines in airpower. Powered by GE!

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 discuss takeaways from NATO’s 75th anniversary summit in Washington including pledges of long-term aid to Ukraine as well as new air defense and other weaponry, the future of the Atlantic Alliance after the November election, how European leaders would work with a new Trump administration, an update on the Ukraine war as US officials suggest Kyiv is no longer in danger of losing, prospects for ending the conflict, latest on battlefield capabilities including unmanned systems, how China is helping Russian disinformation across the global south, and Indian Prime Minister Narendra Modi’s very different meeting with Vladimir Putin that indicates the Russian leader is far from isolated with Defense & Aerospace Report Editor Vago Muradian.

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Kathleen McInnis, the director of the Smart Women, Smart Power program at the Center for Strategic and International Studies, and CSIS Senior Fellow Dan Fata, who served as the deputy assistant secretary of defense for Europe and NATO during the Bush administration, discuss the need to expand the view of burden sharing with allies beyond military and hardware spending to infrastructure and other investment that enhances the alliance’s deterrence and warfighting capabilities, how to more efficiently direct resources as nations spend more money, concerns that Donald Trump will reduce support for NATO should he return to the White House, and why so many are gloomy about the alliance’s 75th anniversary gathering in Washington even as NATO has dramatically improved its spending, war planning, exercises and preparedness over the past few years with Defense & Aerospace Report Editor Vago Muradian.

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

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 discuss aerospace and defense stock performance as Wall Street edges higher on jobs figures and a stronger dollar, Sir Kier Starmer becomes Britain’s first Labour prime minister in 14 years as John Healey becomes defense secretary, France holds its second election round, Boeing appears to eye settlement to avoid criminal trial, Air Force Secretary Frank Kendall floats notion of a Next Generation Air Dominance fighter that’s a third the price of the current plane or around the cost of an F-35, China’s JF-31 is reportedly about to enter service, Leonardo partners with Rheinmetall to lock up Italy’s 20 billion euro land systems modernization market, and Universal Hydrogen — once seen as the future of clean energy — folds.

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.

Experts Dr. Cronin, Herson, Townsend, and Zakheim discuss US presidential debate aftermath, international elections, defense appropriations, GOP maneuvers, NATO summit expectations, China-North Korea tensions, Assange's plea deal, Israel-Lebanon agreement, and IDF draft ruling.