On this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with Frank Kendall, former US under secretary for defense for acquisition, technology and logistics and Byron Callan of the independent equity research firm Capital Alpa Partners in segment one, and “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Sash Tusa of Agency Partners in segment two.
-A review of the recently released report to President Trump: “Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States.”
-market effects from DoD’s dropping of the progress payment rule
-an update on the latest Brexit moves
-United Technology-Rockwell Collins merger