Defense & Aerospace Report Podcast [Aug 21, ’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 as bull market ends and investors ponder inflation and reception outlook as eyes turn to Federal Reserve Chairman Jerome Powell’s comments next Friday in at Jackson Hole symposium
— European outlook as level of the Rhine River rises to permit greater traffic as record heat wave expected to take wider agricultural and economic toll across Europe
— Commercial air travel future as cancellations, hassles and remote work gain in popularity
— UK leadership contest as Liz Truss appears poised to beat Rishi Sunak to become Britain’s 78th prime minister
— Implications of suborning the independence of the Bank of England to No. 10’s authority
— Turkey’s order for second S-400 surface-to-air missile battery from Russia and implications of the deal on filling Ankara’s need for new combat aircraft
American Airlines order for 20 Overture supersonic jets from Boom
— Future of supersonic commercial travel as inflight connectivity improves and climate worries mount

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