Defense & Aerospace Report Podcast [Oct 03, ’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.
— Look at US and European broader market drivers
— Investor concerns about the rising prospects for conflict between the United States and China
— Whether covid pandemic masked Brexit driven impact on UK economy
— Military and commercial takeaways from the Zhuhai Air Show
— Boeing’s $24 billion contract to sustain the US Air Force’s C-17 transport fleet
— F-35 Lightning II fighter production rates
— Growing cooperation between France and Greece
— Speculation regarding Lockheed Martin CEO Jim Taiclet’s comments regarding a new program at the company’s Skunk Works unit that has both domestic and international appeal
— Gulfstream’s new business jets in advance of the National Business Aviation Association’s upcoming annual tradeshow

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