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 discusses implications of the $95 billion US funding package for Ukraine, Israel and Gaza, and bolstering capabilities and allies in the Indo-Pacific; whether arsenals will be critical in bolstering production to support Ukraine as well as refill depleted US weapons stocks; the long-running debate about the cost and benefit tradeoffs between attacker and defender; whether Iran goes nuclear at the descent exchange with Israel and what a nuclear Tehran will mean; the Navy leadership’s interest in drawing lessons for foreign commercial shipbuilders and whether the service has the right approach to benefit from them; costs of the Cybersecurity Maturity Model Certification 2.0 effort to improve industrial base; what to expect as defense and aerospace contractors report first 2024 quarter earnings; initial takeaways from the Society for Military History conference; 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 Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies and Byron Callan of the independent Washington research firm Capital Alpha Partners discuss Iran’s April 13 attack on Israel and the extraordinary multinational defense against some 300 ballistic, cruise and explosive UAVs threats, why Tehran decided to attack the Jewish state directly rather than through proxies, President Biden’s role in defending Israel but opposition to US involvement in retaliatory strikes against Iran, the outlook for congressional supplemental for Israel, Ukraine and Taiwan, other geopolitical factors to consider, outlook for first quarter 2024 earnings, takeaways from the Navy League’s Sea-Air-Space conference, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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David Schild, the executive director of the Printed Circuit Board Association of America, discusses US government investment in 2024 but an uncertain outlook in 2025, the imperative to invest in the entire printed circuit board ecosystem that constitutes 70 percent of modern microelectronics with chips constituting the remaining 30 percent, why a CHIPS Act equivalent is vital for printed circuit board industrial base, role of allies and partners, an update on semiconductor investment and more with Defense & Aerospace Report Editor Vago Muradian.

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 discusses geopolitical drivers for global defense, prospects for US supplemental funding for Ukraine as well as NATO’s new five-year $100 million plan to help Kyiv, whether Washington will cut Israel aid anytime soon, the National Defense Industrial Association’s annual “Vital Signs” assessment, margin pressure on leading company as the price of everything increases, the performance gap between prime contractors and services providers, what to expect from the Navy League’s Sea-Air-Space conference and tradeshow April 8-10, 2024, and a look at the week ahead; and the cohosts of the Cavas Ships podcast — Chris Cavas and Chris Servello — discuss what they expect to hear from US Navy leaders at the SAS this week with Defense & Aerospace Report Editor Vago Muradian. And to learn more about HII, visit the company at Sea-Air-Space, booth 1323.

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 discusses the prospects for the Ukraine supplemental that Kyiv and the US defense industrial base need, the latest on the Russo-Ukrainian War, whether the revelation that Russia is perpetrating the “Havana Syndrome” directed-energy weapons against Americans at home and abroad changes Washington’s urgency in better standing up to Moscow, how Israel’s strikes on Iranian leaders in Syria changes the undeclared war between Jerusalem and Tehran, Hanwha’s proposal to by Austal Ocean, recap of Hudson Institute’s unmanned systems event last week, political and economic factors in the Francis Scott Key Bridge collapse, what to look for at the Navy League’s Sea-Air-Space conference and tradeshow 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, Byron Callan of the independent Washington research firm Capital Alpha Partners and Richard Aboulafia of the AeroDynamic Advisory consultancy discuss Boeing’s leadership changes as the giant struggles to overcome quality and program execution problems, merits of union representation on the company’s board, notes on Congress’ last-minute appropriations measures to keep government open including the Pentagon, the upcoming election and its defense implications, takeaways from HII’s Investor Day, 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, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses with further analysis on the Biden administration’s FY 2025 $defense budget request, the merits of cutting the Roger of one nuclear powered attack submarine to underwrite investment to increase submarine production for America and Australia, the implications for defense if tax increases are off the table to reduce the national debt, Boeing’s commercial and defense woes and how a turnaround can be executed, Leonardo DRS’ investor day, 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, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Biden administration’s FY 2025 $849.8 billion defense budget request, the importance of the Ukraine supplemental to rearming the Pentagon, takeaways from President Biden’s state of the union address, alternative defense futures to ponder, takeaways from GE Aerospace’s investor day and congressional hearing on Army Aviation, and and a look at the week ahead; and Tim Chrisman, the executive director of the Foundation for the Future who is also a partner in the space practice at the Distinctive Edge Partners PR firm, discusses the winners of the innovation competition at this year’s SXSW gathering in Austin with Defense & Aerospace Report Editor Vago Muradian.

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 discusses the latest continuing resolution to forestall a government shutdown, how an unprecedented half-year of continuing resolutions and delays to the Ukraine supplemental is complicating the Pentagon’s ability to rearm, the global implications of US presidential candidates and lawmakers parroting Vladimir Putin’s talking points, the prospect that Kyiv will fall if US aid ends or is further delayed, what to expect from the Biden administration’s upcoming budget request to be submitted to Congress on March 11, news reports that Boeing is considering acquiring Spirit AeroSystems, BWXT’s different business model, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

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