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:
— Performance of defense and aerospace shares on world markets as inflation hits 40-year high and omicron variant spreads
— Global travel update as holidays approach and covid lockdowns, testing, mask and vaccine mandates return
— Impact on plans to return mothballed aircraft to service as well as new jet deliveries
— Finland’s decision to pick the F-35 Lightning II to replace aging F-18s now in service
— What Helsinki’s decision means for Saab’s Gripen and Boeing’s F-18
— Germany’s defense outlook under new Chancellor Olaf Scholz
— House passes National Defense Authorization Act as Senate takes up measure