On this Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Byron Callan of the independent equity research firm Capital Alpa Partners, Gordon Adams, PhD, Non-Resident Fellow at the Quincy Institute, Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Mackenzie Eaglen of the American Enterprise Institute and Michael Herson, President and CEO, American Defense International.
Topics:
— Wall Street view of defense industry share valuations
— Implications of former Vice President Joe Biden’s proposed policies including corporate tax take hike
— Key Biden defense, international and security policy messages
— Update on House Appropriations Committee defense deliberations and upcoming authorization amendments
— Congressional appreciate for reimbursing defense industry coronavirus-related costs and gap between the $12 billion sought by DoD and $758 million approved by the House Appropriations defense subcommittee
— Latest on fourth coronavirus stimulant package
— Appraisal of Defense Secretary Mark Esper’s first year in office
— Impact of shifting political dynamics in November elections
