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:
— Look ahead to the Air Force Association’s annual Air Space Cyber conference and tradeshow next week — this year, presented virtually
— Broader market swings and expectations of volatility
— Impact of commercial air travel trends on aircraft makers
— Update on Boeing 787 production issues
— Johnson administration’s move to break deal with EU and implications of a hard Brexit on aerospace and defense
— UK defense review and possible trade offs between tanks and Wedgetail airborne early warning aircraft
— Greece’s decision to acquire 18 Rafale fighters, built by Dassault Aviation
-Market reaction to Democratic presidential candidate Joe Biden’s remarks on defense spending and China
— Messages analysts are looking to hear from US Air Force and industry leaders at this year’s AFA
