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:
— Reflections on the defense industrial implications of two decades of war in Afghanistan as the Taliban retake the country
— Lessons from the war and what’s applicable to future conflicts
— Financial implications for defense contractors
— What drove financial markets this week and L3Harris earnings
— Future of innovative UK companies Ultra, Meggitt and even Babcock in flux
— Boeing delays Starliner launch to repair spacecraft
— Air travel outlook as China’s market further cools
— India looks to return 737 Max to flight