Defense & Aerospace Report Podcast [May 31, ’21 Business Report]


On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.


— Defense and aerospace shares as America continues to return of normalcy and the Biden administration submits its $715 billion defense budget request to Congress
— Key takeaways from the administration’s proposals to increase research and development and classified investment while paring back acquisition spending to better deter great powers like China and Russia
— Impact of no new DoD F/A-18 orders on ongoing fighter competitions in Canada, Finland and Switzerland as US F-35 Lighting II production rate is increased
— Commercial air travel trends as Airbus increases production and EU moves toward vaccine certificates
— Implications of Alexander Lukashenko’s decision to force a Ryanair flight from Athens to Vilnius to land in Minsk to arrest a pro-democracy activist Roman Protasevich and his girlfriend
— Boeing’s $17 million 737 fine as company again suspends 787 production
— Why Qatar Airways CEO Akbar al Baker is so critical of Airbus
— Croatia’s decision to acquire used French Air Force Rafale fighters by Dassault Aviation to replace the country’s MiG-21 jets

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