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 joins Defense & Aerospace Report Editor Vago Muradian to discuss political, market and international surprises in 2024 that will be consequential in the coming year; a look at the National Defense Authorization Act and appropriations expectations; the IISS’ global outlook; the Washington International Trade Association’s take on Trump and tariffs; the Defense Innovation Unit and the US Air Force’s Collaborative Combat Aircraft; HII’s shipyard acquisition; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, former Pentagon Comptroller Dr. Dov Zakheim and emeritus National Defense Industrial Association Chairman Arnold Punaro discuss key takeaways from the 11th Reagan National Defense forum; Building the Base podcast hosts former Navy Acquisition chief Hondo Geurts and Beacon Global Strategies’ Lauren Bedula discuss defense industrial themes at Reagan; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the fall of the Assad regime in Syria and what’s next for the region, the NDAA, Vivek Ramaswamy’s comments at Aspen next week and what they mean for the so-called Department of Government Efficiency, defense mobilization, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Anlyses, discusses Russia’s grinding advance on Ukrainian positions in Kursk and Donbas and Luhansk, importance of Germany’s new $700 million pledge and US efforts to surge weapons to Kyiv, Vladimir Putin’s challenges as casualties mount and Russia’s economy falters, statements by leading European officials that Moscow may be behind the deadly crash of a DHL cargo plane over Lithuania, Putin’s call for a new Russian unmanned force, the unmanned air warfare lessons Syrian and other rebel groups have learned from Ukraine; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the “headline risk” that defense and aerospace firms will be subjected to in a second Trump administration whether from the president or his acolytes, impact of possible tariffs on companies in Canada and Mexico that are integral to the US aerospace and defense industrial base, what Trump’s personnel picks may mean, balancing manned and unmanned capability, the good and bad characteristics of the “tech bro” venture capital mindset, an update on the budget and appropriations as Congress returns to DC, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Dr. Evelyn Farkas, the executive director of MccAin Institute at Arizona State University who helps pick the honoree of the annual John McCain Prize for Leadership in Public Service awarded each year at the Halifax International Security Forum, discusses takeaways from this year’s gathering, the importance of Ukrainian victory over Russia for democracies worldwide, the two leaders honored with the McCain Prize this year — Vladimir Kara Murza in 2024 for his courage against Vladimir Putin and former Taiwanese President Tsai Ing Wen in 2020 for her stance against an increasingly belligerent China — the best outcome for Ukraine as Donald Trump vows a fast end to the war, the role of American leadership and a look ahead to Halifax organizers HFX’s conference in Taipei Feb. 20-21, 2025; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest on the transaction to a second Trump administration including possible deputy defense secretary picks including investor Stephen Fineberg and Anduril co-founder Trae Stevens, Elon Musk’s tweet that F-35 Lighting II fighter maker Lockheed Martin are “idiots” and that more armed drones are needed in the future, how the Department of Government Efficiency will deliver savings, the importance of process reforms over merely cutting workforce, the importance of cutting cycle times in executing big projects whether building the Pentagon or designing the iPod, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, former Pentagon Europe chief Jim Townsend of the Center for a New American Security discusses President Biden’s decision to allow Kyiv to use US supplied weapons against Russia steps up strikes on Ukraine’s power grid and 50,000 Russian and North Korean forces entr the fray, whether the new weapons will change the course of the war that’s expected to end the day Donald Trump returns to the White House, and German Chancellor Olaf Scholtz’s phone call with Vladimir Putin; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Trump’s picks for top jobs, the implications of the Department of Government Efficiency and deep cuts to spending as well as the federal workforce, takeaways from the Mitchell Institute’s Airpower Future Forum and the Naval Submarine League’s annual symposium, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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Andy Green, the president of HII’s Mission Technologies division, joins Defense & Aerospace Report Editor Vago Muradian to discuss his business’ growth including $12 billion in orders this year as a leading maker of unmanned underwater systems, and top US government provider of artificial intelligence and machine learning, as well as Live, Virtual Constructive Training; importance of Mission Technologies HII’s future growth and to offset revised shipbuilding outlook; how AI, ML and LVC technologies are helping improve the company’s performance on ship design, construction and repair; hiring and retaining top talent to continue growth and executing on growing awards; and some recommendations for the incoming administration on how to streamline acquisition processes to field capabilities more quickly.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss the Ukraine war as Russian redoubles efforts to make gains as President-election Trump vows to swiftly end the conflict, and whether Ukraine can survive without US assistance; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact of a new Trump administration on US national security, whether control of the White House and Congress increases the prospect for more defense spending or deep cuts as part of a government-wide effort to trim $2 trillion in spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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Sam Caucci, the CEO and founder of 1Huddle — an innovative workforce performance and training software — joins Defense & Aerospace Report Editor Vago Muradian to discuss how work is changing in the wake of the covid pandemic, employers’ demand that their workforce returns full time to the office, employees desire for greater flexibility to work remotely, using AI and other technologies as a training tool for civilians and military members, and the fundraising environment for new tech companies including New Jersey’s support for innovative firms.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Russia’s war on Ukraine as Moscow celebrates its day of national unity, Russian battlefield gains as Ukraine increasingly struggles not to lose, whether Vladimir Putin will be satisfied retaking Donbas and Luhansk or will drive to Kyiv, Ukraine’s ability to stop Russia if a breakthrough happens, and how the outcome of the US presidential election will shape the Ukraine war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the US presidential election, a review of his November “scorecard,” takeaways from last week’s earnings reports and what to expect from companies disclosing results next week, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

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