PODCASTS

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 to discuss a strong week on Wall Street as investors work to determine the impact of Donald Trump’s policies a week into his second administration, from widely expected tax cuts, defense spending increases and war on migrants to what higher tariffs, trade wars and rising tensions with allies will mean including the president’s “aggressive” conversation over gaining ownership of Greenland with Danish Prime Minister Mette Frederickson; as some worry Trump’s rhetoric could undermine US weapons sales worldwide Poland’s Defense Minister Wladyslaw Kosiniak-Kamysz urges allies to curry favor with Trump by buying more US weapons; NATO considers sharing highly classified capability assessments with industry to speed weapons development; Boeing preannounces another $4 billion in losses as it prepares to report earnings; what Embraer’s next jetliner should look like; update on Blue Origin’s New Glenn and SpaceX’s Starship programs; and the industry-wide impacts of California’s devastating fires.

PODCASTS
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While the flurry of executive orders coming from the newly installed Trump Administration is unsettling folks near and abroad, the first U.S. Space Force Chief Scientist wants us to focus on what is strategic: Avoiding technology surprise. Laura Winter speaks with Joel Mozer, who retired from a decades-long career in government service after serving as the first United States Space Force Director of Science, Technology and Research.

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. On this episode…the maritime industrial base. Everybody talks about it, but what to do about it? Noted analysts Bryan Clark and Michael Roberts are focusing on the proposed Ships for America Act, a new initiative in Congress to martial resources to back what many see as a faulting industry. They’re here to dive into some of the details of their latest report.

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, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Donald Trump’s first four days since returning to the White House; analysis of his inaugural address that included a pledge that America would retake the Panama Canal; update on appropriations, debt ceiling and reconciliation negotiations; outlook for defense spending as both Freedom Caucus and GOP leaders press for $100 billion to more than $200 billion in additional defense spending over the coming five years; Trump’s threat to impose tariffs on Russia over the Ukraine war and call for NATO nations to increase defense spending to 5 percent of GDP; the ceasefire in Gaza and the resignation of senior Israeli military leaders including Chief of Defense Staff Lt. Gen. Herzi Halevi.

Air Power
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He’ll always be the 26th Secretary of the Department of the Air Force, but now he’s free to speak his mind. An extended interview with Frank Kendall on the department he found and the one he leaves behind. A tour d’horizon of strategy, programs, budgets, and recommendations for his successor — and be sure to hear his candid discussion of the situation in space. All powered by GE!

DEFAERO REPORT Daily Podcast
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Justin Sherman, the founder of Global Cyber Strategies advisory firm and nonresident fellow at the Atlantic Council’s Cyber Statecraft Initiative, joins Defense & Aerospace Report Editor Vago Muradian to discuss why it’s important to ban TikTok, the supply chain questions raised by the Chinese social media app; what makes similar apps problematic from a security standpoint and what needs to happen to address known vulnerabilities; whether the sale of the US side of TikTok solves the problem; some cyber priorities for the incoming administration; why curtailing cyber regulation will undermine collective security at a time when adversaries are stepping up their cyber game and penetrating critical US and allied communications and other networks; how to counter Russian and Chinese operations to disrupt critical undersea infrastructure; and ways to increase the production of cyber talent.

PODCASTS
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President-elect Donald Trump has just named as his Secretary of the Air Force Troy Meink, who has a deep background in space and defense. What will he need to succeed from the incoming administration and Congress? Laura Winter speaks with Todd Harrison, Senior Fellow, American Enterprise Institute, and much respected NASA and Defense Department budget diviner; and Sarah Mineiro, Founder & CEO, Tanagra Enterprises, Senior Associate, Aerospace Security Project, Center for Strategic and International Studies, and self-described “Hill Rat”.

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 and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s first day in office; messages from the inauguration, executive orders and actions since; the firing of Adm. Linda Fagan as US Coast Guard commandant and other senior military changes under guise of countering diversity, equity and inclusion; Trump’s comments about using force to take the Panama Canal, targeting drug cartels in Mexico, Greenland as well as tariffs on Canada and Mexico; the defense budget outlook as both GOP and Freedom Caucus members call for dramatic increased in the Pentagon budget of $200 billion or more over the coming years; outlook for shipbuilding expect at the Surface Navy Association’s conference and tradeshow; and a look at the week ahead.

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 to discuss Wall Street has a strong week as Donald Trump prepares to return to the White House; with no debt ceiling increase the US Treasury starts extraordinary measures to stretch resources until Congress makes a deal to avoid default; defense outlays hit an all-time high with a nearly 10 percent year-over-year increase and prominent GOP lawmakers press for a $100-$200 billion increase in Pentagon spending; the Aerospace Industries Association expresses openness to working with the new administration on selective tariffs to redress trade inequities; Anduril picks Columbus, Ohio, for its new 5 million square foot “Arsenal 1” facility that will employ 4,000; some positive 737, 787 and 777X news for Boeing; and the number of parked narrow-body jetliners grows as cargo drops, but sidelined planes with Pratt & Whitney’s geared turbofan engines declines.

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. On this episode…we review the week…from time spent at the Surface Navy Association’s National Symposium…to ship namings…to SECNAV farewells…we share our highlights from what was a very busy couple of days.

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