Defense & Aerospace Report Podcast [Nov 26, ’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, the rebound in air travel that surpasses 2019 record, FAA decision to clear Boeing’s 737 Max 10 for flight testing, takeaways from Rheinmetall and Hensoldt’s capital market days, shifting investor sentiment on outlook for defense spending, future of Airbus Defense & Space, implications of jamming over the Middle East and around Ukraine that’s interfering with commercial air travel, and the rationale for a larger generation of unmanned aircraft for the Royal Navy.

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