Defense & Aerospace Report Podcast [Sep 10, ’23 Business Report]


On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, analysis of Lockheed Martin’s announcement that TR-3 variant of F-35 Lightning II fighter won’t be ready for production until next year, Michael Whitaker’s priorities if confirmed as next FAA administrator, Ron Epstein’s vision for Boeing’s next jetliner, Poland’s $2 billion order for Kongsberg missiles, implications of Elon Musk’s decision to foil a Ukrainian attack on Russia’s Black Sea Fleet to avoid being involved in escalation of war as Pentagon looks to increase its reliance on commercial suppliers, DoD’s Replicator effort to mass produce unmanned systems and Anduril acquisition of Blue Force and the company’s Fury uncrewed fighter, and what to expect from this year’s AFA conference and DSEI tradeshow.

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