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 stock performance in the week since the Taliban regained control of Afghanistan
— UK outrage over US withdrawal from Afghanistan and lack of consultation with it’s closest ally, prompting soul-searching in London regarding the nation’s strategic assumptions
— Utility of mountains of US and allied equipment left behind that’s now in Taliban hands
— Implications of the downturn in US and European commercial airline traffic
— Update ongoing moves to acquire Meggitt and Ultra, and why the UK authorities may view each transaction differently
— Improving outlook for Rolls-Royce
— Newsflow on the US Air Force’s Skyborg program