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 AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense, commercial aviation and space stock performance on Wall Street and European markets
— Analysis of Dassault Aviation’s Falcon business jet and Rafale fighter deliveries
— Takeaways from Bank of America’s annual defense and aerospace conference
— Implications of rising inflation on defense budgets and what it means for military programs and their contractors
— Update on omicron impact on air travel
— What to expect in the week ahead
