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Defense & Aerospace Report Podcast [Jan 24, ’22 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 AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance on US and European markets as investors worry about inflation impact and tighter monetary policy
— Look ahead to earnings as leading companies prepare to report 2021 returns
— Possible impact should British Airbus workforce strike and Rory Kennedy’s documentary on Boeing’s 737 Max
— Air travel outlook as omicron crests and potential impact of Washington responds to China’s ban on US flights
— Update on 5G impact on US commercial aviation
— Implications for the French-German-Spanish SCAF program to develop a new sixth generation fighter should Berlin acquire the F-35 Lighting II to fill nuclear mission after retiring its Tornado jets

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