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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 Merrill Lynch, 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 review the week on world markets as the Federal Reserve and Bank of England raise interest rates to fight persistent inflation, the link between the banking crisis and increasing the US borrowing limit, outlook for Europe’s military helicopter industry as Australia joins Norway in grounding its NH-90 utility helicopters as week after Canberra decided to ditch its Tiger attack aircraft for Boeing AH-64 Apache, Boeing takes more charges on KC-46 Pegasus aerial tankers for the US Air Force as the service seeks to revamp it’s approach to future refueling aircraft, update on the 787 Dreamliner, takeaways from Bombardier’s virtual investors day, Virgin Orbit’s refinancing, Vladimir Putin’s meeting in Moscow with Xi Jinping, and an update on Russia’s war on Ukraine as Moscow’s offensive stalls as Kyiv prepares its offensive with new Western arms.

PODCASTS
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In this week’s episode, Laura Winter unpacks the security requirements and the policy the advent of AI necessitates with Samuel Visner, the Aerospace Corporation’s newest Technical Fellow who is a longtime cyberwarfare and intelligence veteran in and outside of government, as well as an Adjunct Professor of Science and Technology in International Affairs at Georgetown University; and Gregory Falco, Assistant Professor at Johns Hopkins University’s Institute for Assured Autonomy and the Civil and Systems Engineering Department, inventor, and a “Forbes 30 Under 30” alumnus.

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…US Navy leaders constantly talk about the need for fast-paced innovation – but what’s the real story? Is new technology being integrated into the fleet as fast as it can? We’ll hear from Leidos’ Dave Lewis, a former admiral deeply familiar with getting that technology into the hands of warfighters.

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, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss how bank failures might impact efforts to increase America’s borrowing limit to prevent a debt default, GOP proposals to sharply cut federal spending, House Speaker Kevin McCarthy’s drive for defense reforms, the bipartisan holds that are derailing Biden administration defense confirmations, the outlook for French President Emmanuel Macron after pushing through legislation to increase the retirement age that’s sparked violent nationwide protests, Britain’s Parliament hears from former Prime Minister Boris Johnson, Russia’s costly assault on Bakhmut runs out of steam as Ukraine gears up for its offensive as NATO nations increase arms deliveries, takeaways from Vladimir Putin’s meeting with Xi Jinping, update on the week in the Indo-Pacific including North Korea’s unmanned nuclear-powered undersea vehicle program, Iran moves closer to completing a nuclear weapon, and and Israeli Prime Minister Bibi Netanyahu advances controversial judicial reforms that would reduce the influence of the nation’s supreme court.

Air Power
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On this week’s Air Power Podcast, sponsored by GE Aerospace, retired Navy captain, naval aviator, and noted seapower strategist, Dr. Jerry Hendrix joins us to illuminate the future of Naval aviation. His article in the April issue of The Atlantic, “The Age of American Naval Dominance is Over,” takes a hard look at seapower; on this show, he adds the Naval air dimension. And we present the week’s headlines in airpower.

Cyber Report
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On this week’s Cyber Report, sponsored by Fortress Information Security, Justin Sherman, the founder of the Global Cyber Strategies consultancy who is also a senior fellow at the Atlantic Council’s Cyber Statecraft Initiative and a Wired Magazine contributor, discusses what to expect from the House Energy and Commerce Committee hearing tomorrow on TikTok, the revelation of TikTok owner ByteDance’s ownership structure, whether to ban foreign social media platforms and if not how best to regulate them, the new Hill & Valley Forum coalition of lawmakers and Silicon Valley firms, Sino-Russian cyber cooperation as Beijing and Moscow warm ties, and what to expect from Chinese and Russian cyber activities as Beijing ratchets up tensions over Taiwan and Moscow seeks to bolster domestic production by stealing foreign intellectual property to compensate for Western sanctions in the wake of Russia’s invasion of Ukraine with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Vice Adm. Angus Topshee, the commander of the Royal Canadian Navy, discusses his drive to reinvigorate his force’s high-intensity warfighting skills, Canada’s unique role as an Atlantic, Pacific and Arctic power, re-learning the lessons that war at sea is violent and reward those who detect and shoot first, the imperative to strictly limit emissions and innovate to survive in an environment of ubiquitous surveillance and longer-range precision weapons, the need for survivability in a hypersonic age and more unmanned systems, better offensive and defensive weapons, and culture change to better prepare sailors to operate in contested waters far from assistance, more realistic training and instilling a culture that rewards prudent risk taking with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses what to expect from Xi Jinping’s visit with Vladimir Putin in Moscow, update on progress of Russian forces in Ukraine, Moscow’s return of Soviet era restrictions on speech, and lessons in the wake of Russia’s downing of a US Reaper over the Black Sea; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses details of the Biden administration’s defense budget request, whether the banking crisis will constrain the Federal Reserve’s ability to raise interest rates, whether arms control agreements are effectively dead, the impact of GOP anti-Ukraine statements mirroring Kremlin rhetoric, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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This week the DownLink serves up a deep dive into what’s in the Department of Defense’s FY ‘24 United States Space Force budget request and an interview with the service branch’s Director of Science, Technology, and Research, Joel Mozer. In addition to the chief scientist, Laur Winter Speaks with Chris Stone, Senior Fellow for Space Deterrence-National Institute for Deterrence Studies and author of the book “Reversing the Tao: A Framework for Credible Space Deterrence”; Peter Garretson, a senior fellow at the American Foreign Policy Council and co-author of the coming book “The Next Space Race: A Blueprint for American Primacy”; and Sam Wilson, senior policy analyst for the Center for Space Policy and Strategy at The Aerospace Corporation.

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 Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the Aerodynamic advisory consultancy joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets, implications of a banking crisis on defense and commercial aerospace suppliers as well as air carriers and leasing companies, market impact of Pentagon’s $842 billion budget request and the outcome of Britain’s integrated review, whether a recent contract awards and program moves by the US Air Force and Army constitute an effort to throw Boeing a lifeline through radar and tanker as well as attack helicopter contracts, how many more NATO aircraft could be made available to Kyiv now that Poland and Slovenia have agreed to send 17 of their MiG-29s to Ukraine, the broader implications of Russia’s downing of a US MQ-9 Reaper over the Black Sea, Rheinmetall’s strong earnings and bright future outlook as Europe’s most dynamic land systems maker, and analysis of the AUKUS deal to supply Australia with nuclear powered attack submarines and whether Canberra will develop a join submarine with UK after acquiring US-made Virginia-class boats.

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