On this episode of the Business Podcast, sponsored by Bell, our guests are, in segment one Jeff Bialos, a partner at the Eversheds Sutherland law firm who was a former deputy undersecretary of defense for industrial policy; in segment two “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as US posts 5.7 percent economic growth but inflation concerns, Ukraine crisis and earnings weigh on investors
— Survey of fourth quarter and year end 2021 earnings released last week including Boeing, General Dynamics, Lockheed Martin, Northrop Grumman, Raytheon Technologies and Textron
— Deep dive into Boeing’s results that included second annual loss and charges across key programs including 737, 787 and KC-46
— Analysis of Boeing $450 million investment in air taxi company WISK
— Philippines decision to buy three BrahMos anti ship missile batteries from India as Beijing continues to intimidate Manila
— Air travel update as omicron wave crests in Europe and America
— Legacy of Huntington Ingalls Industries President and CEO Mike Petters as he prepares to hand the reins to CFO Chris Kastner
