Defense & Aerospace Report Podcast [Sep 24, ’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 including realization that interest rates may remain high, lingering impact of RTX’s geared turbofan announcement on partner MTU and engine user Airbus as well as capacity issues if large numbers of jets are grounded for maintenace, whether the airline industry has too much capacity, whether the “great retirement” of experienced talent during the pandemic is causing program performance problems across the industry and if that experienced talent now at innovative smaller firms can help create a new generation of entrants into the market, NetJet’s agreement to order up to 1,500 jets from Textron, implications of parked commercial passenger and cargo aircraft, King Charles III’s successful state visit to France and whether it will help improve Anglo-French relations including on defense programs, update on Ukraine war as President Volodymyr Zelenskyy seeks more arms and Kyiv strikes the headquarters of Russia’s Black Sea Fleet, and how ATACMS could change the course of the war if the White House eventually approves the weapon for export.

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