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Monday Business Report
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Defense & Aerospace Report Podcast [Jul 20, ’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 a down broader market but a good week for defense and aerospace; the US Air Force strikes a deal with Boeing to buy E-7 radar planes and has agreed to accept the long-delayed Block 4 Technology Refresh 3 version of Lockheed Martin’s F-35 Lightning II; Hexcel, Saab, Textron and United report earnings as other leading companies prepare to report earnings next week; Babcock pre-announces another 90 million pound charge on its Type 31 frigate; takeaways from the Royal International Air Tattoo as the global defense and aerospace industry prepares to convene next week at the Farnborough Air Show.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Jul, 19 ’24] Ep: 153 Retired Rear Admiral Mark Montgomery

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…Retired Rear Admiral Mark Montgomery joins us to discuss maritime operations in INdo-Pacom, lessons from the Red Sea and Ukraine and how the US Navy can continue to get better. 

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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Defense & Aerospace Report Podcast [Washington Roundtable Jul 19, ’24]

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 the budget process as the Republican Party nominates Donald Trump as its presidential candidate and Ohio Sen. JD Vance as vice president; speculation President Biden said to be increasingly open to stepping aside; New Jersey Sen. Bob Menendez is found guilty, worries rise that Ukraine is in danger of losing to Russia; after saying he wouldn’t fight for Taiwan, Trump suggests that he might support the island nation if Taipei pays more for its security; Britain’s defense review; and the Gaza war grinds on and a Houthi missile hits a Tel Aviv apartment building killing one and wounding 10.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Jul 17 24] Latest Cyber Headlines w/ CSIS’ Dr Jim Lewis

Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses the cyber implications of the Supreme Court’s decision to overturn the “Chevron” precedent that gave US government agencies broad power to interpret legislation, prospects for more cyber-related congressional action, what needs to be on lawmaker’s to do list, the need to dramatically expand the cyber workforce, assessing the cyber elements of the two presidential campaigns, balancing freedom of speech with the need to counter disinformation in reigning in social media firms, and more with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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DEFAERO Strategy Series [Jul 16, 24] Webster & McGinn on Industrial Supply takeaways from NATO Gathering

Keith Webster, the president of the defense and aerospace council at the US Chamber of Commerce — who last week hosted the defense industrial forum at NATO’s 75th anniversary summit —and Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, discuss defense industrial takeaways from the gathering of alliance leaders last week in Washington, how to improve industrial capacity, balancing Buy American with Buy Allied sentiments, and more with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Jul 15 24] Assassination Attempt Implications & Week Ahead

On today’s program, sponsored by HII, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim discuss the political implications of the assassination attempt on former President Trump during a campaign rally in Pennsylvania and whether efforts to dial down toxic political rhetoric will succeed as the GOP holds its nominating convention this week in Milwaukee; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses assassination attempt, takeaways from the NATO summit, Senate appropriations and authorization language, whether the House will embrace the Senate’s proposal to increase defense spending, a look at this month’s Treasury figures and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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Defense & Aerospace Report Podcast [Jul 14, ’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 another winning Wall Street week; assassination attempt on former President Trump; NATO’s 75th anniversary summit; accusation that Russia is planned to kill Rheinmetall’s CEO Armin Papperger; Boeing pleads guilty to avoid criminal prosecution as questions rise whether the deal will impact the giant’s defense business as the company’s 777-X jetliner makes a key FAA certification flight and its machinists prepare to vote whether to strike; top USAF officer expects Next Generation Air Dominance award by year’s end despite recent comments by senior service leaders; Air Lease reports earnings as Hexel, Textron and others prepare to report.

PODCASTS
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The Downlink [Jul 14, 24] Space Power: NATO Summit – Defense Industry! Can You Hear The Demand Signal Now?

Before meeting with heads of state, NATO Secretary General Jens Stoltenberg told leaders from the Allied defense industrial base that more than two-thirds of the Alliance’s 32 member nations were spending at least 2% of the GDPs on defense. “So there is a good market outlook for you.” To understand what the secretary general meant and this summit’s outcomes for the space domain, 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; Brig. Gen. Bruce McClintock USAF (Ret.), RAND Corporation Space Enterprise Initiative lead, and former U.S. Defense Attaché to Russia; and John Neal, Executive Director for Space Policy at the U.S. Chamber of Commerce.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Jul, 12 ’24] Ep: 152 Distributed Maritime Operations

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 dive into the US. Navy’s distributed maritime operations concept– something that navy leaders point to as a foundation for how the future Navy will be put together and how it will fight. Joining us to make sense of all of the mystery and buzz words associated with DMO is CIMSEC’s Dmitri Filipoff.

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