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:
— Roundup of week on world markets as Russia invades Ukraine under false pretenses, prompting Western governments to impose sanctions on Russian banks, leaders and technology
— Implications of the war and sanctions on aerospace and defense markets
— War impact on energy and commodity prices as global economy confronts rising inflation and supply chain instability
— Defense spending update, including announcement from the German Chancellor, as nations mobilize to improve capabilities, including cyber investment as prospect of full scale offensive cyber operations between Russia and West
— Lessons and takeaways from Russia’s invasion and deterring Moscow from striking elsewhere
— Air travel update as governments ease covid mandates
— Look at Babcock, BAE Systems, Hensoldt, Rolls-Royce and Safran earnings
