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 and aerospace stock performance on US and European markets
— China’s impact on already strained global supply chains as Beijing enforces tougher covid lockdown
— Airbus and Boeing order and delivery figures
— Evolving Environmental, Social and Governance trends that are trending against defense and aerospace investment
— Analysis of implosion of eVtol Special Purpose Acquisition Companies
— Sweden increases troop presence on Gotland as Stockholm and capitals across Europe boost defense focus as Russia prepares to again invade Ukraine
— Potential impact of the film “Downfall: The Case Against Boeing” that will debut next Friday at the Sundance Film Festival
