The Fed lending rate reduction was nice, but is it enough pressure on investors to empty their money market accounts and invest in space companies, even if it’s answering a defense-related demand signal? Laura Winter speaks with The DownLink regulars, Chris Quilty, Founder of Quilty Space; and George Pullen, Chief Economist at Milky Way Economy.
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 Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country’s financial situation is, Xi Jinping announces a major government stimulus plan as the People’s Republic of China celebrates its 75th anniversary, Boeing’s strike continues as the company’s management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history’s largest ballistic missile attack, some thoughts on the economics of air and missile defense.
Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…the commercial ship repair business is a major key to keeping the US Navy’s ships in fighting trim but – like just about everything — it is rife with problems and issues. Paul Smith, head of ship repair at one of the Navy’s largest commercial repair yards, BAE Systems, is back with us to key in on the difficulties and issues surrounding the repair of US Navy ships.
Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.
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, Cavas Ships co-host Chris Servello, and Pentagon Europe chief Jim Townsend of the Center for a New American Security join Defense & Aerospace Report Editor Vago Muradian to discuss the US presidential race enters its last month as a devastating hurricane and growing unrest in the Middle East could decide who ends up in the White House, Israel killed Hezbollah leader Hassan Nasrallah and Iran retaliates with a massive ballistic missile barrage, Jerusalem vows retaliation and President Biden confirms strikes on Iran’s energy facilities have been discussed in a move that sends oil prices soaring, former Dutch Prime Minister Mark Rutte succeeds Jens Stoltenberg as NATO’s new secretary general, Ukraine retreats from Vuledhar as Russia’s strategy of throwing of men and weapons into fight helps gain ground in Donbas, the People’s Republic of China celebrates its 75th anniversary by dialing up coercion in the South China Sea, and Shigeru Ishiba succeed Fumio Kishida as Japan’s 65th prime minister.
If it goes up in the air and especially if it goes fast, former Director of Defense Research and Engineering and Air Force chief scientist Dr. Mark Lewis has been deep in the details. He joins us to update the latest technologies on and coming to the battlefield, including a great primer on hypersonics. And we have this week’s headlines in airpower. Powered by GE!
Driving Down the Cost of Military Applications of Hypersonic Technology By Kevin W. Billings OBE Hypersonic technology, defined as speeds exceeding Mach 5 (approx. 3,800 mph), has captured significant attention across the world due to its immense potential in revolutionizing air travel. Moreover, with the promise of faster, more efficient, and highly maneuverable platforms, hypersonics
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, David Sanger, the chief Washington correspondent for The New York Times, discusses his new book with longtime researcher Mary Brooks — “New Cold Wars: China’s Rise, Russia’s Invasion and America’s Struggle to Defend the West” — why leaders failed to accurately understand China and Russia’s rise and ambitions, limits on Western power to shape Beijing and Moscow, the best approach to deterring them, whether we have transitioned from new Cold War to a new state of war, analysis of the Biden administration’s handling of Russia’s nuclear saber rattling, and how to counter China, Russia, Iran and North Korea as they work more closely together to undermine the West with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Technology Report, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses Russia’s recent boasting about its intelligence gathering and probing attacks on US water infrastructure, why water infrastructure is being targeted and how Washington should respond, Microsoft’s vulnerabilities and ways to improve government-industry cooperation, how one man saved the internet and lessons to safeguard it in the future, securing the cyber supply chain, Iran’s cyber role, countering disinformation as House Inteligence Committee Chairman Mike Turner’s calls out GOP for parroting Russian propaganda, and takeaways from the multinational operational that defended Israel from massive Iranian missile and drone attack.
By Mackenzie Eaglen When war broke out in Gaza and shortly thereafter Houthi fighters threatened shipping in the Red Sea, US Marine forces of the 26th Marine Expeditionary Unit (MEU) were quickly routed to the area to reinforce allies. Since their deployment in October, this unit now faces an indefinite extension since the Navy does