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:
— A look at another volatile week on world markets and how defense and aerospace firms fared
— Surge in spending in both Washington as well as Europe where governments are racing to place orders before the end of the year
— Aviation outlook at travel returns to pre-pandemic levels as aircraft makers struggle to fill demand
— Recap of major 2022 story lines
— Boeing’s challenges as commercial side of the giant delayed launching a new jetliner and new leadership works to restore confidence to the company’s Defense, Space and Security business
— Whether the Pentagon is moving quickly enough to address capability gaps and weapons shortfalls
— Robust space growth as Maxar acquired private equity firm Advent International for $6.4 billion
— Merger and acquisition outlook nearly a year after the Biden administration blocked Lockheed Martin’s planned acquisition of Aerojet Rocketdyne
— Demand for engineering talent across aerospace and defense
— Recap of special purpose acquisition companies and the e-vtol market
