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:
— Broader market performance as Covid delta variant surges in US, House cleared bipartisan infrastructure and broader Democratic spending packages, and Afghanistan withdrawal presses on
— Messages from HASC chairman releases markup that included some $900 million for a dozen F/A-18 Super Hornets, a new nuclear cruise missile for the Navy and an additional destroyer
— Commercial air travel outlook as delta surges and airlines require vaccinated staffs
— Decision by Delta Air Lines to acquire 30 more A321neo keys from Airbus
— Whether Germany will acquire US aircraft to continue performing tactical nuclear mission
— Afghanistan withdrawal lessons including shortcomings of pervasive reliance on contractor maintenance