Defense & Aerospace Report Podcast [Jul 12, 2020 Business Report]

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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:
— Our producer Chris Servello discusses the on-going situation surrounding the fire onboard USS Bonhomme Richard, still on-fire at the time of taping
— Commercial airlines threaten cancellation of 737 Max orders unless Boeing can help defray loss of value since the onset of the coronavirus pandemic
— Outlook for air carriers in the wake of United Airlines decision to furlough more than 40 percent of its workforce
— Ernst & Young’s warning that AirAsia future in “significant doubt”
— Why defense industry shares prices have been depressed rather than serving as the “safe haven” as they have during periods of broader economic turmoil
— Wall Street reaction to former Vice President Joe Biden’s technology investment and corporate tax plans
— Prospect for a trade war as US sanctions France after Paris moved ahead with internet tax on US companies
— International market impact of Beijing’s crackdown on democracy in Hong Kong

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