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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 Wall Street sets another record on sinking inflation and more Fed rate cuts; Boeing’s strike continues as questions arise about CEO Kelly Ortberg’s leadership; the National Transportation Safety Board recommends action on Boeing 737 jetliners after a recent rudder incident on a United Airlines flight; HII’s Newport News Shipbuilding discovered and reported to the Navy that one of its workers had “knowingly” made defective welds in submarines and aircraft carriers, although not in critical areas; suddenly blended-wing-body aircraft have become all the rage as the COP29 climate summit prepares to convene Nov. 11-22 in Azerbaijan; President Biden’s denial of permission for Western nations to allow Ukraine to use donated weapons against Russia; budget challenges across Europe; and a far right win in Austria.

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…Damage to the US Navy’s fleet oiler supporting the Abraham Lincoln Carrier strike group in US Central Command has focused attention on the Military Sealift Command’s ability to meet the fleet’s needs. Maritime shipping experts Sal Mercogliano and John Konrad are back with us for a deep dive.

PODCASTS
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On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, 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 Defense & Aerospace Report Editor Vago Muradian discuss House Speaker Mike Johnson’s bipartisan approach to securing a stopgap spending measure to keep the government funded until after the election; what’s on the lame duck agenda; despite pressure from closest allies and Ukraine’s leader President Biden continues to block use of Western weapons against Russia after Vladimir Putin’s latest nuclear threats; the message other nuclear-armed states are learning when Washington is so easily deterred by nuclear saber-rattling; China tests an ICBM as its first in class nuclear attack submarine sinks pierside; AUKUS Pillar 2; Israel expands its offensive against Hezbollah and Lebanon while also increasing operations in the West Bank; and analysis of a close US presidential race five weeks before Election Day.

Air Power
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We’ve been talking a lot about the USAF recently, so it’s time for some naval contemplation. Longtime F-14 RIO Cdr. Ward Carroll joins us to talk Naval Aviation, including its future and current air and missile defense ops. Dr. Tom Karako of CSIS brings us up to date on other air and missile defense news. And we have headlines in airpower. Powered by GE!

PODCASTS
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On this week’s Technology Report, John CoFrancesco, the founder of the new artificial intelligence firm Applied AI Company, discusses takeaways from the congressional hearing with CrowdStrike executives on the recent software update error from the cyber security firm that precipitated global disruptions, the role of AI to make to avert such mistakes in the future, how the Pentagon’s AI ecosystem is evolving and the key to driving innovation, supply chain lessons in the wake of Israel’s use of global supply chains to produce exploding pagers and walkie talkies, countering spoofing of critical control systems including on commercial aircraft, and helping foster a new generation of more cyber and AI savvy legislators and more with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Amb. John Herbst, a former US ambassador to both Uzbekistan and Ukraine who is now the senior director of the Atlantic Council’s Eurasia Center, joins Defense & Aerospace Report Editor Vago Muradian to discuss Ukrainian President Volodymyr Zelenskyy’s visit to Washington to convince President Biden to allow Western weapons to be used against targets in Russia, the Biden administration’s logic in blocking the use of weapons against sites used by Moscow to attack Ukraine, why US forbearance is merely emboldening Vladimir Putin, why it’s vital Ukraine wins the war and what’s needed to achieve that aim, how America and its allies need to do to better deter Russia, the need for a strategy to counter Russia, China, Iran and North Korea, whether Europe can support Ukraine if US leaders decide against further assistance, and how much longer the conflict is likely to continue.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s long-range attack on Russia’s ammunition depot at Toropets destroying months worth of artillery shells and other weapons; President Volodymyr Zelenskyy’s visit to Washington to ask President Biden to reconsider his opposition to the use of Western weapons against Russia; and how both sides are rapidly adapting unmanned systems and defenses; Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the budget outlook as House Speaker Mike Johnson seeks to fund the government beyond Sept. 30; takeaways from the Air and Space Forces Association’s Air Space Cyber conference and tradeshow last week; the outlook for the Air Force’s flagship manned fighter element of the Next-Generation Air Dominance family of systems that is being reconsidered by the service’s leadership; changing industrial and threat dynamics; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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The U.S. Chief of Space Operations Gen. Chance Saltzman announced on Tuesday that the Space Force has started to take over recruitment and training of uniformed and civilian Guardians, from “Mother Air Force”, to create a separate “space-minded” force to meet the nation’s requirements in the friction-filled era of “great power competition.” Laura Winter speaks with the Space Force’s first Chief Technology and Innovation Officer, Maj. Gen. Kim Crider (ret.), who is a Founding Partner of the space consultancy Elara Nova.

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 another big week on Wall Street after a larger than expected Federal Reserve rate cut; the industrial impact of President Biden’s decision to use US arms export regulations to veto Britain and France’s desire to allow Ukraine to use their weapons against Russia; with Boeing machinists on strike, CEO Kelly Ortberg initiates a furlough plan suggesting a longer work stoppage; news report that Ted Colbert will be replaced by Steve Parker at Boeing Defense Space and Security; China Development Bank’s order 80 Airbus A320 and 50 Boeing Max jets; duration of strike by workers at Textron’s Cessna and Hawker; the US Army picksAnduril’s Ghost X and Performance Drone Works’ C-100 as the service’s company-level “attritable” drone; Rob Dewar, father of the Bombardier C series, joins JetZero; outlook for the penetrating counter air element of the US Air Force’s Next-Generation Air Dominance family of programs in the wake of the Air and Space Forces Association’s annual Air Space Cyber conference last week and possible substitutes for the high-end manned fighter; what a new USAF plan means for the UK-Italy-Japan Global Combat Aircraft Program or the SCAF effort involving France, Germany and Spain; the USAF’s request for information for a next-generation tanker; the credit rating implications of a lengthy Boeing strike; and the Boeing-Embraer agreement after the American company called off its union with the Brazilian firm.

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 discuss Congress’ failure to pass a measure to keep government open after 30 Sept., Ukraine continues to call for Western arms to be cleared for use against Russia as President Biden stalls approvals as Russian forces push back in Kursk and threaten to make significant gains in Donbas, the leaders of the Quad prepare to convene in Delaware as China expands its offensive operations to Australia and Japan, the White House prepares to block Nippon Steel’s offer to buy US Steel, AUKUS celebrates its second birthday, and Israel uses exploding pagers and walkie-talkies to stymie Hezbollah’s command and control as the Lebanese militia and Iran’s Islamic Revolutionary Guard Corps vow retaliation.

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