DEFAERO REPORT Daily Podcast

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Apr 07, 2026] Look Ahead w/ Byron Callan

On today’s Look Ahead 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 next phase in the US-Israel war on Iran as President Trump threatens to devastate the country’s power plants and bridges unless Tehran opens the Strait of Hormuz; the questions the war raises for the defense ecosystem; defense and aerospace stock performance in the wake of the conflict; the administration’s $1.5 budget request — $1.15 billion for the base budget and the rest through “Reconciliation 2.0” — plus an upcoming request for another $240 billion to cover war costs; and a look ahead to the major events of the coming week in Washington and beyond.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 30, 2026] Look Ahead w/ Byron Callan

On today’s Look Ahead 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 US-Israel war on Iran as the conflict enters its fifth week; how to constrain Iran after the war, including a “mowing the grass” model Israel deployed in Gaza; Iran’s ability to strike US interests including strike on a Saudi Arabian base that destroyed a US Air Force E-3 Sentry radar plane; how a shortage of US munitions might impact international security, including in the Indo-Pacific; what to expect when the administration submits its 2027 defense budget request to Congress on 3 April; takeaways from the Society of Military History’s conference last weekend; and a look ahead to the major events of the coming week in Washington and beyond.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 23, 2026] Look Ahead w/ Byron Callan

On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s decision — citing positive talks — to postpone by five days his ultimatum that Iran’s power grid will be struck unless the Strait of Hormuz resumes normal traffic; what’s next for the war and whether it’s impacts will provide lasting even if fighting ends soon; outlook for US defense spending as the administration will seek a $200 billion war supplemental and the $1.5 trillion base budget request for 2027; how the campaign will impact US readiness as aging aircraft and even new ships like USS Gerald R Ford are run hard; and a look ahead at the week’s events in Washington and beyond.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 18, 2026] David Schild on the Comeback Factories Securing America’s Tech Future

On today’s Technology Report David Schild, the executive director of the Printed Circuit Board Association of America, joins Defense & Aerospace Report Editor Vago Muradian to discuss the new movie — The New Frontier: Inside the Comeback Factories Securing America’s Tech Future — that will be premiering in Washington on March 25 at the Miracle Theater on Capitol Hill; status of legislation and funding to bolster the US printed circuit board industrial base; the entire printed circuit board supply chain; the extent domestic manufacturers can sustain themselves without significant government support; and what it will take for the industry to surge to support dramatically increased production of weapons called for by the Trump administration.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 16, 2026] Look Ahead w/ Byron Callan

On today’s Look Ahead 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 US-Israel war on Iran as the conflict enters its third week as energy prices soar; whether nation’s will provide the warships Washington demands to escort ships through the Strait of Hormuz; lessons from the 1980s tanker wars; prospect US land forces will enter the fight; the outlook for global defense spending in the wake of the war; uncertain future for US defense spending; and a look ahead to the big events of the coming in Washington and beyond.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 09, 2026] Look Ahead w/ Byron Callan

On today’s Look Ahead 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 second week of the US-Israel war on Iran and what to expect as President Trump demands unconditional surrender and hints at the use of ground troops; implications of a protracted closure of the Strait of Hormuz that’s already driven oil prices past $100 per barrel for the first time since the post-covid surge of 2022; whether US industry is going to be able to quadruple production of exquisite weapons that President Trump demanded during a White House meeting on Friday with US defense executives; industry frustration that the administration didn’t move more quickly to accelerate weapons orders; US budget outlook as the administration prepares its 2026 budget and a reported $50 billion supplemental request to cover war costs; and a look ahead to the big events of the coming in Washington and beyond.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 03, 2026] Ron Epstein on Iran Market Impacts & John Cofrancesco on Anthropic Blacklisting

Dr. “Rocket” Ron Epstein of Bank of America Securities joins Defense & Aerospace Report Editor Vago Muradian on the sidelines of the commercial edition of Joanna Speed’s Aerospace Event in Los Angeles to discuss the market impacts of the US-Israel war on Iran, the limits of surging production of complex weapons, role of new entrants to deliver capability more quickly like the Low-Cost ‌Uncrewed Combat Attack Syste by Arizona startup SpektreWorks, and outlook for defense spending including the resumption of supplemental funding to cover the growing costs of operations worldwide over the past year; and John Cofrancesco of American AI Logistics discusses the Trump administration’s decision to blacklist Anthropic, the implications for industry, and how to craft an AI strategy to delivers breakthrough capabilities in line with the nation’s values.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Mar 02, 2026] Dov Zakheim on Iran & Look Ahead w/ Byron Callan

On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss US-Israel military operations against Iran, Tehran’s attacks on nations across the region, and possible scenarios as Washington says operations will continue for weeks even as America’s allies recommend off ramps; impact of a protracted campaign on depleting US attack and defensive weaponry as well as wear and tear on aging equipment and personnel exhausted after back-to-back military operations over the past; what regime change in Tehran would mean for regional security and defense investment given Iran’s role as regional provocateur; key themes from L3Harris Technology’s investor day; takeaways from the International Institute for Strategic Studies’ latest Military Balance; and a look ahead to the big events of the coming in Washington and beyond.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Feb 25, 2026] Mesh Feigenbaum on Global Industrial Capacity

Mesh Feigenbaum, a managing partner at Engineered Metal Tech who is one of the world’s leading experts on the gigantic forging presses that are critical for the worldwide aerospace and defense supply chain, joins Defense & Aerospace Report Editor Vago Muradian to discuss an updated version of his 2018 benchmark study of global industrial capacity that rings alarm bells for major commercial and military programs; the importance of forging facilities; the problematic nature of depending on gigantic pieces of equipment that are aging and when they fail are out of action for years, derailing supply chains; China’s strategic approach of investing in sovereign capacity and capability; why the business is so challenging commercially one without government support; and the investment necessary for the United States to revitalize a critical industry.

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