On this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, a Textron company, our guests include Gordon Adams, PhD, American University professor emeritus and Stimson Center distinguished fellow and Byron Callan of the independent equity research firm Capital Alpa Partners.
Topics:
— Impact of US-China trade war and wide-ranging global tensions on world markets
— US budget implications of economic turmoil and mounting security challenges
— Uncertainties created by Office of Management and Budget’s withholding of appropriated funds
— Market and budget ramifications of an inverted yield curve
— DoD’s new “zero-based review of all defense-wide functions and activities.”
— Defense Secretary Mark Esper’s overseas trip to Australia and Asia
— MITRE’s US Air Force Aircraft Inventory study
