Defense & Aerospace Report Podcast [Nov 07, ’21 Business Report]

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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:
— Week on world markets as investors respond to economic data, earnings and prospect of covid pills
— Look at earnings takeaways as Crane, Huntington Ingalls Industries, L3Harris, Leidos, Leonardo, Maxar, Mercury Systems, Rheinmetall, SpiritAerosystems and others report
— Air transport outlook as transatlantic travel opens up and airlines return wide-body aircraft like the A380 to service
— Boeing settlement of a shareholder lawsuit against current and former directors
— Whether Boeing can unlock value by breaking company up and selling units to rival firms
— Legacy for former Airbus CEO Jean Pierson who died last week at age 80, leading the European firm from 1985-1998 and growing its market share from 17 to 40 percent
— Roundup of major international ground combat vehicles competitions
— Thoughts on the Navy’s plan for a new generation fighter aircraft

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