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CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Mar 14 ’25] Ep: 184 First Look at the Latest Budget Deal

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. On this special episode…We have a budget – sort of – and it’ll take some time to sort it all out. With the help of two great analysts, we dive into what the deal could mean for the US Navy – at least the way it looked some hours before the late-week deal on March 14th. Market analyst Byron Callan and Neil McKiernan of American Defense International are here to give us some insider context.  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 Mar 14, ’25]

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 now with the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Senate Minority Leader Chuck Schumer’s move to avoid a government shutdown as lawmakers continue to wrangle a debt and budget deal; how retirements, firing of probationary employees and a travel freeze will impact DoD programs as the department was already struggling to bring aboard a new generation of talent; the partnership between Trump and Elon Musk as the world’s richest man deposits another $100 million in the PAC the president has used to strongarm lawmakers; Defense Secretary Pete Hegseth’s decision to disband the Pentagon’s long-range strategy and forecasting organization, the Office of Net Assessment; the White House ends an 11-day halt on weapons supplies and intelligence sharing with Ukraine after Kyiv agrees to Washington’s ceasefire demands but Moscow — seeing battlefield gains and a new ally in America — demands greater concessions to pause much less end the war; as Trump escalates his trade war with Canada and Europe, European interest in US weaponry drops with Portugal reportedly deciding against buying F-35 Lightning II jets from the United States; Israel cuts electricity and supplies to Gaza as the ceasefire that allowed hostages to be exchanged for Palestinian prisoners expires; Senate and House retirements and remembering Alan Simpson, the former Republican senator from Wyoming.

DEFAERO REPORT Daily Podcast
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DEFAERO Daily Pod [Mar 12, 25] NDIA’s Dr. Arun Seraphin

Dr. Arun Seraphin, the executive director of the National Defense Industrial Association’s Emerging Technologies Institute, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense ecosystem the nation needs to more quickly equip the force; legislation that can help DoD accelerate the fielding capabilities; how to thoughtfully trim government labs and federally funded research and development centers; the importance of open architectures to help ensure a more interoperable force and challenges associated with adopting closed ecosystems; how much of the innovation ecosystem that’s blossomed across DoD in the wake of Defense Secretary Ash Carter’s founding of the Defense Innovation Unit; and the vital importance of robust national investment in education and technology across all disciplines to advancing national security.

PODCASTS
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DEFAERO Strategy Series [Mar 11, 25] HFX’s Peter Van Praagh

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Peter Van Praagh, the president of HFX, the group that organizes two annual security conferences — the Halifax International Security Forum and the new HFX Taipei Forum — joins Defense & Aerospace Report Editor Vago Muradian to discuss how President Trump’s will impact US power, global influence and economic prosperity; whether Ukraine can survive against Russia without US help as Washington aligns increasingly with Moscow; how China regards the realignment; takeaways from the recent HFX Taipei Forum; prospect that democracies in Europe, North America and Asia will increasingly come together in a new bloc; whether the international institutions forged by the United States in the unique circumstances after World War II can be reinvigorated if Washington now chooses the undermine them; and why Canada and Canadians are so alarmed and offended by Trump’s rhetoric and actions.

DEFAERO REPORT Daily Podcast
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DEFAERO Daily Pod [Mar 10, 25] Week in Review & Byron Callan’s Week Ahead

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss growing concern of a year-long continuing resolution; the industrial impact of budget and program uncertainty especially on suppliers still recovering from pandemic impacts; takeaways from President Trump’s address to Congress; defense spending impact of $4.5 trillion in tax cuts, negative impact of economic uncertainty, IRS cuts and Trump’s acknowledgement that his policies likely will cause a recession before growth; administration’s decision to suspend US participation in NATO military exercises and prospect American troops will be withdrawn from Europe; some positives and negatives investors should consider as European defense spending surges; whether Ukraine can survive without US weaponry and intelligence support; and a look at the week ahead.

The Downlink
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The Downlink [Mar 09, 25] Space Money: Tariffs and Scarcity Equal Economic Shock

The Trump administration’s 25% tariffs and counter trade restrictions have kicked in, slapping small and medium sized space businesses with an economic shock that will be felt through the entire supply chain. There are solutions to lessen the pain from prime contractors and even the federal government if you know where to look. Laura winter speaks with Bailey Reichelt, , Founding Partner, Aegis Law, and Member of the Board of Directors, Association Of Commercial Space Professionals; Megan Moloney, Associate Director, Defense and Security, Guidehouse, and co-chair of the Space-ISAC Supply Chain Working Group; and Brian Joyal, CEO, Veridiam, Inc., a U.S.-based manufacturer providing critical components and assemblies to space sector prime contractors.

Monday Business Report
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Defense & Aerospace Report Podcast [Mar 09, ’25 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 to discuss Wall Street’s worst week since 2022 over tariff and inflation worries; President Trump doubled tariffs on China to 20 percent as he paused 25 percent tariffs on cars from Canada and Mexico; alarmed by Trump’s pro-Russian rhetoric and suspension of aid and intelligence sharing with Ukraine, European nations agree to surge defense spending to more than $900 billion over the coming four years; the fundamental shift in mindset as NATO members conclude that alliance may be dead as America commits superpower suicide; the Pentagon continues its budget drill to redirect 8 percent of savings annually over the coming five years as senior leaders and executives make their case for programs especially manned aircraft like the F-35 Lightning II fighter and the Next Generation Air Dominance Aircraft; the US Navy drops Lockheed Martin from the FA-XX program, tapping Boeing and Northrop Grumman to move to next phase of the effort to develop the service’s next-generation combat aircraft; Delta Airlines partners with JetZero to develop a new jetliner; and the second SpaceX Starship rocket in a row exploded enroute to orbit.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Mar 07 ’25] Ep: 183 State of Ship Repair

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. On this special episode…Cavas and Servello hit the road to attend a supplier day hosted by BAE Systems Ship Repair, where they spoke to Matt Paxton, President  of the Shipbuilding Council of America and Stephanie Treece, Director of Production Control at Jered, LLC.

PODCASTS
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Defense & Aerospace Report Podcast [Washington Roundtable Mar 07, ’25]

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 now with the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss lawmakers’ drive to target Medicare and Medicaid for savings as the US government rapidly runs out of money; President Trump takes a victory lap before a joint session of Congress and makes his case for tariffs, his approach to Ukraine and taking Greenland; after intensive counseling by his allies to swallow his pride, Volodymyr Zelenskyy moves to curry favor with Trump; as America cuts aid and intelligence to Kyiv, Britain and France work to shape a peace plan and European nations race to help Ukraine and bolster spending; Hong Kong’s CK Hutchison sells management of the Cristobal and Balboa ports on either side of the Panama Canal through 2047 to Blackrock for $23 billion; China vows to fight tariff, trade and “any other war;” Trump again threatens Hamas with annihilation as Washington negotiates directly with the terror group as Arab League nations craft their own peace proposal and rebuilding plan for Gaza, and Washington reaches out to Tehran for nuclear talks. This program was recorded on Friday morning before Trump threatened Russia with “large scale” sanctions after Moscow’s major attack on Ukraine.

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