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Monday Business Report
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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 prospect the Federal Reserve will cut interest rates now that new jobs creation has cooled, a shareholder advisory firm recommends investors vote to oust outgoing Boeing CEO Dave Calhoun and two board members off the company’s board as the company issued $10 billion in debt, Embraer considers making bigger aircraft to compete with Boeing and Airbus, Sierra Nevada beats Boeing to win a $13 billion contract to develop the Air Force’s next generation nuclear command and control planes, analysis of Howmet, MTU, and Thales earnings, Air Force secretary Frank Kendall makes history in being the first senior leader to fly on an AI powered fighter, the legendary X-62A Vista jet, and as Boeing struggles with its star liner spacecraft China has launched a spacecraft to land on the far side of the moon and return with samples.

PODCASTS
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Jerome Powell, the Federal Bank Reserve Board Chair, said borrowing rates are going to stay right where they are. Most Department of Defense space budgets are shrinking in real terms due to inflation. So what will it take to get venture capitalists to invest in new space tech? Laura Winter speaks with Chad Anderson, Managing Partner at Space Capital, host of “The Space Capital Podcast”, and book author, who says “for those who can execute, the opportunity is massive and they are going to win”.

CAVASShips Weekly Podcast
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Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…we sat down in the Pentagon’s E-Ring this week with the US Navy’s top money official, Russell Rumbaugh, director of financial management and comptroller, who talked in detail about managing the Navy’s $258 billion budget, how spending priorities are debated and decided – and also about his views on the nation’s shipyards. It’s an extended interview you won’t want to miss.

Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

PODCASTS
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On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss Rep. Marjorie Taylor Greene moves to oust House Speaker Mike Johnson as lawmakers debate the defense funding levels, police nationwide crack down on increasingly unruly campus protests, Donald Trump lays out his second term priorities, National Intelligence Director Avril Haines highlights the threat from Russia and China as Beijing and Moscow practice drills near Taiwan, French President Emmanuel Macron doubles down on why Europe needs to do more for its security, and that it’s imperative to consider putting troops in Ukraine as Kyiv continues to lose ground to a relentless Russian assault Neither Israel nor Hamas have accepted a proposed ceasefire as Israel prepares its Rafah assault and settlers depopulate large chunks of the West Bank of Palestinians.

DEFAERO REPORT Daily Podcast
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Nigel Inkster, the former director of intelligence and operations at the Secret Intelligence Service otherwise known as MI6 who is now the Senior Adviser for Cyber Security and China at the International Institute for Strategic Studies, discusses Russia’s influence operations in Europe, their track record of success, how to counter them, the right response to Russia after its malign recent cyber actions like attacking a rural Texas dam and assassinations across Europe and in the United States with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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Teri Schultz, a Brussel- based journalist who reports for Deutsche Welle and National Public Radio, discusses the results of years-long intelligence gathering efforts that reveal the extent of Russian influence operations in Europe and targeting members of the European Parliament, role of Russian couple in Czech Republic who advanced Russian interests and played role in destruction of Czech and Bulgarian ammunition depots, poisoning and harboring members of GRU Unit 29155, how European leaders are countering Russian efforts, and a look at the agenda of NATO’s upcoming 75th anniversary summit in Washington with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses first quarter 2024 earnings; leading firms buy back more than $4 billion in stock as leading defense officials chide firms for the practice; the US Air Force’s decision to select General Atomics and Anduril to compete for Increment 1 of the Collaborative Combat Aircraft program and award Sierra Nevada a contract valued at $13 billion award to develop the successor to the E-4B “Nightwatch” Advanced Airborne Command Post; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Monday Business Report
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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 a big drop on Wall Street; Airbus, Boeing, Lockheed Martin, Northrop Grumman, and more, earnings reports; the US Air Force picks Anduril and General Atomics as finalists for its Collaborative Combat Aircraft autonomous combat aircraft; British Prime Minister Rishi Sunak moves to increase defense spending; French President Emmanuel Macron’s case for greater European security and economic independence; and Boeing buys back a St. Louis factory from GKN.

PODCASTS
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Is it “Old Wine In A New Bottle” or is this push to increase defense spending and investment in developing new capabilities, including space the mark of something new? While the United States has submitted a comparatively humble defense budget, its AUKUS partners, feeling the pressure of China in the Pacific region, seem to be doing the opposite. Laura Winter speaks with Malcolm Davis, a Senior Policy Analyst at the Australian Strategic Policy Institute focusing on space policy, security, strategy, and capability development; and Juliana Suess, a Research Fellow on Space Security, at the Royal United Services Institute, and host of the podcast “War in Space”.

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