Welcome back to the Defense and Aerospace Business Report, our weekly podcast on the global defense and aerospace business sponsored by Bell Helicopter, a Textron company, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we 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.
In this week’s podcast, we discuss the implications of President Donald Trump’s proposed $54-billion defense-spending hike for both Washington and Wall Street, alike, plus tax issues, insights for defense investors, US Army modernization, the question of air power under Trump, and more. We conclude with a preview of the coming week in defense industry.
- Byron Callan of Capital Alpha Partners
- Todd Harrison of the Center for Strategic and International Studies
- Sash Tusa of Agency Partners in London
- Ron Epstein of Bank of America Merrill Lynch
Listen to and/or download this week’s podcast below: