On this episode of the Business Podcast, sponsored by Bell, our guests include “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Analysis of first 2020 quarter earnings for Airbus, Boeing, General Dynamics, MTU, Northrop Grumman, Textron and Thales
— Boeing decision against government support in favor of $25 billion in loans
— Differing Airbus and Boeing market forecasts, both of which are overly optimistic compared with industry-wide consensus
— Air travel outlook impact on air carriers and suppliers as well as implications for future consolidation
— Update on how coronavirus pandemic spending will impact defense budgets
— Fincantieri Marinette Marine’s victory in the US Navy’s competition for a new multi-mission frigate
