DEFAERO REPORT Daily Podcast

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Apr 14, 25] Week in Review & Byron Callan’s Week Ahead

On today’s program, sponsored by HII, Chris Servello, co-host of our Cavas Ships podcast, joins Defense & Aerospace Report Editor Vago Muradian to discuss takeaways from the Navy League’s annual Sea-Air-Space conference and tradeshow last week; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the continuing defense and aerospace implications of President Trump’s pause on sweeping tariffs for 90 days as he ratcheted up taxes on Chinese goods; Beijing’s retaliation that includes restricting rare earth elements and permanent magnets; executive orders on US export control reform, a maritime strategy and acquisition and program reforms; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Apr 08, 25] General Atomics’ Scott Forney

Scott Forney, the president of General Atomics Electromagnetic Systems, joins Defense & Aerospace Report Editor Vago Muradian to discuss how the electromagnetic catapults and advanced arresting gear developed and made for the first of the Ford class are being improved for subsequent ships; gauging the progress of Chinese efforts to field electromagnetic systems on their carriers; lessons from electromagnetic catapults and arresting gear that are improving other capabilities and products; the Long-Range Maneuvering Projectile; the partnership with RAFAEL to develop the Bullseye precision cruise missile that leverages of the Israeli company’s Icebreaker weapon; work the company is doing on fission power; role in the Trump administration’s “Giolden Dome” air and missile defense system; impact of Trump’s tariffs on performance and more.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Apr 07, 25] APEX Preview & Byron Callan’s Week Ahead

On today’s program, sponsored by HII, Nick Waite, a director at Clarion Defence producing the Apex Innovation Conference April 23-24, 2025, at the Gaylord National Harbor outside Washington, DC, joins Defense & Aerospace Report Editor Vago Muradian to discuss the upcoming event from agenda and speakers to a discount for listeners of our show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the strategic and defense implications of President Trump’s sweeping tariffs including that China was not deterred from imposing sanctions of its own on the United States; whether foreign defense and aerospace firms will grow their US industrial footprint; the changing nature of manufacturing and why returning the industrial workforce to past levels is implausible; the outlook for US defense spending as the Senate proposes $100 billion in additional funding over the coming years; Defense Secretary Pete Hegseth’s decision to skip the Ukraine Contact Group to attend Central American Security Conference; likelihood of US-Israel strike on Iran’s nuclear facilities in the wake of recent news reports of impending attack and staging of B-2 Spirit bombers in Diego Garcia; what to expect from the Navy League’s Sea-Air-Space conference and tradeshow April 7-9; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Apr 02, 25] Hanwha’s Pak & Poppe on K9 Thunder and Army’s Quest for New Artillery

Jason Pak and Carl Poppe, the senior director and director of business development for land systems at Hanwha Defense USA who are both West Point graduates and retired US Army artillerymen, join Defense & Aerospace Report Editor Vago Muradian to discuss the recent conclusion of the US Army’s trails as the service seeks a new, more mobile self-propelled howitzer; nature of the test conducted by the five entrants; how the Ukraine war has changed now land forces will use artillery; role of unmanned air systems to better direct and coordinate fires as well as technologies that will increasingly automate future howitzers and resupply systems; attributes of the the K9 Thunder howitzer and its K10 resupply vehicle; ways to increase artillery round production; integrating new munitions like long-range projectiles and better ballistics computers into future systems; the merits of wheeled and tracked self-propelled howitzers and Hanwha’s drive to develop a wheeled offering; and whether tariffs, retirements and personnel cuts have impacted program execution to date.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Apr 01, 25] AEI’s Todd Harrison

Todd Harrison of the American Enterprise Institute joins Defense & Aerospace Report Editor Vago Muradian to discuss the new budgeting tool developed by AEI and the Center for Strategic and International Studies to illustrate tradeoffs needed to achieve Defense Secretary Pete Hegseth’s demand that the military services redirect 8 percent of their annual spending to new priorities over the coming five years; partners on the initiative; whether defense spending will increase or whether the military services will have to make difficult tradeoffs; Hegseth’s demand that combatant commands and military services headquarters be streamlined; some ideas for Space Force headquarters consolidation that could be applied elsewhere; how to make thoughtful decisions in a zero sum budget environment; whether future efforts at reform will be harder to achieve if this administration’s drive for change fail; more thoughtful potential approaches to driving major change; and costs that might be imposed on the system by wholesale personnel cuts, retirements and other changes.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Mar 31, 25] Week in Review & Byron Callan’s Week Ahead

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 budget and fiscal prospects as the Congressional Budget Office warns America will run out of money by September if not far sooner — depending on tax receipts; how the Trump administration’s intelligence assessment that puts transnational criminal organizations and terrorist at the top of the threat list could shape defense spending; impact of tariffs and calls for tariff relief from farmers that are leading exporters as well as other businesses hurt by crackdown on immigration; whether higher US tariffs will spark the American economic and jobs renaissance that the administration hopes; how allies and partners perceive this Trump administration from the last one; takeaways from last week’s shipbuilding hearing and whether Boeing or Northrop Grumman will win the US Navy’s FA-XX next generation fighter; Signalgate aftermath; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
0

Defense & Aerospace Daily Podcast [Mar 24, 25] Byron Callan’s Week Ahead

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 implications that US tax revenue might drop by 10 percent or $500 billion this year in the wake of job cuts at the Internal Revenue Service; the difference between the absence of war and peace as US officials continue to negotiate an end of the Ukraine war; while US officials take Vladimir Putin at his word that he doesn’t want to take “all” of Europe, European nations move rapidly to bolster their sovereign capabilities; investment across Asia as nations worry they will be next to be abandoned by the United States was Washington pursues a “grand bargain” with China; Hanwha sells stock and buys a nearly 10 percent stake in Austal; the US Air Force’s decision to award the manned combat aircraft element of the Next Generation Air Dominance program to Boeing over Lockheed Martin; what the decision means for Lockheed Martin’s outlook after decades as the world’s premiere maker of combat aircraft; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Mar 12, 25] NDIA’s Dr. Arun Seraphin

Dr. Arun Seraphin, the executive director of the National Defense Industrial Association’s Emerging Technologies Institute, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense ecosystem the nation needs to more quickly equip the force; legislation that can help DoD accelerate the fielding capabilities; how to thoughtfully trim government labs and federally funded research and development centers; the importance of open architectures to help ensure a more interoperable force and challenges associated with adopting closed ecosystems; how much of the innovation ecosystem that’s blossomed across DoD in the wake of Defense Secretary Ash Carter’s founding of the Defense Innovation Unit; and the vital importance of robust national investment in education and technology across all disciplines to advancing national security.

DEFAERO REPORT Daily Podcast
0

DEFAERO Daily Pod [Mar 10, 25] Week in Review & Byron Callan’s Week Ahead

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 growing concern of a year-long continuing resolution; the industrial impact of budget and program uncertainty especially on suppliers still recovering from pandemic impacts; takeaways from President Trump’s address to Congress; defense spending impact of $4.5 trillion in tax cuts, negative impact of economic uncertainty, IRS cuts and Trump’s acknowledgement that his policies likely will cause a recession before growth; administration’s decision to suspend US participation in NATO military exercises and prospect American troops will be withdrawn from Europe; some positives and negatives investors should consider as European defense spending surges; whether Ukraine can survive without US weaponry and intelligence support; and a look at the week ahead.

1 2 3 61