Defense & Aerospace Report Podcast [Jun 21, 2020 Business Report]


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.
— Market performance roundup of Boeing, L3Harris, Lockheed Martin, Textron and other firms
— Business jet outlook and General Dynamics’ decision to end Gulfstream’s G550 production aircraft
— Airline outlook update including United’s $5 billion loan against the company’s Mileage Plus frequent flyer program
— When to expect Boeing’s 737 Max jetliner to return to flight after two deadly crashes grounded the plane
— National Defense Authorization Act deliberations and impact on defense contractors
— Coronavirus impact on Safran and German defense spending investment on Rheinmetall’s prospects
— Now recessions would push nations closer to NATO’s goal of 2 percent of gross domestic product for defense
— Implications of the devastating fire aboard the French Navy’s nuclear attack submarine Perle while drydocked in Toulon that could force the early retirement of the sophisticated warship

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