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Defense & Aerospace Report

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Mar 1, 2025 • 1h 3min

Defense & Aerospace Report Podcast [Mar 01, ’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 another down week on Wall Street despite a rally on Friday as investors try to determine the global economic and market impact of President Trump’s tariffs, policies and upturning US alliances; the military services continue efforts to free funding that the administration can use on its new priorities; uncertainty on Capitol Hill as a shutdown looms without clarity on defense spending; after clashing with Ukrainian president Volodymyr Zelenskyy in the Oval Office over whether Vladimir Putin, Trump said “Zelenskyy is not ready for peace if America is involved” as officials said Washington would halt aid to Kyiv; Trump’s meetings with British Prime Minister Sir Kier Starmer and French President Emmanuel Macron; AerCap, Albany International, Embraer, RocketLab, and Rolls-Royce post earnings; Boeing demonstrates strong operational performance; and whether the Trump administration’s drive to cancel major weapons and reward unproven startups will impact heritage firms and reshape the US defense industrial base.
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Mar 1, 2025 • 55min

DEFAERO Daily Pod [Mar 03, 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 global ramifications of President Trump’s unprecedented meeting with Ukrainian President Volodymyr Zelenskyy; whether Kyiv’s European allies will be able to support Ukraine as Washington shuts off aid and demands access to oil, gas and rare earth minerals; the US president’s meetings with French, British and other leaders; Pentagon sends a Stryker brigade combat team to the border and prospect of military operations in Mexico; DoD continues efforts to redirect spending and the impact of the cuts on the heritage defense industrial base; Elon Musk and his team continue cutting government jobs including soon at the Defense Department; prospect that more senior military officers will be fired; update on budget dynamics on Capitol Hill and guidance from the Office of Management and Budget; and a look at the week ahead.
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Mar 1, 2025 • 44min

DEFAERO Strategy Series [Mar 04, 25] Mark Montgomery on the Latest Budget & Security Headlines

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and Cyber Solarium 2.0 executive director, joins Defense & Aerospace Report Editor Vago Muradian to discuss the best way for the Trump administration to redirect between 6 and 8 percent of finding a year for five years to new priorities; what the administration should be prioritizing and where it can take more risk, for example, in Air Force nuclear-tipped cruise missiles and free-fall weapons; the continued need for manned combat aircraft and adding the Army and Navy to the Air Force’s Collaborative Combat Aircraft program; the wisdom of erecting a “Golden Dome” air and missile defense system over the United States; the problematic nature of Defense Secretary Pete Hegseth’s order that the National Security Agency stop planning and executing offensive cyber operations against Russia; the Trump administration’s betrayal of Ukraine and drive to end the war on Russia’s terms; whether Kyiv can continue to fight when Washington cuts aid and Moscow ramps up military pressure; prospect that Taiwan may be part of a “grand bargain” Trump seeks with China and how increasing defense spending to 3 percent of GDP could give Taipei a reprieve; the impact of the firings of top officers and who might replace Adm. Lisa Franchetti as Chief of Naval Operations after the service’s first female leader was recently sacked.
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Feb 27, 2025 • 49min

Defense & Aerospace Air Power Podcast [Feb 27, 25] Season 3 E08: The Big Show

With the start of a new administration, airpower advocates are presenting their ideas for the future force. Retired Lieutenant General David Deptula, Dean of The Mitchell Institute for Aerospace Studies, joins us to detail that organization’s recommendations. And John Tirpak of Air and Space Forces magazine helps preview next week’s AFA Warfare Symposium. Plus, we have headlines in airpower. All powered by GE!
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Feb 27, 2025 • 1h 1min

Defense & Aerospace Report Podcast [Washington Roundtable Feb 28, ’25]

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend now with 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 GOP lawmakers move toward a budget resolution and reconciliation measure as defense hawks work to boost Pentagon spending; prospects fora full-year continuing resolution; the race to redirect 8 percent from DoD spending a year for five years to the administration’s new priorities; President Trump’s firings of the former Chairman of the Joint Chiefs of Staff Gen. CQ Brown, the former Chief of Naval Operations Adm. Lisa Franchetti, the Vice Chief of the Air Force Gen. Jim Slife and the three military service judge advocates general; Elon Musk and his team continue to terrorize federal workers; Washington sides with Beijing, Pyongyang and Minsk by voting against a UN measure blaming Russia for the war against Ukraine as Washington extorts gas, oil and rare earths concessions from Kyiv without extending security guarantees; the suggestion that a neutral Ukraine will ensure peace; Trump’s bizarre Gaza video as the first phase of hostage and prisoner exchanges end between Israel and Hamas.
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Feb 26, 2025 • 37min

Defense & Aerospace Technology Report [Feb 26, 25] Bryan Clark on Proposed Missile Shield

On today’s Technology Report, Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute think tank, joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s plan to build an “Iron Dome” over America to defend against air and missile threats; what would be required to protect the nation; what areas would be protected and where not; how much such a system would cost; how effective it would be; the tradeoffs Americans would have to make in terms of diminished connectivity as bandwidth is shifted from commercial wireless cell and data services are shifted to powerful air and missile defense radar installations nationwide; and how adversaries would adapt to these new defense systems, including through novel means of delivering nuclear weapons including long-range unmanned underwater systems.
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Feb 24, 2025 • 46min

DEFAERO Daily Pod [Feb 24, 25] Trump Week Five & 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 the firings of top US military officers including the the chairman of the Joint Chiefs of Staff, the Chief of Naval Operations, the Air Force’s vice chief as well as three judge advocate generals; how the moves will impact the force as well as recruiting and retention; what to expect from retired Lt. Gen. Dan Caine as the nation’s 22nd chairman given his diverse background that includes service in the Air National Guard, as a fighter pilot, role in the counter-ISIS mission, the intelligence community as well as private industry and venture capital; industrial impact of the administration’s plan to redirect between 6 and 8 percent of spending each year for the coming five years to new priorities; how the administration’s betrayal of Ukraine and anti-Europe rhetoric will shape how allies and partners respond to Washington as nations work to establish a more than 700 billion fund for new weapons purchases and Germany privates considers the need for nuclear weapons; whether the White House’s purge of the civil service will distract intelligence and law enforcement personnel charged with keeping the nation safe from terrorist and other threats, precipitating a future tragedy; and a look at the week ahead.
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Feb 24, 2025 • 35min

DEFAERO Strategy Series [Feb 25, 25] Evelyn Farkas & Eugene Rumer on the Latest Global Headlines

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Dr. Evelyn Farkas, a former Pentagon Europe and Russia chief during the Obama administration who is now the executive director of McCain Institute at Arizona State University, and Dr. Eugene Rumer, a former national intelligence officer for Russia and Eurasia on the National Intelligence Council who is now the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s drive to end the Ukraine war including voting against a UN resolution blaming the war on Russia; how the betrayal of Ukraine and shakedown of Kyiv for its natural resources is resonating worldwide; how smaller nations can stand up to Russia and China without US help; worries across Asia as nations worry Trump’s “grand bargain” with China will jeopardize their security; takeaways from the HFX Taipei forum 20-21 Feb. in the Taiwanese capital; how Putin’s “win” in Ukraine change the Russian leader’s popularity at home; and an update on the war.
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Feb 23, 2025 • 59min

Defense & Aerospace Report Podcast [Feb 23, ’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 another tough week on Wall Street as investors grapple with President Trump-induced economic uncertainty over tariffs and inflation; worries about of a protracted continuing resolution, government shutdown or a debt default; the Pentagon drive to redirect 6-8 percent a year of funding over five years to new priorities; the firing of top including Joint Chiefs Chairman Gen. CQ Brown, Chief of Naval Operations Adm. Lisa Franchetti and Vice Air Force Chief Gen. Jim Slife are fired; DoD’s sacking of more than 5,000 workers; allies’ view of Washington after America’s rapid betrayal of Ukraine, partnership with Russia, and hardy criticism of Europe that have driven nations to bolster capabilities; Ukrainian President Volodymyr Zelenskyy’s offer to resign in exchange for peace and Ukraine’s NATO membership as Kyiv prepares to grant half of its rare earth deposits to Washington; Airbus and BAE Systems results; Jeff Shockey’s abrupt departure from RTX to joining Boeing to run the beleaguered giant’s government operations; the fire that gutted leading aerospace fasteners maker SPS Technologies; and Trump’s interest in modifying a Qatari 747-8 as the next Air Force one until his real Air Force ones are ready.
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Feb 21, 2025 • 1h 7min

Defense & Aerospace Report Podcast [Washington Roundtable Feb 21, ’25]

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend now with 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 President Trump’s continuing demand for a “big beautiful bill” that includes all his priorities and the Senate passage of its version of the border bill without the massive tax cuts or other legislation the president wants; lawmakers seek to boost defense spending while the Pentagon presses military services to cut 6 percent a year over five years from their budgets that would be redirected to fund new priorities like border security, the Iron Dome air and missile defense initiative the border as well as unmanned systems, attack submarines and the strategic nuclear deterrent; in Riyadh, Secretary of State Marco Rubio meets with his Russian counterpart Sergei Lavrov to betray Ukraine and rehabilitate Russia and its economy as Trump denounces Volodymyr Zelenskyy as an unpopular dictator who started the war, mirroring Moscow’s propaganda; Washington took on an even more Stalinist flavor as the administration suggested it has submitted to Congress a list of senior officers that would be fired including the Chairman, the Chief of Naval Operations, and the Army chief of staff, although sources said the list was “unofficial” and may have been floated as both a warning to those named and to distract attention after a bad week; European leaders met in Paris, vowing support for Ukraine and pledging to continue punishing Russia as faith in America as a reliable ally and global leader evaporates as many wonder whether Washington represents a threat; as America commits great power suicide, China mounts an aggressive PR campaign to paint the United States as an unreliable actor and pledges to fill the void left in the abrupt end American aid and leadership; what’s next as the bodies of dead Israeli hostages including two small children are exchanged and Washington sticks to its plan to depopulate Gaza and redevelop it.

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