Defense & Aerospace Report Podcast [Nov 20, ’22 Business Report]


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.


— A roundup of aerospace and defense stock performance in the wake of a bull rum as inflation and recession fears linger

— Implications of acting FAA Administrator Bill Nolan’s statement that Boeing’s Max 7 jetliner won’t be certified by Dec. 27 deadline set by Congress, and whether lawmakers will extend certification period

— Impact of Max 7 delay on Max 10 certification as well as sales of the Max line

— Declining deliveries of jetliners as well as combat aircraft like the F-35 Lightning II fighters

— Look BAE Systems newsflow and takeaways from MTU and Rheinmetall capital markets days

— Drive to replenish depleted NATO and US ammunition stocks as alliance continues to support Ukraine, and Biden administration’s new $36 billion aid request for Kyiv

— Outlook for French-German-Spanish SCAF program as Paris and Berlin relations on the program improve

— NASA’s successful Artemis month-long mission to moon

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