Defense & Aerospace Report Podcast [May 19, ’24 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 host Vago Muradian discuss how aerospace and defense stocks performed as cooling US inflation drove the Dow past 40,000, a fast-changing European defense spending environment as Germany pledges another 100 billion euros to improve military capabilities, the case for US investment in the European defense market as French President Emmanuel Macron works to attract investors to France and Europe, British defense spending outlook, what President Biden’s 100 percent tariffs on Chinese electric cars means for broader Sino-American trade, shareholders allow Boeing CEO Dave Calhoun to keep his $32.5 million pay package and his seat on the company’s board, Russian’s offensive against Ukraine, and reflections on the upcoming 80th anniversary of the D-Day landings.

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