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 Ukraine’s continuing invasion that’s seized more than 1,000 square kilometers in Russia’s Kursk region, Moscow’s inability to stop Ukraine’s advance, how Vladimir Putin will respond, and whether Kyiv’s gambit will change the vector of the conflict; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses a draft paper by Arizona State University’s Hendrik Bessembinder — Which Stocks Generated the Highest Long-Term Returns — over the past century, Rheinmetall’s proposed $950 million acquisition of Loc Performance, Boeing’s big week for F-15 fighters as well as AH-64 helicopters and E-7 radar planes, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

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 Ukraine’s offensive into Russia’s Kursk region; whether the risks of the operations are worth the rewards; how Moscow will respond; and what to expect from the Army 2024 arms show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the National Defense Industrial Association’s Emerging Technologies conference last week; Anduril’s move to raise $1.5 billion for a giant new production facility for large-scale unmanned systems production; prospects for a wider regional war as Iran considering attacking Israel after Jerusalem assassinated key Hezbollah and Hamas leaders; Ukraine’s attack into Russia; polling in US presidential race and Vice President Harris’ national security stance; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Justin Sherman, the founder of Global Cyber Strategies advisory firm and nonresident fellow at the Atlantic Council’s Cyber Statecraft Initiative, discusses the new report he authored — “Russia’s Digital Tech Isolationism: Domestic Innovation, Digital Fragmentation, and the Kremlin’s Push to Replace Western Digital Technology” — how Moscow uses its digital technology for global advantage, impact of sanctions that have driven a rise in domestic capability and greater partnership and reliance on China, the global market for Russian and Chinese digital technologies among nations that want to operate outside US and Western sanctions, how to counter Russian dis and misinformation, and outlook for social media regulation in Washington with Defense & Aerospace Report Editor Vago Muradian.

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 last week’s deal that saw Russia exchange innocent Americans and Russian activists for Russian assassins, spies and hackers, and whether the deal will prompt Moscow to take more hostages in the future; update on the Ukraine war and growing worries that Kyiv is losing the conflict and if so, what Western nations can do to change the battlefield dynamic; a new Duma law that prohibits soldiers from using their personal electronic devices on the front; and how Vice President Harris and those around her regard Russia, Ukraine and NATO; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the sharp market drop on Aug. 5, 2024, and how global worries impacted defense and aerospace equities; a look at Boeing’s results last week and news that Kelly Ortberg will succeed Dave Calhoun as the giant’s CEO; defense budget prospects as Senate appropriators cleared 11 of 12 spending bills before leaving town for August; prospect of a wider Middle East war war as Iran vows retaliation after Israel assassinated top Hezbollah and Hamas leaders, including one in Tehran; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Former Deputy Defense Secretary David Norquist who is now the president and CEO of the…

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 Office of Management and Budget’s midyear review that shows lower deficit projections than the Congressional Budget Office; budget outlook as Congress moves to again opt for a continuing resolution rather than passing a budget bill; analysis of second quarter earnings and management statements on budget and profit outlook; thoughts on the “Economic Consequences of Weak Governance and Policy Instability” hosted by The Budget Lab at Yale University and The Niskanen Center think tank; takeaways from the Farnborough International Air Show; and a look at the week ahead.

On today’s program, sponsored by HIl, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of President Biden’s decision against standing for reelection; whether defense sentiment would change if Vice President Harris’ running mate is a former military leader like Sen. Mark Kelly, D-Ariz., or retired Adm. Bill McRaven; why defense stocks in 2024-25 are unlikely to perform as they did in 2016; why 2025 will be a pivotal year for the Russo-Ukrainian war; the US Air Force’s agreement with Boeing to start development work on the E-7 radar plane and decision to accept Block 40 TR3 versions of the F-35 Lightning Il fighter; expectations from the Farnborough International Airshow and earnings expectations from leading US firms; why US defense stocks have lagged the broader market; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to President Biden’s decision to drop his reelection bid and endorse Vice President Kamala Harris, what’s next as the Democratic Party works to revamp its ticket, how Harris can broaden her appeal, and possible running mates.

Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses the cyber implications of the Supreme Court’s decision to overturn the “Chevron” precedent that gave US government agencies broad power to interpret legislation, prospects for more cyber-related congressional action, what needs to be on lawmaker’s to do list, the need to dramatically expand the cyber workforce, assessing the cyber elements of the two presidential campaigns, balancing freedom of speech with the need to counter disinformation in reigning in social media firms, and more with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim discuss the political implications of the assassination attempt on former President Trump during a campaign rally in Pennsylvania and whether efforts to dial down toxic political rhetoric will succeed as the GOP holds its nominating convention this week in Milwaukee; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses assassination attempt, takeaways from the NATO summit, Senate appropriations and authorization language, whether the House will embrace the Senate’s proposal to increase defense spending, a look at this month’s Treasury figures and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.