On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, we look ahead to 2021 with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock market performance in the wake of Biden administration’s decisions on Afghanistan troop withdrawal, Russia sanctions and export of F-35 and Reaper to UAE
— European mid-cap performance including Babcock and QinetiQ statements
— Commercial air travel trends as American and Delta shift widebody jet from dormant international routes to domestic service
— Prospects for vaccine certificates to ease global passenger traffic
— New electrical issues with a Boeing’s 737 Max
— Boeing’s governance as the company faces challenges
— Korea’s KF-21 fighter program and implications for existing combat aircraft like Boeing’s F/A-18 and Lockheed Martin’s F-35
— Claim US scored longest ever air-to-air kill with Raytheon’s AIM-120D
