DEFAERO REPORT Daily Podcast

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 a week that sent allies and partners scrambling as President Trump moves to end the Ukraine war, rehabilitate Vladimir Putin, support Kyiv only if it hands over right to half its rare earth mineral deposits, and his team encourages hard right parties in Europe; Trump’s suggestion that a deal with Russia and China would allow defense spending to be cut by 50 percent; 25 percent tariffs on aluminum and steel; after a few strong messaging weeks, the administration’s game slips; Defense Secretary Pete Hegseth’s drive to reallocate 8 percent of the Pentagon budget for new priorities contained in his 2026 budget planning guidance to the military services that would protect border, strategic deterrent programs, nuclear submarine and unmanned efforts, but would target the F-35 Lightning II fighter and other manned platforms as well as Army programs to pay for the “Iron Dome” air and missile defense system; Callan’s four scenarios to consider in light of the current chaos; an update on the collision between USS Harry S. Truman and a the merchant bulk carrier Besiktas-M on the entry to the Suez Canal; and a look at the week ahead.

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 the Senate Armed Services Committee chairman’s mark, the Trump administration’s effective messaging that bolstered the president’s popularity, Defense Secretary Peter Hegseth actively shapes his narrative at the Pentagon, how the administration can avoid making cuts that only create bigger future headaches, impact of President Trump’s new steel and aluminum tariffs, analysis of defense and aerospace earnings and 10K reports, and a look at the week ahead.

DEFAERO REPORT Daily Podcast
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Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, and Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and Cyber Solarium 2.0 executive director, joins Defense & Aerospace Report Editor Vago Muradian to discuss the implications of the R1 Model by Chinese AI firm DeepSeek that sparked a market sell off on Wall Street; what makes it different from other AI models; how China used talent, technology and savvy thinking to compensate for technology restriction imposed on Beijing by Washington and its allies; why Chinese technology or military developments continue to surprise Western experts and what it says about US overconfidence; how better to control the flow of technology to China and whether there are lessons in the Cold War mechanisms like the Wassenaar Arrangement; whether President Trump’s $500 billion “Stargate” public private AI partnership is the right approach to better compete against China and advance American capabilities; the impact of Elon Musk’s drive to reorganize the US government at home and whether Trump’s muscular international rhetoric; and how the “grand bargain” Trump seeks with China could include handing Taiwan to Beijing.

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 25 percent tariffs on Canada and Mexico — that have been suspended for a month — as well as 10 percent on China, with threats to impose new ones on the EU and UK; the near-term implications on inflation and costs on US consumers as well as long-term impact on reordering of global trade patterns; how efforts to aggressively cut US government could backfire; whether Wall Street is as susceptible to disinformation as other aspects of American society; the messaging and disinformation surrounding the collision between a US Army helicopter and an American Airlines jetliner that left 67 dead; a look at least week’s earnings reports by leading companies including Boeing, General Dynamicsk, L3Harris, Lockheed Martin, Northrop Grumman and RTX; and a look at the week ahead.

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 the Trump administration’s first week; Pete Hegseth as the nation’s 29th defense secretary; whether the chairman and service chiefs will lost their jobs or retire over the coming months; repercussions of Trump’s “aggressive” call with the Danish prime minister over Greenland, the Panama Canal and spat with Colombia over deportations; look ahead to earnings as Boeing pre-reports another $4 billion loss; and a look at the week ahead.

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.

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.

DEFAERO REPORT Daily Podcast
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Paul Lemmo, the vice president of Lockheed Martin’s Integrated Warfare Systems and Sensors unit, joins Defense & Aerospace Report Editor Vago Muradian to discuss how the company in two years went from contract signing to a successful live exo-atmospheric intercept of a medium-range ballistic missile target for the Aegis Guam System that’s key for the defense of the key Pacific island; the key to delivering capabilities at speed, whether testing new missile defenses or new frigates; his unit’s role in developing radar and combat systems for Australian, Canadian and Spanish warship programs; global growth prospects while navigating trade and security challenges as a new administration takes office; partnering with suppliers to ensure access to systems and components vital to keeping programs on schedule; recruiting and retaining top talent in a competitive market; lessons from the US Army’s Future Vertical Lift program that demanded competitors share development costs; and his company’s unique ability to integrate complex sensor, combat and weapon systems.

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 joins Defense & Aerospace Report Editor Vago Muradian to discuss the economic and geopolitical implications President-elect Trump’s comments on tariffs as well as the Panama Canal, Greenland and Canada; whether the comments will fuel higher inflation that will have to be factored into defense planning; Pentagon budget outlook as the outgoing Biden administration is reported to expected to ask for $1 trillion in 2026; cost of massive California wildfires and other climate-related disasters on federal spending; confirmation outlook for Trump’s nominees including Pete Hegseth as defense secretary as Senate hearings begin; takeaways from Israel’s Nagel Report that identifies Turkey as a threat and urges Jerusalem to reduce reliance on US as a security partner after a second Trump administration; BWXT’s acquisition of Kinectrics; what to expect at the Surface Navy Association’s conference and tradeshow; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by Lockheed Martin, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, joins Defense & Aerospace Report Editor Vago Muradian discuss China’s recent hack of the US Treasury Department on heels of Beijing’s penetration of major US telecommunications companies, what the Flax, Volt and Salt Typhoon attacks mean, what the attacks mean as China becomes increasingly risk tolerant in the nature and scope of its cyber operations, what has to happen to stop the attacks and reestablish deterrence, Beijing’s increasingly aggressive behavior as Russia adopts increasingly hybrid warfare techniques against the United States and Western nations, how to counter such hybrid tactics like destroying undersea infrastructure, jeopardizing air cargo carriers and targeted assassinations, the global implications of the incoming Trump administration’s approach to the Ukraine war and Taiwan, and what to expect at next week’s Surface Navy Association’s national symposium.

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