DEFAERO REPORT Daily Podcast

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.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Mark Montgomery, a retired US Navy rear admiral now with the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses President Biden’s National Security Memorandum on AI; role of Russia, China and Iran in cyber and misinformation operations to shape the outcome of next week’s US elections; takeaways from his recent visit to Ukraine; outlook for both allied and US support for Kyiv, especially depending on who wins the White House; and the outlook for spending; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact Israel’s strike on Iran will have on defense sentiment; North Korea’s role in Ukraine; analysis of key themes from US and European earnings reports last week; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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Mackenzie Eaglen and Todd Harrison of the American Enterprise Institute, join Defense & Aerospace Report Editor Vago Muradian to discuss the US defense budget outlook in the near and mid term, investment in weaponry that continues to lag even as stocks are rapidly depleted through American support for Ukraine and Israel, China’s actual defense spending levels what why it should spur more alarm and action, the need for greater innovation and industrial base capacity, how the election outcome could reshape US alliances as well as interest in American weaponry, and whether Congress will approve enough additional funding to cover the costs of modernizing the nation’s antiquated nuclear triad that will otherwise gut investment in conventional capabilities.

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 how different the defense industrial base could look by 2030; takeaways from AeroLambda Group’s Aerospace & Defense Conference and the Association of the United States Army’s annual meeting last week; how heritage companies are adapting to better compete against new competitors; what DoD has to do to align its ambitious operational plans with the reality that it’s industrial base lacks the capacity for a prolonged high-intensity conflict whether for new production, munitions or damage repair; Boeing’s outlook at major defense and aerospace firms prepare to report earnings; and a look at the week ahead.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s withdrawal from Vuledhar and the implications of the latest Russian advance in Donbas, the latest on the war including the capture of one of Russia’s few Okhotnik combat drones, how weather will change the fight, topics for discussion at the Association of the United States Army’s conference and tradeshow next week, and lessons from analytical failures associated with the Russo-Ukrainian war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the conflict between Israel and Iran one the first anniversary of Hamas’ deadly attack on Israel that precipitated a broader regional war, defense and industrials scenarios to consider as US elections approach, Army issues to consider at AUSA, the impact of deadly hurricanes on public perceptions of defense spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

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