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.
Topics:
— The week in aerospace and defense stock performance
— Denmark and Norway reopen as EU prepares for key June 15 meeting and UK’s planned June 21 reopening likely to be delayed
— Takeaways from SpeedNews conference in Los Angeles
— G7 meeting brings allies together on covid, China and climate
— Security implications of renewed Brexit tensions between UK and EU over “Irish border”
— Impact of new global minimum tax on aerospace and defense sector
— Former IAG chief Willie Walsh on United’s plan to launch supersonic service with Boom Overture jets
— European response from proposal by NATO Supreme Allied Commander Gen. Tod Wolters to ensure the US Next Generation Air Dominance family of systems, the UK-Italian-Swedish Tempest and the French-German-Spanish SCAF are all interoperable
— News reports that Switzerland has selected Dassault Aviation’s Rafale to replace its fleet of aging Boeing F/A-18 and Northrop Grumman F-5 fighters
— Rollout of Archer air taxi
